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ADVICEONE ADVISORY SERVICES, LLC
ADVICEONE ADVISORY SERVICES, LLC
Latest filing: 2026-06-30
ADVICEONE ADVISORY SERVICES, LLC runs ADVICEONE ADVISORY SERVICES, LLC and currently holds 45 stock positions, which is fewer than the average of 230 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 #752 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%.
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45 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 RTX RTX CORPORATION | 65.08% | $126.89 | $209.91 | +65.43% | Added +5.06% |
 CARR CARRIER GLOBAL CORPORATION | 9.55% | $68.23 | $60.37 | -11.52% | Trimmed -0.29% |
 OTIS OTIS WORLDWIDE CORP | 5.67% | $92.65 | $71.48 | -22.85% | Trimmed -0.03% |
 TSLA TESLA INC | 4.34% | $397.71 | $362.86 | -8.76% | Added +0.01% |
 AAPL APPLE INC | 2.39% | $249.59 | $309.35 | +23.94% | Added +1.80% |
 LECO LINCOLN ELEC HLDGS INC | 1.41% | $187.47 | $281.82 | +50.33% | Trimmed -2.56% |
 NVDA NVIDIA CORPORATION | 1.30% | $130.92 | $214.76 | +64.04% | Added +4.01% |
 SWIM LATHAM GROUP INC | 0.67% | $7.24 | $7.03 | -2.90% | Held |
 GE GE AEROSPACE | 0.64% | $174.79 | $348.41 | +99.33% | Added +1.72% |
 GOOGL ALPHABET INC | 0.53% | $212.72 | $344.82 | +62.10% | Added +3.15% |
Showing 1-10 of 45