ADVICEONE ADVISORY SERVICES, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RTX | 563K | $94.21M |
 | CARR | 231K | $13.81M |
 | OTIS | 142K | $13.00M |
 | SWIM | 130K | $990.72K |
 | TSLA | 19K | $8.39M |
 | AAPL | 14K | $3.57M |
 | NVDA | 11K | $1.99M |
 | LECO | 10K | $2.46M |
 | CMCSA | 8K | $247.41K |
 | BAC | 7K | $365.91K |
 | XOM | 6K | $675.85K |
 | WMT | 5K | $526.92K |
 | SO | 5K | $464.37K |
 | BK | 5K | $506.30K |
 | HIG | 4K | $515.29K |
 | MO | 3K | $221.14K |
 | GE | 3K | $872.55K |
 | COP | 3K | $239.00K |
 | GOOGL | 2K | $513.75K |
 | AMZN | 2K | $448.80K |
RTX Corporation
RTX
Shares Held
563K
Value
$94.21M
Carrier Global Corporation
CARR
Shares Held
231K
Value
$13.81M
Otis Worldwide Corporation
OTIS
Shares Held
142K
Value
$13.00M
Latham Group, Inc.
SWIM
Shares Held
130K
Value
$990.72K
Tesla, Inc.
TSLA
Shares Held
19K
Value
$8.39M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.57M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.99M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
10K
Value
$2.46M
Comcast Corporation
CMCSA
Shares Held
8K
Value
$247.41K
Bank of America Corporation
BAC
Shares Held
7K
Value
$365.91K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$675.85K
Walmart Inc.
WMT
Shares Held
5K
Value
$526.92K
The Southern Company
SO
Shares Held
5K
Value
$464.37K
The Bank of New York Mellon Corporation
BK
Shares Held
5K
Value
$506.30K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
4K
Value
$515.29K
Altria Group, Inc.
MO
Shares Held
3K
Value
$221.14K
GE Aerospace
GE
Shares Held
3K
Value
$872.55K
ConocoPhillips
COP
Shares Held
3K
Value
$239.00K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$513.75K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$448.80K