Advyzon Investment Management, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$282.9B
Holdings
284
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (284 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 89,669 | $24.6B | 8.71% | |
| 2 | BNDVANGUARD BD INDEX FDS | 183,841 | $13.5B | 4.77% | |
| 3 | SPDWSPDR INDEX SHS FDS | 334,252 | $12.2B | 4.30% | |
| 4 | STXVEA SERIES TRUST | 396,435 | $12.1B | 4.28% | |
| 5 | STXGEA SERIES TRUST | 261,015 | $10.5B | 3.70% | |
| 6 | VOVANGUARD INDEX FDS | 35,852 | $9.3B | 3.28% | |
| 7 | IVVISHARES TR | 15,127 | $8.5B | 3.00% | |
| 8 | SPEMSPDR INDEX SHS FDS | 182,593 | $7.2B | 2.54% | |
| 9 | VTVVANGUARD INDEX FDS | 38,742 | $6.7B | 2.37% | |
| 10 | BUXXEA SERIES TRUST | 297,304 | $6.0B | 2.13% | |
| 11 | MSFTMICROSOFT CORP | 12,022 | $4.5B | 1.60% | |
| 12 | DSEPFIRST TR EXCHNG TRADED FD VI | 94,107 | $3.7B | 1.32% | |
| 13 | ANGLVANECK ETF TRUST | 124,350 | $3.6B | 1.27% | |
| 14 | NVDANVIDIA CORPORATION | 32,669 | $3.5B | 1.25% | |
| 15 | VTEBVANGUARD MUN BD FDS | 65,457 | $3.2B | 1.15% | |
| 16 | AAPLAPPLE INC | 14,266 | $3.2B | 1.12% | |
| 17 | STXMEA SERIES TRUST | 127,365 | $3.1B | 1.11% | |
| 18 | METAMETA PLATFORMS INC | 5,316 | $3.1B | 1.08% | |
| 19 | AMZNAMAZON COM INC | 15,825 | $3.0B | 1.06% | |
| 20 | SCHPSCHWAB STRATEGIC TR | 101,048 | $2.7B | 0.96% | |
| 21 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,997 | $2.7B | 0.94% | |
| 22 | VGITVANGUARD SCOTTSDALE FDS | 39,523 | $2.3B | 0.83% | |
| 23 | FTSMFIRST TR EXCHANGE-TRADED FD | 37,597 | $2.2B | 0.80% | |
| 24 | DFSVDIMENSIONAL ETF TRUST | 73,912 | $2.1B | 0.74% | |
| 25 | RPVINVESCO EXCHANGE TRADED FD T | 21,647 | $2.0B | 0.71% | |
| 26 | EFAISHARES TR | 23,459 | $1.9B | 0.68% | |
| 27 | USFRWISDOMTREE TR | 34,737 | $1.7B | 0.62% | |
| 28 | XLVSELECT SECTOR SPDR TR | 11,918 | $1.7B | 0.62% | |
| 29 | VBRVANGUARD INDEX FDS | 8,584 | $1.6B | 0.57% | |
| 30 | GOOGALPHABET INC | 10,196 | $1.6B | 0.56% | |
| 31 | TOTLSSGA ACTIVE ETF TR | 39,270 | $1.6B | 0.56% | |
| 32 | WMTWALMART INC | 17,929 | $1.6B | 0.56% | |
| 33 | XLFISELECT SECTOR SPDR TR | 18,869 | $1.5B | 0.54% | |
| 34 | MUBISHARES TR | 14,334 | $1.5B | 0.53% | |
| 35 | XLFSELECT SECTOR SPDR TR | 29,719 | $1.5B | 0.52% | |
| 36 | TSLATESLA INC | 5,529 | $1.4B | 0.51% | |
| 37 | STXKEA SERIES TRUST | 49,391 | $1.4B | 0.50% | |
| 38 | XLESELECT SECTOR SPDR TR | 14,492 | $1.4B | 0.48% | |
| 39 | HYDVANECK ETF TRUST | 26,379 | $1.4B | 0.48% | |
| 40 | GLDMWORLD GOLD TR | 20,718 | $1.3B | 0.45% | |
| 41 | VOOVANGUARD INDEX FDS | 2,386 | $1.2B | 0.43% | |
| 42 | STXTEA SERIES TRUST | 59,645 | $1.2B | 0.42% | |
| 43 | UNHUNITEDHEALTH GROUP INC | 2,226 | $1.2B | 0.41% | |
| 44 | AVGOBROADCOM INC | 6,916 | $1.2B | 0.41% | |
| 45 | SPLBSPDR SER TR | 51,209 | $1.2B | 0.41% | |
| 46 | VVISA INC | 3,295 | $1.2B | 0.41% | |
| 47 | XLKSELECT SECTOR SPDR TR | 5,561 | $1.1B | 0.41% | |
| 48 | PGPROCTER AND GAMBLE CO | 6,682 | $1.1B | 0.40% | |
| 49 | CGUSCAPITAL GROUP CORE EQUITY ET | 33,989 | $1.1B | 0.40% | |
| 50 | GQ9SPDR GOLD TR | 3,895 | $1.1B | 0.40% | |
| 51 | HYGISHARES TR | 13,787 | $1.1B | 0.38% | |
| 52 | JPMJPMORGAN CHASE & CO. | 4,390 | $1.1B | 0.38% | |
| 53 | STRVEA SERIES TRUST | 28,902 | $1.0B | 0.37% | |
| 54 | IBITISHARES BITCOIN TRUST ETF | 21,895 | $1.0B | 0.36% | |
| 55 | BSVVANGUARD BD INDEX FDS | 12,992 | $1.0B | 0.36% | |
| 56 | SPTMSPDR SER TR | 14,853 | $1.0B | 0.36% | |
| 57 | LLYELI LILLY & CO | 1,215 | $1.0B | 0.35% | |
| 58 | USIGISHARES TR | 19,181 | $979.8M | 0.35% | |
| 59 | XOMEXXON MOBIL CORP | 8,159 | $970.3M | 0.34% | |
| 60 | NDQINVESCO QQQ TR | 1,976 | $926.5M | 0.33% | |
| 61 | MOATVANECK ETF TRUST | 10,438 | $918.6M | 0.32% | |
| 62 | JNJJOHNSON & JOHNSON | 5,514 | $914.5M | 0.32% | |
| 63 | GOOGLALPHABET INC | 5,861 | $906.3M | 0.32% | |
| 64 | AQLTISHARES TR | 37,980 | $873.0M | 0.31% | |
| 65 | AVDEAMERICAN CENTY ETF TR | 12,687 | $840.8M | 0.30% | |
| 66 | ARKBARK 21SHARES BITCOIN ETF | 9,989 | $821.1M | 0.29% | |
| 67 | FBTCFIDELITY WISE ORIGIN BITCOIN | 11,399 | $820.4M | 0.29% | |
| 68 | HODLVANECK BITCOIN ETF | 35,178 | $820.0M | 0.29% | |
| 69 | HEMIHARTFORD FDS EXCHANGE TRADED | 21,318 | $819.7M | 0.29% | |
| 70 | NOBLPROSHARES TR | 7,892 | $806.4M | 0.29% | |
| 71 | JMUBJ P MORGAN EXCHANGE TRADED F | 15,872 | $793.6M | 0.28% | |
| 72 | HDHOME DEPOT INC | 2,136 | $782.8M | 0.28% | |
| 73 | MRKMERCK & CO INC | 8,680 | $779.2M | 0.28% | |
| 74 | VGLTVANGUARD SCOTTSDALE FDS | 13,276 | $764.8M | 0.27% | |
| 75 | XLCSELECT SECTOR SPDR TR | 7,865 | $758.6M | 0.27% | |
| 76 | ORCLORACLE CORP | 5,312 | $742.7M | 0.26% | |
| 77 | NFLXNETFLIX INC | 760 | $708.7M | 0.25% | |
| 78 | KIESPDR SER TR | 11,686 | $707.4M | 0.25% | |
| 79 | AMLPALPS ETF TR | 13,592 | $706.0M | 0.25% | |
| 80 | IUSBISHARES TR | 14,925 | $687.7M | 0.24% | |
| 81 | IAU*ISHARES GOLD TR | 11,441 | $674.6M | 0.24% | |
| 82 | ABBVABBVIE INC | 3,208 | $672.1M | 0.24% | |
| 83 | VGTVANGUARD WORLD FD | 1,228 | $666.0M | 0.24% | |
| 84 | VBVANGUARD INDEX FDS | 2,977 | $660.1M | 0.23% | |
| 85 | XLYSELECT SECTOR SPDR TR | 3,254 | $642.5M | 0.23% | |
| 86 | MAMASTERCARD INCORPORATED | 1,127 | $617.5M | 0.22% | |
| 87 | WCMIFIRST TR EXCHANGE-TRADED FD | 43,615 | $616.7M | 0.22% | |
| 88 | CVXCHEVRON CORP NEW | 3,685 | $616.4M | 0.22% | |
| 89 | MCDMCDONALDS CORP | 1,967 | $614.6M | 0.22% | |
| 90 | TLTISHARES TR | 6,669 | $607.1M | 0.21% | |
| 91 | SHYGISHARES TR | 14,223 | $604.8M | 0.21% | |
| 92 | BABOEING CO | 3,539 | $603.6M | 0.21% | |
| 93 | 4I1PHILIP MORRIS INTL INC | 3,708 | $588.5M | 0.21% | |
| 94 | BOTZGLOBAL X FDS | 20,621 | $586.9M | 0.21% | |
| 95 | MRSHMARSH & MCLENNAN COS INC | 2,384 | $581.8M | 0.21% | |
| 96 | DFEBFIRST TR EXCHNG TRADED FD VI | 13,742 | $579.2M | 0.20% | |
| 97 | ISRGINTUITIVE SURGICAL INC | 1,134 | $561.5M | 0.20% | |
| 98 | SMMUPIMCO ETF TR | 11,043 | $552.4M | 0.20% | |
| 99 | BACBANK AMERICA CORP | 13,133 | $548.1M | 0.19% | |
| 100 | CAMLPROFESIONALLY MANAGED PORTFO | 17,070 | $543.0M | 0.19% |
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