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
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.6K
New
$22.92 - $28.05 $311K - $381K
13.6K $381M
IYW
Ishares Dj Us Tech ETF

ETFs
2.2K
New
$122.57 - $173.27 $269K - $381K
2.2K $381M
WFC
Wells Fargo & Company

Financial Services
3.97K
+ 59.75%
$60.98 - $80.12 $242K - $318K
10.6K $850M
Capital Group International
12.7K
New
N/A
12.7K $368M
IEMG
Ishares Inc

ETFs
6.14K
New
N/A
6.14K $368M
CYBR
Cyber Ark Software Ltd.

Technology
893
New
$305.98 - $406.88 $273K - $363K
893 $363M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
12.4K
New
$28.18 - $29.22 $350K - $363K
12.4K $363M
MNST
Monster Beverage Corp

Consumer Defensive
5.56K
+ 151.94%
$55.01 - $64.24 $306K - $357K
9.21K $577M
New York Life Invts Active E
13.8K
New
N/A
13.8K $361M
JPIE
J P Morgan Exchange Traded Fd
7.78K
New
$45.12 - $46.32 $351K - $361K
7.78K $361M
FOXA
Fox Corp

Communication Services
6.33K
New
$47.21 - $57.04 $299K - $361K
6.33K $355M
EFG
Msci Eafe Growth ETF

ETFs
3.1K
New
$89.8 - $112.0 $278K - $347K
3.1K $347M
FDVV
Fidelity High Dividend ETF

ETFs
6.61K
New
$43.6 - $52.02 $288K - $344K
6.61K $344M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.65K
+ 71.13%
$91.43 - $91.74 $334K - $335K
8.79K $806M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.71K
+ 101.31%
$152.42 - $182.82 $260K - $312K
3.39K $619M
CRWD
Crowd Strike Holdings, Inc.

Technology
533
+ 142.9%
$321.63 - $509.31 $171K - $271K
906 $461M
EVRG
Evergy, Inc.

Utilities
4.71K
New
$64.06 - $69.64 $301K - $328K
4.71K $324M
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.51K
New
$32.62 - $33.58 $310K - $319K
9.51K $319M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.82K
New
$29.12 - $35.84 $257K - $316K
8.82K $316M
KO
Coca Cola CO

Consumer Defensive
4.55K
+ 61.43%
$68.37 - $73.9 $311K - $336K
12K $846M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.74K
New
$71.86 - $82.66 $269K - $309K
3.74K $309M
FTNT
Fortinet, Inc.

Technology
2.91K
New
$84.71 - $108.69 $247K - $317K
2.91K $308M
CVNA
Carvana Co.

Consumer Cyclical
892
New
$162.57 - $345.64 $145K - $308K
892 $301M
HD
Home Depot, Inc.

Consumer Cyclical
809
+ 37.87%
$335.24 - $380.78 $271K - $308K
2.95K $1.08B
Vanguard Mun Bd Fds
3.86K
New
N/A
3.86K $292M
BAC
Bank Of America Corp

Financial Services
4.53K
+ 34.5%
$34.39 - $47.46 $156K - $215K
17.7K $836M
CRSP
Crispr Therapeutics Ag

Healthcare
5.79K
New
$31.27 - $48.64 $181K - $282K
5.79K $282M
Dimensional ETF Trust
4.01K
New
N/A
4.01K $268M
LEU
Centrus Energy Corp

Energy
1.46K
New
$54.43 - $208.81 $79.2K - $304K
1.46K $267M
GOOGL
Alphabet Inc.

Communication Services
791
+ 13.5%
$144.7 - $178.6 $114K - $141K
6.65K $1.17B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.71K
New
$45.2 - $46.6 $258K - $266K
5.71K $264M
BXSL
Blackstone Secured Lending Fund

Financial Services
8.58K
New
$26.88 - $32.74 $231K - $281K
8.58K $264M
Easterly Govt Pptys Inc
11.8K
New
N/A
11.8K $261M
GE
General Electric CO

Industrials
723
+ 56.0%
$166.81 - $257.39 $121K - $186K
2.01K $518M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
5.34K
New
$35.38 - $48.3 $189K - $258K
5.34K $258M
T Rowe Price ETF Inc
7.28K
New
N/A
7.28K $257M
ABC
Amerisourcebergen Corp

Healthcare
853
New
N/A
853 $256M
GS
Goldman Sachs Group Inc

Financial Services
360
New
$462.22 - $707.75 $166K - $255K
360 $255M
AJG
Arthur J. Gallagher & Co.

Financial Services
788
New
$310.86 - $348.77 $245K - $275K
788 $252M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.05K
+ 73.32%
$43.53 - $54.46 $176K - $221K
9.58K $522M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.21K
New
$47.09 - $48.01 $245K - $250K
5.21K $250M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.88K
New
$52.31 - $63.72 $203K - $247K
3.88K $247M
Arista Networks Inc
2.39K
New
N/A
2.39K $245M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.75K
+ 59.44%
$82.96 - $110.1 $145K - $193K
4.69K $517M
DMAR
First Tr Ex Tr Viii Cboe Vest
6.07K
New
$35.55 - $39.57 $216K - $240K
6.07K $240M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.24K
+ 6706.48%
$25.93 - $32.91 $188K - $238K
7.35K $242M
First Tr Exchng Traded Fd Vi
6.39K
New
N/A
6.39K $234M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
21.8K
New
$9.74 - $10.75 $212K - $234K
21.8K $234M
JNJ
Johnson & Johnson

Healthcare
1.99K
+ 36.16%
$146.36 - $159.82 $292K - $319K
7.51K $1.15B
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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