AA

AdviceOne Advisory Services, LLC

13F
AdviceOne Advisory Services, LLC
Last update 2025-06-27 32 Stocks (3 new)
Value $122.00 Mil Turnover 5 %
Countries:
Top Holdings: RTX(59.49%)CARR(12.25%)OTIS(11.98%)TSLA(3.95%)AAPL(2.39%)
Summary Stock Picks Current Portfolio
AdviceOne Advisory Services, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RTX
RTX Corp
550,055
72,860.3
+7.24%
59.490
+4.02%
0.040
+15.09%
+28.21%
196,211.5
Aerospace & Defense
CARR
Carrier Global Corp
236,700
15,006.8
-0.05%
12.250
-0.01%
0.030
+29.71%
+12.61%
65,360.1
Construction
OTIS
Otis Worldwide Corp
142,122
14,667.0
-0.75%
11.980
-0.09%
0.040
+2.91%
+8.32%
39,266.4
Industrial Products
TSLA
Tesla Inc
18,679
4,840.9
-21.81%
3.950
-1.87%
0.000
+24.26%
-22.37%
1,009,802.0
Vehicles & Parts
AAPL
Apple Inc
13,199
2,931.8
+1.73%
2.390
+0.04%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
LECO
Lincoln Electric Holdings Inc
10,646
2,013.8
0%
1.640
0%
0.020
+23.44%
+19.73%
12,437.0
Industrial Products
NVDA
NVIDIA Corp
9,856
1,068.2
+73.12%
0.870
+0.37%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
XOM
Exxon Mobil Corp
5,667
674.0
+2.81%
0.550
+0.02%
0.000
+12.95%
+9.26%
497,461.6
Oil & Gas
MSFT
Microsoft Corp
1,669
626.4
+8.03%
0.510
+0.04%
0.000
+29.81%
+19.87%
3,740,948.0
Software
WMT
Walmart Inc
7,083
621.8
-3.32%
0.510
-0.02%
0.000
+1.97%
+5.02%
753,351.5
Retail - Defensive

AdviceOne Advisory Services, LLC's Historical Top Holdings Breakdowns

AdviceOne Advisory Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RTX
RTX Corp
2025-03-31
Add
Add
+4.02%
●
114.1 ($126.79) 135.66
$146.87
15.84%
Add 7.24%
550,055
37,125
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-1.87%
●
222.15 ($333.26) 428.22
$313.51
-5.93%
Reduce -21.81%
18,679
-5,210
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.37%
●
106.98 ($126.74) 149.43
$164.92
30.12%
Add 73.12%
9,856
4,163
V
Visa Inc
2025-03-31
New Buy
New Buy
+0.30%
●
306.92 ($338.38) 362.71
$347.93
2.82%
New holding
1,066
1,066
GOOG
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.22%
●
156.06 ($183.12) 207.71
$181.31
-0.99%
Sold Out
0
-1,314
JNJ
Johnson & Johnson
2025-03-31
New Buy
New Buy
+0.18%
●
142.06 ($156.47) 167.7
$156.90
0.27%
New holding
1,353
1,353
MO
Altria Group Inc
2025-03-31
New Buy
New Buy
+0.16%
●
50.81 ($54.6) 60.02
$57.80
5.86%
New holding
3,334
3,334
OTIS
Otis Worldwide Corp
2025-03-31
Reduce
Reduce
-0.09%
●
90.77 ($97.69) 104.01
$99.49
1.84%
Reduce -0.75%
142,122
-1,072
AAPL
Apple Inc
2025-03-31
Add
Add
+0.04%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Add 1.73%
13,199
224
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.04%
●
375.39 ($407.71) 447.2
$503.32
23.45%
Add 8.03%
1,669
124

AdviceOne Advisory Services, LLC Total Holding History ($B)

To

AdviceOne Advisory Services, LLC's Asset Allocation

To

AdviceOne Advisory Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AdviceOne Advisory Services, LLC's Hypothetical Growth since 2025-03-31

AdviceOne Advisory Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

AdviceOne Advisory Services, LLC's Holdings Heat Map

Size field:

AdviceOne Advisory Services, LLC's Holdings Bubble Chart

AdviceOne Advisory Services, LLC News

  • 1

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