Adviceone Advisory Services, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationglastonbury, CT
- CIK0001998980
- All SEC filings
Q4 2025 Summary
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 |