Advyzon Investment Management, LLC Purchases in Q1 2025

Advyzon Investment Management, LLC

  • $283 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
9.11K
+ 151.24%
$554.06 - $615.85 $5.05M - $5.61M
15.1K $8.5B
SCHP
Schwab Strategic Us Tips ETF

ETFs
80.6K
+ 393.23%
$25.69 - $26.89 $2.07M - $2.17M
101K $2.72B
RPV
Invesco Exchange Traded Fd Tr

ETFs
21.6K
New
$89.33 - $95.17 $1.93M - $2.06M
21.6K $2B
STXG
Ea Ser Tr Strive 1000 Growth E
63.9K
+ 32.45%
N/A
261K $10.5B
Ea Series Trust
74.5K
+ 33.43%
N/A
297K $6.04B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15K
+ 177.16%
$74.85 - $84.89 $1.12M - $1.27M
23.5K $1.92B
MSFT
Microsoft Corp

Technology
3.99K
+ 49.64%
$375.39 - $447.2 $1.5M - $1.78M
12K $4.51B
VTV
Vanguard Value ETF

ETFs
5.07K
+ 15.05%
$167.73 - $179.21 $850K - $908K
38.7K $6.69B
GLD
Spdr Gold Trust

ETFs
2.96K
+ 318.37%
$243.19 - $288.14 $721K - $854K
3.9K $1.12B
AAPL
Apple Inc.

Technology
5.16K
+ 56.58%
$209.68 - $247.1 $1.08M - $1.27M
14.3K $3.17B
NVDA
Nvidia Corp

Technology
11.7K
+ 55.75%
$106.98 - $149.43 $1.25M - $1.75M
32.7K $3.54B
KIE
Spdr S&P Insurance ETF

ETFs
11.7K
New
$54.24 - $60.81 $634K - $711K
11.7K $707M
TSLA
Tesla, Inc.

Consumer Cyclical
3.56K
+ 180.95%
$222.15 - $428.22 $791K - $1.52M
5.53K $1.43B
MCD
Mcdonalds Corp

Consumer Cyclical
1.97K
New
$279.74 - $321.29 $550K - $632K
1.97K $615M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.92K
+ 150.35%
$67.03 - $74.61 $598K - $666K
14.9K $1.01B
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
13.7K
New
$41.74 - $43.57 $574K - $599K
13.7K $579M
AMZN
Amazon Com Inc

Consumer Cyclical
4.73K
+ 42.63%
$190.26 - $242.06 $900K - $1.14M
15.8K $3.01B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
9.42K
+ 33.43%
$59.78 - $60.03 $563K - $565K
37.6K $2.25B
ISRG
Intuitive Surgical Inc

Healthcare
1.13K
New
$476.63 - $610.45 $540K - $692K
1.13K $561M
HYG
Ishares Tr

ETFs
6.66K
+ 93.47%
$78.51 - $80.11 $523K - $534K
13.8K $1.09B
GOOG
Alphabet Inc.

Communication Services
4.56K
+ 80.91%
$156.06 - $207.71 $712K - $947K
10.2K $1.59B
NOW
Service Now, Inc.

Technology
595
New
$783.83 - $1170.39 $466K - $696K
595 $474M
GRMN
Garmin LTD

Technology
2.07K
New
$204.55 - $241.93 $423K - $500K
2.07K $448M
XLU
Utilities Sector Spdr

ETFs
5.67K
New
$74.7 - $80.27 $424K - $455K
5.67K $447M
WM
Waste Management Inc

Industrials
1.93K
New
$200.54 - $233.78 $387K - $451K
1.93K $447M
IAU
Ishares Gold Trust

ETFs
6.57K
+ 134.78%
$49.74 - $58.96 $327K - $387K
11.4K $675M
AVGO
Broadcom Inc.

Technology
3.59K
+ 108.19%
$167.43 - $244.7 $602K - $879K
6.92K $1.16B
Ea Series Trust
18.3K
+ 44.18%
N/A
59.6K $1.2B
ARKQ
Ark Autonomous Technology & Ro

ETFs
5.74K
New
$65.76 - $84.94 $377K - $487K
5.74K $380M
V
Visa Inc.

Financial Services
805
+ 32.33%
$306.92 - $362.71 $247K - $292K
3.3K $1.15B
BOTZ
Global X Fds

ETFs
13.7K
+ 197.99%
$28.46 - $34.53 $390K - $473K
20.6K $587M
AMT
American Tower Corp

Real Estate
1.59K
New
$173.46 - $217.6 $276K - $346K
1.59K $346M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.26K
+ 111.35%
$208.48 - $244.03 $262K - $307K
2.38K $582M
AMD
Advanced Micro Devices Inc

Technology
3.3K
New
$96.63 - $129.55 $319K - $428K
3.3K $339M
GWW
W.W. Grainger, Inc.

Industrials
342
New
$953.54 - $1132.42 $326K - $387K
342 $338M
DG
Dollar General Corp

Consumer Defensive
3.78K
New
$68.44 - $87.93 $259K - $333K
3.78K $333M
INTC
Intel Corp

Technology
14.6K
New
$19.1 - $27.39 $280K - $401K
14.6K $333M
LLY
Eli Lilly & CO

Healthcare
337
+ 38.38%
$725.72 - $929.72 $245K - $313K
1.22K $1B
XLP
Consumer Staples Sector Spdr

ETFs
3.39K
+ 21.9%
N/A
18.9K $1.54B
IXUS
Ishares Tr

ETFs
4.44K
+ 133.27%
$65.06 - $72.31 $289K - $321K
7.78K $543M
MO
Altria Group, Inc.

Consumer Defensive
5.32K
New
$50.81 - $60.02 $270K - $319K
5.32K $319M
YUM
Yum Brands Inc

Consumer Cyclical
2.02K
New
$123.25 - $162.53 $249K - $328K
2.02K $318M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6.15K
New
N/A
6.15K $310M
QCOM
Qualcomm Inc

Technology
2.01K
New
$151.94 - $175.86 $306K - $354K
2.01K $309M
RE
Everest Re Group LTD

Financial Services
834
New
N/A
834 $303M
KO
Coca Cola CO

Consumer Defensive
3.56K
+ 92.36%
$60.81 - $72.32 $216K - $257K
7.4K $530M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.88K
New
$100.34 - $100.68 $289K - $290K
2.88K $290M
SCHW
Schwab Charles Corp

Financial Services
3.68K
New
$71.24 - $83.64 $262K - $308K
3.68K $288M
BSX
Boston Scientific Corp

Healthcare
2.85K
New
$89.38 - $106.18 $255K - $303K
2.85K $288M
Activity Summary
Buys All Purchases 195 New Holdings 80 Increased Positions 115 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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