Advyzon Investment Management, LLC Q3 2025 Filing

Filed November 10, 2025

Portfolio Value

$582.6M

Holdings

477

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (477 positions)

StockValue
CGUSCAPITAL GROUP CORE EQUITY ET
$1.3M
ABBVABBVIE INC
$1.3M
BACBANK AMERICA CORP
$1.3M
NTESNETEASE INC
$1.3M
GLDMWORLD GOLD TR
$1.3M
XLCSELECT SECTOR SPDR TR
$1.3M
SOSOUTHERN CO
$1.3M
WBILABSOLUTE SHS TR
$1.2M
MOATVANECK ETF TRUST
$1.2M
DYNFBLACKROCK ETF TRUST
$1.2M
TLTISHARES TR
$1.2M
HYDVANECK ETF TRUST
$1.2M
SPYSPDR S&P 500 ETF TR
$1.2M
WFCWELLS FARGO CO NEW
$1.2M
LLYELI LILLY & CO
$1.2M
PANWPALO ALTO NETWORKS INC
$1.2M
CVXCHEVRON CORP NEW
$1.2M
MAMASTERCARD INCORPORATED
$1.1M
XLFSELECT SECTOR SPDR TR
$1.1M
GEGE AEROSPACE
$1.1M
BSVVANGUARD BD INDEX FDS
$1.1M
MTUMISHARES TR
$1.0M
WBIGABSOLUTE SHS TR
$1.0M
EFVISHARES TR
$1.0M
MRKMERCK & CO INC
$1.0M
BACVERIZON COMMUNICATIONS INC
$1.0M
OEFISHARES TR
$1.0M
QUALISHARES TR
$999K
BABOEING CO
$997K
BOTZGLOBAL X FDS
$993K
RTXRTX CORPORATION
$984K
UNHUNITEDHEALTH GROUP INC
$983K
IWYISHARES TR
$975K
PODDINSULET CORP
$974K
WBIFABSOLUTE SHS TR
$958K
XLUSELECT SECTOR SPDR TR
$957K
APHAMPHENOL CORP NEW
$946K
XLYSELECT SECTOR SPDR TR
$927K
PLTRPALANTIR TECHNOLOGIES INC
$924K
VXFVANGUARD INDEX FDS
$893K
DFACDIMENSIONAL ETF TRUST
$890K
SCHRSCHWAB STRATEGIC TR
$853K
SCHWSCHWAB CHARLES CORP
$838K
SMIZZACKS TRUST
$833K
WCMIFIRST TR EXCHANGE-TRADED FD
$831K
TXNTEXAS INSTRS INC
$826K
IBMINTERNATIONAL BUSINESS MACHS
$825K
BINCBLACKROCK ETF TRUST II
$812K
STRVEA SERIES TRUST
$809K
PFFISHARES TR
$805K
CWBSPDR SERIES TRUST
$783K
CRWDCROWDSTRIKE HLDGS INC
$775K
PFEPFIZER INC
$758K
IEMGISHARES INC
$758K
HEMIHARTFORD FDS EXCHANGE TRADED
$752K
SPYGSPDR SERIES TRUST
$747K
AMLPALPS ETF TR
$745K
SBUXSTARBUCKS CORP
$737K
CYBRCYBERARK SOFTWARE LTD
$732K
DWDMORGAN STANLEY
$730K
JMUBJ P MORGAN EXCHANGE TRADED F
$730K
PEPPEPSICO INC
$729K
MOALTRIA GROUP INC
$720K
ARKKARK ETF TR
$707K
DFEBFIRST TR EXCHNG TRADED FD VI
$707K
VGLTVANGUARD SCOTTSDALE FDS
$705K
TLTWISHARES TR
$698K
AQLTISHARES TR
$697K
PGRPROGRESSIVE CORP
$695K
IVEISHARES TR
$693K
ITOTISHARES TR
$690K
INTCINTEL CORP
$688K
URIUNITED RENTALS INC
$684K
VGSHVANGUARD SCOTTSDALE FDS
$682K
AMDADVANCED MICRO DEVICES INC
$682K
MNSTMONSTER BEVERAGE CORP NEW
$681K
VBVANGUARD INDEX FDS
$676K
CAMLPROFESIONALLY MANAGED PORTFO
$675K
GRMNGARMIN LTD
$666K
QCOMQUALCOMM INC
$660K
ARKQARK ETF TR
$656K
LOWLOWES COS INC
$654K
XLISELECT SECTOR SPDR TR
$651K
HWMHOWMET AEROSPACE INC
$644K
SSOPROSHARES TR
$633K
BNDXVANGUARD CHARLOTTE FDS
$631K
WBIYABSOLUTE SHS TR
$622K
UNPUNION PAC CORP
$619K
ACNACCENTURE PLC IRELAND
$615K
APDAIR PRODS & CHEMS INC
$609K
BLKBLACKROCK INC
$593K
DDTOINNOVATOR ETFS TRUST
$590K
SHOPSHOPIFY INC
$585K
BKLNINVESCO EXCH TRADED FD TR II
$585K
SGOVISHARES TR
$583K
ISRGINTUITIVE SURGICAL INC
$583K
VTIPVANGUARD MALVERN FDS
$581K
VCSHVANGUARD SCOTTSDALE FDS
$579K
COSTCOSTCO WHSL CORP NEW
$578K
SUBISHARES TR
$577K
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