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
NVS
Novartis Ag

Healthcare
1.89K
New
$101.96 - $121.01 $192K - $228K
1.89K $228M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.21K
New
$56.88 - $70.77 $182K - $227K
3.21K $227M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.7K
New
$82.21 - $83.12 $222K - $225K
2.7K $224M
PANW
Palo Alto Networks Inc

Technology
905
+ 81.97%
$152.44 - $204.64 $138K - $185K
2.01K $411M
CGXU
Capital Group Intl Focus Equit

ETFs
8.2K
New
$21.44 - $27.35 $176K - $224K
8.2K $222M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
709
New
$177.93 - $313.14 $126K - $222K
709 $222M
DBA
Invesco Db Agriculture Fund

ETFs
8.42K
New
$25.27 - $27.68 $213K - $233K
8.42K $220M
XLC
Select Sector Spdr Tr Communic

ETFs
1.13K
+ 14.37%
$86.13 - $108.53 $97.3K - $123K
9K $976M
HERO
Global X Fds Video Games & Esp

ETFs
6.63K
New
$23.12 - $32.73 $153K - $217K
6.63K $217M
STX
Seagate Technology Holdings PLC

Technology
1.5K
New
$66.54 - $144.33 $99.7K - $216K
1.5K $216M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.5K
New
$20.42 - $25.3 $173K - $215K
8.5K $215M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.11K
New
$97.29 - $105.63 $205K - $223K
2.11K $214M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.08K
+ 3418.84%
$26.18 - $30.91 $185K - $219K
7.28K $219M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.02K
New
$160.22 - $209.35 $163K - $213K
1.02K $213M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.23K
New
$30.53 - $40.65 $160K - $213K
5.23K $213M
OEF
Ishares S&P 100 ETF

ETFs
696
New
N/A
696 $212M
PLD
Prologis, Inc.

Real Estate
2.01K
New
$89.76 - $112.34 $180K - $225K
2.01K $211M
CAH
Cardinal Health Inc

Healthcare
1.25K
New
$125.0 - $168.0 $156K - $210K
1.25K $210M
AMAT
Applied Materials Inc

Technology
1.14K
New
$126.95 - $183.52 $144K - $208K
1.14K $208M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
3.86K
+ 28.1%
$39.94 - $44.64 $154K - $172K
17.6K $786M
VNQ
Vanguard Specialized Funds Van

ETFs
2.31K
New
$79.79 - $91.42 $184K - $211K
2.31K $206M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
9.54K
New
$14.1 - $22.95 $135K - $219K
9.54K $206M
MCO
Moodys Corp

Financial Services
409
New
$396.7 - $501.59 $162K - $205K
409 $205M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
6.32K
New
$26.53 - $32.81 $168K - $207K
6.32K $204M
UPS
United Parcel Service Inc

Industrials
2.02K
New
$91.92 - $110.2 $186K - $223K
2.02K $204M
AMD
Advanced Micro Devices Inc

Technology
525
+ 15.9%
$78.21 - $143.81 $41.1K - $75.5K
3.83K $543M
PAYX
Paychex Inc

Industrials
1.4K
New
$137.01 - $159.78 $192K - $223K
1.4K $203M
RMD
Resmed Inc

Healthcare
786
New
$204.54 - $258.0 $161K - $203K
786 $203M
Innovator Etfs Trust
7.19K
New
N/A
7.19K $202M
FAST
Fastenal CO

Industrials
4.8K
New
$40.65 - $83.16 $195K - $399K
4.8K $202M
Ge Vernova Inc
381
New
N/A
381 $202M
KLAC
Kla Corp

Technology
225
New
$576.53 - $902.94 $130K - $203K
225 $202M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.31K
+ 28.86%
$45.12 - $46.23 $194K - $199K
19.2K $889M
TRV
Travelers Companies, Inc.

Financial Services
752
New
$233.83 - $276.34 $176K - $208K
752 $201M
Blackrock ETF Trust
5.63K
New
N/A
5.63K $200M
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.44K
+ 4.65%
$24.21 - $29.47 $83.3K - $101K
77.4K $2.28B
CRM
Salesforce, Inc.

Technology
687
+ 57.39%
$236.26 - $291.15 $162K - $200K
1.88K $514M
XLP
Consumer Staples Sector Spdr

ETFs
2.53K
+ 13.41%
N/A
21.4K $1.73B
STXK
Ea Ser Tr Strive 2000 ETF
3.62K
+ 7.33%
N/A
53K $1.61B
XOM
Exxon Mobil Corp

Energy
2.59K
+ 31.76%
$99.93 - $119.04 $259K - $308K
10.8K $1.16B
HWM
Howmet Aerospace Inc.

Industrials
53
+ 1.7%
$112.33 - $186.13 $5.95K - $9.86K
3.17K $590M
URI
United Rentals, Inc.

Industrials
211
+ 103.94%
$551.94 - $753.4 $116K - $159K
414 $312M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.29K
+ 51.84%
$77.94 - $79.5 $178K - $182K
6.7K $533M
PEP
Pepsico Inc

Consumer Defensive
1.78K
+ 61.77%
$128.02 - $151.37 $228K - $269K
4.66K $615M
ABT
Abbott Laboratories

Healthcare
1.19K
+ 33.41%
$123.95 - $138.08 $147K - $164K
4.73K $644M
STNE
Stone Co Ltd.

Technology
10.8K
New
$10.43 - $16.04 $112K - $173K
10.8K $173M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.41K
+ 47.8%
$35.3 - $37.51 $156K - $165K
13.6K $511M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.84K
+ 1.0%
$72.02 - $73.82 $133K - $136K
186K $13.7B
BA
Boeing CO

Industrials
133
+ 3.76%
$136.59 - $217.51 $18.2K - $28.9K
3.67K $769M
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
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email