ADVICEONE ADVISORY SERVICES, LLC
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RTX | 607K | $115.20M |
 | CARR | 230K | $16.90M |
 | SWIM | 184K | $1.19M |
 | OTIS | 140K | $10.04M |
 | TSLA | 18K | $7.68M |
 | AAPL | 15K | $4.24M |
 | NVDA | 12K | $2.31M |
 | LECO | 9K | $2.49M |
 | BAC | 7K | $398.22K |
 | XOM | 6K | $813.39K |
 | SO | 5K | $468.98K |
 | HIG | 3K | $456.66K |
 | MO | 3K | $243.13K |
 | GE | 3K | $1.13M |
 | WMT | 3K | $323.16K |
 | COP | 3K | $272.51K |
 | GOOGL | 3K | $936.41K |
 | MSFT | 2K | $878.58K |
 | AMZN | 2K | $523.16K |
 | TSEM | 2K | $521.28K |
RTX Corporation
RTX
Shares Held
607K
Value
$115.20M
Carrier Global Corporation
CARR
Shares Held
230K
Value
$16.90M
Latham Group, Inc.
SWIM
Shares Held
184K
Value
$1.19M
Otis Worldwide Corporation
OTIS
Shares Held
140K
Value
$10.04M
Tesla, Inc.
TSLA
Shares Held
18K
Value
$7.68M
Apple Inc.
AAPL
Shares Held
15K
Value
$4.24M
NVIDIA Corporation
NVDA
Shares Held
12K
Value
$2.31M
Lincoln Electric Holdings, Inc.
LECO
Shares Held
9K
Value
$2.49M
Bank of America Corporation
BAC
Shares Held
7K
Value
$398.22K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$813.39K
The Southern Company
SO
Shares Held
5K
Value
$468.98K
The Hartford Insurance Group, Inc.
HIG
Shares Held
3K
Value
$456.66K
Altria Group, Inc.
MO
Shares Held
3K
Value
$243.13K
GE Aerospace
GE
Shares Held
3K
Value
$1.13M
Walmart Inc.
WMT
Shares Held
3K
Value
$323.16K
ConocoPhillips
COP
Shares Held
3K
Value
$272.51K
Alphabet Inc.
GOOGL
Shares Held
3K
Value
$936.41K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$878.58K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$523.16K
Tower Semiconductor Ltd.
TSEM
Shares Held
2K
Value
$521.28K