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
$192B
$272 Million 0.1% of portfolio
9,617
Q1 2025 Reduced 10.43%
$5.8B
$260 Million 0.09% of portfolio
1,501
Q1 2025 New
$95.6B
$259 Million 0.09% of portfolio
2,812
Q1 2025 Reduced 3.37%
$450B
$241 Million 0.09% of portfolio
255
Q1 2025 New
$23.1B
$243 Million 0.09% of portfolio
2,209
Q1 2025 New
-
$268 Million 0.09% of portfolio
-
Q1 2025 Added 31.03%
$22B
$253 Million 0.09% of portfolio
963
Q1 2025 New
$70.6B
$255 Million 0.09% of portfolio
2,325
Q1 2025 Added 8.44%
$239B
$258 Million 0.09% of portfolio
1,291
Q1 2025 New
$144B
$244 Million 0.09% of portfolio
1,047
Q1 2025 Reduced 10.36%
$78.8B
$243 Million 0.09% of portfolio
3,823
Q1 2025 New
$1.84B
$214 Million 0.08% of portfolio
20,194
Q1 2025 New
$223B
$237 Million 0.08% of portfolio
882
Q1 2025 New
$57.8B
$214 Million 0.08% of portfolio
1,465
Q1 2025 New
$130B
$218 Million 0.08% of portfolio
1,948
Q1 2025 Reduced 56.93%
$7.92B
$217 Million 0.08% of portfolio
1,896
Q1 2025 New
$88.9B
$238 Million 0.08% of portfolio
557
Q1 2025 Reduced 7.78%
$147B
$222 Million 0.08% of portfolio
712
Q1 2025 Reduced 19.91%
$153B
$235 Million 0.08% of portfolio
1,930
Q1 2025 New
$17B
$213 Million 0.08% of portfolio
1,449
Q1 2025 New
$36.6B
$222 Million 0.08% of portfolio
915
Q1 2025 Reduced 3.28%
$75.8B
$231 Million 0.08% of portfolio
847
Q1 2025 New
$0
$213 Million 0.08% of portfolio
14,813
Q1 2025 New
$32.3B
$214 Million 0.08% of portfolio
3,656
Q1 2025 New
$113B
$203 Million 0.07% of portfolio
419
Q1 2025 New
$46.6B
$210 Million 0.07% of portfolio
671
Q1 2025 Added 0.75%
$150B
$196 Million 0.07% of portfolio
417
Q1 2025 Reduced 12.94%
$50.2B
$197 Million 0.07% of portfolio
3,003
Q1 2025 New
$85.1B
$206 Million 0.07% of portfolio
3,045
Q1 2025 New
$145B
$212 Million 0.07% of portfolio
2,986
Q1 2025 Reduced 19.36%
$298B
$197 Million 0.07% of portfolio
298
Q1 2025 Reduced 29.38%
$89.2B
$203 Million 0.07% of portfolio
1,662
Q1 2025 New
$174B
$209 Million 0.07% of portfolio
2,865
Q1 2025 New
$19.3B
$205 Million 0.07% of portfolio
6,604
Q1 2025 New
$147B
$211 Million 0.07% of portfolio
995
Q1 2025 New
$32.7B
$212 Million 0.07% of portfolio
2,931
Q1 2025 Reduced 8.29%
$57.9B
$188 Million 0.07% of portfolio
1,104
Q1 2025 New
$117B
$185 Million 0.07% of portfolio
1,940
Q1 2025 New
$76.9B
$202 Million 0.07% of portfolio
814
Q1 2025 New
$768M
$181 Million 0.06% of portfolio
59,341
Q1 2025 Added 164.44%
$233B
$168 Million 0.06% of portfolio
1,992
Q1 2025 New
$6.12B
$181 Million 0.06% of portfolio
17,618
Q1 2025 New
$92.3B
$132 Million 0.05% of portfolio
373
Q1 2025 New
$3.25B
$123 Million 0.04% of portfolio
42,995
Q1 2025 New
$169B
$126 Million 0.04% of portfolio
254
Q1 2025 New
$49.3B
$127 Million 0.04% of portfolio
203
Q1 2025 New
$1.16B
$100 Million 0.04% of portfolio
10,292
Q1 2025 New
$0
$66 Million 0.02% of portfolio
11,165
Q1 2025 New
$0
$5.88 Million 0.0% of portfolio
207
Q1 2025 New

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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