Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $136 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Advice One Advisory Services, LLC Portfolio

Follow Advice One Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advice One Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advice One Advisory Services, LLC with notifications on news.