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
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
6.26K
New
$31.42 - $34.87 $197K - $218K
6.26K $211M
HON
Honeywell International Inc

Industrials
995
New
$202.75 - $226.52 $202K - $225K
995 $211M
UBER
Uber Technologies, Inc

Technology
2.87K
New
$63.17 - $81.49 $181K - $233K
2.87K $209M
CVS
Cvs Health Corp

Healthcare
3.05K
New
$44.22 - $68.64 $135K - $209K
3.05K $206M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.9K
New
$29.34 - $31.31 $202K - $216K
6.9K $205M
PINS
Pinterest, Inc.

Communication Services
6.6K
New
$29.79 - $40.0 $197K - $264K
6.6K $205M
JBBB
Janus Detroit Str Tr Henderson

ETFs
4.19K
New
$48.34 - $49.66 $203K - $208K
4.19K $204M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
419
New
$402.49 - $513.76 $169K - $215K
419 $203M
DUK
Duke Energy Corp

Utilities
1.66K
New
$105.87 - $121.97 $176K - $203K
1.66K $203M
ITW
Illinois Tool Works Inc

Industrials
814
New
$244.9 - $274.48 $199K - $223K
814 $202M
PANW
Palo Alto Networks Inc

Technology
1.1K
New
$167.82 - $208.28 $185K - $230K
1.1K $188M
SHOP
Shopify Inc.

Technology
1.94K
New
$90.59 - $129.31 $176K - $251K
1.94K $185M
PATH
Ui Path, Inc.

Technology
17.6K
New
$9.97 - $15.19 $176K - $268K
17.6K $181M
PLTR
Palantir Technologies Inc.

Technology
1.99K
New
$64.98 - $124.62 $129K - $248K
1.99K $168M
CRWD
Crowd Strike Holdings, Inc.

Technology
373
New
$308.86 - $455.36 $115K - $170K
373 $132M
URI
United Rentals, Inc.

Industrials
203
New
$594.17 - $789.56 $121K - $160K
203 $127M
TMO
Thermo Fisher Scientific Inc.

Healthcare
254
New
$497.6 - $606.74 $126K - $154K
254 $126M
BTG
B2 Gold Corp

Basic Materials
43K
New
$2.3 - $3.3 $98.9K - $142K
43K $123M
IWD
Ishares Russell 1000 Val ETF

ETFs
645
New
$182.82 - $196.21 $118K - $127K
645 $121M
BOWL
Bowlero Corp.

Communication Services
10.3K
New
$10.13 - $10.58 $104K - $109K
10.3K $100M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.66K
New
$54.25 - $57.64 $89.9K - $95.5K
1.66K $91.3M
SPYG
Spdr Portfolio

ETFs
1.1K
New
$80.05 - $92.39 $88.3K - $102K
1.1K $88.6M
MBB
Ishares Tr

ETFs
895
New
$90.37 - $94.08 $80.9K - $84.2K
895 $84M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
366
New
$196.12 - $229.48 $71.8K - $84K
366 $74M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
11.2K
New
$5.91 - $6.78 $66K - $75.7K
11.2K $66M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
207
New
$24.11 - $28.41 $4.99K - $5.88K
207 $5.88M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
37
New
$102.49 - $119.96 $3.79K - $4.44K
37 $3.87M
DISV
Dimensional ETF Tr Dimensional

ETFs
108
New
$26.09 - $30.21 $2.82K - $3.26K
108 $3.15M
VGSH
Vanguard

ETFs
8
New
$58.07 - $58.69 $465 - $470
8 $471K
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