Advyzon Investment Management, LLC Q2 2025 Filing
Filed August 8, 2025
Portfolio Value
$451.7B
Holdings
382
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (382 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 90,724 | $27.6B | 6.11% | |
| 2 | BNDVANGUARD BD INDEX FDS | 185,684 | $13.7B | 3.03% | |
| 3 | SPDWSPDR INDEX SHS FDS | 323,305 | $13.1B | 2.90% | |
| 4 | STXGEA SERIES TRUST | 275,739 | $12.7B | 2.81% | |
| 5 | STXVEA SERIES TRUST | 410,476 | $12.7B | 2.80% | |
| 6 | BARGRANITESHARES GOLD TR | 322,782 | $10.5B | 2.33% | |
| 7 | VOVANGUARD INDEX FDS | 36,998 | $10.4B | 2.29% | |
| 8 | MSFTMICROSOFT CORP | 18,971 | $9.4B | 2.09% | |
| 9 | SPEMSPDR INDEX SHS FDS | 187,323 | $8.0B | 1.77% | |
| 10 | NVDANVIDIA CORPORATION | 49,455 | $7.8B | 1.73% | |
| 11 | NDQINVESCO QQQ TR | 14,018 | $7.7B | 1.71% | |
| 12 | IVVISHARES TR | 11,023 | $6.8B | 1.52% | |
| 13 | BUXXEA SERIES TRUST | 317,370 | $6.4B | 1.43% | |
| 14 | GQ9SPDR GOLD TR | 19,709 | $6.0B | 1.33% | |
| 15 | VTVVANGUARD INDEX FDS | 31,613 | $5.6B | 1.24% | |
| 16 | IBITISHARES BITCOIN TRUST ETF | 91,125 | $5.6B | 1.23% | |
| 17 | WMTWALMART INC | 52,250 | $5.1B | 1.13% | |
| 18 | METAMETA PLATFORMS INC | 6,690 | $4.9B | 1.09% | |
| 19 | AMZNAMAZON COM INC | 21,290 | $4.7B | 1.03% | |
| 20 | AAPLAPPLE INC | 20,523 | $4.2B | 0.93% | |
| 21 | VOOVANGUARD INDEX FDS | 7,305 | $4.1B | 0.92% | |
| 22 | XTREBONDBLOXX ETF TRUST | 82,572 | $4.1B | 0.91% | |
| 23 | AVGOBROADCOM INC | 14,690 | $4.0B | 0.90% | |
| 24 | DSEPFIRST TR EXCHNG TRADED FD VI | 93,244 | $4.0B | 0.88% | |
| 25 | ANGLVANECK ETF TRUST | 125,226 | $3.7B | 0.81% | |
| 26 | MUBISHARES TR | 35,077 | $3.7B | 0.81% | |
| 27 | STXMEA SERIES TRUST | 133,762 | $3.5B | 0.78% | |
| 28 | VCRMVANGUARD MUN BD FDS | 46,458 | $3.4B | 0.76% | |
| 29 | SPYMSPDR SERIES TRUST | 44,644 | $3.2B | 0.72% | |
| 30 | POCTINNOVATOR ETFS TRUST | 75,655 | $3.1B | 0.69% | |
| 31 | CGMUCAPITAL GRP FIXED INCM ETF T | 113,057 | $3.0B | 0.67% | |
| 32 | USDUWISDOMTREE TR | 115,043 | $3.0B | 0.66% | |
| 33 | VTEBVANGUARD MUN BD FDS | 59,456 | $2.9B | 0.65% | |
| 34 | NFLXNETFLIX INC | 2,130 | $2.9B | 0.63% | |
| 35 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,785 | $2.8B | 0.62% | |
| 36 | SOSOUTHERN CO | 30,422 | $2.8B | 0.62% | |
| 37 | LRCXLAM RESEARCH CORP | 28,239 | $2.7B | 0.61% | |
| 38 | SMHVANECK ETF TRUST | 9,844 | $2.7B | 0.61% | |
| 39 | SCHPSCHWAB STRATEGIC TR | 102,763 | $2.7B | 0.61% | |
| 40 | KLMNINVESCO EXCH TRADED FD TR II | 21,491 | $2.4B | 0.54% | |
| 41 | VEAVANGUARD TAX-MANAGED FDS | 41,711 | $2.4B | 0.53% | |
| 42 | RPGINVESCO EXCHANGE TRADED FD T | 50,115 | $2.3B | 0.51% | |
| 43 | DFSVDIMENSIONAL ETF TRUST | 77,352 | $2.3B | 0.50% | |
| 44 | VGITVANGUARD SCOTTSDALE FDS | 36,204 | $2.2B | 0.48% | |
| 45 | GOOGALPHABET INC | 12,168 | $2.2B | 0.48% | |
| 46 | FTSMFIRST TR EXCHANGE-TRADED FD | 34,588 | $2.1B | 0.46% | |
| 47 | EFAISHARES TR | 22,928 | $2.0B | 0.45% | |
| 48 | XLESELECT SECTOR SPDR TR | 23,849 | $2.0B | 0.45% | |
| 49 | JPMJPMORGAN CHASE & CO. | 6,726 | $1.9B | 0.43% | |
| 50 | MCDMCDONALDS CORP | 6,651 | $1.9B | 0.43% | |
| 51 | VVISA INC | 5,157 | $1.8B | 0.41% | |
| 52 | IXUSISHARES TR | 22,865 | $1.8B | 0.39% | |
| 53 | XLVSELECT SECTOR SPDR TR | 13,088 | $1.8B | 0.39% | |
| 54 | NTESNETEASE INC | 13,019 | $1.8B | 0.39% | |
| 55 | XLFISELECT SECTOR SPDR TR | 21,399 | $1.7B | 0.38% | |
| 56 | VBRVANGUARD INDEX FDS | 8,877 | $1.7B | 0.38% | |
| 57 | AVDEAMERICAN CENTY ETF TR | 22,701 | $1.7B | 0.37% | |
| 58 | HYGISHARES TR | 20,563 | $1.7B | 0.37% | |
| 59 | XLKSELECT SECTOR SPDR TR | 6,470 | $1.6B | 0.36% | |
| 60 | USFRWISDOMTREE TR | 32,096 | $1.6B | 0.36% | |
| 61 | STXKEA SERIES TRUST | 53,012 | $1.6B | 0.36% | |
| 62 | LLYELI LILLY & CO | 2,050 | $1.6B | 0.35% | |
| 63 | TJXTJX COS INC NEW | 12,941 | $1.6B | 0.35% | |
| 64 | TSLATESLA INC | 5,015 | $1.6B | 0.35% | |
| 65 | PGPROCTER AND GAMBLE CO | 9,723 | $1.5B | 0.34% | |
| 66 | TQQQPROSHARES TR | 18,597 | $1.5B | 0.34% | |
| 67 | XLUSELECT SECTOR SPDR TR | 18,890 | $1.5B | 0.34% | |
| 68 | ORCLORACLE CORP | 6,871 | $1.5B | 0.33% | |
| 69 | ZECPZACKS TRUST | 45,872 | $1.5B | 0.32% | |
| 70 | TOTLSSGA ACTIVE ETF TR | 36,126 | $1.4B | 0.32% | |
| 71 | IJRISHARES TR | 13,204 | $1.4B | 0.32% | |
| 72 | SCHGSCHWAB STRATEGIC TR | 48,428 | $1.4B | 0.31% | |
| 73 | FLOTISHARES TR | 26,847 | $1.4B | 0.30% | |
| 74 | XARSPDR SERIES TRUST | 6,087 | $1.3B | 0.28% | |
| 75 | CGUSCAPITAL GROUP CORE EQUITY ET | 34,249 | $1.3B | 0.28% | |
| 76 | STXTEA SERIES TRUST | 62,512 | $1.3B | 0.28% | |
| 77 | IAU*ISHARES GOLD TR | 19,709 | $1.2B | 0.27% | |
| 78 | WBILABSOLUTE SHS TR | 37,641 | $1.2B | 0.27% | |
| 79 | GLDMWORLD GOLD TR | 18,522 | $1.2B | 0.27% | |
| 80 | MAMASTERCARD INCORPORATED | 2,130 | $1.2B | 0.26% | |
| 81 | HYDVANECK ETF TRUST | 23,697 | $1.2B | 0.26% | |
| 82 | SPLBSPDR SERIES TRUST | 52,428 | $1.2B | 0.26% | |
| 83 | GOOGLALPHABET INC | 6,652 | $1.2B | 0.26% | |
| 84 | XOMEXXON MOBIL CORP | 10,750 | $1.2B | 0.26% | |
| 85 | UNHUNITEDHEALTH GROUP INC | 3,676 | $1.1B | 0.25% | |
| 86 | JNJJOHNSON & JOHNSON | 7,508 | $1.1B | 0.25% | |
| 87 | MTUMISHARES TR | 4,662 | $1.1B | 0.25% | |
| 88 | SCHFSCHWAB STRATEGIC TR | 50,201 | $1.1B | 0.25% | |
| 89 | PFIXSIMPLIFY EXCHANGE TRADED FUN | 20,873 | $1.1B | 0.24% | |
| 90 | GBTCGRAYSCALE BITCOIN TRUST ETF | 12,864 | $1.1B | 0.24% | |
| 91 | HDHOME DEPOT INC | 2,945 | $1.1B | 0.24% | |
| 92 | 4I1PHILIP MORRIS INTL INC | 5,919 | $1.1B | 0.24% | |
| 93 | SPTMSPDR SERIES TRUST | 14,360 | $1.1B | 0.24% | |
| 94 | WBIGABSOLUTE SHS TR | 49,009 | $1.1B | 0.24% | |
| 95 | ORLYOREILLY AUTOMOTIVE INC | 11,688 | $1.1B | 0.23% | |
| 96 | STRVEA SERIES TRUST | 26,082 | $1.0B | 0.23% | |
| 97 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 4,532 | $1.0B | 0.23% | |
| 98 | USIGISHARES TR | 19,949 | $1.0B | 0.23% | |
| 99 | BTALAGF INVTS TR | 57,884 | $1.0B | 0.23% | |
| 100 | BSVVANGUARD BD INDEX FDS | 12,892 | $1.0B | 0.22% |
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