Advice One Advisory Services, LLC Purchases in Q3 2025

Advice One Advisory Services, LLC

  • $150 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
8.41K
+ 1.52%
$144.19 - $167.33 $1.21M - $1.41M
563K $94.2B
SWIM
Latham Group, Inc.

Industrials
130K
New
$6.15 - $8.25 $801K - $1.07M
130K $991M
AAPL
Apple Inc.

Technology
297
+ 2.17%
$202.38 - $256.87 $60.1K - $76.3K
14K $3.57B
JNJ
Johnson & Johnson

Healthcare
1.63K
New
$155.17 - $185.42 $254K - $303K
1.63K $303M
ASML
Asml Holding Nv

Technology
292
New
$689.63 - $968.09 $201K - $283K
292 $283M
MO
Altria Group, Inc.

Consumer Defensive
3.35K
New
$57.75 - $67.68 $193K - $227K
3.35K $221M
GOOGL
Alphabet Inc.

Communication Services
157
+ 8.03%
$174.36 - $254.72 $27.4K - $40K
2.11K $514M
JPM
Jpmorgan Chase & CO

Financial Services
333
+ 36.04%
$282.78 - $316.06 $94.2K - $105K
1.26K $396M
AMZN
Amazon Com Inc

Consumer Cyclical
581
+ 39.71%
$211.65 - $238.24 $123K - $138K
2.04K $449M
GE
General Electric CO

Industrials
4
+ 0.14%
$244.75 - $305.63 $979 - $1.22K
2.9K $873M
GOOG
Alphabet Inc.

Communication Services
37
+ 2.85%
$175.16 - $255.24 $6.48K - $9.44K
1.34K $325M
Ge Vernova Inc
1
+ 0.13%
N/A
782 $481M
META
Meta Platforms, Inc.

Communication Services
60
+ 10.43%
$695.21 - $791.73 $41.7K - $47.5K
635 $466M
SO
Southern CO

Utilities
267
+ 5.76%
$90.83 - $96.0 $24.3K - $25.6K
4.9K $464M
XOM
Exxon Mobil Corp

Energy
8
+ 0.13%
$105.83 - $117.22 $847 - $938
5.99K $676M
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$44.92 - $52.42 $44.9 - $52.4
7.09K $366M
LLY
Eli Lilly & CO

Healthcare
27
+ 6.92%
$625.65 - $812.69 $16.9K - $21.9K
417 $318M
COP
Conocophillips

Energy
18
+ 0.72%
$91.0 - $98.99 $1.64K - $1.78K
2.53K $239M
V
Visa Inc.

Financial Services
1
+ 0.11%
$332.09 - $358.86 $332 - $359
942 $321M
HON
Honeywell International Inc

Industrials
8
+ 0.81%
$207.7 - $240.4 $1.66K - $1.92K
997 $210M
CMCSA
Comcast Corp

Communication Services
2
+ 0.03%
$31.41 - $36.33 $62.8 - $72.7
7.87K $247M
Activity Summary
Buys All Purchases 22 New Holdings 4 Increased Positions 18 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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