AdviceOne Advisory Services, LLC

Q1 2025 13F Holdings

  • Location
    glastonbury, CT
  • Num holdings

    32

  • Value ($000)

    $122,473

  • Date Filed
    06/27/2025
  • Form type
    13F-HR
  • CIK
    0001998980
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
RTX
RTX

RTX CORPORATION

COM
75513E101
$72.86M
60 %

550,055

CARR
CARR

CARRIER GLOBAL CORPORATION

COM
14448C104
$15.01M
12 %

236,700

OTIS
OTIS

OTIS WORLDWIDE CORP

COM
68902V107
$14.67M
12 %

142,122

TSLA
TSLA

TESLA INC

COM
88160R101
$4.84M
4 %

18,679

AAPL
AAPL

APPLE INC

COM
037833100
$2.93M
2 %

13,199

LECO
LECO

LINCOLN ELEC HLDGS INC

COM
533900106
$2.01M
2 %

10,646

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$1.07M
1 %

9,856

XOM
XOM

EXXON MOBIL CORP

COM
30231G102
$673.99K
1 %

5,667

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$626.44K
1 %

1,669

WMT
WMT

WALMART INC

COM
931142103
$621.82K
1 %

7,083

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