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
101	IXUSISHARES TR	7,775	$543K	0.19%
102	TLTWISHARES TR	22,379	$538K	0.19%
103	CSCOCISCO SYS INC	8,692	$536K	0.19%
104	KOCOCA COLA CO	7,404	$530K	0.19%
105	ICEINTERCONTINENTAL EXCHANGE IN	3,009	$519K	0.18%
106	FMHIFIRST TR EXCH TRADED FD III	10,693	$511K	0.18%
107	PGRPROGRESSIVE CORP	1,800	$509K	0.18%
108	SBUXSTARBUCKS CORP	5,192	$509K	0.18%
109	ACNACCENTURE PLC IRELAND	1,630	$509K	0.18%
110	TXNTEXAS INSTRS INC	2,776	$499K	0.18%
111	BNDXVANGUARD CHARLOTTE FDS	10,112	$494K	0.17%
112	BKLNINVESCO EXCH TRADED FD TR II	23,847	$494K	0.17%
113	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,949	$490K	0.17%
114	BACVERIZON COMMUNICATIONS INC	10,514	$477K	0.17%
115	WFCWELLS FARGO CO NEW	6,639	$477K	0.17%
116	QXOQXO INC	35,198	$477K	0.17%
117	NOWSERVICENOW INC	595	$474K	0.17%
118	BILSPDR SER TR	5,136	$471K	0.17%
119	ABTABBOTT LABS	3,547	$471K	0.17%
120	UNPUNION PAC CORP	1,975	$466K	0.16%
121	GSEPFIRST TR EXCHNG TRADED FD VI	13,316	$460K	0.16%
122	ARKKARK ETF TR	9,482	$451K	0.16%
123	SMMDISHARES TR	7,210	$451K	0.16%
124	GRMNGARMIN LTD	2,066	$448K	0.16%
125	XLUSELECT SECTOR SPDR TR	5,672	$447K	0.16%
126	WMWASTE MGMT INC DEL	1,929	$447K	0.16%
127	LMTLOCKHEED MARTIN CORP	1,000	$447K	0.16%
128	PEPPEPSICO INC	2,880	$432K	0.15%
129	DWDMORGAN STANLEY	3,688	$430K	0.15%
130	XLISELECT SECTOR SPDR TR	3,275	$429K	0.15%
131	LQDISHARES TR	3,922	$426K	0.15%
132	BMYBRISTOL-MYERS SQUIBB CO	6,989	$426K	0.15%
133	STXDEA SERIES TRUST	13,096	$424K	0.15%
134	MAGSLISTED FD TR	9,055	$415K	0.15%
135	MDTMEDTRONIC PLC	4,513	$406K	0.14%
136	HWMHOWMET AEROSPACE INC	3,117	$404K	0.14%
137	DIVGLOBAL X FDS	21,442	$404K	0.14%
138	ETNEATON CORP PLC	1,476	$401K	0.14%
139	PFFISHARES TR	12,906	$397K	0.14%
140	TSCOTRACTOR SUPPLY CO	7,033	$388K	0.14%
141	ARKQARK ETF TR	5,738	$380K	0.13%
142	XYLDGLOBAL X FDS	9,426	$372K	0.13%
143	ADPAUTOMATIC DATA PROCESSING IN	1,190	$364K	0.13%
144	FLOTISHARES TR	7,001	$357K	0.13%
145	IBMINTERNATIONAL BUSINESS MACHS	1,424	$354K	0.13%
146	PFEPFIZER INC	13,941	$353K	0.12%
147	EXPDEXPEDITORS INTL WASH INC	2,929	$352K	0.12%
148	KYNKAYNE ANDERSON ENERGY INFRST	27,319	$350K	0.12%
149	VCSHVANGUARD SCOTTSDALE FDS	4,412	$348K	0.12%
150	AMTAMERICAN TOWER CORP NEW	1,590	$346K	0.12%
151	STIPISHARES TR	3,297	$341K	0.12%
152	USHYISHARES TR	9,223	$339K	0.12%
153	AMDADVANCED MICRO DEVICES INC	3,301	$339K	0.12%
154	HLTHILTON WORLDWIDE HLDGS INC	1,487	$338K	0.12%
155	GWWGRAINGER W W INC	342	$338K	0.12%
156	EMTLSSGA ACTIVE TR	7,806	$336K	0.12%
157	SDIVGLOBAL X FDS	15,983	$335K	0.12%
158	DGDOLLAR GEN CORP NEW	3,784	$333K	0.12%
159	INTCINTEL CORP	14,648	$333K	0.12%
160	DFIVDIMENSIONAL ETF TRUST	8,442	$332K	0.12%
161	KRKROGER CO	4,897	$331K	0.12%
162	TSNTYSON FOODS INC	5,168	$330K	0.12%
163	DNOVFIRST TR EXCHNG TRADED FD VI	7,828	$328K	0.12%
164	DHRDANAHER CORPORATION	1,586	$325K	0.11%
165	REMISHARES TR	14,390	$323K	0.11%
166	KMBKIMBERLY-CLARK CORP	2,269	$323K	0.11%
167	ADIANALOG DEVICES INC	1,597	$322K	0.11%
168	CRMSALESFORCE INC	1,197	$321K	0.11%
169	MOALTRIA GROUP INC	5,319	$319K	0.11%
170	SRLNSSGA ACTIVE ETF TR	7,762	$319K	0.11%
171	YUMYUM BRANDS INC	2,018	$318K	0.11%
172	ALSALLSTATE CORP	1,515	$314K	0.11%
173	CBCHUBB LIMITED	1,035	$313K	0.11%
174	VNLAJANUS DETROIT STR TR	6,321	$311K	0.11%
175	CMCSACOMCAST CORP NEW	8,408	$310K	0.11%
176	XHLFBONDBLOXX ETF TRUST	6,153	$310K	0.11%
177	QCOMQUALCOMM INC	2,014	$309K	0.11%
178	PKGPACKAGING CORP AMER	1,556	$308K	0.11%
179	FUMBFIRST TR EXCH TRADED FD III	15,158	$305K	0.11%
180	REEVEREST GROUP LTD	834	$303K	0.11%
181	SNASNAP ON INC	895	$302K	0.11%
182	ADMARCHER DANIELS MIDLAND CO	6,238	$299K	0.11%
183	MORTVANECK ETF TRUST	26,717	$298K	0.11%
184	PSPINVESCO EXCHANGE TRADED FD T	4,657	$298K	0.11%
185	RTXRTX CORPORATION	2,221	$294K	0.10%
186	QYLDGLOBAL X FDS	17,689	$294K	0.10%
187	MTCHMATCH GROUP INC NEW	9,400	$293K	0.10%
188	BXBLACKSTONE INC	2,097	$293K	0.10%
189	SGOVISHARES TR	2,880	$290K	0.10%
190	SCHWSCHWAB CHARLES CORP	3,681	$288K	0.10%
191	VSGXVANGUARD WORLD FD	4,880	$288K	0.10%
192	BSXBOSTON SCIENTIFIC CORP	2,853	$288K	0.10%
193	QUALISHARES TR	1,683	$288K	0.10%
194	APDAIR PRODS & CHEMS INC	961	$283K	0.10%
195	CLCOLGATE PALMOLIVE CO	3,011	$282K	0.10%
196	DTCRGLOBAL X FDS	17,212	$280K	0.10%
197	COPCONOCOPHILLIPS	2,634	$277K	0.10%
198	ELVELEVANCE HEALTH INC	631	$275K	0.10%
199	DISDISNEY WALT CO	2,781	$275K	0.10%
200	IVWISHARES TR	2,944	$273K	0.10%

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