Adviceone Advisory Services, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ3 2025
- Locationglastonbury, CT
- CIK0001998980
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
35 | $150.43 M | RTX, CARR, OTIS, TSLA | 13F-HR | Nov 19, 2025 | 000195175725001450 | ||
32 | $135.50 M | RTX, CARR, OTIS, TSLA | 13F-HR | Jul 25, 2025 | 000195175725000951 | ||
32 | $122.47 M | RTX, CARR, OTIS, TSLA | 13F-HR | Jun 27, 2025 | 000195175725000569 | ||
30 | $112.69 M | RTX, CARR, OTIS, TSLA | 13F-HR | Jun 27, 2025 | 000195175725000568 |