Advyzon Investment Management, LLC Q1 2025 Filing

Filed May 9, 2025

Portfolio Value

$282.9M

Holdings

284

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (284 positions)

#	Stock	Shares	Value	% Portfolio
1	VTIVANGUARD INDEX FDS	89,669	$24.6M	8.71%
2	BNDVANGUARD BD INDEX FDS	183,841	$13.5M	4.77%
3	SPDWSPDR INDEX SHS FDS	334,252	$12.2M	4.30%
4	STXVEA SERIES TRUST	396,435	$12.1M	4.28%
5	STXGEA SERIES TRUST	261,015	$10.5M	3.70%
6	VOVANGUARD INDEX FDS	35,852	$9.3M	3.28%
7	IVVISHARES TR	15,127	$8.5M	3.00%
8	SPEMSPDR INDEX SHS FDS	182,593	$7.2M	2.54%
9	VTVVANGUARD INDEX FDS	38,742	$6.7M	2.37%
10	BUXXEA SERIES TRUST	297,304	$6.0M	2.13%
11	MSFTMICROSOFT CORP	12,022	$4.5M	1.60%
12	DSEPFIRST TR EXCHNG TRADED FD VI	94,107	$3.7M	1.32%
13	ANGLVANECK ETF TRUST	124,350	$3.6M	1.27%
14	NVDANVIDIA CORPORATION	32,669	$3.5M	1.25%
15	VTEBVANGUARD MUN BD FDS	65,457	$3.2M	1.15%
16	AAPLAPPLE INC	14,266	$3.2M	1.12%
17	STXMEA SERIES TRUST	127,365	$3.1M	1.11%
18	METAMETA PLATFORMS INC	5,316	$3.1M	1.08%
19	AMZNAMAZON COM INC	15,825	$3.0M	1.06%
20	SCHPSCHWAB STRATEGIC TR	101,048	$2.7M	0.96%
21	BRK/BBERKSHIRE HATHAWAY INC DEL	4,997	$2.7M	0.94%
22	VGITVANGUARD SCOTTSDALE FDS	39,523	$2.3M	0.83%
23	FTSMFIRST TR EXCHANGE-TRADED FD	37,597	$2.2M	0.80%
24	DFSVDIMENSIONAL ETF TRUST	73,912	$2.1M	0.74%
25	RPVINVESCO EXCHANGE TRADED FD T	21,647	$2.0M	0.71%
26	EFAISHARES TR	23,459	$1.9M	0.68%
27	USFRWISDOMTREE TR	34,737	$1.7M	0.62%
28	XLVSELECT SECTOR SPDR TR	11,918	$1.7M	0.62%
29	VBRVANGUARD INDEX FDS	8,584	$1.6M	0.57%
30	GOOGALPHABET INC	10,196	$1.6M	0.56%
31	TOTLSSGA ACTIVE ETF TR	39,270	$1.6M	0.56%
32	WMTWALMART INC	17,929	$1.6M	0.56%
33	XLFISELECT SECTOR SPDR TR	18,869	$1.5M	0.54%
34	MUBISHARES TR	14,334	$1.5M	0.53%
35	XLFSELECT SECTOR SPDR TR	29,719	$1.5M	0.52%
36	TSLATESLA INC	5,529	$1.4M	0.51%
37	STXKEA SERIES TRUST	49,391	$1.4M	0.50%
38	XLESELECT SECTOR SPDR TR	14,492	$1.4M	0.48%
39	HYDVANECK ETF TRUST	26,379	$1.4M	0.48%
40	GLDMWORLD GOLD TR	20,718	$1.3M	0.45%
41	VOOVANGUARD INDEX FDS	2,386	$1.2M	0.43%
42	STXTEA SERIES TRUST	59,645	$1.2M	0.42%
43	UNHUNITEDHEALTH GROUP INC	2,226	$1.2M	0.41%
44	AVGOBROADCOM INC	6,916	$1.2M	0.41%
45	SPLBSPDR SER TR	51,209	$1.2M	0.41%
46	VVISA INC	3,295	$1.2M	0.41%
47	XLKSELECT SECTOR SPDR TR	5,561	$1.1M	0.41%
48	PGPROCTER AND GAMBLE CO	6,682	$1.1M	0.40%
49	CGUSCAPITAL GROUP CORE EQUITY ET	33,989	$1.1M	0.40%
50	GQ9SPDR GOLD TR	3,895	$1.1M	0.40%
51	HYGISHARES TR	13,787	$1.1M	0.38%
52	JPMJPMORGAN CHASE & CO.	4,390	$1.1M	0.38%
53	STRVEA SERIES TRUST	28,902	$1.0M	0.37%
54	IBITISHARES BITCOIN TRUST ETF	21,895	$1.0M	0.36%
55	BSVVANGUARD BD INDEX FDS	12,992	$1.0M	0.36%
56	SPTMSPDR SER TR	14,853	$1.0M	0.36%
57	LLYELI LILLY & CO	1,215	$1.0M	0.35%
58	USIGISHARES TR	19,181	$980K	0.35%
59	XOMEXXON MOBIL CORP	8,159	$970K	0.34%
60	NDQINVESCO QQQ TR	1,976	$926K	0.33%
61	MOATVANECK ETF TRUST	10,438	$919K	0.32%
62	JNJJOHNSON & JOHNSON	5,514	$914K	0.32%
63	GOOGLALPHABET INC	5,861	$906K	0.32%
64	AQLTISHARES TR	37,980	$873K	0.31%
65	AVDEAMERICAN CENTY ETF TR	12,687	$841K	0.30%
66	ARKBARK 21SHARES BITCOIN ETF	9,989	$821K	0.29%
67	FBTCFIDELITY WISE ORIGIN BITCOIN	11,399	$820K	0.29%
68	HODLVANECK BITCOIN ETF	35,178	$820K	0.29%
69	HEMIHARTFORD FDS EXCHANGE TRADED	21,318	$820K	0.29%
70	NOBLPROSHARES TR	7,892	$806K	0.29%
71	JMUBJ P MORGAN EXCHANGE TRADED F	15,872	$794K	0.28%
72	HDHOME DEPOT INC	2,136	$783K	0.28%
73	MRKMERCK & CO INC	8,680	$779K	0.28%
74	VGLTVANGUARD SCOTTSDALE FDS	13,276	$765K	0.27%
75	XLCSELECT SECTOR SPDR TR	7,865	$759K	0.27%
76	ORCLORACLE CORP	5,312	$743K	0.26%
77	NFLXNETFLIX INC	760	$709K	0.25%
78	KIESPDR SER TR	11,686	$707K	0.25%
79	AMLPALPS ETF TR	13,592	$706K	0.25%
80	IUSBISHARES TR	14,925	$688K	0.24%
81	IAU*ISHARES GOLD TR	11,441	$675K	0.24%
82	ABBVABBVIE INC	3,208	$672K	0.24%
83	VGTVANGUARD WORLD FD	1,228	$666K	0.24%
84	VBVANGUARD INDEX FDS	2,977	$660K	0.23%
85	XLYSELECT SECTOR SPDR TR	3,254	$642K	0.23%
86	MAMASTERCARD INCORPORATED	1,127	$618K	0.22%
87	WCMIFIRST TR EXCHANGE-TRADED FD	43,615	$617K	0.22%
88	CVXCHEVRON CORP NEW	3,685	$616K	0.22%
89	MCDMCDONALDS CORP	1,967	$615K	0.22%
90	TLTISHARES TR	6,669	$607K	0.21%
91	SHYGISHARES TR	14,223	$605K	0.21%
92	BABOEING CO	3,539	$604K	0.21%
93	4I1PHILIP MORRIS INTL INC	3,708	$589K	0.21%
94	BOTZGLOBAL X FDS	20,621	$587K	0.21%
95	MRSHMARSH & MCLENNAN COS INC	2,384	$582K	0.21%
96	DFEBFIRST TR EXCHNG TRADED FD VI	13,742	$579K	0.20%
97	ISRGINTUITIVE SURGICAL INC	1,134	$561K	0.20%
98	SMMUPIMCO ETF TR	11,043	$552K	0.20%
99	BACBANK AMERICA CORP	13,133	$548K	0.19%
100	CAMLPROFESIONALLY MANAGED PORTFO	17,070	$543K	0.19%

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