AdviceOne Advisory Services, LLC
AdviceOne Advisory Services, LLC reported 45 positions worth $177.0M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: RTX (65.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RTX | SH | $115.2M | 65.08% | 607,171 | — | — | |
| ▸ 2 | CARR | SH | $16.9M | 9.55% | 230,386 | — | — | |
| ▸ 3 | OTIS | SH | $10.0M | 5.67% | 140,247 | — | — | |
| ▸ 4 | TSLA | SH | $7.7M | 4.34% | 18,256 | — | — | |
| ▸ 5 | AAPL | SH | $4.2M | 2.39% | 14,638 | — | — | |
| ▸ 6 | LECO | SH | $2.5M | 1.41% | 9,389 | — | — | |
| ▸ 7 | NVDA | SH | $2.3M | 1.30% | 11,539 | — | — | |
| ▸ 8 | SWIM | SH | $1.2M | 0.67% | 184,148 | — | — | |
| ▸ 9 | GE | SH | $1.1M | 0.64% | 3,024 | — | — | |
| ▸ 10 | GOOGL | SH | $936.4K | 0.53% | 2,620 | — | — |
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Frequently Asked Questions
What stocks does AdviceOne Advisory Services, LLC hold as of Q2 2026?
AdviceOne Advisory Services, LLC reported 45 positions worth $177.0M in its Q2 2026 13F filing. Largest positions: RTX (65.1%), CARR (9.5%), OTIS (5.7%), TSLA (4.3%) and AAPL (2.4%).
What did AdviceOne Advisory Services, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did AdviceOne Advisory Services, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.