Advyzon Investment Management, LLC Purchases in Q1 2025

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
3.01K
New
$85.68 - $97.5 $258K - $294K
3.01K $282M
ELV
Elevance Health, Inc.

Healthcare
631
New
$365.9 - $436.25 $231K - $275K
631 $275M
RSG
Republic Services, Inc.

Industrials
1.12K
New
$200.09 - $242.16 $225K - $272K
1.12K $272M
Bitwise Bitcoin ETF Tr
6.03K
New
N/A
6.03K $271M
TMUS
T Mobile Us, Inc.

Communication Services
1.01K
New
$211.3 - $272.83 $214K - $276K
1.01K $270M
IDV
Ishares Tr

ETFs
8.48K
New
$27.0 - $31.7 $229K - $269K
8.48K $263M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.5K
New
$160.89 - $187.27 $241K - $281K
1.5K $260M
DVYE
Ishares Emerging Markets Divid

ETFs
9.52K
New
$25.08 - $27.99 $239K - $266K
9.52K $260M
GE
General Electric CO

Industrials
1.29K
New
$168.59 - $212.13 $218K - $274K
1.29K $258M
Global X Fds
12.1K
New
N/A
12.1K $257M
PODD
Insulet Corp

Healthcare
963
New
$237.06 - $288.29 $228K - $278K
963 $253M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.21K
New
$101.42 - $113.2 $224K - $250K
2.21K $243M
NKE
Nike, Inc.

Consumer Cyclical
3.82K
New
$63.29 - $81.72 $242K - $312K
3.82K $243M
COST
Costco Wholesale Corp

Consumer Defensive
255
New
$890.62 - $1076.86 $227K - $275K
255 $241M
AXP
American Express CO

Financial Services
882
New
$255.39 - $325.87 $225K - $287K
882 $237M
TJX
Tjx Companies Inc

Consumer Cyclical
1.93K
New
$112.81 - $126.16 $218K - $243K
1.93K $235M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.65K
+ 126.15%
$165.25 - $224.62 $272K - $369K
2.95K $490M
NEE
Nextera Energy Inc

Utilities
3.26K
New
$66.96 - $76.16 $218K - $249K
3.26K $231M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.34K
New
$95.85 - $99.25 $224K - $232K
2.34K $231M
GD
General Dynamics Corp

Industrials
847
New
$241.94 - $272.58 $205K - $231K
847 $231M
GOOGL
Alphabet Inc.

Communication Services
2.27K
+ 63.4%
$154.33 - $206.19 $351K - $469K
5.86K $906M
PM
Philip Morris International Inc.

Consumer Defensive
704
+ 23.44%
$117.15 - $158.79 $82.5K - $112K
3.71K $589M
STXK
Ea Ser Tr Strive 2000 ETF
11K
+ 28.6%
N/A
49.4K $1.42B
CORT
Corcept Therapeutics Inc

Healthcare
1.9K
New
$49.85 - $114.22 $94.5K - $217K
1.9K $217M
SNOW
Snowflake Inc.

Technology
1.47K
New
$146.16 - $192.78 $214K - $282K
1.47K $214M
DEA
Easterly Government Properties, Inc.

Real Estate
20.2K
New
$10.26 - $11.77 $207K - $238K
20.2K $214M
MNST
Monster Beverage Corp

Consumer Defensive
3.66K
New
$46.16 - $58.58 $169K - $214K
3.66K $214M
CLX
Clorox CO

Consumer Defensive
1.45K
New
$141.76 - $162.89 $205K - $236K
1.45K $213M
MBLY
Mobileye Global Inc.
14.8K
New
$14.24 - $21.85 $211K - $324K
14.8K $213M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
6.26K
New
$31.42 - $34.87 $197K - $218K
6.26K $211M
HON
Honeywell International Inc

Industrials
995
New
$202.75 - $226.52 $202K - $225K
995 $211M
UBER
Uber Technologies, Inc

Technology
2.87K
New
$63.17 - $81.49 $181K - $233K
2.87K $209M
CVS
Cvs Health Corp

Healthcare
3.05K
New
$44.22 - $68.64 $135K - $209K
3.05K $206M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.9K
New
$29.34 - $31.31 $202K - $216K
6.9K $205M
PINS
Pinterest, Inc.

Communication Services
6.6K
New
$29.79 - $40.0 $197K - $264K
6.6K $205M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.19K
New
$48.34 - $49.66 $203K - $208K
4.19K $204M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
419
New
$402.49 - $513.76 $169K - $215K
419 $203M
DUK
Duke Energy Corp

Utilities
1.66K
New
$105.87 - $121.97 $176K - $203K
1.66K $203M
ITW
Illinois Tool Works Inc

Industrials
814
New
$244.9 - $274.48 $199K - $223K
814 $202M
NFLX
Netflix Inc

Communication Services
191
+ 33.57%
$828.4 - $1058.6 $158K - $202K
760 $709M
APH
Amphenol Corp

Technology
3K
New
$61.62 - $78.55 $185K - $236K
3K $197M
ORCL
Oracle Corp

Technology
1.99K
+ 59.76%
$139.81 - $186.47 $278K - $371K
5.31K $743M
PANW
Palo Alto Networks Inc

Technology
1.1K
New
$167.82 - $208.28 $185K - $230K
1.1K $188M
SHOP
Shopify Inc.

Technology
1.94K
New
$90.59 - $129.31 $176K - $251K
1.94K $185M
JNJ
Johnson & Johnson

Healthcare
452
+ 8.93%
$142.06 - $167.7 $64.2K - $75.8K
5.51K $914M
PATH
Ui Path, Inc.

Technology
17.6K
New
$9.97 - $15.19 $176K - $268K
17.6K $181M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
6.97K
+ 45.19%
N/A
22.4K $538M
Ea Series Trust
13.7K
+ 12.03%
N/A
127K $3.13B
UNH
Unitedhealth Group Inc

Healthcare
261
+ 13.28%
$461.52 - $548.18 $120K - $143K
2.23K $1.17B
Activity Summary
Buys All Purchases 195 New Holdings 80 Increased Positions 115 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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