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
JPM
Jpmorgan Chase & CO

Financial Services
2.34K
+ 53.21%
$210.28 - $289.91 $491K - $677K
6.73K $1.95B
SCHR
Schwab Intermediate Term Us Tr

ETFs
34.5K
New
$24.54 - $25.07 $847K - $865K
34.5K $864M
AVDE
American Centy ETF Tr Avantis

ETFs
10K
+ 78.93%
$59.32 - $74.36 $594K - $745K
22.7K $1.68B
VXF
Vanguard Extended Market ETF

ETFs
4.26K
New
$150.43 - $192.71 $641K - $821K
4.26K $821M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.73K
+ 2.59%
$34.72 - $42.74 $164K - $202K
187K $8.01B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.6K
New
$51.16 - $62.02 $647K - $784K
12.6K $784M
ORCL
Oracle Corp

Technology
1.56K
+ 29.35%
$122.82 - $218.63 $191K - $341K
6.87K $1.5B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.5K
New
$45.11 - $52.34 $611K - $709K
13.5K $709M
V
Visa Inc.

Financial Services
1.86K
+ 56.51%
$308.27 - $373.31 $574K - $695K
5.16K $1.83B
XLE
Energy Sector Spdr

ETFs
9.36K
+ 64.57%
$76.44 - $94.13 $715K - $881K
23.8K $2.02B
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
21.5K
New
$25.72 - $30.26 $553K - $651K
21.5K $629M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.45K
New
$320.42 - $424.58 $464K - $615K
1.45K $615M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.16K
+ 263.81%
$96.84 - $99.46 $597K - $613K
8.5K $843M
SHV
Ishares Tr

ETFs
5.48K
New
$110.06 - $110.46 $603K - $605K
5.48K $605M
LLY
Eli Lilly & CO

Healthcare
835
+ 68.72%
$713.71 - $898.95 $596K - $751K
2.05K $1.6B
MA
Mastercard Inc

Financial Services
1K
+ 89.0%
$479.92 - $590.74 $481K - $593K
2.13K $1.2B
HYG
Ishares Tr

ETFs
6.78K
+ 49.15%
$75.75 - $80.65 $513K - $546K
20.6K $1.66B
GOOG
Alphabet Inc.

Communication Services
1.97K
+ 19.34%
$146.58 - $180.01 $289K - $355K
12.2K $2.16B
STXV
Ea Ser Tr Strive 1000 Value Et
14K
+ 3.54%
N/A
410K $12.7B
IAU
Ishares Gold Trust

ETFs
8.27K
+ 72.27%
$56.1 - $64.74 $464K - $535K
19.7K $1.23B
Zacks Trust
16.2K
New
N/A
16.2K $549M
Capital Grp Fixed Incm ETF T
22.2K
New
N/A
22.2K $548M
SPYG
Spdr Portfolio

ETFs
5.53K
+ 501.72%
$71.83 - $95.32 $398K - $528K
6.64K $633M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.03K
New
$108.12 - $135.04 $435K - $544K
4.03K $543M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.58K
+ 53.68%
$141.37 - $228.57 $224K - $362K
4.53K $1.03B
COST
Costco Wholesale Corp

Consumer Defensive
524
+ 205.49%
$908.13 - $1056.85 $476K - $554K
779 $772M
BALT
Innovator Etfs Tr
16.2K
New
$30.33 - $32.1 $493K - $521K
16.2K $521M
Vanguard Malvern Fds
6.69K
New
N/A
6.69K $519M
IEF
Ishares Barclays

ETFs
5.2K
New
$93.15 - $96.56 $484K - $502K
5.2K $498M
XLK
Technology Sector Spdr

ETFs
909
+ 16.35%
$179.73 - $253.23 $163K - $230K
6.47K $1.64B
PM
Philip Morris International Inc.

Consumer Defensive
2.21K
+ 59.63%
$149.23 - $184.95 $330K - $409K
5.92K $1.08B
IEFA
Ishares Tr

ETFs
5.85K
New
$67.83 - $84.09 $397K - $492K
5.85K $488M
PLTR
Palantir Technologies Inc.

Technology
2.64K
+ 132.58%
$74.01 - $144.25 $195K - $381K
4.63K $632M
Fidelity Covington Trust
12.3K
New
N/A
12.3K $455M
AVEM
American Centy ETF Tr Avantis

ETFs
6.57K
New
$53.08 - $68.54 $349K - $450K
6.57K $450M
TT
Trane Technologies PLC

Industrials
1K
New
$315.21 - $437.41 $316K - $439K
1K $439M
EFV
Msci Eafe Value ETF

ETFs
6.62K
+ 196.82%
$52.4 - $64.65 $347K - $428K
9.99K $634M
MCK
Mckesson Corp

Healthcare
582
New
$652.83 - $732.78 $380K - $426K
582 $427M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.02K
New
$104.34 - $138.68 $315K - $419K
3.02K $419M
Ea Series Trust
20.1K
+ 6.75%
N/A
317K $6.45B
PG
Procter & Gamble CO

Consumer Defensive
3.04K
+ 45.51%
$157.66 - $172.39 $479K - $524K
9.72K $1.55B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.29K
New
$39.89 - $49.46 $331K - $410K
8.29K $410M
VGSH
Vanguard

ETFs
6.94K
+ 86787.5%
$58.32 - $58.95 $405K - $409K
6.95K $409M
Innovator Etfs Trust
12.5K
New
N/A
12.5K $408M
Ea Series Trust
6.4K
+ 5.02%
N/A
134K $3.53B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.76K
+ 71.35%
$83.97 - $92.85 $400K - $442K
11.4K $1.01B
APH
Amphenol Corp

Technology
3.05K
+ 101.6%
$59.09 - $98.75 $180K - $301K
6.05K $598M
SEIC
Sei Investments CO

Financial Services
4.37K
New
$66.45 - $89.86 $291K - $393K
4.37K $393M
PODD
Insulet Corp

Healthcare
1.07K
+ 111.42%
$238.57 - $327.47 $256K - $351K
2.04K $640M
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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