13F Filings History of AdviceOne Advisory Services, LLC

Latest 13F report
Q4 2025 - 08 Jan 2026
Value $
$169,198,677
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 39 stock holdings with total value $169,198,677 as of Q4 2025. Top holdings included RTX, OTIS, CARR, TSLA, and AAPL.

Notify me when AdviceOne Advisory Services, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 39 $169,198,677 +$12,632,845 -$1,479,430 +$11,153,415 RTX, OTIS, CARR, TSLA, AAPL 13F-HR 08 Jan 2026, 08:49
Q3 2025 35 $150,426,985 +$3,723,790 -$1,163,546 +$2,560,244 RTX, CARR, OTIS, TSLA, AAPL 13F-HR 19 Nov 2025, 11:47
Q2 2025 32 $135,503,751 +$2,654,271 -$1,283,319 +$1,370,952 RTX, CARR, OTIS, TSLA, AAPL 13F-HR 25 Jul 2025, 09:00
Q1 2025 32 $122,472,976 +$6,376,512 -$1,784,451 +$4,592,061 RTX, CARR, OTIS, TSLA, AAPL 13F-HR 27 Jun 2025, 09:29
Q4 2024 30 $112,688,847 $0 $0 $0 RTX, CARR, OTIS, TSLA, AAPL 13F-HR 27 Jun 2025, 09:27