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Home > Institutional Investor > Adviceone Advisory Services, Llc > Profile

Instuitional Investor - Adviceone Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Adviceone Advisory Services, Llc
Portfolio Value $122,472,976
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Rtx Corp
 RTX 550,055 $72,860,259 59.49%
2.
Carrier Global Corp
 CARR 236,700 $15,006,800 12.25%
3.
Otis Worldwide Corp
 OTIS 142,122 $14,666,947 11.98%
4.
Tesla Inc.
 TSLA 18,679 $4,840,850 3.95%
5.
Apple Inc.
 AAPL 13,199 $2,931,849 2.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)