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
MRK
Merck & Co., Inc.

Healthcare
1.25K
+ 16.79%
$83.01 - $101.02 $104K - $126K
8.68K $779M
PG
Procter & Gamble CO

Consumer Defensive
110
+ 1.67%
$158.56 - $176.26 $17.4K - $19.4K
6.68K $1.14B
LQD
Ishares Iboxx $ Investment Gra

ETFs
250
+ 6.81%
$105.1 - $109.61 $26.3K - $27.4K
3.92K $426M
TLT
Ishares Barclays 20+ Year Trea

ETFs
91
+ 1.38%
$85.29 - $92.57 $7.76K - $8.42K
6.67K $607M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
59
+ 1.22%
$49.06 - $56.82 $2.89K - $3.35K
4.88K $269M
SNA
Snap On Inc

Industrials
95
+ 11.88%
$324.09 - $358.62 $30.8K - $34.1K
895 $302M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
298
+ 6.16%
$91.45 - $91.75 $27.3K - $27.3K
5.14K $471M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
594
+ 4.31%
$20.83 - $23.69 $12.4K - $14.1K
14.4K $323M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
731
+ 8.61%
$36.63 - $37.45 $26.8K - $27.4K
9.22K $339M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.91K
+ 19.69%
$16.57 - $18.85 $48.2K - $54.9K
17.7K $294M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
1.09K
+ 11.51%
$24.88 - $26.85 $27.1K - $29.2K
10.5K $266M
COP
Conocophillips

Energy
24
+ 0.92%
$88.6 - $105.85 $2.13K - $2.54K
2.63K $277M
Global X Fds
483
+ 3.12%
N/A
16K $335M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
53
+ 1.1%
$55.47 - $61.45 $2.94K - $3.26K
4.88K $288M
XLI
Industrial Sector Spdr

ETFs
120
+ 3.8%
$128.78 - $141.67 $15.5K - $17K
3.28K $429M
DIS
Walt Disney CO

Communication Services
426
+ 18.09%
$96.87 - $114.0 $41.3K - $48.6K
2.78K $275M
CMCSA
Comcast Corp

Communication Services
424
+ 5.31%
$33.19 - $38.23 $14.1K - $16.2K
8.41K $310M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
157
+ 11.8%
$221.78 - $273.45 $34.8K - $42.9K
1.49K $338M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
501
+ 1.87%
$11.96 - $13.56 $5.99K - $6.79K
27.3K $350M
XLK
Technology Sector Spdr

ETFs
661
+ 13.49%
$206.38 - $242.18 $136K - $160K
5.56K $1.15B
CRM
Salesforce, Inc.

Technology
256
+ 27.21%
$268.36 - $359.95 $68.7K - $92.1K
1.2K $321M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
207
New
$24.11 - $28.41 $4.99K - $5.88K
207 $5.88M
META
Meta Platforms, Inc.

Communication Services
91
+ 1.74%
$576.36 - $736.67 $52.4K - $67K
5.32K $3.06B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37
New
$102.49 - $119.96 $3.79K - $4.44K
37 $3.87M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
120
+ 0.85%
$42.38 - $43.28 $5.09K - $5.19K
14.2K $605M
DISV
Dimensional ETF Tr Dimensional

ETFs
108
New
$26.09 - $30.21 $2.82K - $3.26K
108 $3.15M
SUB
Ishares Short Term National Mu

ETFs
14
+ 0.55%
$105.3 - $106.24 $1.47K - $1.49K
2.55K $270M
VGSH
Vanguard

ETFs
8
New
$58.07 - $58.69 $465 - $470
8 $471K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
184
+ 1.78%
$14.31 - $15.69 $2.63K - $2.89K
10.5K $152M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
110
+ 2.19%
$40.44 - $43.17 $4.45K - $4.75K
5.13K $210M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
110
+ 1.43%
$41.55 - $43.98 $4.57K - $4.84K
7.83K $328M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
50
+ 0.75%
$38.06 - $40.36 $1.9K - $2.02K
6.73K $258M
MUB
Ishares National Muni Bond ETF

ETFs
87
+ 0.61%
$104.71 - $107.69 $9.11K - $9.37K
14.3K $1.51B
EMR
Emerson Electric CO

Industrials
181
+ 8.44%
$108.64 - $131.17 $19.7K - $23.7K
2.33K $255M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
43
+ 1.02%
$49.93 - $56.52 $2.15K - $2.43K
4.25K $214M
LMT
Lockheed Martin Corp

Industrials
47
+ 4.93%
$423.19 - $506.29 $19.9K - $23.8K
1K $447M
CMI
Cummins Inc

Industrials
5
+ 0.75%
$312.92 - $386.07 $1.56K - $1.93K
671 $210M
ACN
Accenture PLC

Technology
73
+ 4.69%
$300.91 - $398.25 $22K - $29.1K
1.63K $509M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.66%
$347.25 - $424.87 $4.86K - $5.95K
2.14K $783M
Qxo Inc
2.05K
+ 6.19%
N/A
35.2K $477M
CGUS
Capital Group Core Equity ETF
32
+ 0.09%
$33.08 - $36.62 $1.06K - $1.17K
34K $1.14B
XLY
Select Sector Spdr Consumer Di

ETFs
142
+ 4.56%
$192.6 - $233.2 $27.3K - $33.1K
3.25K $642M
VGT
Vanguard Information Technolog

ETFs
24
+ 1.99%
$542.38 - $646.34 $13K - $15.5K
1.23K $666M
Vaneck Bitcoin ETF
25.6K
+ 268.55%
N/A
35.2K $820M
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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