Advyzon Investment Management, LLC Reduced Holdings in Q1 2025

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-11.7K
- 11.54%
$271.18 - $303.12 $3.17M - $3.55M
89.7K $24.6B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-90.6K
- 42.14%
$28.55 - $29.09 $2.59M - $2.64M
124K $3.59B
VO
Vanguard Mid Cap ETF

ETFs
-7.25K
- 16.82%
$251.87 - $277.95 $1.83M - $2.02M
35.9K $9.27B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.2K
- 61.8%
$468.34 - $539.52 $1.5M - $1.72M
1.98K $926M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.12K
- 31.93%
$507.05 - $563.67 $567K - $631K
2.39K $1.23B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12.5K
- 16.08%
$49.25 - $50.66 $618K - $636K
65.5K $3.25B
DFSV
Dimensional ETF Tr Dimensional

ETFs
-13.3K
- 15.28%
$27.56 - $32.1 $367K - $428K
73.9K $2.08B
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-5.91K
- 45.03%
$61.55 - $71.27 $364K - $421K
7.21K $451M
Listed Fd Tr
-5.99K
- 39.82%
N/A
9.06K $415M
VUG
Vanguard Growth ETF

ETFs
-840
- 61.45%
$369.1 - $427.61 $310K - $359K
527 $196M
XLF
Financial Sector Spdr

ETFs
-8K
- 21.21%
$47.32 - $52.19 $378K - $417K
29.7K $1.48B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-1.69K
- 13.96%
N/A
10.4K $919M
GILD
Gilead Sciences, Inc.

Healthcare
-2.58K
- 56.93%
$89.14 - $117.41 $230K - $302K
1.95K $218M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.47K
- 35.93%
$77.7 - $78.94 $192K - $195K
4.41K $348M
Fidelity Wise Origin Bitcoin
-972
- 7.86%
N/A
11.4K $820M
Ark 21 Shares Bitcoin ETF
-830
- 7.67%
N/A
9.99K $821M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-4.41K
- 22.79%
$44.72 - $46.25 $197K - $204K
14.9K $688M
EMTL
Spdr Doubleline Emerging Marke

ETFs
-4.32K
- 35.63%
$42.13 - $43.1 $182K - $186K
7.81K $336M
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.39K
- 8.89%
$50.29 - $50.5 $171K - $171K
34.7K $1.75B
SRLN
Ssga Active Trust

ETFs
-3.94K
- 33.68%
$41.02 - $41.99 $162K - $166K
7.76K $319M
BA
Boeing CO

Industrials
-807
- 18.57%
$148.15 - $186.25 $120K - $150K
3.54K $604M
PKG
Packaging Corp Of America

Consumer Cyclical
-513
- 24.79%
$192.03 - $242.13 $98.5K - $124K
1.56K $308M
VRT
Vertiv Holdings CO

Industrials
-265
- 8.29%
N/A
2.93K $212M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.2K
- 28.89%
$92.45 - $106.69 $111K - $128K
2.94K $273M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.01K
- 4.2%
$37.07 - $40.63 $297K - $325K
183K $7.19B
VB
Vanguard Small Cap ETF

ETFs
-280
- 8.6%
$217.89 - $252.64 $61K - $70.7K
2.98K $660M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.1K
- 27.49%
$48.06 - $53.73 $101K - $113K
5.53K $270M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.69K
- 12.29%
$49.67 - $51.43 $133K - $138K
19.2K $980M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-5.33K
- 31.01%
$21.04 - $21.64 $112K - $115K
11.9K $250M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-519
- 5.19%
$47.25 - $67.02 $24.5K - $34.8K
9.48K $451M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-543
- 24.39%
$168.16 - $186.21 $91.3K - $101K
1.68K $288M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.08K
- 27.95%
$24.91 - $29.02 $76.7K - $89.3K
7.93K $199M
WMT
Walmart Inc.

Consumer Defensive
-673
- 3.62%
$84.5 - $105.05 $56.9K - $70.7K
17.9K $1.57B
MS
Morgan Stanley

Financial Services
-510
- 12.15%
$111.68 - $141.08 $57K - $72K
3.69K $430M
ASML
Asml Holding Nv

Technology
-124
- 29.38%
$662.63 - $776.99 $82.2K - $96.3K
298 $197M
MTCH
Match Group, Inc.

Communication Services
-2.39K
- 20.27%
$30.08 - $36.47 $71.9K - $87.2K
9.4K $293M
EFV
Msci Eafe Value ETF

ETFs
-2.12K
- 38.65%
$51.88 - $60.73 $110K - $129K
3.37K $198M
BX
Blackstone Inc.

Financial Services
-114
- 5.16%
$136.53 - $186.74 $15.6K - $21.3K
2.1K $293M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-2.73K
- 6.51%
$38.99 - $40.37 $107K - $110K
39.3K $1.58B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-528
- 23.82%
$126.11 - $135.06 $66.6K - $71.3K
1.69K $218M
BAC
Bank Of America Corp

Financial Services
-817
- 5.86%
$39.61 - $47.74 $32.4K - $39K
13.1K $548M
VPN
Global X Fds Data Ctr Reits &

ETFs
-3.42K
- 16.58%
N/A
17.2K $280M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-3.53K
- 6.45%
$21.73 - $23.02 $76.8K - $81.3K
51.2K $1.16B
DIV
Global X Superdividend Us ETF

ETFs
-3.98K
- 15.64%
N/A
21.4K $404M
WFC
Wells Fargo & Company

Financial Services
-902
- 11.96%
$66.78 - $81.42 $60.2K - $73.4K
6.64K $477M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-830
- 6.0%
$76.94 - $78.28 $63.9K - $65K
13K $1.02B
C
Citigroup Inc

Financial Services
-717
- 19.36%
$67.23 - $84.63 $48.2K - $60.7K
2.99K $212M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-1.99K
- 12.76%
$48.65 - $53.06 $96.7K - $105K
13.6K $706M
LOW
Lowes Companies Inc

Consumer Cyclical
-121
- 10.36%
$222.66 - $268.42 $26.9K - $32.5K
1.05K $244M
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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