Advyzon Investment Management, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $452 Billion distributed in 433 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 $27.6B, Vanguard Bd Index Fd Inc Total with a value of $13.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.1B, Ea Ser Tr Strive 1000 Growth E with a value of $12.7B, and Ea Ser Tr Strive 1000 Value Et with a value of $12.7B.
Examining the 13F form we can see an increase of $169B in the current position value, from $283B to 452B.
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
$452 Billion
ETFs: $251 Billion
Technology: $38.4 Billion
Financial Services: $16.2 Billion
Communication Services: $15.4 Billion
Consumer Cyclical: $14.9 Billion
Consumer Defensive: $13.6 Billion
Healthcare: $12 Billion
Industrials: $8.9 Billion
Other: $7.19 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
