Michael Grossman

Adviceone Advisory Services, Llc

Assets Managed

$177.018M

Holdings

Last Quarter

2026 - Q2

Filed Date

5d ago

Growth Rate

7.13%(2Q avg: 2.4%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Adviceone Advisory Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Adviceone Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 177.018M in assets, with a quarterly growth rate of 7.13% and a 2-quarter average growth rate of 2.4%. The portfolio is managed by Michael Grossman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
RTX Rtx Corp Recent Activity Increased 5.06%	65.08%	$115.199M 607,171 shares@ $189.74 avg price	Increased 5.06%
CARR Carrier Global Corp Recent Activity Decreased -0.29%	9.55%	$16.899M 230,386 shares@ $73.36 avg price	Decreased -0.29%
OTIS Otis Worldwide Corp Recent Activity Decreased -0.02%	5.68%	$10.042M 140,247 shares@ $71.61 avg price	Decreased -0.02%
TSLA Tesla Inc Recent Activity Increased 0.01%	4.34%	$7.678M 18,256 shares@ $420.61 avg price	Increased 0.01%
AAPL Apple Inc Recent Activity Increased 1.81%	2.4%	$4.236M 14,638 shares@ $289.37 avg price	Increased 1.81%
LECO Lincoln Electric Holdings Recent Activity Decreased -2.56%	1.41%	$2.493M 9,389 shares@ $265.51 avg price	Decreased -2.56%
NVDA Nvidia Corp Recent Activity Increased 4.02%	1.31%	$2.309M 11,539 shares@ $200.1 avg price	Increased 4.02%
SWIM Latham Group Inc Recent Activity	0.68%	$1.191M 184,148 shares@ $6.48 avg price
GE General Electric Recent Activity Increased 1.72%	0.64%	$1.13M 3,024 shares@ $373.8 avg price	Increased 1.72%
GOOGL Alphabet Inc-cl A Recent Activity Increased 3.15%	0.53%	$936,412 2,620 shares@ $357.41 avg price	Increased 3.15%

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