AdviceOne Advisory Services, LLC
13F Portfolio Filings
Most recent 13F Q4 2025Location glastonbury, CTCIK 0001998980All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
39 | $169.2M | RTX, OTIS, CARR, TSLA | 13F-HR | Jan 8, 2026 | 000195175726000034 | ||
35 | $150.43M | RTX, CARR, OTIS, TSLA | 13F-HR | Nov 19, 2025 | 000195175725001450 | ||
32 | $135.5M | RTX, CARR, OTIS, TSLA | 13F-HR | Jul 25, 2025 | 000195175725000951 | ||
32 | $122.47M | RTX, CARR, OTIS, TSLA | 13F-HR | Jun 27, 2025 | 000195175725000569 | ||
30 | $112.69M | RTX, CARR, OTIS, TSLA | 13F-HR | Jun 27, 2025 | 000195175725000568 |