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
KLACKLA CORP
$571K
CGHMCAPITAL GRP FIXED INCM ETF T
$570K
IEFISHARES TR
$566K
MDTMEDTRONIC PLC
$559K
USHYISHARES TR
$557K
SHYGISHARES TR
$555K
LMTLOCKHEED MARTIN CORP
$552K
HODLVANECK BITCOIN ETF
$550K
UBERUBER TECHNOLOGIES INC
$547K
MRSHMARSH & MCLENNAN COS INC
$546K
FBTCFIDELITY WISE ORIGIN BITCOIN
$546K
ARKBARK 21SHARES BITCOIN ETF
$546K
KOCOCA COLA CO
$534K
SMMDISHARES TR
$532K
ABTABBOTT LABS
$531K
VCRBVANGUARD MALVERN FDS
$530K
VUGVANGUARD INDEX FDS
$526K
QXOQXO INC
$513K
SCMBSCHWAB STRATEGIC TR
$513K
IDIINTERDIGITAL INC
$509K
NOWSERVICENOW INC
$505K
SMMUPIMCO ETF TR
$500K
FASTFASTENAL CO
$493K
NOCNORTHROP GRUMMAN CORP
$486K
TLHISHARES TR
$485K
DIVGLOBAL X FDS
$484K
STXDEA SERIES TRUST
$481K
CMCSACOMCAST CORP NEW
$479K
EALTINNOVATOR ETFS TRUST
$476K
DEAEASTERLY GOVT PPTYS INC
$471K
BMYBRISTOL-MYERS SQUIBB CO
$469K
BXBLACKSTONE INC
$466K
DFSDDIMENSIONAL ETF TRUST
$465K
FMHIFIRST TR EXCH TRADED FD III
$465K
ALLEALLEGION PLC
$463K
DFASDIMENSIONAL ETF TRUST
$463K
ICEINTERCONTINENTAL EXCHANGE IN
$462K
FELGFIDELITY COVINGTON TRUST
$460K
SEICSEI INVTS CO
$458K
TRVCCITIGROUP INC
$446K
THROBLACKROCK ETF TRUST
$438K
ADPAUTOMATIC DATA PROCESSING IN
$436K
DFIVDIMENSIONAL ETF TRUST
$434K
AMTAMERICAN TOWER CORP NEW
$432K
FOXAFOX CORP
$432K
ULTAULTA BEAUTY INC
$431K
FTNTFORTINET INC
$424K
NSCNORFOLK SOUTHN CORP
$418K
CRMSALESFORCE INC
$417K
CINFCINCINNATI FINL CORP
$411K
DHRDANAHER CORPORATION
$407K
AXPAMERICAN EXPRESS CO
$406K
SNOWSNOWFLAKE INC
$405K
DGDOLLAR GEN CORP NEW
$403K
ETNEATON CORP PLC
$403K
COPCONOCOPHILLIPS
$403K
FDVVFIDELITY COVINGTON TRUST
$401K
BAIBLACKROCK ETF TRUST
$400K
IUSINVESCO EXCH TRD SLF IDX FD
$396K
ARPADVISORS INNER CIRCLE FD II
$394K
ANETARISTA NETWORKS INC
$392K
CGICCAPITAL GROUP INTERNATIONAL
$391K
EXPDEXPEDITORS INTL WASH INC
$388K
GSEPFIRST TR EXCHNG TRADED FD VI
$386K
EVRGEVERGY INC
$385K
ADMARCHER DANIELS MIDLAND CO
$384K
VRTVERTIV HOLDINGS CO
$382K
CRSPCRISPR THERAPEUTICS AG
$380K
VWOVANGUARD INTL EQUITY INDEX F
$380K
SDIVGLOBAL X FDS
$377K
LQDISHARES TR
$377K
TAT&T INC
$377K
VMBSVANGUARD SCOTTSDALE FDS
$375K
MUMICRON TECHNOLOGY INC
$373K
CBCHUBB LIMITED
$372K
CVNACARVANA CO
$372K
SPBOSPDR SERIES TRUST
$372K
IDV*ISHARES TR
$371K
DTCRGLOBAL X FDS
$369K
JPIEJ P MORGAN EXCHANGE TRADED F
$366K
SECRNEW YORK LIFE INVTS ACTIVE E
$366K
COFCAPITAL ONE FINL CORP
$366K
GDGENERAL DYNAMICS CORP
$365K
XYLDGLOBAL X FDS
$364K
DISDISNEY WALT CO
$360K
VSGXVANGUARD WORLD FD
$360K
EQIXEQUINIX INC
$357K
SPIBSPDR SERIES TRUST
$356K
DVYEISHARES INC
$355K
KRKROGER CO
$353K
PKGPACKAGING CORP AMER
$353K
BCCCGLOBAL X FDS
$353K
STXSEAGATE TECHNOLOGY HLDNGS PL
$352K
ALSALLSTATE CORP
$350K
EMTLSSGA ACTIVE TR
$349K
TCAFT ROWE PRICE ETF INC
$348K
IYWISHARES TR
$348K
MORTVANECK ETF TRUST
$346K
ADIANALOG DEVICES INC
$344K
GWWGRAINGER W W INC
$342K
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