Advyzon Investment Management, LLC Incresed Positions in Q3 2025

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
17.7K
+ 273.69%
$250.97 - $282.66 $4.44M - $5.01M
24.2K $6.81B
IAU
Ishares Gold Trust

ETFs
67.1K
+ 340.49%
$61.62 - $72.77 $4.14M - $4.88M
86.8K $6.32B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
13K
+ 131.64%
$275.84 - $326.36 $3.57M - $4.23M
22.8K $7.44B
VTI
Vanguard Total Stock Market Et

ETFs
5.27K
+ 5.81%
$303.93 - $329.86 $1.6M - $1.74M
96K $31.5B
TQQQ
Proshares Ultrapro Qqq

ETFs
27.1K
+ 145.62%
$80.89 - $104.72 $2.19M - $2.84M
45.7K $4.72B
AAPL
Apple Inc.

Technology
6.59K
+ 32.12%
$202.38 - $256.87 $1.33M - $1.69M
27.1K $6.9B
AVGO
Broadcom Inc.

Technology
4.81K
+ 32.77%
$264.74 - $369.57 $1.27M - $1.78M
19.5K $6.43B
NVDA
Nvidia Corp

Technology
4.69K
+ 9.49%
$153.3 - $186.58 $719K - $875K
54.1K $10.1B
VEA
Vanguard Ftse Developed Market

ETFs
33.9K
+ 81.17%
$56.02 - $60.3 $1.9M - $2.04M
75.6K $4.53B
AVDE
American Centy ETF Tr Avantis

ETFs
25K
+ 110.18%
$73.24 - $79.04 $1.83M - $1.98M
47.7K $3.76B
Listed Fds Tr
30.6K
+ 385.64%
N/A
38.5K $2.5B
GOOG
Alphabet Inc.

Communication Services
4.6K
+ 37.76%
$175.16 - $255.24 $805K - $1.17M
16.8K $4.08B
XLE
Energy Sector Spdr

ETFs
20.3K
+ 85.09%
$84.25 - $91.99 $1.71M - $1.87M
44.1K $3.94B
META
Meta Platforms, Inc.

Communication Services
2.62K
+ 39.16%
$695.21 - $791.73 $1.82M - $2.07M
9.31K $6.84B
PFIX
Simplify ETF Simplify Int Rate

ETFs
41K
+ 196.34%
$45.54 - $60.66 $1.87M - $2.49M
61.9K $2.98B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
23.2K
+ 12.38%
$42.67 - $46.91 $990K - $1.09M
211K $9.85B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.23K
+ 30.57%
$567.77 - $614.76 $1.27M - $1.37M
9.54K $5.84B
MSFT
Microsoft Corp

Technology
2.26K
+ 11.91%
$491.09 - $535.64 $1.11M - $1.21M
21.2K $11B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
18.9K
+ 5.85%
$39.8 - $42.86 $752K - $810K
342K $14.6B
VO
Vanguard Mid Cap ETF

ETFs
3.24K
+ 8.76%
$279.83 - $293.74 $907K - $952K
40.2K $11.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.1K
+ 84.09%
$108.46 - $120.63 $1.2M - $1.34M
24.3K $2.89B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
20.2K
+ 159.35%
$62.09 - $66.51 $1.25M - $1.34M
32.8K $2.14B
AMZN
Amazon Com Inc

Consumer Cyclical
6.1K
+ 28.64%
$211.65 - $238.24 $1.29M - $1.45M
27.4K $6.01B
STXG
Ea Ser Tr Strive 1000 Growth E
4.91K
+ 1.78%
N/A
281K $14B
NEE
Nextera Energy Inc

Utilities
17K
+ 463.84%
$69.77 - $77.54 $1.19M - $1.32M
20.6K $1.56B
GOOGL
Alphabet Inc.

Communication Services
3.26K
+ 49.02%
$174.36 - $254.72 $569K - $831K
9.91K $2.41B
AVEM
American Centy ETF Tr Avantis

ETFs
15.9K
+ 241.43%
$68.33 - $75.41 $1.08M - $1.2M
22.4K $1.69B
SCHG
Schwab Strategic Tr Us Large C

ETFs
29.6K
+ 61.09%
$28.92 - $32.19 $856K - $952K
78K $2.49B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
17.7K
+ 130.9%
$52.12 - $55.33 $924K - $981K
31.3K $1.73B
CSCO
Cisco Systems, Inc.

Technology
13.7K
+ 158.05%
$66.2 - $71.79 $907K - $984K
22.4K $1.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.59K
+ 27.54%
$459.11 - $506.91 $731K - $808K
7.38K $3.71B
JNJ
Johnson & Johnson

Healthcare
3.43K
+ 45.68%
$155.17 - $185.42 $532K - $636K
10.9K $2.03B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.83K
+ 145.48%
$108.97 - $121.65 $744K - $831K
11.5K $1.39B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
61.9K
+ 121.63%
$12.9 - $13.59 $799K - $842K
113K $1.52B
STXV
Ea Ser Tr Strive 1000 Value Et
6.53K
+ 1.59%
N/A
417K $13.5B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.86K
+ 100.84%
$91.44 - $91.77 $810K - $813K
17.7K $1.62B
ORCL
Oracle Corp

Technology
1.35K
+ 19.58%
$218.96 - $328.33 $295K - $442K
8.22K $2.31B
OEF
Ishares S&P 100 ETF

ETFs
2.32K
+ 333.33%
N/A
3.02K $1B
PANW
Palo Alto Networks Inc

Technology
3.82K
+ 190.0%
$167.06 - $208.19 $638K - $795K
5.83K $1.19B
MUB
Ishares National Muni Bond ETF

ETFs
6.35K
+ 18.1%
$103.24 - $106.68 $655K - $677K
41.4K $4.41B
JPM
Jpmorgan Chase & CO

Financial Services
1.77K
+ 26.29%
$282.78 - $316.06 $500K - $559K
8.49K $2.68B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.74K
+ 40.57%
$89.32 - $107.82 $424K - $511K
16.4K $1.77B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.2K
+ 117.02%
$54.35 - $59.32 $609K - $665K
20.8K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
121
+ 2.41%
$293.94 - $444.72 $35.6K - $53.8K
5.14K $2.28B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
7.34K
+ 51.14%
$74.93 - $80.73 $550K - $593K
21.7K $1.75B
HD
Home Depot, Inc.

Consumer Cyclical
1.33K
+ 45.09%
$357.4 - $423.42 $475K - $562K
4.27K $1.73B
VGT
Vanguard Information Technolog

ETFs
739
+ 65.17%
$656.44 - $753.15 $485K - $557K
1.87K $1.4B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
19.3K
+ 15.39%
$28.95 - $29.73 $558K - $573K
145K $4.3B
ZECP
Zacks Tr Earnings Constant Por

ETFs
16.3K
+ 35.62%
$31.92 - $33.66 $522K - $550K
62.2K $2.09B
Activity Summary
Buys All Purchases 384 New Holdings 118 Increased Positions 266 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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