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