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
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
359
+ 14.81%
N/A
2.78K $294M
CMI
Cummins Inc

Industrials
84
+ 12.52%
$267.12 - $336.65 $22.4K - $28.3K
755 $247M
HON
Honeywell International Inc

Industrials
67
+ 6.73%
$182.86 - $232.88 $12.3K - $15.6K
1.06K $247M
ADM
Archer Daniels Midland CO

Consumer Defensive
77
+ 1.23%
$41.79 - $54.16 $3.22K - $4.17K
6.32K $333M
GD
General Dynamics Corp

Industrials
60
+ 7.08%
$247.68 - $291.66 $14.9K - $17.5K
907 $265M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.44K
+ 10.59%
$45.07 - $52.57 $64.9K - $75.6K
15K $734M
GWW
W.W. Grainger, Inc.

Industrials
9
+ 2.63%
$919.93 - $1101.66 $8.28K - $9.91K
351 $365M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
1.22K
+ 2.38%
$21.37 - $22.67 $26.1K - $27.6K
52.4K $1.18B
ITW
Illinois Tool Works Inc

Industrials
106
+ 13.02%
$218.41 - $252.43 $23.2K - $26.8K
920 $228M
Invesco Exchange Traded Fd T
45
+ 0.97%
N/A
4.7K $324M
CL
Colgate Palmolive CO

Consumer Defensive
364
+ 12.09%
$87.57 - $96.0 $31.9K - $34.9K
3.38K $307M
CB
Chubb LTD

Financial Services
129
+ 12.46%
$274.32 - $302.46 $35.4K - $39K
1.16K $337M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.72K
+ 1.7%
$26.18 - $26.93 $44.9K - $46.2K
103K $2.74B
XLV
Select Sector Spdr Fund Health

ETFs
1.17K
+ 9.82%
$128.77 - $144.3 $151K - $169K
13.1K $1.76B
BNDX
Vanguard Total International B

ETFs
338
+ 3.34%
$48.77 - $49.55 $16.5K - $16.7K
10.5K $517M
NEE
Nextera Energy Inc

Utilities
399
+ 12.23%
$64.11 - $75.0 $25.6K - $29.9K
3.66K $254M
DHR
Danaher Corp

Healthcare
165
+ 10.4%
$174.64 - $205.16 $28.8K - $33.9K
1.75K $346M
CMCSA
Comcast Corp

Communication Services
753
+ 8.96%
$32.84 - $36.72 $24.7K - $27.7K
9.16K $327M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
455
+ 4.32%
$24.61 - $25.89 $11.2K - $11.8K
11K $283M
MDT
Medtronic PLC

Healthcare
292
+ 6.47%
$80.68 - $88.86 $23.6K - $25.9K
4.81K $419M
WM
Waste Management Inc

Industrials
80
+ 4.15%
$216.47 - $242.1 $17.3K - $19.4K
2.01K $460M
GILD
Gilead Sciences, Inc.

Healthcare
135
+ 6.93%
$96.91 - $113.0 $13.1K - $15.3K
2.08K $231M
ALL
Allstate Corp

Financial Services
95
+ 6.27%
$180.53 - $212.64 $17.2K - $20.2K
1.61K $324M
CVS
Cvs Health Corp

Healthcare
81
+ 2.66%
$60.04 - $70.18 $4.86K - $5.68K
3.13K $216M
T
At&T Inc.

Communication Services
75
+ 0.78%
$26.33 - $28.94 $1.97K - $2.17K
9.69K $280M
APD
Air Products & Chemicals, Inc.

Basic Materials
68
+ 7.08%
$248.61 - $294.96 $16.9K - $20.1K
1.03K $290M
JBBB
Janus Detroit Str Tr Henderson

ETFs
138
+ 3.29%
$46.79 - $48.56 $6.46K - $6.7K
4.33K $209M
BR
Broadridge Financial Solutions, Inc.

Technology
15
+ 1.64%
$217.22 - $246.25 $3.26K - $3.69K
930 $226M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
58
+ 1.76%
$102.02 - $103.5 $5.92K - $6K
3.36K $345M
CHD
Church & Dwight CO Inc

Consumer Defensive
357
+ 16.16%
$91.57 - $110.76 $32.7K - $39.5K
2.57K $247M
VGLT
Vanguard Long Term Treasury Et

ETFs
392
+ 2.95%
$53.66 - $58.71 $21K - $23K
13.7K $767M
ELV
Elevance Health, Inc.

Healthcare
79
+ 12.52%
$372.27 - $452.69 $29.4K - $35.8K
710 $276M
EXPD
Expeditors International Of Washington Inc

Industrials
166
+ 5.67%
$102.84 - $122.24 $17.1K - $20.3K
3.1K $354M
COP
Conocophillips

Energy
450
+ 17.08%
$82.66 - $106.1 $37.2K - $47.7K
3.08K $277M
PBDC
Putnam ETF Tr Bdc Income Etf(D
186
+ 2.41%
N/A
7.91K $268M
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
450
+ 4.03%
$5.25 - $5.92 $2.36K - $2.66K
11.6K $65.6M
VZ
Verizon Communications Inc

Communication Services
486
+ 4.62%
$41.67 - $45.62 $20.3K - $22.2K
11K $476M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
342
+ 3.26%
$12.37 - $14.5 $4.23K - $4.96K
10.8K $150M
PKG
Packaging Corp Of America

Consumer Cyclical
52
+ 3.34%
$175.97 - $201.36 $9.15K - $10.5K
1.61K $303M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
256
+ 1.78%
$19.12 - $22.36 $4.89K - $5.72K
14.6K $313M
TSN
Tyson Foods, Inc.

Consumer Defensive
549
+ 10.62%
$54.33 - $63.56 $29.8K - $34.9K
5.72K $320M
TSCO
Tractor Supply CO

Consumer Cyclical
35
+ 0.5%
$47.86 - $55.77 $1.68K - $1.95K
7.07K $373M
RE
Everest Re Group LTD

Financial Services
4
+ 0.48%
N/A
838 $285M
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 65.14%
$274.35 - $599.47 $398K - $869K
3.68K $1.15B
KMB
Kimberly Clark Corp

Consumer Defensive
58
+ 2.56%
$126.84 - $145.22 $7.36K - $8.42K
2.33K $300M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
106
+ 4.45%
$212.1 - $244.27 $22.5K - $25.9K
2.49K $544M
MRK
Merck & Co., Inc.

Healthcare
453
+ 5.22%
$73.47 - $87.12 $33.3K - $39.5K
9.13K $723M
BMY
Bristol Myers Squibb CO

Healthcare
639
+ 9.14%
$44.12 - $59.6 $28.2K - $38.1K
7.63K $353M
Ark 21 Shares Bitcoin ETF
4.74K
+ 47.47%
N/A
14.7K $527M
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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