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ADVICEONE ADVISORY SERVICES, LLC 13F portfolio summary

ADVICEONE ADVISORY SERVICES, LLC of ADVICEONE ADVISORY SERVICES, LLC has 41 current stock holdings with a reported portfolio value of $165.2M. The portfolio 1 year return is +28.21%. Top holdings include RTX (67.47%), CARR (7.87%), OTIS (6.54%), TSLA (4.11%), AAPL (2.21%).

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ADVICEONE ADVISORY SERVICES, LLC

ADVICEONE ADVISORY SERVICES, LLC
Latest filing: 2026-03-31

ADVICEONE ADVISORY SERVICES, LLC runs ADVICEONE ADVISORY SERVICES, LLC and currently holds 41 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $165.24M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ADVICEONE ADVISORY SERVICES, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ADVICEONE ADVISORY SERVICES, LLC's portfolio at ADVICEONE ADVISORY SERVICES, LLC has delivered returns of +28.21%. Their 3-year annualized return is +34.11%. Looking at the 5-year horizon, ADVICEONE ADVISORY SERVICES, LLC has achieved +34.11% annualized returns at ADVICEONE ADVISORY SERVICES, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+28.21%
#0/1000
3 Year
+34.11%
#0/1000
5 Year
+34.11%
#0/1000

Portfolio Value

$165.24M

Alpha Score

29.7

#0 of 1000

Holdings

41

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change