Advice One Advisory Services, LLC Purchases and Sells in Q3 2025

Advice One Advisory Services, LLC

18 operations

Stock	Shares change	Price Range	Shares Held
RTX	8.41K + 1.52%	$144.19 - $167.33 $1.21M - $1.41M	563K $94.2B
AAPL	297 + 2.17%	$202.38 - $256.87 $60.1K - $76.3K	14K $3.57B
GOOGL	157 + 8.03%	$174.36 - $254.72 $27.4K - $40K	2.11K $514M
JPM	333 + 36.04%	$282.78 - $316.06 $94.2K - $105K	1.26K $396M
AMZN	581 + 39.71%	$211.65 - $238.24 $123K - $138K	2.04K $449M
GE	4 + 0.14%	$244.75 - $305.63 $979 - $1.22K	2.9K $873M

4 operations

Stock	Shares change	Price Range	Shares Held
SWIM	130K New	$6.15 - $8.25 $801K - $1.07M	130K $991M
JNJ	1.63K New	$155.17 - $185.42 $254K - $303K	1.63K $303M
ASML	292 New	$689.63 - $968.09 $201K - $283K	292 $283M
MO	3.35K New	$57.75 - $67.68 $193K - $227K	3.35K $221M

8 operations

Stock	Shares change	Price Range	Shares Held
CARR	-1.44K - 0.62%	$58.75 - $80.73 $84.8K - $116K	231K $13.8B
OTIS	-878 - 0.61%	$84.93 - $101.07 $74.6K - $88.7K	142K $13B
LHX	-478 - 22.91%	$252.18 - $305.41 $121K - $146K	1.61K $491M
HIG	-297 - 7.14%	$119.73 - $134.7 $35.6K - $40K	3.86K $515M
GD	-47 - 3.11%	$293.92 - $341.0 $13.8K - $16K	1.47K $500M
LECO	-232 - 2.18%	$210.22 - $247.76 $48.8K - $57.5K	10.4K $2.46B

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

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