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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$212 Million 0.07% of portfolio
2,986
Q1 2025 Reduced 19.36%
$300B
$197 Million 0.07% of portfolio
298
Q1 2025 Reduced 29.38%
$0
$204 Million 0.07% of portfolio
4,190
Q1 2025 New
$88.9B
$203 Million 0.07% of portfolio
1,662
Q1 2025 New
$166B
$209 Million 0.07% of portfolio
2,865
Q1 2025 New
$0
$211 Million 0.07% of portfolio
6,260
Q1 2025 New
$20.1B
$205 Million 0.07% of portfolio
6,604
Q1 2025 New
$149B
$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%
$59.6B
$188 Million 0.07% of portfolio
1,104
Q1 2025 New
$0
$199 Million 0.07% of portfolio
7,933
Q1 2025 Reduced 27.95%
$0
$198 Million 0.07% of portfolio
3,365
Q1 2025 Reduced 38.65%
$127B
$185 Million 0.07% of portfolio
1,940
Q1 2025 New
$73.9B
$202 Million 0.07% of portfolio
814
Q1 2025 New
$0
$210 Million 0.07% of portfolio
5,125
Q1 2025 Added 2.19%
$768M
$181 Million 0.06% of portfolio
59,341
Q1 2025 Added 164.44%
$5.69B
$181 Million 0.06% of portfolio
17,618
Q1 2025 New
$0
$152 Million 0.05% of portfolio
10,496
Q1 2025 Added 1.78%
$102B
$132 Million 0.05% of portfolio
373
Q1 2025 New
$3.91B
$123 Million 0.04% of portfolio
42,995
Q1 2025 New
$156B
$126 Million 0.04% of portfolio
254
Q1 2025 New
$48.9B
$127 Million 0.04% of portfolio
203
Q1 2025 New
$0
$121 Million 0.04% of portfolio
645
Q1 2025 New
$1.16B
$100 Million 0.04% of portfolio
10,292
Q1 2025 New
$0
$91.3 Million 0.03% of portfolio
1,657
Q1 2025 New
$0
$88.6 Million 0.03% of portfolio
1,103
Q1 2025 New
$0
$74 Million 0.03% of portfolio
366
Q1 2025 New
$0
$84 Million 0.03% of portfolio
895
Q1 2025 New
$0
$66 Million 0.02% of portfolio
11,165
Q1 2025 New
$0
$3.87 Million 0.0% of portfolio
37
Q1 2025 New
$0
$5.88 Million 0.0% of portfolio
207
Q1 2025 New
$0
$3.15 Million 0.0% of portfolio
108
Q1 2025 New
$0
$471,000 0.0% of portfolio
8
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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