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AdviceOne Advisory Services, LLC

Q1 2026 13F Holdings

  • Location
    glastonbury, CT
  • Num holdings

    41

  • Value ($000)

    $165,241

  • Date Filed
    04/13/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
R
RTX

RTX CORPORATION

COM
75513E101
$111.49M
68 %

577,950

C
CARR

CARRIER GLOBAL CORPORATION

COM
14448C104
$13.01M
8 %

231,059

O
OTIS

OTIS WORLDWIDE CORP

COM
68902V107
$10.81M
7 %

140,283

T
TSLA

TESLA INC

COM
88160R101
$6.79M
4 %

18,255

A
AAPL

APPLE INC

COM
037833100
$3.65M
2 %

14,379

L
LECO

LINCOLN ELEC HLDGS INC

COM
533900106
$2.4M
2 %

9,636

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$1.93M
1 %

11,094

X
XOM

EXXON MOBIL CORP

COM
30231G102
$1.02M
1 %

6,032

S
SWIM

LATHAM GROUP INC

COM
51819L107
$988.88K
1 %

184,148

G
GE

GE AEROSPACE

COM NEW
369604301
$843.77K
1 %

2,973

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