Question 1

What stocks does ADVICEONE ADVISORY SERVICES LLC hold in its portfolio?

Accepted Answer

ADVICEONE ADVISORY SERVICES LLC's top stock holdings include BNY, RTX, CARR and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADVICEONE ADVISORY SERVICES LLC's largest stock holdings?

Accepted Answer

ADVICEONE ADVISORY SERVICES LLC's largest stock holdings as of their last filing include BNY (valued at approximately $0.7 million), RTX (valued at approximately $115.2 million), CARR (valued at approximately $16.9 million), IVV (valued at approximately $0.6 million), FJUN (valued at approximately $0.4 million).

Question 3

When was ADVICEONE ADVISORY SERVICES LLC's last SEC filing?

Accepted Answer

ADVICEONE ADVISORY SERVICES LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADVICEONE ADVISORY SERVICES LLC recently bought or sold?

Accepted Answer

ADVICEONE ADVISORY SERVICES LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADVICEONE ADVISORY SERVICES LLC reported?

Accepted Answer

ADVICEONE ADVISORY SERVICES LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADVICEONE ADVISORY SERVICES LLC invest in?

Accepted Answer

ADVICEONE ADVISORY SERVICES LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.