Advyzon Investment Management, LLC Incresed Positions in Q2 2025

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
12K
+ 609.41%
$416.06 - $551.64 $5.01M - $6.64M
14K $7.73B
MSFT
Microsoft Corp

Technology
6.95K
+ 57.8%
$354.56 - $497.45 $2.46M - $3.46M
19K $9.44B
GLD
Spdr Gold Trust

ETFs
15.8K
+ 406.01%
$273.71 - $316.29 $4.33M - $5M
19.7K $6.01B
Ishares Bitcoin Trust ETF
69.2K
+ 316.19%
N/A
91.1K $5.58B
NVDA
Nvidia Corp

Technology
16.8K
+ 51.38%
$94.31 - $157.99 $1.58M - $2.65M
49.5K $7.81B
WMT
Walmart Inc.

Consumer Defensive
34.3K
+ 191.43%
$81.79 - $99.98 $2.81M - $3.43M
52.3K $5.11B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
41K
+ 1131.22%
$58.41 - $72.69 $2.4M - $2.98M
44.6K $3.25B
VTI
Vanguard Total Stock Market Et

ETFs
1.06K
+ 1.18%
$243.75 - $303.93 $257K - $321K
90.7K $27.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.92K
+ 206.16%
$456.74 - $568.03 $2.25M - $2.79M
7.31K $4.15B
AVGO
Broadcom Inc.

Technology
7.77K
+ 112.41%
$146.29 - $275.65 $1.14M - $2.14M
14.7K $4.05B
STXG
Ea Ser Tr Strive 1000 Growth E
14.7K
+ 5.64%
N/A
276K $12.7B
MUB
Ishares National Muni Bond ETF

ETFs
20.7K
+ 144.71%
$102.31 - $105.8 $2.12M - $2.19M
35.1K $3.66B
NFLX
Netflix Inc

Communication Services
1.37K
+ 180.26%
$855.86 - $1339.13 $1.17M - $1.83M
2.13K $2.85B
META
Meta Platforms, Inc.

Communication Services
1.37K
+ 25.85%
$484.66 - $738.09 $666K - $1.01M
6.69K $4.94B
AMZN
Amazon Com Inc

Consumer Cyclical
5.47K
+ 34.53%
$167.32 - $223.3 $914K - $1.22M
21.3K $4.67B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.2K
+ 35586.49%
$90.56 - $109.49 $1.19M - $1.44M
13.2K $1.44B
TJX
Tjx Companies Inc

Consumer Cyclical
11K
+ 570.52%
$119.13 - $135.03 $1.31M - $1.49M
12.9K $1.6B
MCD
Mcdonalds Corp

Consumer Cyclical
4.68K
+ 238.13%
$285.55 - $321.23 $1.34M - $1.5M
6.65K $1.94B
IXUS
Ishares Tr

ETFs
15.1K
+ 194.08%
$62.37 - $77.63 $941K - $1.17M
22.9K $1.77B
SCHG
Schwab Strategic Tr Us Large C

ETFs
40.5K
+ 510.46%
$22.27 - $29.21 $902K - $1.18M
48.4K $1.41B
XLU
Utilities Sector Spdr

ETFs
13.2K
+ 233.04%
$73.09 - $82.77 $966K - $1.09M
18.9K $1.54B
VO
Vanguard Mid Cap ETF

ETFs
1.15K
+ 3.2%
$228.54 - $279.83 $262K - $321K
37K $10.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.3K
+ 1173.77%
$180.84 - $240.32 $777K - $1.03M
4.66K $1.12B
AAPL
Apple Inc.

Technology
6.26K
+ 43.86%
$172.42 - $223.89 $1.08M - $1.4M
20.5K $4.21B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
19.8K
+ 283.47%
$50.1 - $51.02 $994K - $1.01M
26.8K $1.37B
JPM
Jpmorgan Chase & CO

Financial Services
2.34K
+ 53.21%
$210.28 - $289.91 $491K - $677K
6.73K $1.95B
AVDE
American Centy ETF Tr Avantis

ETFs
10K
+ 78.93%
$59.32 - $74.36 $594K - $745K
22.7K $1.68B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.73K
+ 2.59%
$34.72 - $42.74 $164K - $202K
187K $8.01B
ORCL
Oracle Corp

Technology
1.56K
+ 29.35%
$122.82 - $218.63 $191K - $341K
6.87K $1.5B
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
AGG
Ishares Core U.S. Aggregate Bo

ETFs
6.16K
+ 263.81%
$96.84 - $99.46 $597K - $613K
8.5K $843M
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
SPYG
Spdr Portfolio

ETFs
5.53K
+ 501.72%
$71.83 - $95.32 $398K - $528K
6.64K $633M
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
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
PLTR
Palantir Technologies Inc.

Technology
2.64K
+ 132.58%
$74.01 - $144.25 $195K - $381K
4.63K $632M
EFV
Msci Eafe Value ETF

ETFs
6.62K
+ 196.82%
$52.4 - $64.65 $347K - $428K
9.99K $634M
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
VGSH
Vanguard

ETFs
6.94K
+ 86787.5%
$58.32 - $58.95 $405K - $409K
6.95K $409M
Ea Series Trust
6.4K
+ 5.02%
N/A
134K $3.53B
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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