AdviceOne Advisory Services, LLC

CIK: 0001998980SEC EDGAR →

Portfolio Value

$169.2B

Holdings

39

As of

Q4 2025

New Positions

4

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

RTX CORPORATION

618,452$113.4B
67.04%
2

OTIS WORLDWIDE CORP

140,483$12.3B
7.25%
3

CARRIER GLOBAL CORPORATION

230,403$12.2B
7.20%
4

TESLA INC

18,103$8.1B
4.81%
5

APPLE INC

14,282$3.9B
2.29%
6

LINCOLN ELEC HLDGS INC

10,014$2.4B
1.42%
7

NVIDIA CORPORATION

10,827$2.0B
1.19%
8

LATHAM GROUP INC

184,148$1.2B
0.69%
9

MICROSOFT CORP

2,160$1.0B
0.62%
10

GE AEROSPACE

2,919$899.0M
0.53%

Quarterly Changes

Top Buys

RTX↑ Increased
$19.2B
FJUNNEW
$352.0M
AAPL↑ Increased
$314.6M
GOOGL↑ Increased
$271.2M
TSEMNEW
$234.0M

Top Sells

CARR↓ Decreased
$1.6B
OTIS↓ Decreased
$727.7M
TSLA↓ Decreased
$246.0M
MOCLOSED
$221.1M
HONCLOSED
$209.9M

New Positions (6)

$352.0M · 6K shares
$234.0M · 2K shares
$220.0M · 439 shares
$218.0M · 1K shares
$218.0M · 7K shares
$201.0M · 4K shares

Closed Positions (2)

$221.1M · 3K shares
$209.9M · 997 shares

Sector Breakdown

Sector# HoldingsValue%
Industrials8$143.2B84.6%
Consumer Cyclical2$8.6B5.1%
Technology6$7.7B4.6%
Financial Services9$3.8B2.2%
Communication Services4$1.9B1.1%
Healthcare4$1.5B0.9%
Energy2$956.0M0.6%
Utilities2$935.0M0.6%
Consumer Defensive1$340.0M0.2%
Unknown1$220.0M0.1%