Advyzon Investment Management, LLC New Holdings in Q1 2025

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RPV
Invesco Exchange Traded Fd Tr

ETFs
21.6K
New
$89.33 - $95.17 $1.93M - $2.06M
21.6K $2B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
7.89K
New
$97.38 - $104.52 $769K - $825K
7.89K $806M
KIE
Spdr S&P Insurance ETF

ETFs
11.7K
New
$54.24 - $60.81 $634K - $711K
11.7K $707M
MCD
Mcdonalds Corp

Consumer Cyclical
1.97K
New
$279.74 - $321.29 $550K - $632K
1.97K $615M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
13.7K
New
$41.74 - $43.57 $574K - $599K
13.7K $579M
ISRG
Intuitive Surgical Inc

Healthcare
1.13K
New
$476.63 - $610.45 $540K - $692K
1.13K $561M
NOW
Service Now, Inc.

Technology
595
New
$783.83 - $1170.39 $466K - $696K
595 $474M
GRMN
Garmin LTD

Technology
2.07K
New
$204.55 - $241.93 $423K - $500K
2.07K $448M
XLU
Utilities Sector Spdr

ETFs
5.67K
New
$74.7 - $80.27 $424K - $455K
5.67K $447M
WM
Waste Management Inc

Industrials
1.93K
New
$200.54 - $233.78 $387K - $451K
1.93K $447M
AMT
American Tower Corp

Real Estate
1.59K
New
$173.46 - $217.6 $276K - $346K
1.59K $346M
AMD
Advanced Micro Devices Inc

Technology
3.3K
New
$96.63 - $129.55 $319K - $428K
3.3K $339M
GWW
W.W. Grainger, Inc.

Industrials
342
New
$953.54 - $1132.42 $326K - $387K
342 $338M
DG
Dollar General Corp

Consumer Defensive
3.78K
New
$68.44 - $87.93 $259K - $333K
3.78K $333M
INTC
Intel Corp

Technology
14.6K
New
$19.1 - $27.39 $280K - $401K
14.6K $333M
MO
Altria Group, Inc.

Consumer Defensive
5.32K
New
$50.81 - $60.02 $270K - $319K
5.32K $319M
YUM
Yum Brands Inc

Consumer Cyclical
2.02K
New
$123.25 - $162.53 $249K - $328K
2.02K $318M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.15K
New
N/A
6.15K $310M
QCOM
Qualcomm Inc

Technology
2.01K
New
$151.94 - $175.86 $306K - $354K
2.01K $309M
RE
Everest Re Group LTD

Financial Services
834
New
N/A
834 $303M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.88K
New
$100.34 - $100.68 $289K - $290K
2.88K $290M
SCHW
Schwab Charles Corp

Financial Services
3.68K
New
$71.24 - $83.64 $262K - $308K
3.68K $288M
BSX
Boston Scientific Corp

Healthcare
2.85K
New
$89.38 - $106.18 $255K - $303K
2.85K $288M
CL
Colgate Palmolive CO

Consumer Defensive
3.01K
New
$85.68 - $97.5 $258K - $294K
3.01K $282M
ELV
Elevance Health, Inc.

Healthcare
631
New
$365.9 - $436.25 $231K - $275K
631 $275M
RSG
Republic Services, Inc.

Industrials
1.12K
New
$200.09 - $242.16 $225K - $272K
1.12K $272M
Bitwise Bitcoin ETF Tr
6.03K
New
N/A
6.03K $271M
TMUS
T Mobile Us, Inc.

Communication Services
1.01K
New
$211.3 - $272.83 $214K - $276K
1.01K $270M
IDV
Ishares Tr

ETFs
8.48K
New
$27.0 - $31.7 $229K - $269K
8.48K $263M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.5K
New
$160.89 - $187.27 $241K - $281K
1.5K $260M
DVYE
Ishares Emerging Markets Divid

ETFs
9.52K
New
$25.08 - $27.99 $239K - $266K
9.52K $260M
GE
General Electric CO

Industrials
1.29K
New
$168.59 - $212.13 $218K - $274K
1.29K $258M
Global X Fds
12.1K
New
N/A
12.1K $257M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
2.42K
New
N/A
2.42K $256M
PODD
Insulet Corp

Healthcare
963
New
$237.06 - $288.29 $228K - $278K
963 $253M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.21K
New
$101.42 - $113.2 $224K - $250K
2.21K $243M
NKE
Nike, Inc.

Consumer Cyclical
3.82K
New
$63.29 - $81.72 $242K - $312K
3.82K $243M
COST
Costco Wholesale Corp

Consumer Defensive
255
New
$890.62 - $1076.86 $227K - $275K
255 $241M
AXP
American Express CO

Financial Services
882
New
$255.39 - $325.87 $225K - $287K
882 $237M
TJX
Tjx Companies Inc

Consumer Cyclical
1.93K
New
$112.81 - $126.16 $218K - $243K
1.93K $235M
NEE
Nextera Energy Inc

Utilities
3.26K
New
$66.96 - $76.16 $218K - $249K
3.26K $231M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.34K
New
$95.85 - $99.25 $224K - $232K
2.34K $231M
GD
General Dynamics Corp

Industrials
847
New
$241.94 - $272.58 $205K - $231K
847 $231M
CORT
Corcept Therapeutics Inc

Healthcare
1.9K
New
$49.85 - $114.22 $94.5K - $217K
1.9K $217M
SNOW
Snowflake Inc.

Technology
1.47K
New
$146.16 - $192.78 $214K - $282K
1.47K $214M
DEA
Easterly Government Properties, Inc.

Real Estate
20.2K
New
$10.26 - $11.77 $207K - $238K
20.2K $214M
MNST
Monster Beverage Corp

Consumer Defensive
3.66K
New
$46.16 - $58.58 $169K - $214K
3.66K $214M
CLX
Clorox CO

Consumer Defensive
1.45K
New
$141.76 - $162.89 $205K - $236K
1.45K $213M
MBLY
Mobileye Global Inc.
14.8K
New
$14.24 - $21.85 $211K - $324K
14.8K $213M
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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