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
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
36.9K
+ 164.44%
N/A
59.3K $181M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.85K
+ 35.89%
$50.87 - $51.09 $94.1K - $94.5K
7K $357M
TXN
Texas Instruments Inc

Technology
618
+ 28.64%
N/A
2.78K $499M
Ishares Bitcoin Trust ETF
4.22K
+ 23.85%
N/A
21.9K $1.02B
BNDX
Vanguard Total International B

ETFs
1.68K
+ 19.9%
$48.33 - $49.5 $81.1K - $83.1K
10.1K $494M
ADI
Analog Devices Inc

Technology
444
+ 38.51%
$201.56 - $243.82 $89.5K - $108K
1.6K $322M
ALL
Allstate Corp

Financial Services
262
+ 20.91%
$180.99 - $210.18 $47.4K - $55.1K
1.52K $314M
AVDE
American Centy ETF Tr Avantis

ETFs
144
+ 1.15%
$60.63 - $68.55 $8.73K - $9.87K
12.7K $841M
HWM
Howmet Aerospace Inc.

Industrials
52
+ 1.7%
$110.79 - $139.39 $5.76K - $7.25K
3.12K $404M
Profesionally Managed Portfo
3.1K
+ 22.16%
N/A
17.1K $543M
TSCO
Tractor Supply CO

Consumer Cyclical
957
+ 15.75%
$51.66 - $57.94 $49.4K - $55.4K
7.03K $388M
PBDC
Putnam ETF Tr Bdc Income Etf(D
1.83K
+ 31.03%
N/A
7.72K $268M
UNP
Union Pacific Corp

Industrials
187
+ 10.46%
$225.21 - $254.42 $42.1K - $47.6K
1.98K $466M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.88K
+ 24.85%
$39.02 - $42.89 $73.2K - $80.5K
9.43K $372M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.01K
+ 14.44%
$20.7 - $21.15 $62.3K - $63.6K
23.8K $494M
KMB
Kimberly Clark Corp

Consumer Defensive
216
+ 10.52%
$124.46 - $147.4 $26.9K - $31.8K
2.27K $323M
TSN
Tyson Foods, Inc.

Consumer Defensive
337
+ 6.98%
$54.27 - $63.81 $18.3K - $21.5K
5.17K $330M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.83K
+ 16.49%
$30.73 - $32.26 $56.1K - $58.9K
12.9K $397M
Invesco Exchange Traded Fd T
908
+ 24.22%
N/A
4.66K $298M
MDT
Medtronic PLC

Healthcare
16
+ 0.36%
$79.84 - $94.5 $1.28K - $1.51K
4.51K $406M
HYD
Vaneck High Yield Muni ETF

ETFs
1.2K
+ 4.77%
$50.79 - $52.53 $61K - $63.1K
26.4K $1.35B
ETN
Eaton Corp PLC

Industrials
393
+ 36.29%
$271.83 - $371.23 $107K - $146K
1.48K $401M
DFIV
Dimensional ETF Tr

ETFs
245
+ 2.99%
$35.33 - $40.77 $8.66K - $9.99K
8.44K $332M
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
VNLA
Janus Henderson Short Duration

ETFs
402
+ 6.79%
$48.89 - $49.21 $19.7K - $19.8K
6.32K $311M
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
META
Meta Platforms, Inc.

Communication Services
91
+ 1.74%
$576.36 - $736.67 $52.4K - $67K
5.32K $3.06B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
120
+ 0.85%
$42.38 - $43.28 $5.09K - $5.19K
14.2K $605M
SUB
Ishares Short Term National Mu

ETFs
14
+ 0.55%
$105.3 - $106.24 $1.47K - $1.49K
2.55K $270M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
184
+ 1.78%
$14.31 - $15.69 $2.63K - $2.89K
10.5K $152M
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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