Advyzon Investment Management, LLC Incresed Positions in Q2 2025

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.76K
+ 71.35%
$83.97 - $92.85 $400K - $442K
11.4K $1.01B
APH
Amphenol Corp

Technology
3.05K
+ 101.6%
$59.09 - $98.75 $180K - $301K
6.05K $598M
PODD
Insulet Corp

Healthcare
1.07K
+ 111.42%
$238.57 - $327.47 $256K - $351K
2.04K $640M
WFC
Wells Fargo & Company

Financial Services
3.97K
+ 59.75%
$60.98 - $80.12 $242K - $318K
10.6K $850M
MNST
Monster Beverage Corp

Consumer Defensive
5.56K
+ 151.94%
$55.01 - $64.24 $306K - $357K
9.21K $577M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.65K
+ 71.13%
$91.43 - $91.74 $334K - $335K
8.79K $806M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.71K
+ 101.31%
$152.42 - $182.82 $260K - $312K
3.39K $619M
CRWD
Crowd Strike Holdings, Inc.

Technology
533
+ 142.9%
$321.63 - $509.31 $171K - $271K
906 $461M
KO
Coca Cola CO

Consumer Defensive
4.55K
+ 61.43%
$68.37 - $73.9 $311K - $336K
12K $846M
HD
Home Depot, Inc.

Consumer Cyclical
809
+ 37.87%
$335.24 - $380.78 $271K - $308K
2.95K $1.08B
GOOGL
Alphabet Inc.

Communication Services
791
+ 13.5%
$144.7 - $178.6 $114K - $141K
6.65K $1.17B
GE
General Electric CO

Industrials
723
+ 56.0%
$166.81 - $257.39 $121K - $186K
2.01K $518M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.05K
+ 73.32%
$43.53 - $54.46 $176K - $221K
9.58K $522M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.75K
+ 59.44%
$82.96 - $110.1 $145K - $193K
4.69K $517M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.24K
+ 6706.48%
$25.93 - $32.91 $188K - $238K
7.35K $242M
JNJ
Johnson & Johnson

Healthcare
1.99K
+ 36.16%
$146.36 - $159.82 $292K - $319K
7.51K $1.15B
PANW
Palo Alto Networks Inc

Technology
905
+ 81.97%
$152.44 - $204.64 $138K - $185K
2.01K $411M
XLC
Select Sector Spdr Tr Communic

ETFs
1.13K
+ 14.37%
$86.13 - $108.53 $97.3K - $123K
9K $976M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.08K
+ 3418.84%
$26.18 - $30.91 $185K - $219K
7.28K $219M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
3.86K
+ 28.1%
$39.94 - $44.64 $154K - $172K
17.6K $786M
AMD
Advanced Micro Devices Inc

Technology
525
+ 15.9%
$78.21 - $143.81 $41.1K - $75.5K
3.83K $543M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.31K
+ 28.86%
$45.12 - $46.23 $194K - $199K
19.2K $889M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.44K
+ 4.65%
$24.21 - $29.47 $83.3K - $101K
77.4K $2.28B
CRM
Salesforce, Inc.

Technology
687
+ 57.39%
$236.26 - $291.15 $162K - $200K
1.88K $514M
XLP
Consumer Staples Sector Spdr

ETFs
2.53K
+ 13.41%
N/A
21.4K $1.73B
STXK
Ea Ser Tr Strive 2000 ETF
3.62K
+ 7.33%
N/A
53K $1.61B
XOM
Exxon Mobil Corp

Energy
2.59K
+ 31.76%
$99.93 - $119.04 $259K - $308K
10.8K $1.16B
HWM
Howmet Aerospace Inc.

Industrials
53
+ 1.7%
$112.33 - $186.13 $5.95K - $9.86K
3.17K $590M
URI
United Rentals, Inc.

Industrials
211
+ 103.94%
$551.94 - $753.4 $116K - $159K
414 $312M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.29K
+ 51.84%
$77.94 - $79.5 $178K - $182K
6.7K $533M
PEP
Pepsico Inc

Consumer Defensive
1.78K
+ 61.77%
$128.02 - $151.37 $228K - $269K
4.66K $615M
ABT
Abbott Laboratories

Healthcare
1.19K
+ 33.41%
$123.95 - $138.08 $147K - $164K
4.73K $644M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.41K
+ 47.8%
$35.3 - $37.51 $156K - $165K
13.6K $511M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.84K
+ 1.0%
$72.02 - $73.82 $133K - $136K
186K $13.7B
BA
Boeing CO

Industrials
133
+ 3.76%
$136.59 - $217.51 $18.2K - $28.9K
3.67K $769M
UBER
Uber Technologies, Inc

Technology
1.05K
+ 36.75%
$64.62 - $93.3 $68K - $98.2K
3.92K $366M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.22K
+ 133.86%
$50.08 - $63.14 $111K - $140K
3.88K $245M
First Tr Exchange Traded Fd
4.65K
+ 10.66%
N/A
48.3K $768M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
788
+ 15.77%
$483.48 - $539.8 $381K - $425K
5.79K $2.81B
BOTZ
Global X Fds

ETFs
1.84K
+ 8.9%
$24.51 - $32.65 $45K - $59.9K
22.5K $733M
ARKQ
Ark Autonomous Technology & Ro

ETFs
154
+ 2.68%
$58.8 - $89.17 $9.06K - $13.7K
5.89K $525M
TXN
Texas Instruments Inc

Technology
301
+ 10.84%
N/A
3.08K $639M
AMT
American Tower Corp

Real Estate
608
+ 38.24%
$203.96 - $228.19 $124K - $139K
2.2K $486M
ETN
Eaton Corp PLC

Industrials
35
+ 2.37%
$246.52 - $356.99 $8.63K - $12.5K
1.51K $540M
XLY
Select Sector Spdr Consumer Di

ETFs
317
+ 9.74%
$176.34 - $218.59 $55.9K - $69.3K
3.57K $776M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
6.61K
+ 29.52%
N/A
29K $672M
VBR
Vanguard Small Cap Value ETF

ETFs
293
+ 3.41%
$162.76 - $195.77 $47.7K - $57.4K
8.88K $1.73B
CGUS
Capital Group Core Equity ETF
260
+ 0.76%
$29.93 - $36.93 $7.78K - $9.6K
34.2K $1.26B
SNOW
Snowflake Inc.

Technology
55
+ 3.75%
$130.53 - $223.77 $7.18K - $12.3K
1.52K $340M
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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