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Portfolio (Quarterly) Guide ↗

AdviceOne Advisory Services, LLC

· CIK 0001998980
13F Portfolio $177M AUM 45 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 7 New 15 Added 10 Reduced 1 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 1,979.0 $503K 0.28% +80.0 +4.2% $253.98 +5.5%
22 LLY ELI LILLY & CO Healthcare 417.0 $500K 0.28% $1200.14 -2.3%
23 META META PLATFORMS INC Communication Services 850.0 $479K 0.27% +71.0 +9.1% $563.42 +2.6%
24 SO SOUTHERN CO Utilities 4,900.0 $469K 0.27% $95.71 -7.8%
25 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,446.0 $457K 0.26% -232.0 -6.3% $132.52 +4.6%
26 GOOG ALPHABET INC 1,269.0 $448K 0.25% -8.0 -0.6% $353.39
27 JPM JPMORGAN CHASE & CO Financial Services 1,278.0 $418K 0.24% +21.0 +1.7% $327.32 +9.3%
28 BAC BANK OF AMER CORP Financial Services 6,989.0 $398K 0.23% -45.0 -0.6% $56.98 +9.4%
29 ABBV ABBVIE INC Healthcare 1,475.0 $371K 0.21% $251.56 +1.6%
30 FJUN FIRST TR EXCHNG TRADED FD VI 6,174.0 $370K 0.21% $59.95 +2.1%
31 MCK MCKESSON CORP Healthcare 445.0 $336K 0.19% +37.0 +9.1% $755.60 +18.2%
32 WMT WALMART INC Consumer Defensive 2,853.0 $323K 0.18% -203.0 -6.6% $113.27 -9.0%
33 V VISA INC Financial Services 864.0 $297K 0.17% -57.0 -6.2% $343.21 +11.2%
34 CAT CATERPILLAR INC Industrials 260.0 $276K 0.16% NEW $1063.25 -24.7%
35 COP CONOCOPHILLIPS Energy 2,621.0 $273K 0.15% +73.0 +2.9% $103.97 +25.4%
36 GLW CORNING INC Technology 1,063.0 $272K 0.15% NEW $255.53 -41.7%
37 MO ALTRIA GROUP INC Consumer Defensive 3,379.0 $243K 0.14% NEW $71.95 -4.6%
38 NKSH NATIONAL BANKSHARES INC VA Financial Services 6,516.0 $237K 0.13% $36.33 +12.7%
39 LHX L3HARRIS TECHNOLOGIES INC Industrials 813.0 $236K 0.13% -458.0 -36.0% $290.59 -9.6%
40 TSPA T ROWE PRICE EXCHANGE-TRADED 4,912.0 $233K 0.13% NEW $47.53 +1.9%
Page 2 of 3  ·  45 positions

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 84.8%
Technology 5.4%
Consumer Cyclical 4.7%
Financial Services 1.5%
Healthcare 1.0%
Communication Services 0.8%
Utilities 0.8%
Energy 0.6%
Consumer Defensive 0.3%