Advyzon Investment Management

Latest statistics and disclosures from Advyzon Investment Management's latest quarterly 13F-HR filing:

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Positions held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Advyzon Investment Management

Advyzon Investment Management holds 477 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 5.4 $32M +5% 96k 328.17
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.7 $16M +13% 212k 74.37
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $15M +5% 342k 42.79
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Ea Series Trust Strive 1000 Grwt (STXG) 2.4 $14M 281k 49.92
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Ea Series Trust Strive 1000 Valu (STXV) 2.3 $14M 417k 32.35
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Vanguard Index Fds Mid Cap Etf (VO) 2.0 $12M +8% 40k 293.74
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Graniteshares Gold Tr Shs Ben Int (BAR) 1.9 $11M -9% 292k 38.06
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Microsoft Corporation (MSFT) 1.9 $11M +11% 21k 517.93
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NVIDIA Corporation (NVDA) 1.7 $10M +9% 54k 186.58
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.7 $9.9M +12% 211k 46.81
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Vaneck Etf Trust Semiconductr Etf (SMH) 1.3 $7.4M +131% 23k 326.36
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Apple (AAPL) 1.2 $6.9M +32% 27k 254.63
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Meta Platforms Cl A (META) 1.2 $6.8M +39% 9.3k 734.38
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Select Sector Spdr Tr Technology (XLK) 1.2 $6.8M +273% 24k 281.86
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Ea Series Trust Strive Enhanced (BUXX) 1.1 $6.6M +3% 328k 20.28
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $6.6M -11% 9.8k 669.30
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Broadcom (AVGO) 1.1 $6.4M +32% 20k 329.90
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Ishares Gold Tr Ishares New (IAU) 1.1 $6.3M +340% 87k 72.77
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Amazon (AMZN) 1.0 $6.0M +28% 27k 219.57
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $5.8M +30% 9.5k 612.39
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $5.6M -5% 86k 65.00
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Vanguard Index Fds Value Etf (VTV) 0.9 $5.5M -6% 30k 186.49
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Spdr Gold Tr Gold Shs (GLD) 0.8 $4.9M -29% 14k 355.47
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Proshares Tr Ultrapro Qqq (TQQQ) 0.8 $4.7M +145% 46k 103.40
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.8 $4.7M NEW 49k 96.68
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.8 $4.7M NEW 30k 155.45
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $4.5M +81% 76k 59.92
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Ishares Tr National Mun Etf (MUB) 0.8 $4.4M +18% 41k 106.49
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.7 $4.3M +15% 145k 29.73
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $4.3M -49% 7.1k 600.43
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Alphabet Cap Stk Cl C (GOOG) 0.7 $4.1M +37% 17k 243.54
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) 0.7 $4.1M 92k 44.20
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Select Sector Spdr Tr Energy (XLE) 0.7 $3.9M +85% 44k 89.34
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Wal-Mart Stores (WMT) 0.7 $3.9M -26% 38k 103.06
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Ea Series Trust Strive Mid Cap (STXM) 0.7 $3.8M 135k 28.24
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.6 $3.8M +110% 48k 78.90
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.7M +27% 7.4k 502.74
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Vanguard Mun Bd Fds Core Tax Exempt (VCRM) 0.6 $3.5M 47k 75.25
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.6 $3.4M 44k 78.34
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $3.2M +15% 118k 26.95
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Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.5 $3.1M 114k 27.29
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $3.1M +3% 62k 50.07
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Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.5 $3.0M -26% 60k 49.84
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Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.5 $3.0M +196% 62k 48.17
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.9M +84% 24k 118.83
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.5 $2.8M +14% 89k 31.84
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JPMorgan Chase & Co. (JPM) 0.5 $2.7M +26% 8.5k 315.42
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Wisdomtree Tr Blmbg Us Bull (USDU) 0.4 $2.6M -13% 99k 26.39
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Listed Fds Tr Roundhill Magnif (MAGS) 0.4 $2.5M +385% 39k 64.86
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $2.5M +61% 78k 31.91
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Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M +49% 9.9k 243.10
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Netflix (NFLX) 0.4 $2.4M -6% 2.0k 1198.92
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Oracle Corporation (ORCL) 0.4 $2.3M +19% 8.2k 281.24
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Tesla Motors (TSLA) 0.4 $2.3M +2% 5.1k 444.71
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.4 $2.2M -13% 19k 121.06
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Ishares Tr Core Msci Total (IXUS) 0.4 $2.2M +16% 27k 82.58
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.2M 23k 93.37
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.1M +159% 33k 65.26
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $2.1M -2% 35k 60.03
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Zacks Trust Earngs Constant (ZECP) 0.4 $2.1M +35% 62k 33.62
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $2.0M +11% 15k 139.17
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Johnson & Johnson (JNJ) 0.3 $2.0M +45% 11k 185.41
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Ishares Tr Iboxx Hi Yd Etf (HYG) 0.3 $2.0M +21% 25k 81.19
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Visa Com Cl A (V) 0.3 $2.0M +13% 5.8k 341.40
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $2.0M +44% 39k 51.09
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.0M +5% 9.4k 208.71
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Ea Series Trust Strive Sml Cap (STXK) 0.3 $1.8M +2% 54k 33.12
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O'reilly Automotive (ORLY) 0.3 $1.8M +40% 16k 107.81
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Spdr Series Trust Portfoli S&p1500 (SPTM) 0.3 $1.8M +51% 22k 80.65
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $1.7M +3% 22k 78.37
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.3 $1.7M -46% 40k 43.10
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Spdr Series Trust Aerospace Def (XAR) 0.3 $1.7M +21% 7.4k 234.96
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Home Depot (HD) 0.3 $1.7M +45% 4.3k 405.24
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.3 $1.7M +130% 31k 55.33
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Procter & Gamble Company (PG) 0.3 $1.7M +13% 11k 153.65
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $1.7M +241% 22k 75.11
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McDonald's Corporation (MCD) 0.3 $1.7M -17% 5.5k 303.91
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $1.7M -20% 28k 59.91
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Philip Morris International (PM) 0.3 $1.7M +72% 10k 162.20
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Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $1.6M +100% 18k 91.75
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Spdr Series Trust Portfolio Ln Cor (SPLB) 0.3 $1.6M +33% 70k 23.12
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Exxon Mobil Corporation (XOM) 0.3 $1.6M +28% 14k 112.75
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TJX Companies (TJX) 0.3 $1.6M -16% 11k 144.54
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Nextera Energy (NEE) 0.3 $1.6M +463% 21k 75.49
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Lam Research Corp Com New (LRCX) 0.3 $1.6M -58% 12k 133.90
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $1.5M +5% 38k 40.57
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Ishares Ethereum Tr SHS (ETHA) 0.3 $1.5M NEW 49k 31.51
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Cisco Systems (CSCO) 0.3 $1.5M +158% 22k 68.42
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.3 $1.5M +121% 113k 13.43
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Ea Series Trust Strive Total Ret (STXT) 0.3 $1.5M +19% 75k 20.28
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $1.5M -6% 30k 50.27
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $1.5M +16% 5.3k 279.32
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Ishares Tr Usd Inv Grde Etf (USIG) 0.3 $1.5M +41% 28k 52.22
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $1.4M +23% 62k 23.28
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Ishares Tr Core Total Usd (IUSB) 0.2 $1.4M +57% 30k 46.71
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Vanguard World Inf Tech Etf (VGT) 0.2 $1.4M +65% 1.9k 746.63
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.4M +145% 12k 120.72
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.4M +61% 14k 100.25
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $1.3M +45% 58k 23.12
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $1.3M +27% 32k 42.03
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $1.3M 34k 39.54
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Abbvie (ABBV) 0.2 $1.3M +37% 5.7k 231.55
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Bank of America Corporation (BAC) 0.2 $1.3M +42% 25k 51.59
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Netease Sponsored Ads (NTES) 0.2 $1.3M -35% 8.4k 151.98
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.3M -10% 17k 76.45
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Select Sector Spdr Tr Communication (XLC) 0.2 $1.3M +18% 11k 118.37
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Southern Company (SO) 0.2 $1.3M -56% 13k 94.77
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Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL) 0.2 $1.2M -3% 36k 34.34
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.2 $1.2M +22% 13k 99.11
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $1.2M +117% 21k 59.20
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $1.2M +19% 14k 89.37
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Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $1.2M 24k 50.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.2M NEW 1.8k 666.18
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Wells Fargo & Company (WFC) 0.2 $1.2M +35% 14k 83.82
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Eli Lilly & Co. (LLY) 0.2 $1.2M -23% 1.6k 763.05
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Palo Alto Networks (PANW) 0.2 $1.2M +189% 5.8k 203.62
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Chevron Corporation (CVX) 0.2 $1.2M +61% 7.6k 155.29
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Mastercard Incorporated Cl A (MA) 0.2 $1.1M -6% 2.0k 568.68
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Select Sector Spdr Tr Financial (XLF) 0.2 $1.1M +15% 20k 53.87
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Ge Aerospace Com New (GE) 0.2 $1.1M +79% 3.6k 300.83
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.1M +6% 14k 78.91
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Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $1.0M -12% 4.1k 256.48
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Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG) 0.2 $1.0M -8% 45k 23.12
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Ishares Tr Eafe Value Etf (EFV) 0.2 $1.0M +52% 15k 67.83
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Merck & Co (MRK) 0.2 $1.0M +33% 12k 83.93
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Verizon Communications (VZ) 0.2 $1.0M +108% 23k 43.95
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Ishares Tr S&p 100 Etf (OEF) 0.2 $1.0M +333% 3.0k 332.87
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $999k +51% 5.1k 194.51
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Boeing Company (BA) 0.2 $997k +25% 4.6k 215.83
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Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $993k +24% 28k 35.43
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Raytheon Technologies Corp (RTX) 0.2 $984k +117% 5.9k 167.32
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UnitedHealth (UNH) 0.2 $983k -22% 2.8k 345.27
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $975k NEW 3.6k 273.65
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Insulet Corporation (PODD) 0.2 $974k +55% 3.2k 308.73
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Absolute Shs Tr Wbi Bbr Val 3000 (WBIF) 0.2 $958k -4% 31k 31.09
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $957k -41% 11k 87.21
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Amphenol Corp Cl A (APH) 0.2 $946k +26% 7.6k 123.74
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $927k +8% 3.9k 239.66
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Palantir Technologies Cl A (PLTR) 0.2 $924k +9% 5.1k 182.42
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $893k 4.3k 209.35
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $890k +161% 23k 38.57
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.1 $853k 34k 25.13
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Charles Schwab Corporation (SCHW) 0.1 $838k +141% 8.8k 95.47
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Zacks Trust Small/mid Cap (SMIZ) 0.1 $833k +37% 22k 37.35
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First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.1 $832k +2% 49k 16.87
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Texas Instruments Incorporated (TXN) 0.1 $826k +46% 4.5k 183.72
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International Business Machines (IBM) 0.1 $825k +98% 2.9k 282.16
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $812k NEW 15k 53.24
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Ea Series Trust Strive 500 Etf (STRV) 0.1 $809k -28% 19k 43.20
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $805k +111% 25k 31.62
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Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $783k +131% 8.7k 90.50
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $775k +74% 1.6k 490.38
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Pfizer (PFE) 0.1 $758k +59% 30k 25.48
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Ishares Core Msci Emkt (IEMG) 0.1 $758k +87% 12k 65.92
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.1 $752k +2% 19k 38.97
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.1 $747k +7% 7.1k 104.51
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $745k +5% 16k 46.93
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Starbucks Corporation (SBUX) 0.1 $737k +44% 8.7k 84.60
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Cyberark Software SHS (CYBR) 0.1 $733k +69% 1.5k 483.15
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Morgan Stanley Com New (MS) 0.1 $730k +21% 4.6k 158.96
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.1 $730k +2% 15k 50.47
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Pepsi (PEP) 0.1 $729k +11% 5.2k 140.43
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Altria (MO) 0.1 $720k +70% 11k 66.06
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $707k -8% 8.2k 86.30
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First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB) 0.1 $707k -13% 15k 46.54
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $705k -9% 12k 56.86
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Ishares Tr 20+ Year Tr Bd (TLTW) 0.1 $698k +2% 30k 23.38
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $697k +36% 8.0k 87.31
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Progressive Corporation (PGR) 0.1 $695k +61% 2.8k 246.99
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $694k +120% 3.4k 206.52
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $690k +17% 4.7k 145.66
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Intel Corporation (INTC) 0.1 $688k +23% 21k 33.55
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United Rentals (URI) 0.1 $684k +72% 716.00 955.06
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $682k +66% 12k 58.85
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Advanced Micro Devices (AMD) 0.1 $682k +10% 4.2k 161.80
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Monster Beverage Corp (MNST) 0.1 $681k +9% 10k 67.31
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $676k 2.7k 254.30
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Profesionally Managed Portfo Congress Lrg Cap (CAML) 0.1 $675k +2% 17k 38.79
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Garmin SHS (GRMN) 0.1 $666k +7% 2.7k 246.23
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Qualcomm (QCOM) 0.1 $660k +50% 4.0k 166.34
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Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $656k 5.9k 111.56
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Lowe's Companies (LOW) 0.1 $654k +90% 2.6k 251.35
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Select Sector Spdr Tr Indl (XLI) 0.1 $651k +15% 4.2k 154.24
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Howmet Aerospace (HWM) 0.1 $644k +3% 3.3k 196.23
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $633k NEW 5.6k 112.13
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $631k +22% 13k 49.46
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Absolute Shs Tr Wbi Pwr Fctr Etf (WBIY) 0.1 $622k -6% 20k 30.84
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Union Pacific Corporation (UNP) 0.1 $619k +14% 2.6k 236.34
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $615k +32% 2.5k 246.59
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Air Products & Chemicals (APD) 0.1 $609k +117% 2.2k 272.73
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Blackrock (BLK) 0.1 $593k NEW 509.00 1164.97
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Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $590k +10% 18k 32.82
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Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $585k +87% 3.9k 148.61
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $585k +3% 28k 20.93
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $584k +76% 5.8k 100.71
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Intuitive Surgical Com New (ISRG) 0.1 $583k +22% 1.3k 447.11
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $581k +60% 12k 50.63
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $580k +8% 7.3k 79.93
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Costco Wholesale Corporation (COST) 0.1 $578k -19% 624.00 925.63
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $577k NEW 5.4k 106.78
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Kla Corp Com New (KLAC) 0.1 $571k +135% 529.00 1079.29
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Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $570k 23k 25.29
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $566k +12% 5.9k 96.46
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Medtronic SHS (MDT) 0.1 $559k +22% 5.9k 95.25
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Ishares Tr Broad Usd High (USHY) 0.1 $557k +8% 15k 37.78
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $555k -14% 13k 43.30
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Lockheed Martin Corporation (LMT) 0.1 $552k +4% 1.1k 499.39
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Vaneck Bitcoin Etf Sh Ben Int (HODL) 0.1 $550k 17k 32.37
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Uber Technologies (UBER) 0.1 $547k +42% 5.6k 97.97
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Marsh & McLennan Companies (MMC) 0.1 $546k +8% 2.7k 201.52
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $546k -2% 5.5k 99.81
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Ark 21shares Bitcoin Etf Shs Ben Int (ARKB) 0.1 $546k -2% 14k 38.02
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Coca-Cola Company (KO) 0.1 $534k -32% 8.1k 66.32
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Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $532k 7.2k 73.73
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Abbott Laboratories (ABT) 0.1 $531k -16% 4.0k 133.93
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $530k 6.8k 78.41
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Vanguard Index Fds Growth Etf (VUG) 0.1 $526k +120% 1.1k 479.35
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Qxo Com New (QXO) 0.1 $513k 27k 19.06
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Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $513k NEW 20k 25.61
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InterDigital (IDCC) 0.1 $509k NEW 1.5k 345.29
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Servicenow (NOW) 0.1 $505k +25% 548.00 920.84
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Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $500k 9.9k 50.57
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Fastenal Company (FAST) 0.1 $493k +109% 10k 49.04
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Northrop Grumman Corporation (NOC) 0.1 $486k NEW 797.00 609.54
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $485k +123% 4.7k 103.00
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Global X Fds Globx Supdv Us (DIV) 0.1 $484k +7% 27k 17.69
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Ea Series Trust Strive 1000 Div (STXD) 0.1 $481k +8% 13k 36.53
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Comcast Corp Cl A (CMCSA) 0.1 $479k +66% 15k 31.42
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Innovator Etfs Trust Innovator Us Eq (EALT) 0.1 $476k +10% 14k 34.55
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Easterly Govt Pptys Com Shs (DEA) 0.1 $471k +74% 21k 22.93
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Bristol Myers Squibb (BMY) 0.1 $469k +36% 10k 45.10
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Blackstone Group Inc Com Cl A (BX) 0.1 $466k +14% 2.7k 170.82
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Dimensional Etf Trust Short Duration F (DFSD) 0.1 $465k +85% 9.7k 48.19
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First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $465k +2% 9.8k 47.51
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Allegion Ord Shs (ALLE) 0.1 $463k NEW 2.6k 177.36
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $463k +74% 6.8k 68.46
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Intercontinental Exchange (ICE) 0.1 $462k 2.7k 168.50
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Fidelity Covington Trust Enhanced Large (FELG) 0.1 $460k -8% 11k 41.12
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SEI Investments Company (SEIC) 0.1 $458k +23% 5.4k 84.86
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Citigroup Com New (C) 0.1 $447k +32% 4.4k 101.49
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $438k +105% 12k 37.86
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Automatic Data Processing (ADP) 0.1 $436k 1.5k 293.48
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Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $434k +13% 9.4k 46.12
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American Tower Reit (AMT) 0.1 $432k +2% 2.2k 192.31
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Fox Corp Cl A Com (FOXA) 0.1 $432k +8% 6.9k 63.06
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $431k NEW 789.00 546.75
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Fortinet (FTNT) 0.1 $424k +73% 5.0k 84.08
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Norfolk Southern (NSC) 0.1 $418k NEW 1.4k 300.32
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salesforce (CRM) 0.1 $417k -6% 1.8k 237.01
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Cincinnati Financial Corporation (CINF) 0.1 $411k NEW 2.6k 158.12
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Danaher Corporation (DHR) 0.1 $407k +17% 2.1k 198.27
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American Express Company (AXP) 0.1 $406k +8% 1.2k 332.26
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Snowflake Com Shs (SNOW) 0.1 $405k +18% 1.8k 225.53
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Dollar General (DG) 0.1 $403k 3.9k 103.35
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Eaton Corp SHS (ETN) 0.1 $403k -28% 1.1k 374.30
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ConocoPhillips (COP) 0.1 $403k +38% 4.3k 94.59
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Fidelity Covington Trust High Divid Etf (FDVV) 0.1 $401k +8% 7.2k 55.71
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Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $400k NEW 12k 34.16
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Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 0.1 $397k NEW 7.2k 55.21
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Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP) 0.1 $394k NEW 13k 30.76
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Arista Networks Com Shs (ANET) 0.1 $392k +12% 2.7k 145.71
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Capital Group International SHS (CGIC) 0.1 $391k 13k 30.81
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Expeditors International of Washington (EXPD) 0.1 $388k +2% 3.2k 122.59
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.1 $386k 10k 38.08
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Evergy (EVRG) 0.1 $385k +7% 5.1k 76.02
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Archer Daniels Midland Company (ADM) 0.1 $384k 6.4k 59.74
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Vertiv Holdings Com Cl A (VRT) 0.1 $382k 2.5k 150.86
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Crispr Therapeutics Namen Akt (CRSP) 0.1 $380k 5.9k 64.81
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $380k -15% 7.0k 54.18
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Global X Fds Superdividend (SDIV) 0.1 $377k 16k 23.98
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $377k -23% 3.4k 111.48
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At&t (T) 0.1 $377k +37% 13k 28.24
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $376k +40% 8.0k 46.96
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Micron Technology (MU) 0.1 $373k NEW 2.2k 167.32
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Chubb (CB) 0.1 $372k +13% 1.3k 282.28
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Carvana Cl A (CVNA) 0.1 $372k +10% 986.00 377.24
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Spdr Series Trust Portfolio Crport (SPBO) 0.1 $372k 13k 29.63
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Ishares Tr Intl Sel Div Etf (IDV) 0.1 $371k 10k 36.55
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Global X Fds Data Ctr & Digit (DTCR) 0.1 $369k +2% 18k 20.48
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $366k 7.9k 46.41
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New York Life Invts Active E Nyli Mackay Secu (SECR) 0.1 $366k 14k 26.18
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Capital One Financial (COF) 0.1 $366k NEW 1.7k 212.57
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General Dynamics Corporation (GD) 0.1 $365k +17% 1.1k 341.01
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Global X Fds S&p 500 Covered (XYLD) 0.1 $364k -13% 9.3k 39.26
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Walt Disney Company (DIS) 0.1 $360k 3.1k 114.51
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Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $360k 5.2k 69.37
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Equinix (EQIX) 0.1 $357k NEW 455.00 783.65
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Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $356k +10% 11k 33.89
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Ishares Em Mkts Div Etf (DVYE) 0.1 $355k 12k 29.69
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Kroger (KR) 0.1 $353k 5.2k 67.41
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Packaging Corporation of America (PKG) 0.1 $353k 1.6k 217.94
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Global X Fds Superdvdnd Reit (SRET) 0.1 $353k +3% 16k 21.64
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $352k 1.5k 236.04
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Allstate Corporation (ALL) 0.1 $350k 1.6k 214.59
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Ssga Active Tr Spdr Dbleln Emrg (EMTL) 0.1 $349k +12% 8.0k 43.91
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T Rowe Price Etf Cap Appreciation (TCAF) 0.1 $348k +26% 9.2k 37.70
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $348k -19% 1.8k 195.81
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Vaneck Etf Trust Mortgage Reit (MORT) 0.1 $346k -5% 32k 10.77
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Analog Devices (ADI) 0.1 $344k -7% 1.4k 245.70
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W.W. Grainger (GWW) 0.1 $342k +2% 359.00 953.36
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Amgen (AMGN) 0.1 $340k NEW 1.2k 282.15
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $338k +42% 12k 27.90
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $338k +11% 8.1k 41.58
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Cummins (CMI) 0.1 $337k +5% 799.00 422.12
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $335k -16% 11k 29.64
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Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.1 $333k +2% 4.8k 69.01
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Ishares Tr Mortge Rel Etf (REM) 0.1 $322k 15k 21.97
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Gilead Sciences (GILD) 0.1 $321k +38% 2.9k 111.01
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Nike CL B (NKE) 0.1 $321k +9% 4.6k 69.74
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Trane Technologies SHS (TT) 0.1 $318k -24% 754.00 421.92
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Corning Incorporated (GLW) 0.1 $317k NEW 3.9k 82.04
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $317k -10% 6.3k 50.42
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AmerisourceBergen (COR) 0.1 $315k +18% 1.0k 312.60
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Proshares Tr Pshs Ultra Qqq (QLD) 0.1 $314k NEW 2.3k 137.20
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.1 $312k +3% 11k 27.31
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Emcor (EME) 0.1 $311k NEW 479.00 649.54
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Tyson Foods Cl A (TSN) 0.1 $309k 5.7k 54.30
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First Tr Exchange Traded Nasdq Artfcial (ROBT) 0.1 $305k +8% 5.8k 52.89
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Zoetis Cl A (ZTS) 0.1 $305k +50% 2.1k 146.32
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Te Connectivity Ord Shs (TEL) 0.1 $304k NEW 1.4k 219.51
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Kimberly-Clark Corporation (KMB) 0.1 $304k +5% 2.4k 124.34
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $303k -12% 2.9k 103.36
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Ishares Tr Core Intl Aggr (IAGG) 0.1 $303k NEW 5.9k 51.23
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Ubiquiti (UI) 0.1 $302k NEW 458.00 660.17
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Royal Caribbean Cruises (RCL) 0.1 $302k +31% 932.00 323.58
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Uipath Cl A (PATH) 0.1 $302k +18% 23k 13.38
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Ge Vernova (GEV) 0.1 $301k +28% 490.00 614.90
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Colgate-Palmolive Company (CL) 0.1 $301k +11% 3.8k 79.94
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CVS Caremark Corporation (CVS) 0.1 $300k +27% 4.0k 75.38
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Vanguard Mun Bd Fds Short Tax Exempt (VSDM) 0.1 $299k 3.9k 76.69
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $296k NEW 811.00 365.50
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Everest Re Group (EG) 0.1 $294k 838.00 350.24
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) 0.1 $293k +35% 6.3k 46.70
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Goldman Sachs (GS) 0.1 $293k +2% 368.00 796.58
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.1 $293k NEW 8.9k 32.79
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Waste Management (WM) 0.1 $292k -34% 1.3k 220.79
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Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.0 $290k 2.7k 105.64
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $287k NEW 8.6k 33.37
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.0 $284k 4.0k 71.93
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Putnam Etf Trust Bdc Income Etf (PBDC) 0.0 $282k +12% 8.9k 31.78
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Wisdomtree Tr Intl Lrgcap Dv (DOL) 0.0 $281k 4.5k 62.25
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Ishares Tr International Sl (ISCF) 0.0 $281k +9% 6.8k 41.13
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Emerson Electric (EMR) 0.0 $279k -7% 2.1k 131.21
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Dbx Etf Tr Xtrackers Msci (USSG) 0.0 $275k 4.5k 61.34
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Mobileye Global Common Class A (MBLY) 0.0 $275k +17% 20k 14.12
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $275k +13% 9.3k 29.62
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Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $273k -25% 16k 17.01
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First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.0 $272k +2% 14k 20.10
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Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.0 $268k +10% 12k 21.57
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Sprott Asset Management Physical Gold An (CEF) 0.0 $267k 7.3k 36.69
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Thermo Fisher Scientific (TMO) 0.0 $263k NEW 542.00 485.03
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.0 $262k NEW 6.8k 38.41
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Peabody Energy (BTU) 0.0 $262k NEW 9.9k 26.52
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Aim Etf Products Trust Us Lrgcp B20 Oct (OCTW) 0.0 $262k NEW 6.8k 38.33
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $262k 7.3k 35.69
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Aim Etf Products Trust Us Lrgcp B20 Jan (JANW) 0.0 $261k NEW 7.2k 36.14
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Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.0 $260k NEW 7.6k 34.23
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Applied Materials (AMAT) 0.0 $260k +11% 1.3k 204.74
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First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) 0.0 $255k -9% 5.9k 43.20
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Ark Etf Tr Next Gnrtn Inter (ARKW) 0.0 $253k NEW 1.5k 174.61
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Illinois Tool Works (ITW) 0.0 $252k +5% 967.00 260.80
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Metropcs Communications (TMUS) 0.0 $251k +7% 1.0k 239.39
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Doordash Cl A (DASH) 0.0 $251k NEW 923.00 271.99
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Amentum Holdings (AMTM) 0.0 $251k NEW 11k 23.95
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Kayne Anderson MLP Investment (KYN) 0.0 $249k 20k 12.37
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First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.0 $248k 6.1k 40.77
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $246k -30% 2.2k 113.86
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Ferrari Nv Ord (RACE) 0.0 $246k +9% 506.00 485.22
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Church & Dwight (CHD) 0.0 $245k +9% 2.8k 87.63
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Broadridge Financial Solutions (BR) 0.0 $244k +10% 1.0k 238.12
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $244k -4% 3.9k 62.22
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Tractor Supply Company (TSCO) 0.0 $243k -39% 4.3k 56.88
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Stoneco Com Cl A (STNE) 0.0 $243k +19% 13k 18.91
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American Centy Etf Tr Avantis Emerging (AVXC) 0.0 $243k NEW 4.0k 59.93
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First Tr Exchange-traded A Com Shs (FAD) 0.0 $242k NEW 1.5k 160.55
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Nrg Energy Com New (NRG) 0.0 $241k NEW 1.5k 161.95
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Nuveen (NMCO) 0.0 $241k 22k 10.86
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Invesco Db Multi-sector Comm Agriculture Fd (DBA) 0.0 $239k +6% 8.9k 26.76
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American Electric Power Company (AEP) 0.0 $239k NEW 2.1k 112.50
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Blackstone Secd Lending Common Stock (BXSL) 0.0 $237k +6% 9.1k 26.07
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Cardinal Health (CAH) 0.0 $237k +20% 1.5k 156.96
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IDEXX Laboratories (IDXX) 0.0 $236k NEW 370.00 638.89
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $236k NEW 1.4k 174.58
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Republic Services (RSG) 0.0 $236k -2% 1.0k 229.57
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $236k 3.2k 73.54
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Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $235k NEW 6.5k 36.16
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $232k NEW 4.4k 53.03
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Fabrinet SHS (FN) 0.0 $232k NEW 636.00 364.62
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Nextracker Class A Com (NXT) 0.0 $232k NEW 3.1k 73.99
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Hilton Worldwide Holdings (HLT) 0.0 $231k 891.00 259.44
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Newmont Mining Corporation (NEM) 0.0 $231k NEW 2.7k 84.31
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ACADIA Pharmaceuticals (ACAD) 0.0 $231k +13% 11k 21.34
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $230k 5.2k 43.92
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Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $230k NEW 7.8k 29.62
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B2gold Corp (BTG) 0.0 $230k NEW 46k 4.95
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J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 0.0 $229k NEW 2.1k 108.44
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F5 Networks (FFIV) 0.0 $229k NEW 709.00 323.19
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Dominion Resources (D) 0.0 $229k NEW 3.7k 61.16
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Comfort Systems USA (FIX) 0.0 $229k NEW 277.00 825.18
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Global X Fds Vdeo Gam Esprt (HERO) 0.0 $228k 6.7k 33.88
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Watts Water Technologies Cl A (WTS) 0.0 $227k NEW 812.00 279.25
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Centrus Energy Corp Cl A (LEU) 0.0 $226k -49% 730.00 310.07
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Paychex (PAYX) 0.0 $226k +27% 1.8k 126.75
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Fiserv (FI) 0.0 $226k NEW 1.8k 128.93
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $226k NEW 4.9k 45.60
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Federated Hermes CL B (FHI) 0.0 $225k NEW 4.3k 51.93
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Linde SHS (LIN) 0.0 $223k NEW 470.00 475.12
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ResMed (RMD) 0.0 $223k +3% 815.00 273.87
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $223k NEW 4.9k 45.80
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Us Foods Hldg Corp call (USFD) 0.0 $223k NEW 2.9k 76.62
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NewMarket Corporation (NEU) 0.0 $223k NEW 269.00 828.21
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.0 $222k -3% 6.6k 33.42
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.0 $222k NEW 5.2k 42.76
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $221k NEW 5.2k 42.13
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NiSource (NI) 0.0 $220k NEW 5.1k 43.30
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $220k +4% 2.4k 91.42
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.0 $220k NEW 5.7k 38.36
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Dimensional Etf Trust Global Ex Us Cor (DFGX) 0.0 $220k NEW 4.1k 53.96
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $220k 1.1k 203.59
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Huntington Ingalls Inds (HII) 0.0 $219k NEW 762.00 287.92
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Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.0 $219k +4% 4.5k 48.17
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Gray Television (GTN) 0.0 $218k NEW 38k 5.78
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Houlihan Lokey Cl A (HLI) 0.0 $217k NEW 1.1k 205.29
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $217k NEW 878.00 247.12
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Honeywell International (HON) 0.0 $216k -3% 1.0k 210.53
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Clorox Company (CLX) 0.0 $216k NEW 1.8k 123.28
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Caterpillar (CAT) 0.0 $216k NEW 453.00 477.16
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Autoliv (ALV) 0.0 $216k NEW 1.7k 123.52
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Atour Lifestyle Hldgs Sponsored Ads (ATAT) 0.0 $216k NEW 5.7k 37.59
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Genmab A/s Sponsored Ads (GMAB) 0.0 $216k NEW 7.0k 30.67
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WisdomTree Investments (WT) 0.0 $215k NEW 16k 13.90
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Mueller Industries (MLI) 0.0 $214k NEW 2.1k 101.12
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Futu Hldgs Spon Ads Cl A (FUTU) 0.0 $213k NEW 1.2k 173.91
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Tempur-Pedic International (SGI) 0.0 $212k NEW 2.5k 84.33
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Moody's Corporation (MCO) 0.0 $211k +8% 443.00 476.76
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Vistra Energy (VST) 0.0 $211k NEW 1.1k 195.92
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Msc Indl Direct Cl A (MSM) 0.0 $211k NEW 2.3k 92.14
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Travelers Companies (TRV) 0.0 $210k 753.00 279.22
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Corcept Therapeutics Incorporated (CORT) 0.0 $210k NEW 2.5k 83.11
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W.R. Berkley Corporation (WRB) 0.0 $210k NEW 2.7k 76.62
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.0 $210k NEW 5.5k 38.02
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Intuit (INTU) 0.0 $208k NEW 305.00 682.91
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Chunghwa Telecom Spon Adr New11 (CHT) 0.0 $208k NEW 4.8k 43.62
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Ishares Tr Mbs Etf (MBB) 0.0 $208k NEW 2.2k 95.13
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Carpenter Technology Corporation (CRS) 0.0 $208k NEW 847.00 245.54
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Freedom Holding Corp (FRHC) 0.0 $207k NEW 1.2k 172.13
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Pacer Fds Tr Data And Infrast (SRVR) 0.0 $207k +3% 6.5k 31.68
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Fidelity National Information Services (FIS) 0.0 $207k NEW 3.1k 65.94
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Sensata Technologies Hldg Pl SHS (ST) 0.0 $207k NEW 6.8k 30.55
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Nexstar Media Group Common Stock (NXST) 0.0 $207k NEW 1.0k 197.74
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Innovator Etfs Trust Equity Defined P (JAJL) 0.0 $205k 7.2k 28.65
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Hasbro (HAS) 0.0 $204k NEW 2.7k 75.85
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Atmus Filtration Technologies Ord (ATMU) 0.0 $204k NEW 4.5k 45.09
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Logitech Intl S A SHS (LOGI) 0.0 $204k NEW 1.9k 109.67
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $204k NEW 2.3k 89.38
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $204k NEW 2.3k 89.63
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First Tr Exchange Traded Cloud Computing (SKYY) 0.0 $203k NEW 1.5k 134.42
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Raymond James Financial (RJF) 0.0 $203k NEW 1.2k 172.60
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $203k NEW 2.8k 73.46
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Cheniere Energy Com New (LNG) 0.0 $202k NEW 860.00 235.12
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Cnx Resources Corporation (CNX) 0.0 $202k NEW 6.3k 32.12
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Tidal Trust Ii Roundhill Gener (CHAT) 0.0 $201k NEW 3.3k 61.50
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Donaldson Company (DCI) 0.0 $200k NEW 2.4k 81.85
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ACCO Brands Corporation (ACCO) 0.0 $195k NEW 49k 3.99
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Pitney Bowes (PBI) 0.0 $194k NEW 17k 11.41
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Service Pptys Tr Com Sh Ben Int (SVC) 0.0 $194k NEW 72k 2.71
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Dlocal Class A Com (DLO) 0.0 $191k NEW 13k 14.28
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Anika Therapeutics (ANIK) 0.0 $189k NEW 20k 9.40
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Sinclair Cl A (SBGI) 0.0 $185k NEW 12k 15.10
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Agf Invts Tr Us Market Netrl (BTAL) 0.0 $184k -80% 12k 15.92
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Mastech Holdings (MHH) 0.0 $168k NEW 22k 7.62
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Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) 0.0 $146k 11k 13.53
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Lifevantage Corp Com New (LFVN) 0.0 $136k NEW 14k 9.73
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Owl Rock Capital Corporation (OBDC) 0.0 $136k NEW 11k 12.77
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Barings Bdc (BBDC) 0.0 $125k +3% 14k 8.76
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New Mountain Finance Corp (NMFC) 0.0 $124k +7% 13k 9.64
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Emergent BioSolutions (EBS) 0.0 $122k -2% 14k 8.82
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Past Filings by Advyzon Investment Management

SEC 13F filings are viewable for Advyzon Investment Management going back to 2024