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
PLTR
Palantir Technologies Inc.

Technology
1.99K
New
$64.98 - $124.62 $129K - $248K
1.99K $168M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.92K
+ 5.1%
$57.44 - $59.4 $110K - $114K
39.5K $2.35B
SBUX
Starbucks Corp

Consumer Cyclical
1.43K
+ 37.9%
$91.75 - $115.81 $131K - $165K
5.19K $509M
PEP
Pepsico Inc

Consumer Defensive
1.01K
+ 53.93%
$142.64 - $156.42 $144K - $158K
2.88K $432M
STRV
Ea Ser Tr Strive 500 ETF
5.15K
+ 21.67%
N/A
28.9K $1.04B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
12.2K
+ 83.6%
$10.35 - $11.79 $126K - $143K
26.7K $298M
ABT
Abbott Laboratories

Healthcare
584
+ 19.71%
$111.1 - $140.22 $64.9K - $81.9K
3.55K $471M
CRWD
Crowd Strike Holdings, Inc.

Technology
373
New
$308.86 - $455.36 $115K - $170K
373 $132M
ICE
Intercontinental Exchange, Inc.

Financial Services
380
+ 14.45%
$142.8 - $176.36 $54.3K - $67K
3.01K $519M
URI
United Rentals, Inc.

Industrials
203
New
$594.17 - $789.56 $121K - $160K
203 $127M
ADP
Automatic Data Processing Inc

Industrials
378
+ 46.55%
$286.85 - $318.64 $108K - $120K
1.19K $364M
BTG
B2 Gold Corp

Basic Materials
43K
New
$2.3 - $3.3 $98.9K - $142K
43K $123M
IWD
Ishares Russell 1000 Val ETF

ETFs
645
New
$182.82 - $196.21 $118K - $127K
645 $121M
XOM
Exxon Mobil Corp

Energy
234
+ 2.95%
$105.44 - $118.93 $24.7K - $27.8K
8.16K $970M
PGR
Progressive Corp

Financial Services
159
+ 9.69%
$235.61 - $291.22 $37.5K - $46.3K
1.8K $509M
XLV
Select Sector Spdr Fund Health

ETFs
92
+ 0.78%
$137.61 - $149.68 $12.7K - $13.8K
11.9K $1.74B
DHR
Danaher Corp

Healthcare
628
+ 65.55%
$201.62 - $250.59 $127K - $157K
1.59K $325M
XLC
Select Sector Spdr Tr Communic

ETFs
1.09K
+ 16.0%
$94.84 - $105.31 $103K - $114K
7.87K $759M
BOWL
Bowlero Corp.

Communication Services
10.3K
New
$10.13 - $10.58 $104K - $109K
10.3K $100M
ADM
Archer Daniels Midland CO

Consumer Defensive
2.26K
+ 56.81%
$45.22 - $52.17 $102K - $118K
6.24K $299M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
36.9K
+ 164.44%
N/A
59.3K $181M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.85K
+ 35.89%
$50.87 - $51.09 $94.1K - $94.5K
7K $357M
TXN
Texas Instruments Inc

Technology
618
+ 28.64%
N/A
2.78K $499M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.66K
New
$54.25 - $57.64 $89.9K - $95.5K
1.66K $91.3M
SPYG
Spdr Portfolio

ETFs
1.1K
New
$80.05 - $92.39 $88.3K - $102K
1.1K $88.6M
Ishares Bitcoin Trust ETF
4.22K
+ 23.85%
N/A
21.9K $1.02B
MBB
Ishares Tr

ETFs
895
New
$90.37 - $94.08 $80.9K - $84.2K
895 $84M
BNDX
Vanguard Total International B

ETFs
1.68K
+ 19.9%
$48.33 - $49.5 $81.1K - $83.1K
10.1K $494M
ADI
Analog Devices Inc

Technology
444
+ 38.51%
$201.56 - $243.82 $89.5K - $108K
1.6K $322M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
366
New
$196.12 - $229.48 $71.8K - $84K
366 $74M
ALL
Allstate Corp

Financial Services
262
+ 20.91%
$180.99 - $210.18 $47.4K - $55.1K
1.52K $314M
AVDE
American Centy ETF Tr Avantis

ETFs
144
+ 1.15%
$60.63 - $68.55 $8.73K - $9.87K
12.7K $841M
HWM
Howmet Aerospace Inc.

Industrials
52
+ 1.7%
$110.79 - $139.39 $5.76K - $7.25K
3.12K $404M
Profesionally Managed Portfo
3.1K
+ 22.16%
N/A
17.1K $543M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
11.2K
New
$5.91 - $6.78 $66K - $75.7K
11.2K $66M
EXPD
Expeditors International Of Washington Inc

Industrials
340
+ 13.13%
$109.09 - $126.48 $37.1K - $43K
2.93K $352M
TSCO
Tractor Supply CO

Consumer Cyclical
957
+ 15.75%
$51.66 - $57.94 $49.4K - $55.4K
7.03K $388M
PBDC
Putnam ETF Tr Bdc Income Etf(D
1.83K
+ 31.03%
N/A
7.72K $268M
UNP
Union Pacific Corp

Industrials
187
+ 10.46%
$225.21 - $254.42 $42.1K - $47.6K
1.98K $466M
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.88K
+ 24.85%
$39.02 - $42.89 $73.2K - $80.5K
9.43K $372M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.01K
+ 14.44%
$20.7 - $21.15 $62.3K - $63.6K
23.8K $494M
KMB
Kimberly Clark Corp

Consumer Defensive
216
+ 10.52%
$124.46 - $147.4 $26.9K - $31.8K
2.27K $323M
TSN
Tyson Foods, Inc.

Consumer Defensive
337
+ 6.98%
$54.27 - $63.81 $18.3K - $21.5K
5.17K $330M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.83K
+ 16.49%
$30.73 - $32.26 $56.1K - $58.9K
12.9K $397M
Invesco Exchange Traded Fd T
908
+ 24.22%
N/A
4.66K $298M
MDT
Medtronic PLC

Healthcare
16
+ 0.36%
$79.84 - $94.5 $1.28K - $1.51K
4.51K $406M
HYD
Vaneck High Yield Muni ETF

ETFs
1.2K
+ 4.77%
$50.79 - $52.53 $61K - $63.1K
26.4K $1.35B
ETN
Eaton Corp PLC

Industrials
393
+ 36.29%
$271.83 - $371.23 $107K - $146K
1.48K $401M
DFIV
Dimensional ETF Tr

ETFs
245
+ 2.99%
$35.33 - $40.77 $8.66K - $9.99K
8.44K $332M
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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