Advyzon Investment Management, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$862.0B

Holdings

569

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (569 positions)

StockValue
ITA*ISHARES TR
$2.1M
LRCXLAM RESEARCH CORP
$2.1M
TOTLSSGA ACTIVE ETF TR
$2.0M
MRKMERCK & CO INC
$2.0M
XLFISELECT SECTOR SPDR TR
$2.0M
STXMEA SERIES TRUST
$2.0M
WFCWELLS FARGO CO NEW
$2.0M
CWBSPDR SERIES TRUST
$1.9M
UNHUNITEDHEALTH GROUP INC
$1.9M
BILSPDR SERIES TRUST
$1.9M
TLHISHARES TR
$1.8M
GEGE AEROSPACE
$1.8M
RTXRTX CORPORATION
$1.8M
SCHWSCHWAB CHARLES CORP
$1.7M
PANWPALO ALTO NETWORKS INC
$1.7M
JPMEJ P MORGAN EXCHANGE TRADED F
$1.7M
MOATVANECK ETF TRUST
$1.6M
XLFSELECT SECTOR SPDR TR
$1.6M
SPLBSPDR SERIES TRUST
$1.6M
VXFVANGUARD INDEX FDS
$1.6M
XLCSELECT SECTOR SPDR TR
$1.6M
ORCLORACLE CORP
$1.6M
TXNTEXAS INSTRS INC
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
IUSINVESCO EXCH TRD SLF IDX FD
$1.5M
WCMIFIRST TR EXCHANGE-TRADED FD
$1.5M
IBMINTERNATIONAL BUSINESS MACHS
$1.5M
BACVERIZON COMMUNICATIONS INC
$1.5M
SCHFSCHWAB STRATEGIC TR
$1.5M
USIGISHARES TR
$1.5M
AQLTISHARES TR
$1.5M
APHAMPHENOL CORP NEW
$1.4M
PGRPROGRESSIVE CORP
$1.4M
VGTVANGUARD WORLD FD
$1.4M
DFACDIMENSIONAL ETF TRUST
$1.4M
GLDMWORLD GOLD TR
$1.4M
NFLXNETFLIX INC
$1.4M
SMIZZACKS TRUST
$1.4M
SBUXSTARBUCKS CORP
$1.3M
BABOEING CO
$1.3M
JPSEJ P MORGAN EXCHANGE TRADED F
$1.3M
CGHMCAPITAL GRP FIXED INCM ETF T
$1.3M
ORLYOREILLY AUTOMOTIVE INC
$1.3M
BSVVANGUARD BD INDEX FDS
$1.3M
LOWLOWES COS INC
$1.3M
PEPPEPSICO INC
$1.3M
NTESNETEASE INC
$1.3M
FADFIRST TR EXCHANGE-TRADED ALP
$1.3M
ABTABBOTT LABS
$1.3M
CGGRCAPITAL GROUP GROWTH ETF
$1.3M
INTCINTEL CORP
$1.3M
DWDMORGAN STANLEY
$1.3M
HYDVANECK ETF TRUST
$1.2M
PFEPFIZER INC
$1.2M
QUIZZACKS TRUST
$1.2M
URIUNITED RENTALS INC
$1.2M
BDYNBLACKROCK ETF TRUST
$1.2M
TLTISHARES TR
$1.2M
TCAFT ROWE PRICE ETF INC
$1.2M
CGGECAPITAL GROUP GLOBAL EQUITY
$1.2M
SPYGSPDR SERIES TRUST
$1.2M
SOSOUTHERN CO
$1.2M
CATCATERPILLAR INC
$1.2M
RSPINVESCO EXCHANGE TRADED FD T
$1.2M
SDVYFIRST TR EXCHANGE-TRADED FD
$1.2M
IBITISHARES BITCOIN TRUST ETF
$1.2M
CMCSACOMCAST CORP NEW
$1.1M
ISRGINTUITIVE SURGICAL INC
$1.1M
NOCNORTHROP GRUMMAN CORP
$1.1M
STXTEA SERIES TRUST
$1.1M
CRWDCROWDSTRIKE HLDGS INC
$1.1M
PLTRPALANTIR TECHNOLOGIES INC
$1.1M
PODDINSULET CORP
$1.1M
COPCONOCOPHILLIPS
$1.1M
APDAIR PRODS & CHEMS INC
$1.1M
QCOMQUALCOMM INC
$1.1M
NSCNORFOLK SOUTHN CORP
$1.1M
XLYSELECT SECTOR SPDR TR
$1.1M
XLUSELECT SECTOR SPDR TR
$1.1M
WBILABSOLUTE SHS TR
$1.1M
AMGNAMGEN INC
$1.1M
THIRTHOR FINL TECHNOLOGIES TR
$1.0M
KOCOCA COLA CO
$1.0M
VGSHVANGUARD SCOTTSDALE FDS
$1.0M
BINCBLACKROCK ETF TRUST II
$996K
ACNACCENTURE PLC IRELAND
$981K
WBIGABSOLUTE SHS TR
$962K
GILDGILEAD SCIENCES INC
$954K
VWOVANGUARD INTL EQUITY INDEX F
$943K
XLISELECT SECTOR SPDR TR
$938K
VUGVANGUARD INDEX FDS
$937K
IWBISHARES TR
$937K
RCLROYAL CARIBBEAN GROUP
$917K
STXKEA SERIES TRUST
$912K
MOALTRIA GROUP INC
$904K
MDTMEDTRONIC PLC
$901K
TRVCCITIGROUP INC
$898K
SCHRSCHWAB STRATEGIC TR
$893K
FTSMFIRST TR EXCHANGE-TRADED FD
$887K
AMLPALPS ETF TR
$882K
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