Advice One Advisory Services, LLC Portfolio Holdings

Advice One Advisory Services, LLC

  • $169 Billion
  • Q4 2025

Advice One Advisory Services, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Raytheon Technologies Corp with a value of $113B, Otis Worldwide Corp with a value of $12.3B, Carrier Global Corp with a value of $12.2B, Tesla, Inc. with a value of $8.14B, and Apple Inc. with a value of $3.88B.

Examining the 13F form we can see an increase of $18.8B in the current position value, from $150B to 169B.

Advice One Advisory Services, LLC is based out at Glastonbury, CT

Below you can find more details about Advice One Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $169 Billion
Industrials: $143 Billion
Consumer Cyclical: $8.63 Billion
Technology: $7.71 Billion
Financial Services: $2.6 Billion
Communication Services: $1.92 Billion
Healthcare: $1.51 Billion
ETFs: $1.04 Billion
Energy: $957 Million
Other: $768 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $169 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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