Holdings
AdviceOne Advisory Services, LLC
As of Jun 30, 2026, AdviceOne Advisory Services, LLC reported 37 positions worth US$175M. Largest: Rtx Corporation, Carrier Global Corporation and Otis Worldwide Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Rtx Corporation | 607K | US$115M | +29,221 | Jun 30, 2026 |
| Carrier Global Corporation | 230K | US$16.9M | −673 | Jun 30, 2026 |
| Otis Worldwide Corporation | 140K | US$10M | −36 | Jun 30, 2026 |
| Tesla, Inc. | 18,256 | US$7.68M | +1 | Jun 30, 2026 |
| Apple Inc | 14,638 | US$4.24M | +259 | Jun 30, 2026 |
| Lincoln Electric Holdings, Inc. | 9,389 | US$2.49M | −247 | Jun 30, 2026 |
| Nvidia Corporation | 11,539 | US$2.31M | +445 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 3,875 | US$1.38M | +45 | Jun 30, 2026 |
| Latham Group, Inc. | 184K | US$1.19M | no change | Jun 30, 2026 |
| Ge Aerospace | 3,024 | US$1.13M | +51 | Jun 30, 2026 |