Advyzon Investment Management, LLC Purchases in Q2 2025

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAR
Granite Shares Gold Trust

ETFs
323K
New
$29.34 - $33.87 $9.47M - $10.9M
323K $10.5B
QQQ
Invesco Qqq Trust, Series 1

ETFs
12K
+ 609.41%
$416.06 - $551.64 $5.01M - $6.64M
14K $7.73B
MSFT
Microsoft Corp

Technology
6.95K
+ 57.8%
$354.56 - $497.45 $2.46M - $3.46M
19K $9.44B
GLD
Spdr Gold Trust

ETFs
15.8K
+ 406.01%
$273.71 - $316.29 $4.33M - $5M
19.7K $6.01B
Ishares Bitcoin Trust ETF
69.2K
+ 316.19%
N/A
91.1K $5.58B
NVDA
Nvidia Corp

Technology
16.8K
+ 51.38%
$94.31 - $157.99 $1.58M - $2.65M
49.5K $7.81B
Bondbloxx ETF Trust
82.6K
New
N/A
82.6K $4.11B
WMT
Walmart Inc.

Consumer Defensive
34.3K
+ 191.43%
$81.79 - $99.98 $2.81M - $3.43M
52.3K $5.11B
Vanguard Mun Bd Fds
46.5K
New
N/A
46.5K $3.42B
POCT
Innovator U.S. Equity Power Bu

ETFs
75.7K
New
$36.35 - $41.3 $2.75M - $3.12M
75.7K $3.12B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
41K
+ 1131.22%
$58.41 - $72.69 $2.4M - $2.98M
44.6K $3.25B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
115K
New
$25.77 - $27.23 $2.96M - $3.13M
115K $2.96B
VTI
Vanguard Total Stock Market Et

ETFs
1.06K
+ 1.18%
$243.75 - $303.93 $257K - $321K
90.7K $27.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.92K
+ 206.16%
$456.74 - $568.03 $2.25M - $2.79M
7.31K $4.15B
AVGO
Broadcom Inc.

Technology
7.77K
+ 112.41%
$146.29 - $275.65 $1.14M - $2.14M
14.7K $4.05B
Lam Research Corp
28.2K
New
N/A
28.2K $2.75B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.84K
New
$179.95 - $278.88 $1.77M - $2.75M
9.84K $2.75B
SO
Southern CO

Utilities
27.6K
+ 981.86%
$84.91 - $92.56 $2.34M - $2.56M
30.4K $2.79B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
21.5K
New
$82.32 - $112.47 $1.77M - $2.42M
21.5K $2.42B
VEA
Vanguard Ftse Developed Market

ETFs
41.7K
New
$45.65 - $57.01 $1.9M - $2.38M
41.7K $2.38B
RPG
Invesco Exchange Traded Fd Tr

ETFs
50.1K
New
$33.86 - $45.77 $1.7M - $2.29M
50.1K $2.29B
STXG
Ea Ser Tr Strive 1000 Growth E
14.7K
+ 5.64%
N/A
276K $12.7B
MUB
Ishares National Muni Bond ETF

ETFs
20.7K
+ 144.71%
$102.31 - $105.8 $2.12M - $2.19M
35.1K $3.66B
NFLX
Netflix Inc

Communication Services
1.37K
+ 180.26%
$855.86 - $1339.13 $1.17M - $1.83M
2.13K $2.85B
META
Meta Platforms, Inc.

Communication Services
1.37K
+ 25.85%
$484.66 - $738.09 $666K - $1.01M
6.69K $4.94B
NTES
Net Ease, Inc.

Communication Services
13K
New
$91.37 - $134.58 $1.19M - $1.75M
13K $1.75B
AMZN
Amazon Com Inc

Consumer Cyclical
5.47K
+ 34.53%
$167.32 - $223.3 $914K - $1.22M
21.3K $4.67B
TQQQ
Proshares Ultrapro Qqq

ETFs
18.6K
New
$38.9 - $83.0 $723K - $1.54M
18.6K $1.54B
ZECP
Zacks Tr Earnings Constant Por

ETFs
45.9K
New
$27.11 - $31.91 $1.24M - $1.46M
45.9K $1.46B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.2K
+ 35586.49%
$90.56 - $109.49 $1.19M - $1.44M
13.2K $1.44B
TJX
Tjx Companies Inc

Consumer Cyclical
11K
+ 570.52%
$119.13 - $135.03 $1.31M - $1.49M
12.9K $1.6B
MCD
Mcdonalds Corp

Consumer Cyclical
4.68K
+ 238.13%
$285.55 - $321.23 $1.34M - $1.5M
6.65K $1.94B
XAR
Spdr S&P Aerospace & Defense E

ETFs
6.09K
New
$144.94 - $210.94 $882K - $1.28M
6.09K $1.28B
IXUS
Ishares Tr

ETFs
15.1K
+ 194.08%
$62.37 - $77.63 $941K - $1.17M
22.9K $1.77B
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
37.6K
New
$28.25 - $32.53 $1.06M - $1.22M
37.6K $1.22B
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.5K
+ 510.46%
$22.27 - $29.21 $902K - $1.18M
48.4K $1.41B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
50.2K
New
$17.76 - $22.1 $892K - $1.11M
50.2K $1.11B
PFIX
Simplify ETF Simplify Int Rate

ETFs
20.9K
New
$45.32 - $62.42 $946K - $1.3M
20.9K $1.1B
XLU
Utilities Sector Spdr

ETFs
13.2K
+ 233.04%
$73.09 - $82.77 $966K - $1.09M
18.9K $1.54B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
12.9K
New
$60.61 - $87.72 $780K - $1.13M
12.9K $1.09B
VO
Vanguard Mid Cap ETF

ETFs
1.15K
+ 3.2%
$228.54 - $279.83 $262K - $321K
37K $10.4B
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
49K
New
$20.23 - $22.95 $991K - $1.12M
49K $1.07B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.7K
New
$87.84 - $1441.89 $1.03M - $16.9M
11.7K $1.05B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.3K
+ 1173.77%
$180.84 - $240.32 $777K - $1.03M
4.66K $1.12B
AAPL
Apple Inc.

Technology
6.26K
+ 43.86%
$172.42 - $223.89 $1.08M - $1.4M
20.5K $4.21B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
57.9K
New
$17.61 - $21.46 $1.02M - $1.24M
57.9K $1.02B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19.8K
+ 283.47%
$50.1 - $51.02 $994K - $1.01M
26.8K $1.37B
CGDV
Capital Group Divid Value ETF

ETFs
24.9K
New
$31.93 - $39.49 $796K - $984K
24.9K $984M
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
32.4K
New
$25.41 - $29.04 $824K - $941K
32.4K $933M
Activity Summary
Buys All Purchases 317 New Holdings 117 Increased Positions 200 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 0 Puts 0
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