Advyzon Investment Management, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$862.0M

Holdings

569

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (569 positions)

StockValue
SCHXSCHWAB STRATEGIC TR
$354K
FIXCOMFORT SYS USA INC
$353K
IEURISHARES TR
$353K
AMTAMERICAN TOWER CORP NEW
$352K
KMBKIMBERLY-CLARK CORP
$350K
TMUST-MOBILE US INC
$349K
LOGILOGITECH INTL S A
$349K
BKBANK NEW YORK MELLON CORP
$349K
DEDEERE & CO
$348K
BTCGRAYSCALE BITCOIN MINI TR ET
$348K
FERGFERGUSON ENTERPRISES INC
$347K
ICEINTERCONTINENTAL EXCHANGE IN
$346K
CRSCARPENTER TECHNOLOGY CORP
$344K
ALSALLSTATE CORP
$343K
PSPINVESCO EXCHANGE TRADED FD T
$343K
REMISHARES TR
$343K
CNXCCONCENTRIX CORP
$341K
PKGPACKAGING CORP AMER
$339K
SCHMSCHWAB STRATEGIC TR
$339K
CTASIMPLIFY EXCHANGE TRADED FUN
$338K
NRANRG ENERGY INC
$336K
PRUPRUDENTIAL FINL INC
$335K
TSNTYSON FOODS INC
$334K
BTALAGF INVTS TR
$333K
IWNISHARES TR
$333K
ABGCENCORA INC
$329K
HPOSERVICE PPTYS TR
$327K
MCOMOODYS CORP
$323K
FNFABRINET
$323K
TPDSOMNIGROUP INTERNATIONAL INC
$318K
GSKGSK PLC
$318K
BRBROADRIDGE FINL SOLUTIONS IN
$317K
FNDESCHWAB STRATEGIC TR
$317K
NKENIKE INC
$313K
A4SAMERIPRISE FINL INC
$311K
ACADACADIA PHARMACEUTICALS INC
$310K
ARTYISHARES TR
$308K
HEQTSIMPLIFY EXCHANGE TRADED FUN
$307K
DOLWISDOMTREE TR
$307K
MEDPMEDPACE HLDGS INC
$306K
BSJTINVESCO EXCH TRD SLF IDX FD
$305K
CGNGCAPITAL GROUP NEW GEOGRAPHY
$303K
CITCINTAS CORP
$303K
VOEVANGUARD INDEX FDS
$302K
TMATNORTHERN LTS FD TR IV
$300K
CHRWC H ROBINSON WORLDWIDE INC
$300K
CEF/USPROTT ASSET MANAGEMENT LP
$300K
VSDMVANGUARD MUN BD FDS
$298K
COWZPACER FDS TR
$297K
EX9EXELIXIS INC
$296K
SYKSTRYKER CORPORATION
$295K
CLCOLGATE PALMOLIVE CO
$294K
MHHMASTECH DIGITAL INC
$293K
THCTENET HEALTHCARE CORP
$290K
FUMBFIRST TR EXCH TRADED FD III
$288K
BDXBECTON DICKINSON & CO
$286K
TTETOTALENERGIES SE
$286K
TAPMOLSON COORS BEVERAGE CO
$284K
REEVEREST GROUP LTD
$283K
RYAAYRYANAIR HOLDINGS PLC
$281K
PBDCPUTNAM ETF TRUST
$280K
SIRISIRIUSXM HOLDINGS INC
$279K
DISVDIMENSIONAL ETF TRUST
$278K
WECWEC ENERGY GROUP INC
$275K
HLIHOULIHAN LOKEY INC
$273K
DONSPDR DOW JONES INDL AVERAGE
$272K
BXSLBLACKSTONE SECD LENDING FD
$272K
DBAINVESCO DB MULTI-SECTOR COMM
$271K
UPSUNITED PARCEL SERVICE INC
$270K
PTCTPTC THERAPEUTICS INC
$269K
HONHONEYWELL INTL INC
$268K
CGCBCAPITAL GRP FIXED INCM ETF T
$267K
JIREJ P MORGAN EXCHANGE TRADED F
$267K
CGMSCAPITAL GRP FIXED INCM ETF T
$267K
8CWCROWN CASTLE INC
$267K
CSXCSX CORP
$267K
SGOVISHARES TR
$263K
WSCWILLSCOT HLDGS CORP
$263K
SSOPROSHARES TR
$262K
ATMUATMUS FILTRATION TECHNOLOGIE
$260K
VONVVANGUARD SCOTTSDALE FDS
$259K
AVXCAMERICAN CENTY ETF TR
$258K
IGSBISHARES TR
$257K
HIIHUNTINGTON INGALLS INDS INC
$257K
SNASNAP ON INC
$256K
CRD/ACRAWFORD & CO
$254K
RACEFERRARI N V
$253K
WRBBERKLEY W R CORP
$252K
ATATATOUR LIFESTYLE HLDGS LTD
$250K
HASHASBRO INC
$250K
CHDCHURCH & DWIGHT CO INC
$250K
NINISOURCE INC
$249K
DOCTFIRST TR EXCHNG TRADED FD VI
$249K
DFCFDIMENSIONAL ETF TRUST
$248K
FITBFIFTH THIRD BANCORP
$244K
MINOPIMCO ETF TR
$244K
ITWILLINOIS TOOL WKS INC
$243K
IDXXIDEXX LABS INC
$242K
DFGPDIMENSIONAL ETF TRUST
$242K
USMVISHARES TR
$242K
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