AdviceOne Advisory Services, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 19, 2025
Value $
$150M
Signature - Title
Michael Grossman - Chief Compliance Officer
Location
Glastonbury, CT
Summary
This page shows a list of all the recent 13F filings made by AdviceOne Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AdviceOne Advisory Services, LLC reported 35 stock holdings with total value $150M as of Q3 2025. Top holdings included RTX, CARR, OTIS, TSLA, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 35 $150M +$3.72M -$1.16M +$2.56M RTX, CARR, OTIS, TSLA, AAPL 13F-HR 11/19/2025, 11:47 AM
Q2 2025 32 $136M +$2.65M -$1.28M +$1.37M RTX, CARR, OTIS, TSLA, AAPL 13F-HR 7/25/2025, 09:00 AM
Q1 2025 32 $122M +$6.38M -$1.78M +$4.59M RTX, CARR, OTIS, TSLA, AAPL 13F-HR 6/27/2025, 09:29 AM
Q4 2024 30 $113M $0 $0 RTX, CARR, OTIS, TSLA, AAPL 13F-HR 6/27/2025, 09:27 AM