ADVICEONE ADVISORY SERVICES, LLC 13F Portfolio
ADVICEONE ADVISORY SERVICES, LLC runs ADVICEONE ADVISORY SERVICES, LLC and currently holds 45 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $177.02M. Their top holdings are RTX, CARR, OTIS, TSLA, AAPL. The top five represent 87.0% of reported portfolio weight. ADVICEONE ADVISORY SERVICES, LLC ranks #755 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ADVICEONE ADVISORY SERVICES, LLC initiated 6 new positions. They added to 19 existing positions. They trimmed 7 positions. Their current best-performing preview position is AMD with returns of +185.56%.
Portfolio Value
$177.02M
Alpha Score
31.3
#755 of 1000
Holdings
45
ADVICEONE ADVISORY SERVICES, LLC Current 13F Holdings
Reported holdings from ADVICEONE ADVISORY SERVICES, LLC's latest SEC 13F filing, ranked by portfolio weight.
45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 RTX RTX CORPORATION | 65.08% | $126.89 | $185.96 | +46.55% | Added +5.06% |
 CARR CARRIER GLOBAL CORPORATION | 9.55% | $68.23 | $55.55 | -18.58% | Trimmed -0.29% |
 OTIS OTIS WORLDWIDE CORP | 5.67% | $92.65 | $65.97 | -28.80% | Trimmed -0.03% |
 TSLA TESLA INC | 4.34% | $397.71 | $382.70 | -3.77% | Added +0.01% |
 AAPL APPLE INC | 2.39% | $249.59 | $336.68 | +34.89% | Added +1.80% |
 LECO LINCOLN ELEC HLDGS INC | 1.41% | $187.47 | $261.13 | +39.29% | Trimmed -2.56% |
 NVDA NVIDIA CORPORATION | 1.30% | $130.92 | $229.28 | +75.13% | Added +4.01% |
 SWIM LATHAM GROUP INC | 0.67% | $7.24 | $6.04 | -16.57% | Held |
 GE GE AEROSPACE | 0.64% | $174.79 | $308.23 | +76.34% | Added +1.72% |
 GOOGL ALPHABET INC | 0.53% | $212.72 | $351.66 | +65.32% | Added +3.15% |
Showing 1-10 of 45