CIK 1998980
AdviceOne Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
39
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–39 of 39
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RTX | RTX CORPORATION | 618K | $1M+ | SH |
| OTIS | OTIS WORLDWIDE CORP | 140K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION | 230K | $1M+ | SH |
| TSLA | TESLA INC | 18K | $1M+ | SH |
| AAPL | APPLE INC | 14K | $1M+ | SH |
| LECO | LINCOLN ELEC HLDGS INC | 10K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| SWIM | LATHAM GROUP INC | 184K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 2K | $1M+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| GOOGL | ALPHABET INC | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 5K | $500K+ | SH |
| META | META PLATFORMS INC | 779 | $500K+ | SH |
| GEV | GE VERNOVA INC | 778 | $500K+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 4K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 1K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 417 | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| WMT | WALMART INC | 3K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 408 | $100K–$500K | SH |
| V | VISA INC | 921 | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 289 | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 3K | $100K–$500K | SH |
| TSEM | TOWER SEMICONDUCTOR LTD | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 7K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 439 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| NKSH | NATIONAL BANKSHARES INC VA | 7K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |