Advyzon Investment Management, LLC Purchases in Q4 2024

Advyzon Investment Management, LLC

  • $259 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
4.82K
New
$49.25 - $53.57 $238K - $258K
4.82K $238M
ADP
Automatic Data Processing Inc

Industrials
812
New
$280.08 - $307.97 $227K - $250K
812 $238M
CMI
Cummins Inc

Industrials
666
New
$324.93 - $383.42 $216K - $255K
666 $232M
AMGN
Amgen Inc

Healthcare
889
New
$258.78 - $328.31 $230K - $292K
889 $232M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.89K
New
$118.0 - $127.04 $223K - $240K
1.89K $230M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
4.21K
New
$52.71 - $56.65 $222K - $238K
4.21K $227M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
2.71K
New
$72.85 - $89.2 $198K - $242K
2.71K $226M
GLD
Spdr Gold Trust

ETFs
931
New
$236.59 - $257.5 $220K - $240K
931 $225M
BOTZ
Global X Fds

ETFs
6.92K
New
$31.11 - $34.18 $215K - $237K
6.92K $221M
IXUS
Ishares Tr

ETFs
3.33K
New
$65.95 - $72.56 $220K - $242K
3.33K $220M
ADSK
Autodesk, Inc.

Technology
742
New
N/A
742 $219M
SSPX
Janus Detroit Str Tr Henderson

ETFs
8.21K
New
$26.56 - $28.73 $218K - $236K
8.21K $219M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.65K
New
$59.25 - $72.99 $216K - $267K
3.65K $218M
IVE
Ishares S&P 500 Value ETF

ETFs
1.14K
New
$189.5 - $206.17 $217K - $236K
1.14K $218M
XSEP
Frst Tr Ex Trd Viii Cboe Vest
5.53K
New
N/A
5.53K $215M
BR
Broadridge Financial Solutions, Inc.

Technology
946
New
$209.64 - $236.44 $198K - $224K
946 $214M
NOC
Northrop Grumman Corp

Industrials
454
New
$466.52 - $543.88 $212K - $247K
454 $213M
NSC
Norfolk Southern Corp

Industrials
904
New
$230.6 - $277.0 $208K - $250K
904 $212M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.02K
New
$41.08 - $42.6 $206K - $214K
5.02K $211M
VBK
Vanguard Small Cap Growth ETF

ETFs
746
New
$264.18 - $304.19 $197K - $227K
746 $209M
CCL
Carnival Corp

Consumer Cyclical
8.37K
New
$17.34 - $26.8 $145K - $224K
8.37K $209M
DE
Deere & CO

Industrials
479
New
$389.45 - $466.0 $187K - $223K
479 $203M
PBDC
Putnam ETF Tr Bdc Income Etf(D
5.9K
New
N/A
5.9K $203M
DAUG
First Tr ETF Viii Cboe Vest Us
5.1K
New
N/A
5.1K $202M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.98K
New
$49.38 - $59.52 $196K - $237K
3.98K $201M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
14.6K
New
$10.44 - $11.67 $152K - $170K
14.6K $155M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
10.3K
New
$14.52 - $15.51 $150K - $160K
10.3K $151M
Lifezone Metals Limited
21.7K
New
N/A
21.7K $151M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
22.4K
New
N/A
22.4K $85.5M
Lifezone Metals Limited
12.5K
New
N/A
12.5K $9.2M
Activity Summary
Buys All Purchases 231 New Holdings 231 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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