Advyzon Investment Management, LLC Incresed Positions in Q3 2025

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
162
+ 17.86%
$293.92 - $341.0 $47.6K - $55.2K
1.07K $365M
Ge Vernova Inc
109
+ 28.61%
N/A
490 $301M
CRSP
Crispr Therapeutics Ag

Healthcare
77
+ 1.33%
$48.51 - $68.14 $3.74K - $5.25K
5.87K $380M
T
At&T Inc.

Communication Services
3.65K
+ 37.63%
$26.94 - $29.62 $98.3K - $108K
13.3K $377M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.96K
+ 5.43%
$39.58 - $40.74 $77.6K - $79.9K
38.1K $1.55B
CGMU
Capital Group Core Plus Income
989
+ 0.87%
N/A
114K $3.11B
UNP
Union Pacific Corp

Industrials
332
+ 14.5%
$214.91 - $237.16 $71.4K - $78.7K
2.62K $619M
T Rowe Price ETF Inc
1.95K
+ 26.82%
N/A
9.23K $348M
GILD
Gilead Sciences, Inc.

Healthcare
811
+ 38.93%
$108.22 - $120.47 $87.8K - $97.7K
2.89K $321M
CMI
Cummins Inc

Industrials
44
+ 5.83%
$327.85 - $426.39 $14.4K - $18.8K
799 $337M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.66K
+ 35.94%
$44.4 - $46.72 $73.7K - $77.6K
6.28K $293M
CVS
Cvs Health Corp

Healthcare
855
+ 27.35%
$58.75 - $76.5 $50.2K - $65.4K
3.98K $300M
DFIV
Dimensional ETF Tr

ETFs
1.15K
+ 13.93%
$42.66 - $46.53 $49.1K - $53.5K
9.4K $434M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
223
+ 31.45%
$301.44 - $365.84 $67.2K - $81.6K
932 $302M
FOXA
Fox Corp

Communication Services
522
+ 8.25%
$53.87 - $63.06 $28.1K - $32.9K
6.85K $432M
VXF
Vanguard Extended Market ETF

ETFs
9
+ 0.21%
$193.58 - $213.07 $1.74K - $1.92K
4.27K $893M
CVNA
Carvana Co.

Consumer Cyclical
94
+ 10.54%
$326.09 - $392.66 $30.7K - $36.9K
986 $372M
STNE
Stone Co Ltd.

Technology
2.05K
+ 19.0%
$12.57 - $19.46 $25.7K - $39.9K
12.8K $243M
BALT
Innovator Etfs Tr
1.74K
+ 10.72%
$32.11 - $32.82 $55.9K - $57.1K
18K $590M
IEF
Ishares Barclays

ETFs
672
+ 12.93%
$93.91 - $97.26 $63.1K - $65.4K
5.87K $566M
Innovator Etfs Trust
1.26K
+ 10.1%
N/A
13.8K $476M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
824
+ 6.39%
$78.11 - $79.07 $64.4K - $65.2K
13.7K $1.08B
SEIC
Sei Investments CO

Financial Services
1.02K
+ 23.37%
$84.85 - $93.8 $86.7K - $95.9K
5.4K $458M
SNOW
Snowflake Inc.

Technology
275
+ 18.09%
$191.73 - $241.0 $52.7K - $66.3K
1.8K $405M
First Tr Exchange Traded Fd
1.02K
+ 2.12%
N/A
49.3K $831M
VRT
Vertiv Holdings CO

Industrials
49
+ 1.98%
N/A
2.53K $382M
DHR
Danaher Corp

Healthcare
300
+ 17.13%
$181.46 - $212.2 $54.4K - $63.7K
2.05K $407M
EVRG
Evergy, Inc.

Utilities
360
+ 7.65%
$67.73 - $76.02 $24.4K - $27.4K
5.07K $385M
LMT
Lockheed Martin Corp

Industrials
44
+ 4.14%
$410.74 - $499.21 $18.1K - $22K
1.11K $552M
ABC
Amerisourcebergen Corp

Healthcare
155
+ 18.17%
N/A
1.01K $315M
PATH
Ui Path, Inc.

Technology
3.56K
+ 18.78%
$10.44 - $13.38 $37.2K - $47.7K
22.5K $302M
STXD
Ea Ser Tr Strive 1000 Divid Gr
994
+ 8.17%
N/A
13.2K $481M
FDVV
Fidelity High Dividend ETF

ETFs
590
+ 8.93%
$52.42 - $55.71 $30.9K - $32.9K
7.2K $401M
NOW
Service Now, Inc.

Technology
112
+ 25.69%
$850.86 - $1044.69 $95.3K - $117K
548 $505M
HWM
Howmet Aerospace Inc.

Industrials
114
+ 3.6%
$171.0 - $196.23 $19.5K - $22.4K
3.28K $644M
ACN
Accenture PLC

Technology
616
+ 32.82%
$232.56 - $304.78 $143K - $188K
2.49K $615M
CGXU
Capital Group Intl Focus Equit

ETFs
1.08K
+ 13.13%
$26.49 - $29.62 $28.5K - $31.9K
9.28K $275M
AMAT
Applied Materials Inc

Technology
134
+ 11.8%
$156.25 - $204.95 $20.9K - $27.5K
1.27K $260M
ADM
Archer Daniels Midland CO

Consumer Defensive
112
+ 1.77%
$53.54 - $64.21 $6K - $7.19K
6.43K $384M
PKG
Packaging Corp Of America

Consumer Cyclical
13
+ 0.81%
$191.41 - $220.25 $2.49K - $2.86K
1.62K $353M
Profesionally Managed Portfo
342
+ 2.0%
N/A
17.4K $675M
AXP
American Express CO

Financial Services
98
+ 8.73%
$294.27 - $342.31 $28.8K - $33.5K
1.22K $406M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
429
+ 8.04%
$47.99 - $54.16 $20.6K - $23.2K
5.77K $305M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
551
+ 8.23%
$78.96 - $80.04 $43.5K - $44.1K
7.25K $579M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.08%
$237.58 - $259.17 $475 - $518
2.66K $676M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.1K
+ 8.08%
$37.14 - $37.85 $40.9K - $41.7K
14.7K $557M
EMTL
Spdr Doubleline Emerging Marke

ETFs
885
+ 12.51%
$42.91 - $44.04 $38K - $39K
7.96K $349M
VPN
Global X Fds Data Ctr Reits &

ETFs
422
+ 2.4%
N/A
18K $369M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
619
+ 9.98%
$38.52 - $41.26 $23.8K - $25.5K
6.82K $281M
Activity Summary
Buys All Purchases 384 New Holdings 118 Increased Positions 266 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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