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)

#StockSharesValue% PortfolioType
201
MAGSLISTED FDS TR
7,923$439.5M0.10%
202
TTTRANE TECHNOLOGIES PLC
1,003$438.7M0.10%
203
IBMINTERNATIONAL BUSINESS MACHS
1,472$433.9M0.10%
204
MCKMCKESSON CORP
582$426.5M0.09%
205
STXDEA SERIES TRUST
12,172$422.9M0.09%
206
QCOMQUALCOMM INC
2,633$419.4M0.09%
207
MDTMEDTRONIC PLC
4,805$418.8M0.09%
208
IWPISHARES TR
3,020$418.8M0.09%
209
XYLDGLOBAL X FDS
10,755$418.8M0.09%
210
PANWPALO ALTO NETWORKS INC
2,009$411.1M0.09%
211
VWOVANGUARD INTL EQUITY INDEX F
8,291$410.1M0.09%
212
VGSHVANGUARD SCOTTSDALE FDS
6,951$408.6M0.09%
213
EALTINNOVATOR ETFS TRUST
12,513$407.7M0.09%
214
RTXRTX CORPORATION
2,702$394.5M0.09%
215
SEICSEI INVTS CO
4,374$393.1M0.09%
216
DISDISNEY WALT CO
3,129$388.1M0.09%
217
SCHMSCHWAB STRATEGIC TR
13,581$380.9M0.08%
218
IYWISHARES TR
2,198$380.8M0.08%
219
BSXBOSTON SCIENTIFIC CORP
3,502$376.1M0.08%
220
MOALTRIA GROUP INC
6,396$375.0M0.08%
221
TSCOTRACTOR SUPPLY CO
7,068$373.0M0.08%
222
GSEPFIRST TR EXCHNG TRADED FD VI
10,148$372.1M0.08%
223
INTCINTEL CORP
16,547$370.7M0.08%
224
KRKROGER CO
5,166$370.5M0.08%
225
PFFISHARES TR
12,012$368.5M0.08%
226
CGICCAPITAL GROUP INTERNATIONAL
12,653$368.3M0.08%
227
IEMGISHARES INC
6,135$368.3M0.08%
228
UBERUBER TECHNOLOGIES INC
3,918$365.5M0.08%
229
GWWGRAINGER W W INC
351$365.2M0.08%
230
CYBRCYBERARK SOFTWARE LTD
893$363.3M0.08%
231
SPBOSPDR SERIES TRUST
12,430$363.2M0.08%
232
QYLDGLOBAL X FDS
21,596$361.1M0.08%
233
SECRNEW YORK LIFE INVTS ACTIVE E
13,809$361.0M0.08%
234
JPIEJ P MORGAN EXCHANGE TRADED F
7,784$360.6M0.08%
235
SDIVGLOBAL X FDS
15,939$359.4M0.08%
236
VTIPVANGUARD MALVERN FDS
7,137$358.8M0.08%
237
MORTVANECK ETF TRUST
33,954$358.6M0.08%
238
AXPAMERICAN EXPRESS CO
1,123$358.3M0.08%
239
ADIANALOG DEVICES INC
1,505$358.2M0.08%
240
BXBLACKSTONE INC
2,389$357.4M0.08%
241
FOXAFOX CORP
6,330$354.7M0.08%
242
XHLFBONDBLOXX ETF TRUST
7,039$354.3M0.08%
243
EXPDEXPEDITORS INTL WASH INC
3,095$353.6M0.08%
244
DFIVDIMENSIONAL ETF TRUST
8,253$353.5M0.08%
245
BMYBRISTOL-MYERS SQUIBB CO
7,628$353.1M0.08%
246
EFGISHARES TR
3,097$346.9M0.08%
247
IDV*ISHARES TR
10,049$346.8M0.08%
248
DHRDANAHER CORPORATION
1,751$345.9M0.08%
249
STIPISHARES TR
3,355$345.3M0.08%
250
FDVVFIDELITY COVINGTON TRUST
6,607$343.7M0.08%
251
VSGXVANGUARD WORLD FD
5,222$342.0M0.08%
252
GKDGRAND CANYON ED INC
1,806$341.3M0.08%
253
SNOWSNOWFLAKE INC
1,520$340.1M0.08%
254
DVYEISHARES INC
11,783$337.6M0.07%
255
CBCHUBB LIMITED
1,164$337.3M0.07%
256
BCCCGLOBAL X FDS
15,757$333.4M0.07%
257
ADMARCHER DANIELS MIDLAND CO
6,315$333.3M0.07%
258
SCHWSCHWAB CHARLES CORP
3,631$331.3M0.07%
259
SGOVISHARES TR
3,278$330.1M0.07%
260
DTCRGLOBAL X FDS
17,574$327.6M0.07%
261
CMCSACOMCAST CORP NEW
9,161$327.0M0.07%
262
EVRGEVERGY INC
4,705$324.3M0.07%
263
ALSALLSTATE CORP
1,610$324.1M0.07%
264
PSPINVESCO EXCHANGE TRADED FD T
4,702$323.7M0.07%
265
TSNTYSON FOODS INC
5,717$319.8M0.07%
266
SPIBSPDR SERIES TRUST
9,507$319.2M0.07%
267
VRTVERTIV HOLDINGS CO
2,481$318.6M0.07%
268
DFACDIMENSIONAL ETF TRUST
8,822$316.2M0.07%
269
REMISHARES TR
14,646$313.1M0.07%
270
URIUNITED RENTALS INC
414$312.0M0.07%
271
CWBSPDR SERIES TRUST
3,738$309.0M0.07%
272
FTNTFORTINET INC
2,914$308.1M0.07%
273
EMREMERSON ELEC CO
2,308$307.7M0.07%
274
CLCOLGATE PALMOLIVE CO
3,375$306.8M0.07%
275
EMTLSSGA ACTIVE TR
7,074$305.4M0.07%
276
LOWLOWES COS INC
1,368$303.5M0.07%
277
PKGPACKAGING CORP AMER
1,608$303.0M0.07%
278
SRLNSSGA ACTIVE ETF TR
7,270$302.3M0.07%
279
CVNACARVANA CO
892$300.6M0.07%
280
KMBKIMBERLY-CLARK CORP
2,327$300.0M0.07%
281
MBLYMOBILEYE GLOBAL INC
16,588$298.3M0.07%
282
IVEISHARES TR
1,526$298.2M0.07%
283
NKENIKE INC
4,190$297.7M0.07%
284
TBLLINVESCO EXCH TRADED FD TR II
2,783$293.7M0.07%
285
VSDMVANGUARD MUN BD FDS
3,860$292.2M0.06%
286
APDAIR PRODS & CHEMS INC
1,029$290.3M0.06%
287
REEVEREST GROUP LTD
838$284.8M0.06%
288
TRVCCITIGROUP INC
3,332$283.7M0.06%
289
DBMFLITMAN GREGORY FDS TR
10,994$282.9M0.06%
290
CRSPCRISPR THERAPEUTICS AG
5,792$281.7M0.06%
291
TAT&T INC
9,692$280.5M0.06%
292
COPCONOCOPHILLIPS
3,084$276.8M0.06%
293
ELVELEVANCE HEALTH INC
710$276.4M0.06%
294
MTCHMATCH GROUP INC NEW
8,864$273.8M0.06%
295
DOLWISDOMTREE TR
4,559$271.6M0.06%
296
DCORDIMENSIONAL ETF TRUST
4,008$267.9M0.06%
297
PBDCPUTNAM ETF TRUST
7,910$267.7M0.06%
298
LEUCENTRUS ENERGY CORP
1,455$266.5M0.06%
299
DOCTFIRST TR EXCHNG TRADED FD VI
6,477$266.0M0.06%
300
FUMBFIRST TR EXCH TRADED FD III
13,185$265.0M0.06%
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