0001951757-25-000569.txt : 20250627
0001951757-25-000569.hdr.sgml : 20250627
20250627092912
ACCESSION NUMBER: 0001951757-25-000569
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250331
FILED AS OF DATE: 20250627
DATE AS OF CHANGE: 20250627
EFFECTIVENESS DATE: 20250627
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: AdviceOne Advisory Services, LLC
CENTRAL INDEX KEY: 0001998980
ORGANIZATION NAME:
EIN: 061533471
STATE OF INCORPORATION: CT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-25645
FILM NUMBER: 251082609
BUSINESS ADDRESS:
STREET 1: 100 WESTERN BOULEVARD
CITY: GLASTONBURY
STATE: CT
ZIP: 06033
BUSINESS PHONE: 8606594900
MAIL ADDRESS:
STREET 1: 100 WESTERN BOULEVARD
CITY: GLASTONBURY
STATE: CT
ZIP: 06033
13F-HR
1
primary_doc.xml
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13F-HR
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0001998980
XXXXXXXX
03-31-2025
03-31-2025
AdviceOne Advisory Services, LLC
100 WESTERN BOULEVARD
GLASTONBURY
CT
06033
13F HOLDINGS REPORT
028-25645
N
Michael Grossman
Chief Compliance Officer
(860) 659-4900
Michael Grossman
Glastonbury
CT
06-27-2025
0
32
122472976
false
INFORMATION TABLE
2
F_13F_AdviceOne_Q12025.xml
ABBVIE INC
COM
00287Y109
308946
1475
SH
SOLE
0
0
1475
ALPHABET INC
CAP STK CL A
02079K305
226488
1465
SH
SOLE
0
0
1465
ALTRIA GROUP INC
COM
02209S103
200081
3334
SH
SOLE
0
0
3334
AMAZON COM INC
COM
023135106
208144
1094
SH
SOLE
0
0
1094
APPLE INC
COM
037833100
2931849
13199
SH
SOLE
0
0
13199
BANK AMERICA CORP
COM
060505104
287671
6894
SH
SOLE
0
0
6894
BANK NEW YORK MELLON CORP
COM
064058100
389714
4647
SH
SOLE
0
0
4647
CARRIER GLOBAL CORPORATION
COM
14448C104
15006800
236700
SH
SOLE
0
0
236700
COMCAST CORP NEW
CL A
20030N101
290419
7870
SH
SOLE
0
0
7870
CONOCOPHILLIPS
COM
20825C104
261306
2488
SH
SOLE
0
0
2488
ELI LILLY & CO
COM
532457108
296522
359
SH
SOLE
0
0
359
EXXON MOBIL CORP
COM
30231G102
673990
5667
SH
SOLE
0
0
5667
GE AEROSPACE
COM NEW
369604301
570418
2850
SH
SOLE
0
0
2850
GE VERNOVA INC
COM
36828A101
238424
781
SH
SOLE
0
0
781
HARTFORD INSURANCE GROUP INC
COM
416515104
565570
4571
SH
SOLE
0
0
4571
HONEYWELL INTL INC
COM
438516106
209421
989
SH
SOLE
0
0
989
ISHARES TR
CORE S&P500 ETF
464287200
524815
934
SH
SOLE
0
0
934
JOHNSON & JOHNSON
COM
478160104
224360
1353
SH
SOLE
0
0
1353
JPMORGAN CHASE & CO.
COM
46625H100
226649
924
SH
SOLE
0
0
924
L3HARRIS TECHNOLOGIES INC
COM
502431109
436621
2086
SH
SOLE
0
0
2086
LINCOLN ELEC HLDGS INC
COM
533900106
2013785
10646
SH
SOLE
0
0
10646
MCKESSON CORP
COM
58155Q103
282656
420
SH
SOLE
0
0
420
META PLATFORMS INC
CL A
30303M102
331412
575
SH
SOLE
0
0
575
MICROSOFT CORP
COM
594918104
626438
1669
SH
SOLE
0
0
1669
NVIDIA CORPORATION
COM
67066G104
1068240
9856
SH
SOLE
0
0
9856
OTIS WORLDWIDE CORP
COM
68902V107
14666947
142122
SH
SOLE
0
0
142122
RTX CORPORATION
COM
75513E101
72860259
550055
SH
SOLE
0
0
550055
SOUTHERN CO
COM
842587107
426004
4633
SH
SOLE
0
0
4633
TESLA INC
COM
88160R101
4840850
18679
SH
SOLE
0
0
18679
UNITEDHEALTH GROUP INC
COM
91324P102
282829
540
SH
SOLE
0
0
540
VISA INC
COM CL A
92826C839
373531
1066
SH
SOLE
0
0
1066
WALMART INC
COM
931142103
621817
7083
SH
SOLE
0
0
7083