Advyzon Investment Management, LLC Purchases in Q2 2025

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EXPD
Expeditors International Of Washington Inc

Industrials
166
+ 5.67%
$102.84 - $122.24 $17.1K - $20.3K
3.1K $354M
COP
Conocophillips

Energy
450
+ 17.08%
$82.66 - $106.1 $37.2K - $47.7K
3.08K $277M
PBDC
Putnam ETF Tr Bdc Income Etf(D
186
+ 2.41%
N/A
7.91K $268M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
450
+ 4.03%
$5.25 - $5.92 $2.36K - $2.66K
11.6K $65.6M
VZ
Verizon Communications Inc

Communication Services
486
+ 4.62%
$41.67 - $45.62 $20.3K - $22.2K
11K $476M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
342
+ 3.26%
$12.37 - $14.5 $4.23K - $4.96K
10.8K $150M
PKG
Packaging Corp Of America

Consumer Cyclical
52
+ 3.34%
$175.97 - $201.36 $9.15K - $10.5K
1.61K $303M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
256
+ 1.78%
$19.12 - $22.36 $4.89K - $5.72K
14.6K $313M
TSN
Tyson Foods, Inc.

Consumer Defensive
549
+ 10.62%
$54.33 - $63.56 $29.8K - $34.9K
5.72K $320M
TSCO
Tractor Supply CO

Consumer Cyclical
35
+ 0.5%
$47.86 - $55.77 $1.68K - $1.95K
7.07K $373M
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 65.14%
$274.35 - $599.47 $398K - $869K
3.68K $1.15B
KMB
Kimberly Clark Corp

Consumer Defensive
58
+ 2.56%
$126.84 - $145.22 $7.36K - $8.42K
2.33K $300M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
106
+ 4.45%
$212.1 - $244.27 $22.5K - $25.9K
2.49K $544M
MRK
Merck & Co., Inc.

Healthcare
453
+ 5.22%
$73.47 - $87.12 $33.3K - $39.5K
9.13K $723M
BMY
Bristol Myers Squibb CO

Healthcare
639
+ 9.14%
$44.12 - $59.6 $28.2K - $38.1K
7.63K $353M
Ark 21 Shares Bitcoin ETF
4.74K
+ 47.47%
N/A
14.7K $527M
Activity Summary
Buys All Purchases 317 New Holdings 117 Increased Positions 200 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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