Adviceone Advisory Services, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    glastonbury, CT
  • CIK
    0001998980
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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