Advyzon Investment Management, LLC Portfolio Holdings

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025

Advyzon Investment Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Billion distributed in 416 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $24.6B, Vanguard Bd Index Fd Inc Total with a value of $13.5B, Spdr Ser Tr Fds Spdr Portfolio with a value of $12.2B, Ea Ser Tr Strive 1000 Value Et with a value of $12.1B, and Ea Ser Tr Strive 1000 Growth E with a value of $10.5B.

Examining the 13F form we can see an increase of $23.7B in the current position value, from $259B to 283B.

Advyzon Investment Management, LLC is based out at Lisle, IL

Below you can find more details about Advyzon Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $283 Billion
ETFs: $162 Billion
Technology: $20 Billion
Financial Services: $11 Billion
Healthcare: $9.09 Billion
Consumer Cyclical: $8.84 Billion
Communication Services: $8.47 Billion
Consumer Defensive: $7.65 Billion
Industrials: $6.59 Billion
Other: $3.52 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$12.1 Billion 4.28% of portfolio
-
Q1 2025 Reduced 0.6%
-
$10.5 Billion 3.7% of portfolio
-
Q1 2025 Added 32.45%
$3.35T
$4.51 Billion 1.6% of portfolio
12,022
Q1 2025 Added 49.64%
$307B
$3.54 Billion 1.25% of portfolio
32,669
Q1 2025 Added 55.75%
$3.39T
$3.17 Billion 1.12% of portfolio
14,266
Q1 2025 Added 56.58%
$1.25T
$3.06 Billion 1.08% of portfolio
5,316
Q1 2025 Added 1.74%
$2.13T
$3.01 Billion 1.06% of portfolio
15,825
Q1 2025 Added 42.63%
$694B
$2.66 Billion 0.94% of portfolio
4,997
Q1 2025 Reduced 5.41%
$971B
$1.59 Billion 0.56% of portfolio
10,196
Q1 2025 Added 80.91%
$263B
$1.57 Billion 0.56% of portfolio
17,929
Q1 2025 Reduced 3.62%
$1.01T
$1.43 Billion 0.51% of portfolio
5,529
Q1 2025 Added 180.95%
-
$1.42 Billion 0.5% of portfolio
-
Q1 2025 Added 28.6%
$582B
$1.15 Billion 0.41% of portfolio
3,295
Q1 2025 Added 32.33%
$89.7B
$1.16 Billion 0.41% of portfolio
6,916
Q1 2025 Added 108.19%
$354B
$1.17 Billion 0.41% of portfolio
2,226
Q1 2025 Added 13.28%
$381B
$1.14 Billion 0.4% of portfolio
6,682
Q1 2025 Added 1.67%
-
$1.04 Billion 0.37% of portfolio
-
Q1 2025 Added 21.67%
$718B
$1 Billion 0.35% of portfolio
1,215
Q1 2025 Added 38.38%
$455B
$970 Million 0.34% of portfolio
8,159
Q1 2025 Added 2.95%
$957B
$906 Million 0.32% of portfolio
5,861
Q1 2025 Added 63.4%
$403B
$914 Million 0.32% of portfolio
5,514
Q1 2025 Added 8.93%
$386B
$783 Million 0.28% of portfolio
2,136
Q1 2025 Added 0.66%
$204B
$779 Million 0.28% of portfolio
8,680
Q1 2025 Added 16.79%
$424B
$743 Million 0.26% of portfolio
5,312
Q1 2025 Added 59.76%
$494B
$709 Million 0.25% of portfolio
760
Q1 2025 Added 33.57%
$336B
$672 Million 0.24% of portfolio
3,208
Q1 2025 Reduced 20.26%
$229B
$615 Million 0.22% of portfolio
1,967
Q1 2025 New
$277B
$616 Million 0.22% of portfolio
3,685
Q1 2025 Reduced 1.65%
$552B
$618 Million 0.22% of portfolio
1,127
Q1 2025 Reduced 2.17%
$113B
$582 Million 0.21% of portfolio
2,384
Q1 2025 Added 111.35%
$256B
$589 Million 0.21% of portfolio
3,708
Q1 2025 Added 23.44%
$118B
$604 Million 0.21% of portfolio
3,539
Q1 2025 Reduced 18.57%
$198B
$561 Million 0.2% of portfolio
1,134
Q1 2025 New
$301B
$530 Million 0.19% of portfolio
7,404
Q1 2025 Added 92.36%
$253B
$536 Million 0.19% of portfolio
8,692
Q1 2025 Reduced 6.19%
-
$538 Million 0.19% of portfolio
-
Q1 2025 Added 45.19%
$348B
$548 Million 0.19% of portfolio
13,133
Q1 2025 Reduced 5.86%
$97.4B
$509 Million 0.18% of portfolio
5,192
Q1 2025 Added 37.9%
$203B
$509 Million 0.18% of portfolio
1,630
Q1 2025 Added 4.69%
$177B
$499 Million 0.18% of portfolio
2,776
Q1 2025 Added 28.64%
$164B
$509 Million 0.18% of portfolio
1,800
Q1 2025 Added 9.69%
$96.9B
$519 Million 0.18% of portfolio
3,009
Q1 2025 Added 14.45%
$970B
$490 Million 0.17% of portfolio
2,949
Q1 2025 Added 126.15%
$181B
$477 Million 0.17% of portfolio
10,514
Q1 2025 Reduced 8.37%
$231B
$471 Million 0.17% of portfolio
3,547
Q1 2025 Added 19.71%
$284B
$477 Million 0.17% of portfolio
6,639
Q1 2025 Reduced 11.96%
$205B
$474 Million 0.17% of portfolio
595
Q1 2025 New
$37.9B
$448 Million 0.16% of portfolio
2,066
Q1 2025 New
$142B
$466 Million 0.16% of portfolio
1,975
Q1 2025 Added 10.46%

Summary

  • Portfolio
  • No. of Stocks 416
  • Current Value $283 Billion
  • Prior Value $259 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 80 stocks
  • Additional Purchases 115 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 87 stocks
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