Adviceone Advisory Services LLC: Significant Industrial & Tech Buys in Q2 2026
Adviceone's portfolio saw substantial growth this quarter, primarily driven by increased holdings in Industrials and Technology sectors. The firm maintained its largest position in RTX while adding exposure to GLW.
Portfolio Changes for Adviceone Advisory Services LLC
This quarter, Adviceone Advisory Services, Llc demonstrated active management of its portfolio. The firm's largest holding, RTX CORPORATION (RTX), saw a significant increase in shares held (+5.06%), while other positions also changed.
In the Industrials sector, Adviceone focused on strengthening its exposure to key players. Notably, RTX experienced a substantial increase in shares (+29221), representing approximately 5% growth from the previous period and solidifying its position as the largest allocation at 65.08%. The firm also added positions to CARRIER GLOBAL CORPORATION (CARR) (+943 shares, +0.29% value) and CATERPILLAR INC (CAT) (new position created), while reducing its stake in EXXON MOBIL CORP (XOM) (-83 shares, -1.38%) and exiting the small holding of SWIM.
In Technology, Adviceone continued to diversify slightly or maintain positions in high-growth areas. The firm added a new position to NVIDIA CORPORATION (NVDA) (+445 shares), increasing its allocation by 0.13 percentage points, and also created a small holding for L3HARRIS TECHNOLOGIES INC (LHX). Additionally, the firm significantly increased its position in GLW (+1063 shares) by 100%, effectively adding this stock to its portfolio.
Adviceone also expanded its holdings into other sectors through exchange-traded funds or trusts. The investor notably added positions to TSPA (a new holding), SPYG, QQQ, and IVV (+855 shares). These additions increased the allocation for these ETFs by 100% in their respective quarters.
Conversely, the firm reduced its position in LECO (-247 shares) and exited SWIM. In terms of sector allocations overall, Adviceone maintained a heavy concentration in Industrials (83.97%) but also saw Technology allocation increase slightly to 4.7%.
For investors seeking detailed performance data or further analysis on Adviceone Advisory Services, Llc, please refer to the official filing referenced above. The firm's strategic adjustments this quarter reflect its focus on core Industrials while incorporating select Technology and ETF holdings.