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
IEMG
Ishares Inc

ETFs
6.14K
New
N/A
6.14K $368M
CYBR
Cyber Ark Software Ltd.

Technology
893
New
$305.98 - $406.88 $273K - $363K
893 $363M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
12.4K
New
$28.18 - $29.22 $350K - $363K
12.4K $363M
New York Life Invts Active E
13.8K
New
N/A
13.8K $361M
JPIE
J P Morgan Exchange Traded Fd
7.78K
New
$45.12 - $46.32 $351K - $361K
7.78K $361M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.14K
New
$49.57 - $50.27 $354K - $359K
7.14K $359M
FOXA
Fox Corp

Communication Services
6.33K
New
$47.21 - $57.04 $299K - $361K
6.33K $355M
EFG
Msci Eafe Growth ETF

ETFs
3.1K
New
$89.8 - $112.0 $278K - $347K
3.1K $347M
FDVV
Fidelity High Dividend ETF

ETFs
6.61K
New
$43.6 - $52.02 $288K - $344K
6.61K $344M
EVRG
Evergy, Inc.

Utilities
4.71K
New
$64.06 - $69.64 $301K - $328K
4.71K $324M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.82K
New
$29.12 - $35.84 $257K - $316K
8.82K $316M
CWB
Spdr Bloomberg Convertible Sec

ETFs
3.74K
New
$71.86 - $82.66 $269K - $309K
3.74K $309M
FTNT
Fortinet, Inc.

Technology
2.91K
New
$84.71 - $108.69 $247K - $317K
2.91K $308M
CVNA
Carvana Co.

Consumer Cyclical
892
New
$162.57 - $345.64 $145K - $308K
892 $301M
Vanguard Mun Bd Fds
3.86K
New
N/A
3.86K $292M
CRSP
Crispr Therapeutics Ag

Healthcare
5.79K
New
$31.27 - $48.64 $181K - $282K
5.79K $282M
Dimensional ETF Trust
4.01K
New
N/A
4.01K $268M
LEU
Centrus Energy Corp

Energy
1.46K
New
$54.43 - $208.81 $79.2K - $304K
1.46K $267M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.71K
New
$45.2 - $46.6 $258K - $266K
5.71K $264M
BXSL
Blackstone Secured Lending Fund

Financial Services
8.58K
New
$26.88 - $32.74 $231K - $281K
8.58K $264M
Easterly Govt Pptys Inc
11.8K
New
N/A
11.8K $261M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
5.34K
New
$35.38 - $48.3 $189K - $258K
5.34K $258M
T Rowe Price ETF Inc
7.28K
New
N/A
7.28K $257M
ABC
Amerisourcebergen Corp

Healthcare
853
New
N/A
853 $256M
GS
Goldman Sachs Group Inc

Financial Services
360
New
$462.22 - $707.75 $166K - $255K
360 $255M
AJG
Arthur J. Gallagher & Co.

Financial Services
788
New
$310.86 - $348.77 $245K - $275K
788 $252M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.21K
New
$47.09 - $48.01 $245K - $250K
5.21K $250M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.88K
New
$52.31 - $63.72 $203K - $247K
3.88K $247M
Arista Networks Inc
2.39K
New
N/A
2.39K $245M
DMAR
First Tr Ex Tr Viii Cboe Vest
6.07K
New
$35.55 - $39.57 $216K - $240K
6.07K $240M
First Tr Exchng Traded Fd Vi
6.39K
New
N/A
6.39K $234M
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
21.8K
New
$9.74 - $10.75 $212K - $234K
21.8K $234M
NVS
Novartis Ag

Healthcare
1.89K
New
$101.96 - $121.01 $192K - $228K
1.89K $228M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.21K
New
$56.88 - $70.77 $182K - $227K
3.21K $227M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.7K
New
$82.21 - $83.12 $222K - $225K
2.7K $224M
CGXU
Capital Group Intl Focus Equit

ETFs
8.2K
New
$21.44 - $27.35 $176K - $224K
8.2K $222M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
709
New
$177.93 - $313.14 $126K - $222K
709 $222M
DBA
Invesco Db Agriculture Fund

ETFs
8.42K
New
$25.27 - $27.68 $213K - $233K
8.42K $220M
HERO
Global X Fds Video Games & Esp

ETFs
6.63K
New
$23.12 - $32.73 $153K - $217K
6.63K $217M
STX
Seagate Technology Holdings PLC

Technology
1.5K
New
$66.54 - $144.33 $99.7K - $216K
1.5K $216M
ZTS
Zoetis Inc.

Healthcare
1.38K
New
$144.41 - $170.3 $199K - $235K
1.38K $215M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.5K
New
$20.42 - $25.3 $173K - $215K
8.5K $215M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.11K
New
$97.29 - $105.63 $205K - $223K
2.11K $214M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.02K
New
$160.22 - $209.35 $163K - $213K
1.02K $213M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.23K
New
$30.53 - $40.65 $160K - $213K
5.23K $213M
OEF
Ishares S&P 100 ETF

ETFs
696
New
N/A
696 $212M
PLD
Prologis, Inc.

Real Estate
2.01K
New
$89.76 - $112.34 $180K - $225K
2.01K $211M
CAH
Cardinal Health Inc

Healthcare
1.25K
New
$125.0 - $168.0 $156K - $210K
1.25K $210M
AMAT
Applied Materials Inc

Technology
1.14K
New
$126.95 - $183.52 $144K - $208K
1.14K $208M
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
Track This Portfolio

Track Advyzon Investment Management, LLC Portfolio

Follow Advyzon Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Advyzon Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Advyzon Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email