Advyzon Investment Management, LLC Portfolio Holdings

Advyzon Investment Management, LLC

  • $452 Billion
  • Q2 2025

Advyzon Investment Management, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $452 Billion distributed in 433 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $27.6B, Vanguard Bd Index Fd Inc Total with a value of $13.7B, Spdr Ser Tr Fds Spdr Portfolio with a value of $13.1B, Ea Ser Tr Strive 1000 Growth E with a value of $12.7B, and Ea Ser Tr Strive 1000 Value Et with a value of $12.7B.

Examining the 13F form we can see an increase of $169B in the current position value, from $283B to 452B.

Advyzon Investment Management, LLC is based out at Lisle, IL

Below you can find more details about Advyzon Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $452 Billion
ETFs: $251 Billion
Technology: $38.4 Billion
Financial Services: $16.2 Billion
Communication Services: $15.4 Billion
Consumer Cyclical: $14.9 Billion
Consumer Defensive: $13.6 Billion
Healthcare: $12 Billion
Industrials: $8.9 Billion
Other: $7.19 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.49B
$1.05 Billion 0.23% of portfolio
11,688
Q2 2025 New
$6.17B
$341 Million 0.08% of portfolio
1,806
Q2 2025 Added 20.32%
$6.58B
$373 Million 0.08% of portfolio
7,068
Q2 2025 Added 0.5%
$5.05B
$264 Million 0.06% of portfolio
8,577
Q2 2025 New
$4.29B
$282 Million 0.06% of portfolio
5,792
Q2 2025 New
$3.23B
$267 Million 0.06% of portfolio
1,455
Q2 2025 New
$3.98B
$206 Million 0.05% of portfolio
9,544
Q2 2025 New
$4.98B
$243 Million 0.05% of portfolio
18,973
Q2 2025 Added 7.69%
$4.05B
$173 Million 0.04% of portfolio
10,778
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 433
  • Current Value $452 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 117 stocks
  • Additional Purchases 200 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 63 stocks
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