Fund HoldingsAdviceOne Advisory Services, LLC

Total Portfolio Value
$122.47M
Total Bought
$15.12M
Total Sold
$7.84M
Net Transaction
+$7.28M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
RTX CORPORATION(RTX)512,930550,055+37,12559,35672,86059.49%+13,504
OTIS WORLDWIDE CORP(OTIS)143,194142,122-1,07213,26114,66711.98%+1,406
VISA INC(V)01,066+1,06603740.30%+374
NVIDIA CORPORATION(NVDA)5,6939,856+4,1637651,0680.87%+304
JOHNSON & JOHNSON(JNJ)01,353+1,35302240.18%+224
ALTRIA GROUP INC(MO)03,334+3,33402000.16%+200
GE AEROSPACE(GE)2,8762,850-264805700.47%+91
EXXON MOBIL CORP5,5125,667+1555936740.55%+81
HARTFORD INSURANCE GROUP INC(HIG)4,5714,57105005660.46%+66
ABBVIE INC(ABBV)1,4751,47502623090.25%+47
SOUTHERN CO(SO)4,6334,63303814260.35%+45
MCKESSON CORP(MCK)428420-82442830.23%+39
ELI LILLY & CO(LLY)341359+182632970.24%+33
BANK NEW YORK MELLON CORP4,6474,64703573900.32%+33
LINCOLN ELEC HLDGS INC(LECO)10,64610,64601,9962,0141.64%+18
CONOCOPHILLIPS(COP)2,5162,488-282502610.21%+12
GE VERNOVA INC(GEV)723781+582382380.19%+1
L3HARRIS TECHNOLOGIES INC(LHX)2,0862,08604394370.36%-2
JPMORGAN CHASE & CO.(JPM)955924-312292270.19%-2
UNITEDHEALTH GROUP INC(UNH)566540-262862830.23%-3
ISHARES TR899934+355295250.43%-4
META PLATFORMS INC(META)574575+13363310.27%-5
COMCAST CORP NEW(CCZ)7,9697,870-992992900.24%-9
BANK AMERICA CORP6,8626,894+323022880.23%-14
AMAZON COM INC(AMZN)1,0231,094+712242080.17%-16
ALPHABET INC(GOOG)1,2881,465+1772442260.18%-17
HONEYWELL INTL INC(HON)1,018989-292302090.17%-21
MICROSOFT CORP(MSFT)1,5451,669+1246516260.51%-25
WALMART INC(WMT)7,3267,083-2436626220.51%-40
ALPHABET INC(GOOG)1,3140-1,3142500-250
APPLE INC(AAPL)12,97513,199+2243,2492,9322.39%-317
CARRIER GLOBAL CORPORATION(CARR)236,818236,700-11816,16515,00712.25%-1,158
TESLA INC(TSLA)23,88918,679-5,2109,6474,8413.95%-4,806
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