Advyzon Investment Management, LLC Incresed Positions in Q1 2025

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.11K
+ 151.24%
$554.06 - $615.85 $5.05M - $5.61M
15.1K $8.5B
SCHP
Schwab Strategic Us Tips ETF

ETFs
80.6K
+ 393.23%
$25.69 - $26.89 $2.07M - $2.17M
101K $2.72B
STXG
Ea Ser Tr Strive 1000 Growth E
63.9K
+ 32.45%
N/A
261K $10.5B
Ea Series Trust
74.5K
+ 33.43%
N/A
297K $6.04B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15K
+ 177.16%
$74.85 - $84.89 $1.12M - $1.27M
23.5K $1.92B
MSFT
Microsoft Corp

Technology
3.99K
+ 49.64%
$375.39 - $447.2 $1.5M - $1.78M
12K $4.51B
VTV
Vanguard Value ETF

ETFs
5.07K
+ 15.05%
$167.73 - $179.21 $850K - $908K
38.7K $6.69B
GLD
Spdr Gold Trust

ETFs
2.96K
+ 318.37%
$243.19 - $288.14 $721K - $854K
3.9K $1.12B
AAPL
Apple Inc.

Technology
5.16K
+ 56.58%
$209.68 - $247.1 $1.08M - $1.27M
14.3K $3.17B
NVDA
Nvidia Corp

Technology
11.7K
+ 55.75%
$106.98 - $149.43 $1.25M - $1.75M
32.7K $3.54B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.92K
+ 150.35%
$67.03 - $74.61 $598K - $666K
14.9K $1.01B
AMZN
Amazon Com Inc

Consumer Cyclical
4.73K
+ 42.63%
$190.26 - $242.06 $900K - $1.14M
15.8K $3.01B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.42K
+ 33.43%
$59.78 - $60.03 $563K - $565K
37.6K $2.25B
HYG
Ishares Tr

ETFs
6.66K
+ 93.47%
$78.51 - $80.11 $523K - $534K
13.8K $1.09B
GOOG
Alphabet Inc.

Communication Services
4.56K
+ 80.91%
$156.06 - $207.71 $712K - $947K
10.2K $1.59B
IAU
Ishares Gold Trust

ETFs
6.57K
+ 134.78%
$49.74 - $58.96 $327K - $387K
11.4K $675M
AVGO
Broadcom Inc.

Technology
3.59K
+ 108.19%
$167.43 - $244.7 $602K - $879K
6.92K $1.16B
Ea Series Trust
18.3K
+ 44.18%
N/A
59.6K $1.2B
V
Visa Inc.

Financial Services
805
+ 32.33%
$306.92 - $362.71 $247K - $292K
3.3K $1.15B
BOTZ
Global X Fds

ETFs
13.7K
+ 197.99%
$28.46 - $34.53 $390K - $473K
20.6K $587M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.26K
+ 111.35%
$208.48 - $244.03 $262K - $307K
2.38K $582M
LLY
Eli Lilly & CO

Healthcare
337
+ 38.38%
$725.72 - $929.72 $245K - $313K
1.22K $1B
XLP
Consumer Staples Sector Spdr

ETFs
3.39K
+ 21.9%
N/A
18.9K $1.54B
IXUS
Ishares Tr

ETFs
4.44K
+ 133.27%
$65.06 - $72.31 $289K - $321K
7.78K $543M
KO
Coca Cola CO

Consumer Defensive
3.56K
+ 92.36%
$60.81 - $72.32 $216K - $257K
7.4K $530M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.65K
+ 126.15%
$165.25 - $224.62 $272K - $369K
2.95K $490M
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
NFLX
Netflix Inc

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

Technology
1.99K
+ 59.76%
$139.81 - $186.47 $278K - $371K
5.31K $743M
JNJ
Johnson & Johnson

Healthcare
452
+ 8.93%
$142.06 - $167.7 $64.2K - $75.8K
5.51K $914M
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
VGIT
Vanguard Intermediate Term Tre

ETFs
1.92K
+ 5.1%
$57.44 - $59.4 $110K - $114K
39.5K $2.35B
SBUX
Starbucks Corp

Consumer Cyclical
1.43K
+ 37.9%
$91.75 - $115.81 $131K - $165K
5.19K $509M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 53.93%
$142.64 - $156.42 $144K - $158K
2.88K $432M
STRV
Ea Ser Tr Strive 500 ETF
5.15K
+ 21.67%
N/A
28.9K $1.04B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
12.2K
+ 83.6%
$10.35 - $11.79 $126K - $143K
26.7K $298M
ABT
Abbott Laboratories

Healthcare
584
+ 19.71%
$111.1 - $140.22 $64.9K - $81.9K
3.55K $471M
ICE
Intercontinental Exchange, Inc.

Financial Services
380
+ 14.45%
$142.8 - $176.36 $54.3K - $67K
3.01K $519M
ADP
Automatic Data Processing Inc

Industrials
378
+ 46.55%
$286.85 - $318.64 $108K - $120K
1.19K $364M
XOM
Exxon Mobil Corp

Energy
234
+ 2.95%
$105.44 - $118.93 $24.7K - $27.8K
8.16K $970M
PGR
Progressive Corp

Financial Services
159
+ 9.69%
$235.61 - $291.22 $37.5K - $46.3K
1.8K $509M
XLV
Select Sector Spdr Fund Health

ETFs
92
+ 0.78%
$137.61 - $149.68 $12.7K - $13.8K
11.9K $1.74B
DHR
Danaher Corp

Healthcare
628
+ 65.55%
$201.62 - $250.59 $127K - $157K
1.59K $325M
XLC
Select Sector Spdr Tr Communic

ETFs
1.09K
+ 16.0%
$94.84 - $105.31 $103K - $114K
7.87K $759M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.26K
+ 56.81%
$45.22 - $52.17 $102K - $118K
6.24K $299M
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
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email