Advyzon Investment Management, LLC Portfolio Holdings
Advyzon Investment Management, LLC
- $583 Billion
- Q3 2025
Advyzon Investment Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $583 Billion distributed in 566 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 $31.5B, Vanguard Bd Index Fd Inc Total with a value of $15.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $14.6B, Ea Ser Tr Strive 1000 Growth E with a value of $14B, and Ea Ser Tr Strive 1000 Value Et with a value of $13.5B.
Examining the 13F form we can see an increase of $131B in the current position value, from $452B to 583B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 566
- Current Value $583 Billion
- Prior Value $452 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 118 stocks
- Additional Purchases 266 stocks
- Sold out of 0 stocks
- Reduced holdings in 86 stocks