Advyzon Investment Management, LLC New Holdings in Q2 2025

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BAR
Granite Shares Gold Trust

ETFs
323K
New
$29.34 - $33.87 $9.47M - $10.9M
323K $10.5B
Bondbloxx ETF Trust
82.6K
New
N/A
82.6K $4.11B
Vanguard Mun Bd Fds
46.5K
New
N/A
46.5K $3.42B
POCT
Innovator U.S. Equity Power Bu

ETFs
75.7K
New
$36.35 - $41.3 $2.75M - $3.12M
75.7K $3.12B
CGMU
Capital Group Core Plus Income
113K
New
N/A
113K $3.02B
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
115K
New
$25.77 - $27.23 $2.96M - $3.13M
115K $2.96B
Lam Research Corp
28.2K
New
N/A
28.2K $2.75B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
9.84K
New
$179.95 - $278.88 $1.77M - $2.75M
9.84K $2.75B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
21.5K
New
$82.32 - $112.47 $1.77M - $2.42M
21.5K $2.42B
VEA
Vanguard Ftse Developed Market

ETFs
41.7K
New
$45.65 - $57.01 $1.9M - $2.38M
41.7K $2.38B
NTES
Net Ease, Inc.

Communication Services
13K
New
$91.37 - $134.58 $1.19M - $1.75M
13K $1.75B
TQQQ
Proshares Ultrapro Qqq

ETFs
18.6K
New
$38.9 - $83.0 $723K - $1.54M
18.6K $1.54B
ZECP
Zacks Tr Earnings Constant Por

ETFs
45.9K
New
$27.11 - $31.91 $1.24M - $1.46M
45.9K $1.46B
XAR
Spdr S&P Aerospace & Defense E

ETFs
6.09K
New
$144.94 - $210.94 $882K - $1.28M
6.09K $1.28B
WBIL
Absolute Shs Tr Wbi Bullbear Q

ETFs
37.6K
New
$28.25 - $32.53 $1.06M - $1.22M
37.6K $1.22B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
50.2K
New
$17.76 - $22.1 $892K - $1.11M
50.2K $1.11B
PFIX
Simplify ETF Simplify Int Rate

ETFs
20.9K
New
$45.32 - $62.42 $946K - $1.3M
20.9K $1.1B
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
12.9K
New
$60.61 - $87.72 $780K - $1.13M
12.9K $1.09B
WBIG
Absolute Shs Tr Wbi Bullbear Y

ETFs
49K
New
$20.23 - $22.95 $991K - $1.12M
49K $1.07B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.7K
New
$87.84 - $1441.89 $1.03M - $16.9M
11.7K $1.05B
BTAL
Agf Invts Tr Agfiq Us Mkt Neut

ETFs
57.9K
New
$17.61 - $21.46 $1.02M - $1.24M
57.9K $1.02B
CGDV
Capital Group Divid Value ETF

ETFs
24.9K
New
$31.93 - $39.49 $796K - $984K
24.9K $984M
WBIF
Absolute Shs Tr Wbi Bullbear V

ETFs
32.4K
New
$25.41 - $29.04 $824K - $941K
32.4K $933M
SCHR
Schwab Intermediate Term Us Tr

ETFs
34.5K
New
$24.54 - $25.07 $847K - $865K
34.5K $864M
VXF
Vanguard Extended Market ETF

ETFs
4.26K
New
$150.43 - $192.71 $641K - $821K
4.26K $821M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.6K
New
$51.16 - $62.02 $647K - $784K
12.6K $784M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
13.5K
New
$45.11 - $52.34 $611K - $709K
13.5K $709M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
50.9K
New
$12.21 - $13.9 $622K - $708K
50.9K $664M
WBIY
Absolute Shs Tr Wbi Pwr Factor

ETFs
21.5K
New
$25.72 - $30.26 $553K - $651K
21.5K $629M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.45K
New
$320.42 - $424.58 $464K - $615K
1.45K $615M
SHV
Ishares Tr

ETFs
5.48K
New
$110.06 - $110.46 $603K - $605K
5.48K $605M
Zacks Trust
16.2K
New
N/A
16.2K $549M
Capital Grp Fixed Incm ETF T
22.2K
New
N/A
22.2K $548M
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.03K
New
$108.12 - $135.04 $435K - $544K
4.03K $543M
BALT
Innovator Etfs Tr
16.2K
New
$30.33 - $32.1 $493K - $521K
16.2K $521M
Vanguard Malvern Fds
6.69K
New
N/A
6.69K $519M
IEF
Ishares Barclays

ETFs
5.2K
New
$93.15 - $96.56 $484K - $502K
5.2K $498M
IEFA
Ishares Tr

ETFs
5.85K
New
$67.83 - $84.09 $397K - $492K
5.85K $488M
Fidelity Covington Trust
12.3K
New
N/A
12.3K $455M
AVEM
American Centy ETF Tr Avantis

ETFs
6.57K
New
$53.08 - $68.54 $349K - $450K
6.57K $450M
TT
Trane Technologies PLC

Industrials
1K
New
$315.21 - $437.41 $316K - $439K
1K $439M
MCK
Mckesson Corp

Healthcare
582
New
$652.83 - $732.78 $380K - $426K
582 $427M
IWP
Ishares Russell Mid Cap Growth

ETFs
3.02K
New
$104.34 - $138.68 $315K - $419K
3.02K $419M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.29K
New
$39.89 - $49.46 $331K - $410K
8.29K $410M
Innovator Etfs Trust
12.5K
New
N/A
12.5K $408M
SEIC
Sei Investments CO

Financial Services
4.37K
New
$66.45 - $89.86 $291K - $393K
4.37K $393M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.6K
New
$22.92 - $28.05 $311K - $381K
13.6K $381M
IYW
Ishares Dj Us Tech ETF

ETFs
2.2K
New
$122.57 - $173.27 $269K - $381K
2.2K $381M
Capital Group International
12.7K
New
N/A
12.7K $368M
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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