Advyzon Investment Management, LLC Reduced Holdings in Q2 2025

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-4.1K
- 27.13%
$498.8 - $620.9 $2.05M - $2.55M
11K $6.84B
VTV
Vanguard Value ETF

ETFs
-7.13K
- 18.4%
$153.67 - $176.74 $1.1M - $1.26M
31.6K $5.59B
XLF
Financial Sector Spdr

ETFs
-12.2K
- 41.06%
$43.92 - $52.37 $536K - $639K
17.5K $917M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6K
- 9.17%
$48.13 - $49.85 $289K - $299K
59.5K $2.92B
Fidelity Wise Origin Bitcoin
-5.8K
- 50.84%
N/A
5.6K $527M
Vaneck Bitcoin ETF
-17.9K
- 50.82%
N/A
17.3K $527M
VGIT
Vanguard Intermediate Term Tre

ETFs
-3.32K
- 8.4%
$58.63 - $59.9 $195K - $199K
36.2K $2.17B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.01K
- 8.0%
$59.8 - $60.07 $180K - $181K
34.6K $2.07B
HYD
Vaneck High Yield Muni ETF

ETFs
-2.68K
- 10.17%
$49.08 - $51.35 $132K - $138K
23.7K $1.19B
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.64K
- 7.6%
$50.28 - $50.47 $133K - $133K
32.1K $1.61B
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-3.3K
- 42.19%
$39.59 - $44.69 $131K - $148K
4.53K $202M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-613
- 41.22%
$201.28 - $266.34 $123K - $163K
874 $233M
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.55K
- 11.98%
$37.54 - $38.74 $95.9K - $98.9K
18.8K $718M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-7.6K
- 27.81%
$10.49 - $12.99 $79.7K - $98.7K
19.7K $251M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.74K
- 10.98%
$48.46 - $50.2 $84.5K - $87.5K
14.1K $701M
First Tr Exchng Traded Fd Vi
-3.17K
- 23.79%
N/A
10.1K $372M
GLDM
World Gold Trust

ETFs
-2.2K
- 10.6%
$58.96 - $67.97 $129K - $149K
18.5K $1.21B
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-1.13K
- 10.6%
$45.9 - $48.26 $52K - $54.7K
9.56K $446M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.32K
- 11.96%
$49.18 - $50.17 $65K - $66.3K
9.72K $488M
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
-12.1K
- 20.31%
N/A
47.3K $134M
PGR
Progressive Corp

Financial Services
-52
- 2.89%
$255.27 - $288.74 $13.3K - $15K
1.75K $466M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-1.97K
- 13.02%
$20.01 - $20.15 $39.5K - $39.8K
13.2K $265M
TMUS
T Mobile Us, Inc.

Communication Services
-33
- 3.26%
$220.99 - $268.54 $7.29K - $8.86K
980 $234M
EMTL
Spdr Doubleline Emerging Marke

ETFs
-732
- 9.38%
$41.99 - $43.17 $30.7K - $31.6K
7.07K $305M
Bitwise Bitcoin ETF Tr
-1.94K
- 32.1%
N/A
4.1K $240M
VB
Vanguard Small Cap ETF

ETFs
-320
- 10.75%
$193.73 - $237.37 $62K - $76K
2.66K $630M
PFF
Ishares Trust Ishares Pfd And

ETFs
-894
- 6.93%
$29.0 - $30.68 $25.9K - $27.4K
12K $369M
NOW
Service Now, Inc.

Technology
-159
- 26.72%
$721.65 - $1040.18 $115K - $165K
436 $449M
MTCH
Match Group, Inc.

Communication Services
-536
- 5.7%
$27.03 - $31.93 $14.5K - $17.1K
8.86K $274M
SRLN
Ssga Active Trust

ETFs
-492
- 6.34%
$39.47 - $41.59 $19.4K - $20.5K
7.27K $302M
ICE
Intercontinental Exchange, Inc.

Financial Services
-256
- 8.51%
$151.62 - $183.47 $38.8K - $47K
2.75K $505M
RSG
Republic Services, Inc.

Industrials
-75
- 6.67%
$227.2 - $258.07 $17K - $19.4K
1.05K $259M
RACE
Ferrari N.V.

Consumer Cyclical
-94
- 16.88%
$397.86 - $499.02 $37.4K - $46.9K
463 $227M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
-611
- 5.15%
$20.29 - $21.52 $12.4K - $13.1K
11.3K $242M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-504
- 9.83%
$38.3 - $44.42 $19.3K - $22.4K
4.62K $205M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-100
- 0.77%
$77.74 - $78.78 $7.77K - $7.88K
12.9K $1.01B
STXD
Ea Ser Tr Strive 1000 Divid Gr
-924
- 7.06%
N/A
12.2K $423M
STRV
Ea Ser Tr Strive 500 ETF
-2.82K
- 9.76%
N/A
26.1K $1.04B
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-323
- 6.62%
$49.55 - $60.46 $16K - $19.5K
4.56K $272M
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-257
- 3.82%
$36.35 - $41.07 $9.34K - $10.6K
6.48K $266M
ISRG
Intuitive Surgical Inc

Healthcare
-71
- 6.26%
$451.58 - $565.94 $32.1K - $40.2K
1.06K $577M
DFIV
Dimensional ETF Tr

ETFs
-189
- 2.24%
$34.67 - $43.21 $6.55K - $8.17K
8.25K $353M
VUG
Vanguard Growth ETF

ETFs
-30
- 5.69%
$329.49 - $438.4 $9.88K - $13.2K
497 $218M
PINS
Pinterest, Inc.

Communication Services
-226
- 3.42%
$24.21 - $35.95 $5.47K - $8.12K
6.38K $229M
Listed Fds Tr
-1.13K
- 12.5%
N/A
7.92K $439M
Global X Fds
-44
- 0.28%
N/A
15.9K $359M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-56
- 0.89%
$30.25 - $38.85 $1.69K - $2.18K
6.2K $241M
ADI
Analog Devices Inc

Technology
-92
- 5.76%
$164.6 - $238.02 $15.1K - $21.9K
1.51K $358M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-229
- 2.19%
N/A
10.2K $958M
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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