AdviceOne Advisory Services, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Glastonbury, CT
CIK
0001998980
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
32
122,472
RTX, CARR, OTIS, TSLA
13F-HR
6/27/2025
000195175725000569
Q4 2024
30
112,688
RTX, CARR, OTIS, TSLA
13F-HR
6/27/2025
000195175725000568