ADVICEONE ADVISORY SERVICES, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RTX | 578K | $111.49M |
 | CARR | 231K | $13.01M |
 | SWIM | 184K | $988.88K |
 | OTIS | 140K | $10.81M |
 | TSLA | 18K | $6.79M |
 | AAPL | 14K | $3.65M |
 | NVDA | 11K | $1.93M |
 | LECO | 10K | $2.40M |
 | CMCSA | 8K | $220.20K |
 | BAC | 7K | $340.45K |
 | NKSH | 7K | $237.25K |
 | XOM | 6K | $1.02M |
 | SO | 5K | $472.95K |
 | BK | 5K | $546.37K |
 | HIG | 3K | $466.00K |
 | MO | 3K | $222.89K |
 | GE | 3K | $843.76K |
 | WMT | 3K | $354.60K |
 | COP | 3K | $343.80K |
 | GOOGL | 3K | $730.40K |
RTX Corporation
RTX
Shares Held
578K
Value
$111.49M
Carrier Global Corporation
CARR
Shares Held
231K
Value
$13.01M
Latham Group, Inc.
SWIM
Shares Held
184K
Value
$988.88K
Otis Worldwide Corporation
OTIS
Shares Held
140K
Value
$10.81M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$6.79M
Apple Inc.
AAPL
Shares Held
14K
Value
$3.65M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.93M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
10K
Value
$2.40M
Comcast Corporation
CMCSA
Shares Held
8K
Value
$220.20K
Bank of America Corporation
BAC
Shares Held
7K
Value
$340.45K
National Bankshares, Inc.
NKSH
Shares Held
7K
Value
$237.25K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$1.02M
The Southern Company
SO
Shares Held
5K
Value
$472.95K
The Bank of New York Mellon Corporation
BK
Shares Held
5K
Value
$546.37K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
3K
Value
$466.00K
Altria Group, Inc.
MO
Shares Held
3K
Value
$222.89K
GE Aerospace
GE
Shares Held
3K
Value
$843.76K
Walmart Inc.
WMT
Shares Held
3K
Value
$354.60K
ConocoPhillips
COP
Shares Held
3K
Value
$343.80K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$730.40K