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 |
|---|---|---|---|---|---|
| 101 | TLTISHARES TR | 11,427 | $1.0B | 0.22% | |
| 102 | CGDGCAPITAL GROUP DIVIDEND VALUE | 24,921 | $984.1M | 0.22% | |
| 103 | XLCSELECT SECTOR SPDR TR | 8,995 | $976.3M | 0.22% | |
| 104 | MOATVANECK ETF TRUST | 10,209 | $957.5M | 0.21% | |
| 105 | WBIFABSOLUTE SHS TR | 32,417 | $932.9M | 0.21% | |
| 106 | AQLTISHARES TR | 40,075 | $920.9M | 0.20% | |
| 107 | XLFSELECT SECTOR SPDR TR | 17,515 | $917.2M | 0.20% | |
| 108 | IUSBISHARES TR | 19,232 | $889.1M | 0.20% | |
| 109 | SCHRSCHWAB STRATEGIC TR | 34,517 | $864.0M | 0.19% | |
| 110 | WFCWELLS FARGO CO NEW | 10,606 | $849.8M | 0.19% | |
| 111 | KOCOCA COLA CO | 11,952 | $845.6M | 0.19% | |
| 112 | AGGISHARES TR | 8,495 | $842.7M | 0.19% | |
| 113 | BACBANK AMERICA CORP | 17,664 | $835.9M | 0.19% | |
| 114 | VXFVANGUARD INDEX FDS | 4,258 | $820.6M | 0.18% | |
| 115 | BILSPDR SERIES TRUST | 8,789 | $806.2M | 0.18% | |
| 116 | DFEBFIRST TR EXCHNG TRADED FD VI | 17,603 | $785.9M | 0.17% | |
| 117 | IJHISHARES TR | 12,645 | $784.3M | 0.17% | |
| 118 | XLYSELECT SECTOR SPDR TR | 3,571 | $776.1M | 0.17% | |
| 119 | COSTCOSTCO WHSL CORP NEW | 779 | $771.5M | 0.17% | |
| 120 | BABOEING CO | 3,672 | $769.4M | 0.17% | |
| 121 | WCMIFIRST TR EXCHANGE-TRADED FD | 48,263 | $767.9M | 0.17% | |
| 122 | ABBVABBVIE INC | 4,133 | $767.2M | 0.17% | |
| 123 | VGLTVANGUARD SCOTTSDALE FDS | 13,668 | $767.0M | 0.17% | |
| 124 | VGTVANGUARD WORLD FD | 1,134 | $752.2M | 0.17% | |
| 125 | AMLPALPS ETF TR | 15,031 | $734.4M | 0.16% | |
| 126 | BOTZGLOBAL X FDS | 22,457 | $733.2M | 0.16% | |
| 127 | MRKMERCK & CO INC | 9,133 | $723.0M | 0.16% | |
| 128 | HEMIHARTFORD FDS EXCHANGE TRADED | 18,764 | $718.3M | 0.16% | |
| 129 | SPYVSPDR SERIES TRUST | 13,538 | $708.6M | 0.16% | |
| 130 | JMUBJ P MORGAN EXCHANGE TRADED F | 14,129 | $701.3M | 0.16% | |
| 131 | TLTWISHARES TR | 28,985 | $671.9M | 0.15% | |
| 132 | CVXCHEVRON CORP NEW | 4,688 | $671.2M | 0.15% | |
| 133 | PDBCINVESCO ACTVELY MNGD ETC FD | 50,926 | $664.1M | 0.15% | |
| 134 | SHYGISHARES TR | 15,067 | $650.0M | 0.14% | |
| 135 | ABTABBOTT LABS | 4,732 | $643.6M | 0.14% | |
| 136 | PODDINSULET CORP | 2,036 | $639.7M | 0.14% | |
| 137 | TXNTEXAS INSTRS INC | 3,077 | $638.8M | 0.14% | |
| 138 | EFVISHARES TR | 9,988 | $634.1M | 0.14% | |
| 139 | SPYGSPDR SERIES TRUST | 6,637 | $632.6M | 0.14% | |
| 140 | PLTRPALANTIR TECHNOLOGIES INC | 4,633 | $631.6M | 0.14% | |
| 141 | ARKKARK ETF TR | 8,970 | $630.5M | 0.14% | |
| 142 | VBVANGUARD INDEX FDS | 2,657 | $629.6M | 0.14% | |
| 143 | WBIYABSOLUTE SHS TR | 21,503 | $629.1M | 0.14% | |
| 144 | CAMLPROFESIONALLY MANAGED PORTFO | 17,065 | $625.8M | 0.14% | |
| 145 | QUALISHARES TR | 3,388 | $619.3M | 0.14% | |
| 146 | PEPPEPSICO INC | 4,659 | $615.1M | 0.14% | |
| 147 | IWFISHARES TR | 1,448 | $614.8M | 0.14% | |
| 148 | SHVISHARES TR | 5,475 | $604.5M | 0.13% | |
| 149 | CSCOCISCO SYS INC | 8,672 | $601.7M | 0.13% | |
| 150 | APHAMPHENOL CORP NEW | 6,054 | $597.8M | 0.13% | |
| 151 | HWMHOWMET AEROSPACE INC | 3,170 | $590.1M | 0.13% | |
| 152 | QXOQXO INC | 27,334 | $588.8M | 0.13% | |
| 153 | ISRGINTUITIVE SURGICAL INC | 1,063 | $577.4M | 0.13% | |
| 154 | MNSTMONSTER BEVERAGE CORP NEW | 9,211 | $577.0M | 0.13% | |
| 155 | BKLNINVESCO EXCH TRADED FD TR II | 27,041 | $565.7M | 0.13% | |
| 156 | ACNACCENTURE PLC IRELAND | 1,877 | $561.1M | 0.12% | |
| 157 | SBUXSTARBUCKS CORP | 6,023 | $551.9M | 0.12% | |
| 158 | SMIZZACKS TRUST | 16,201 | $549.1M | 0.12% | |
| 159 | CGHMCAPITAL GRP FIXED INCM ETF T | 22,244 | $548.0M | 0.12% | |
| 160 | MRSHMARSH & MCLENNAN COS INC | 2,490 | $544.5M | 0.12% | |
| 161 | ITOTISHARES TR | 4,025 | $543.5M | 0.12% | |
| 162 | AMDADVANCED MICRO DEVICES INC | 3,826 | $543.0M | 0.12% | |
| 163 | ETNEATON CORP PLC | 1,511 | $539.6M | 0.12% | |
| 164 | XLISELECT SECTOR SPDR TR | 3,640 | $537.0M | 0.12% | |
| 165 | DWDMORGAN STANLEY | 3,797 | $534.8M | 0.12% | |
| 166 | VCSHVANGUARD SCOTTSDALE FDS | 6,699 | $532.6M | 0.12% | |
| 167 | ARKBARK 21SHARES BITCOIN ETF | 14,731 | $527.2M | 0.12% | |
| 168 | HODLVANECK BITCOIN ETF | 17,299 | $527.1M | 0.12% | |
| 169 | FBTCFIDELITY WISE ORIGIN BITCOIN | 5,604 | $526.7M | 0.12% | |
| 170 | UNPUNION PAC CORP | 2,289 | $526.5M | 0.12% | |
| 171 | ARKQARK ETF TR | 5,892 | $525.4M | 0.12% | |
| 172 | GRMNGARMIN LTD | 2,506 | $523.1M | 0.12% | |
| 173 | DYNFBLACKROCK ETF TRUST | 9,581 | $521.8M | 0.12% | |
| 174 | DDTOINNOVATOR ETFS TRUST | 16,246 | $521.2M | 0.12% | |
| 175 | VCRBVANGUARD MALVERN FDS | 6,685 | $518.6M | 0.11% | |
| 176 | GEGE AEROSPACE | 2,014 | $518.4M | 0.11% | |
| 177 | BNDXVANGUARD CHARLOTTE FDS | 10,450 | $517.4M | 0.11% | |
| 178 | IVWISHARES TR | 4,694 | $516.9M | 0.11% | |
| 179 | CRMSALESFORCE INC | 1,884 | $513.8M | 0.11% | |
| 180 | USHYISHARES TR | 13,632 | $511.3M | 0.11% | |
| 181 | ICEINTERCONTINENTAL EXCHANGE IN | 2,753 | $505.1M | 0.11% | |
| 182 | IEFISHARES TR | 5,199 | $497.9M | 0.11% | |
| 183 | LMTLOCKHEED MARTIN CORP | 1,062 | $491.6M | 0.11% | |
| 184 | SMMDISHARES TR | 7,210 | $488.7M | 0.11% | |
| 185 | AQLTISHARES TR | 5,847 | $488.1M | 0.11% | |
| 186 | SMMUPIMCO ETF TR | 9,722 | $487.8M | 0.11% | |
| 187 | AMTAMERICAN TOWER CORP NEW | 2,198 | $485.7M | 0.11% | |
| 188 | LQDISHARES TR | 4,408 | $483.2M | 0.11% | |
| 189 | BACVERIZON COMMUNICATIONS INC | 11,000 | $476.0M | 0.11% | |
| 190 | PGRPROGRESSIVE CORP | 1,748 | $466.5M | 0.10% | |
| 191 | CRWDCROWDSTRIKE HLDGS INC | 906 | $461.4M | 0.10% | |
| 192 | WMWASTE MGMT INC DEL | 2,009 | $459.7M | 0.10% | |
| 193 | FELGFIDELITY COVINGTON TRUST | 12,282 | $454.8M | 0.10% | |
| 194 | PFEPFIZER INC | 18,715 | $453.7M | 0.10% | |
| 195 | AVEMAMERICAN CENTY ETF TR | 6,572 | $450.4M | 0.10% | |
| 196 | ADPAUTOMATIC DATA PROCESSING IN | 1,460 | $450.4M | 0.10% | |
| 197 | NOWSERVICENOW INC | 436 | $448.6M | 0.10% | |
| 198 | DIVGLOBAL X FDS | 25,402 | $446.6M | 0.10% | |
| 199 | FMHIFIRST TR EXCH TRADED FD III | 9,560 | $446.5M | 0.10% | |
| 200 | DGDOLLAR GEN CORP NEW | 3,869 | $442.5M | 0.10% |