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
UBER
Uber Technologies, Inc

Technology
1.05K
+ 36.75%
$64.62 - $93.3 $68K - $98.2K
3.92K $366M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.22K
+ 133.86%
$50.08 - $63.14 $111K - $140K
3.88K $245M
First Tr Exchange Traded Fd
4.65K
+ 10.66%
N/A
48.3K $768M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
788
+ 15.77%
$483.48 - $539.8 $381K - $425K
5.79K $2.81B
BOTZ
Global X Fds

ETFs
1.84K
+ 8.9%
$24.51 - $32.65 $45K - $59.9K
22.5K $733M
ARKQ
Ark Autonomous Technology & Ro

ETFs
154
+ 2.68%
$58.8 - $89.17 $9.06K - $13.7K
5.89K $525M
TXN
Texas Instruments Inc

Technology
301
+ 10.84%
N/A
3.08K $639M
AMT
American Tower Corp

Real Estate
608
+ 38.24%
$203.96 - $228.19 $124K - $139K
2.2K $486M
ETN
Eaton Corp PLC

Industrials
35
+ 2.37%
$246.52 - $356.99 $8.63K - $12.5K
1.51K $540M
XLY
Select Sector Spdr Consumer Di

ETFs
317
+ 9.74%
$176.34 - $218.59 $55.9K - $69.3K
3.57K $776M
VBR
Vanguard Small Cap Value ETF

ETFs
293
+ 3.41%
$162.76 - $195.77 $47.7K - $57.4K
8.88K $1.73B
CGUS
Capital Group Core Equity ETF
260
+ 0.76%
$29.93 - $36.93 $7.78K - $9.6K
34.2K $1.26B
SNOW
Snowflake Inc.

Technology
55
+ 3.75%
$130.53 - $223.77 $7.18K - $12.3K
1.52K $340M
NMFC
New Mountain Finance Corp

Financial Services
11.9K
New
$9.11 - $11.09 $109K - $132K
11.9K $126M
BBDC
Barings Bdc, Inc.

Financial Services
13.8K
New
$7.89 - $9.51 $109K - $131K
13.8K $126M
AXP
American Express CO

Financial Services
241
+ 27.32%
$231.39 - $318.98 $55.8K - $76.9K
1.12K $358M
DIS
Walt Disney CO

Communication Services
348
+ 12.51%
$81.72 - $124.01 $28.4K - $43.2K
3.13K $388M
QCOM
Qualcomm Inc

Technology
619
+ 30.73%
$124.66 - $159.48 $77.2K - $98.7K
2.63K $419M
DG
Dollar General Corp

Consumer Defensive
85
+ 2.25%
$86.02 - $114.95 $7.31K - $9.77K
3.87K $443M
XLI
Industrial Sector Spdr

ETFs
365
+ 11.15%
$116.42 - $147.52 $42.5K - $53.8K
3.64K $537M
MS
Morgan Stanley

Financial Services
109
+ 2.96%
$99.83 - $140.86 $10.9K - $15.4K
3.8K $535M
PFE
Pfizer Inc

Healthcare
4.77K
+ 34.24%
$21.59 - $24.84 $103K - $119K
18.7K $454M
RTX
Raytheon Technologies Corp

Industrials
481
+ 21.66%
$113.75 - $148.48 $54.7K - $71.4K
2.7K $394M
ABBV
Abb Vie Inc.

Healthcare
925
+ 28.83%
$170.16 - $206.27 $157K - $191K
4.13K $767M
EBS
Emergent Bio Solutions Inc.

Healthcare
14.1K
New
$4.26 - $6.94 $60.1K - $97.9K
14.1K $90M
IWD
Ishares Russell 1000 Val ETF

ETFs
439
+ 68.06%
$166.82 - $194.23 $73.2K - $85.3K
1.08K $211M
BSX
Boston Scientific Corp

Healthcare
649
+ 22.75%
$89.7 - $107.41 $58.2K - $69.7K
3.5K $376M
ADP
Automatic Data Processing Inc

Industrials
270
+ 22.69%
$276.76 - $326.81 $74.7K - $88.2K
1.46K $450M
MBLY
Mobileye Global Inc.
1.78K
+ 11.98%
$11.77 - $18.44 $20.9K - $32.7K
16.6K $298M
IDV
Ishares Tr

ETFs
1.57K
+ 18.57%
$27.79 - $34.84 $43.7K - $54.8K
10K $347M
IVE
Ishares S&P 500 Value ETF

ETFs
394
+ 34.81%
$168.34 - $195.42 $66.3K - $77K
1.53K $298M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
305
+ 20.32%
$162.37 - $200.76 $49.5K - $61.2K
1.81K $341M
IBM
International Business Machines Corp

Technology
48
+ 3.37%
$221.03 - $294.78 $10.6K - $14.1K
1.47K $434M
DVYE
Ishares Emerging Markets Divid

ETFs
2.27K
+ 23.84%
$23.95 - $29.03 $54.3K - $65.8K
11.8K $338M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
876
+ 0.7%
$27.29 - $29.28 $23.9K - $25.6K
125K $3.67B
Global X Fds
3.65K
+ 30.09%
N/A
15.8K $333M
GRMN
Garmin LTD

Technology
440
+ 21.3%
$173.63 - $218.07 $76.4K - $96K
2.51K $523M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
3.19K
+ 13.39%
$20.12 - $21.0 $64.3K - $67.1K
27K $566M
C
Citigroup Inc

Financial Services
346
+ 11.59%
$58.13 - $85.12 $20.1K - $29.5K
3.33K $284M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
3.91K
+ 22.09%
$14.97 - $16.79 $58.5K - $65.6K
21.6K $361M
BX
Blackstone Inc.

Financial Services
292
+ 13.92%
$120.07 - $151.11 $35.1K - $44.1K
2.39K $357M
PATH
Ui Path, Inc.

Technology
1.36K
+ 7.69%
$9.79 - $13.31 $13.3K - $18K
19K $243M
Ea Series Trust
2.87K
+ 4.81%
N/A
62.5K $1.26B
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
7.24K
+ 27.09%
$9.19 - $10.76 $66.5K - $77.9K
34K $359M
UNP
Union Pacific Corp

Industrials
314
+ 15.9%
$208.27 - $238.46 $65.4K - $74.9K
2.29K $527M
LOW
Lowes Companies Inc

Consumer Cyclical
321
+ 30.66%
$210.83 - $235.28 $67.7K - $75.5K
1.37K $304M
SHOP
Shopify Inc.

Technology
159
+ 8.2%
$76.89 - $115.35 $12.2K - $18.3K
2.1K $242M
LQD
Ishares Iboxx $ Investment Gra

ETFs
486
+ 12.39%
$105.23 - $109.61 $51.1K - $53.3K
4.41K $483M
MO
Altria Group, Inc.

Consumer Defensive
1.08K
+ 20.25%
$55.56 - $60.91 $59.8K - $65.6K
6.4K $375M
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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