Advice One Advisory Services, LLC Portfolio Holdings

Advice One Advisory Services, LLC

  • $122 Billion
  • Q1 2025

Advice One Advisory Services, LLC has filed its 13F form on June 27, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Billion distributed in 32 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Raytheon Technologies Corp with a value of $72.9B, Carrier Global Corp with a value of $15B, Otis Worldwide Corp with a value of $14.7B, Tesla, Inc. with a value of $4.84B, and Apple Inc. with a value of $2.93B.

Examining the 13F form we can see an increase of $9.78B in the current position value, from $113B to 122B. Also it can be appreciated an additional of 3 stocks purchases and 1 closed positions.

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 $122 Billion
Industrials: $106 Billion
Consumer Cyclical: $5.05 Billion
Technology: $4.63 Billion
Financial Services: $1.84 Billion
Healthcare: $1.4 Billion
Energy: $935 Million
Communication Services: $848 Million
Consumer Defensive: $822 Million
Other: $951 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $122 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date June 27, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 11 stocks
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