Advyzon Investment Management, LLC Reduced Holdings in Q3 2025

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-6.91K
- 49.31%
$546.99 - $602.2 $3.78M - $4.16M
7.11K $4.27B
SO
Southern CO

Utilities
-17.2K
- 56.56%
$90.83 - $96.0 $1.56M - $1.65M
13.2K $1.25B
POCT
Innovator U.S. Equity Power Bu

ETFs
-35.4K
- 46.82%
$41.27 - $43.1 $1.46M - $1.53M
40.2K $1.73B
Lam Research Corp
-16.6K
- 58.9%
N/A
11.6K $1.55B
WMT
Walmart Inc.

Consumer Defensive
-14K
- 26.84%
$94.4 - $104.27 $1.32M - $1.46M
38.2K $3.94B
Bondbloxx ETF Trust
-22.3K
- 26.96%
N/A
60.3K $3.01B
GLD
Spdr Gold Trust

ETFs
-5.83K
- 29.59%
$300.96 - $355.47 $1.75M - $2.07M
13.9K $4.93B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
-46.3K
- 80.03%
$15.39 - $17.94 $713K - $831K
11.6K $184M
XLU
Utilities Sector Spdr

ETFs
-7.92K
- 41.92%
$81.14 - $87.32 $643K - $691K
11K $957M
NTES
Net Ease, Inc.

Communication Services
-4.62K
- 35.5%
$127.31 - $159.34 $588K - $736K
8.4K $1.28B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-6.96K
- 20.11%
$59.81 - $60.11 $416K - $418K
27.6K $1.66B
LLY
Eli Lilly & CO

Healthcare
-488
- 23.8%
$625.65 - $812.69 $305K - $397K
1.56K $1.19B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
-15.9K
- 13.85%
$25.78 - $26.62 $411K - $424K
99.1K $2.62B
KO
Coca Cola CO

Consumer Defensive
-3.9K
- 32.63%
$65.67 - $71.67 $256K - $280K
8.05K $534M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.24K
- 11.2%
$620.67 - $670.08 $767K - $828K
9.79K $6.55B
MCD
Mcdonalds Corp

Consumer Cyclical
-1.19K
- 17.92%
$291.67 - $316.99 $348K - $378K
5.46K $1.66B
STRV
Ea Ser Tr Strive 500 ETF
-7.35K
- 28.2%
N/A
18.7K $809M
COST
Costco Wholesale Corp

Consumer Defensive
-155
- 19.9%
$915.95 - $994.57 $142K - $154K
624 $578M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-2.96K
- 13.79%
$110.74 - $122.12 $328K - $362K
18.5K $2.24B
WM
Waste Management Inc

Industrials
-686
- 34.15%
$213.88 - $237.1 $147K - $163K
1.32K $292M
UNH
Unitedhealth Group Inc

Healthcare
-829
- 22.55%
$237.77 - $353.61 $197K - $293K
2.85K $983M
ETN
Eaton Corp PLC

Industrials
-435
- 28.79%
$342.99 - $392.76 $149K - $171K
1.08K $403M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.79K
- 39.46%
$54.08 - $62.65 $151K - $175K
4.28K $243M
TT
Trane Technologies PLC

Industrials
-249
- 24.83%
$398.96 - $472.54 $99.3K - $118K
754 $318M
ABT
Abbott Laboratories

Healthcare
-769
- 16.25%
$120.51 - $136.62 $92.7K - $105K
3.96K $531M
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.22K
- 6.9%
$50.23 - $50.48 $111K - $112K
29.9K $1.5B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.03K
- 23.28%
$107.66 - $112.36 $110K - $115K
3.38K $377M
EFG
Msci Eafe Growth ETF

ETFs
-938
- 30.29%
$106.99 - $114.46 $100K - $107K
2.16K $246M
CRM
Salesforce, Inc.

Technology
-124
- 6.58%
$231.66 - $273.65 $28.7K - $33.9K
1.76K $417M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-2.26K
- 14.97%
$42.75 - $43.37 $96.4K - $97.8K
12.8K $555M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-5.53K
- 25.61%
$16.46 - $17.1 $91K - $94.6K
16.1K $273M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-2.42K
- 13.75%
$44.57 - $46.53 $108K - $113K
15.2K $707M
VTV
Vanguard Value ETF

ETFs
-2.07K
- 6.54%
$175.51 - $186.57 $363K - $386K
29.5K $5.51B
Qxo Inc
-396
- 1.45%
N/A
26.9K $513M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-570
- 12.23%
$236.25 - $257.69 $135K - $147K
4.09K $1.05B
MA
Mastercard Inc

Financial Services
-140
- 6.57%
$550.18 - $598.96 $77K - $83.9K
1.99K $1.13B
VGLT
Vanguard Long Term Treasury Et

ETFs
-1.27K
- 9.28%
$54.21 - $57.41 $68.7K - $72.8K
12.4K $705M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-1.48K
- 13.8%
$38.52 - $39.39 $57.2K - $58.5K
9.27K $364M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.04K
- 2.87%
$58.97 - $60.36 $61.3K - $62.7K
35.2K $2.11B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.28K
- 16.79%
$28.15 - $30.13 $64.2K - $68.7K
11.3K $335M
ICE
Intercontinental Exchange, Inc.

Financial Services
-13
- 0.47%
$167.28 - $188.45 $2.17K - $2.45K
2.74K $462M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-424
- 12.64%
$102.4 - $103.88 $43.4K - $44K
2.93K $303M
LEU
Centrus Energy Corp

Energy
-725
- 49.83%
$166.58 - $315.62 $121K - $229K
730 $226M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.16K
- 16.66%
$121.35 - $144.54 $262K - $312K
10.8K $1.56B
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-759
- 10.78%
N/A
6.28K $317M
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
-4.05K
- 8.26%
$21.76 - $23.27 $88.1K - $94.2K
45K $1.04B
IYW
Ishares Dj Us Tech ETF

ETFs
-422
- 19.2%
$171.38 - $197.01 $72.3K - $83.1K
1.78K $348M
HON
Honeywell International Inc

Industrials
-34
- 3.2%
$207.7 - $240.4 $7.06K - $8.17K
1.03K $216M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.28K
- 15.43%
$49.43 - $54.52 $63.2K - $69.7K
7.01K $380M
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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