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Portfolio (Quarterly) Guide ↗

AdviceOne Advisory Services, LLC

· CIK 0001998980
13F Portfolio $169M AUM 39 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 12 Added 14 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OTIS OTIS WORLDWIDE CORP Industrials 140,483.0 $12.3M 7.25% -2K -1.2% $87.35 -17.0%
2 TSLA TESLA INC Consumer Cyclical 18,103.0 $8.1M 4.81% -756.0 -4.0% $449.72 -4.7%
3 LECO LINCOLN ELEC HLDGS INC Industrials 10,014.0 $2.4M 1.42% -400.0 -3.8% $239.64 +9.9%
4 BK BANK NEW YORK MELLON CORP Financial Services 4,606.0 $535K 0.32% -41.0 -0.9% $116.08 +21.7%
5 GEV GE VERNOVA INC Utilities 778.0 $508K 0.30% -4.0 -0.5% $653.53 +64.7%
6 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,678.0 $507K 0.30% -185.0 -4.8% $137.80 -1.8%
7 GOOG ALPHABET INC Communication Services 1,277.0 $401K 0.24% -58.0 -4.3% $313.83 +21.9%
8 BAC BANK AMERICA CORP Financial Services 7,034.0 $387K 0.23% -59.0 -0.8% $55.00 -5.2%
9 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,271.0 $373K 0.22% -337.0 -21.0% $293.57 +6.1%
10 WMT WALMART INC Consumer Defensive 3,056.0 $340K 0.20% -2K -40.2% $111.40 +6.7%
11 MCK MCKESSON CORP Healthcare 408.0 $335K 0.20% -7.0 -1.7% $820.29 -7.8%
12 V VISA INC Financial Services 921.0 $323K 0.19% -21.0 -2.2% $350.63 -7.1%
13 ASML ASML HOLDING N V Technology 289.0 $309K 0.18% -3.0 -1.0% $1069.86 +50.6%
14 CMCSA COMCAST CORP NEW Communication Services 7,484.0 $224K 0.13% -390.0 -5.0% $29.89 -16.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 85.5%
Consumer Cyclical 5.1%
Technology 4.6%
Financial Services 1.4%
Communication Services 1.1%
Healthcare 0.9%
Energy 0.6%
Utilities 0.6%
Consumer Defensive 0.2%