AdviceOne Advisory Services, LLC
Q4 2025 13F Holdings
- Locationglastonbury, CT
- Num holdings
39
- Value ($000)
$169,199
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001998980
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
R RTX CORPORATION | COM | 75513E101 | $113.42 M | 67 % | 618,452 | ||
O OTIS WORLDWIDE CORP | COM | 68902V107 | $12.27 M | 7 % | 140,483 | ||
C CARRIER GLOBAL CORPORATION | COM | 14448C104 | $12.17 M | 7 % | 230,403 | ||
T TESLA INC | COM | 88160R101 | $8.14 M | 5 % | 18,103 | ||
A APPLE INC | COM | 037833100 | $3.88 M | 2 % | 14,282 | ||
L LINCOLN ELEC HLDGS INC | COM | 533900106 | $2.40 M | 1 % | 10,014 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $2.02 M | 1 % | 10,827 | ||
S LATHAM GROUP INC | COM | 51819L107 | $1.17 M | 1 % | 184,148 | ||
M MICROSOFT CORP | COM | 594918104 | $1.04 M | 1 % | 2,160 | ||
G GE AEROSPACE | COM NEW | 369604301 | $899.26 K | 1 % | 2,919 |
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