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Advyzon Investment Management

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

Top 5 stock holdings are VTI, IVV, BAR, SPDW, BND, and represent 12.44% of Advyzon Investment Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$13M), IVE (+$8.6M), DYNF (+$8.4M), USDU (+$7.9M), QQQ (+$7.4M), IVW (+$7.4M), IEMG (+$7.1M), BAR (+$6.8M), XLE (+$6.0M), EFV (+$5.8M).
Started 132 new stock positions in MCK, WSC, DE, HIG, SPRX, ENSG, ENB, CBOE, VIOG, FBND.
Reduced shares in these 10 stocks: STXG (-$6.8M), STXV (-$6.5M), AIRR, PPA, IBIT, PFIX, BUXX, STXM, ETHA, STXK.
Sold out of its positions in ARKQ, BITB, XHLF, LEU, LNG, CHT, CLX, CORT, DASH, EBS.
Advyzon Investment Management was a net buyer of stock by $284M.
Advyzon Investment Management has $864M in assets under management (AUM), dropping by 48.32%.
Central Index Key (CIK): 0002011872

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Portfolio Holdings for Advyzon Investment Management

Advyzon Investment Management holds 569 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Advyzon Investment Management has 569 total positions. Only the first 250 positions are shown.

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Download the Advyzon Investment Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	4.1	$36M	+10%	106k	335.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$20M	+197%	29k	684.92	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	2.2	$19M	+55%	452k	42.49	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$16M	+7%	368k	44.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.9	$16M	+4%	220k	74.07	View chart
Microsoft Corporation (MSFT)	1.7	$15M	+47%	31k	483.62	View chart
NVIDIA Corporation (NVDA)	1.5	$13M	+30%	71k	186.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$13M	+11%	45k	290.24	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$12M	+169%	19k	614.29	View chart
Apple (AAPL)	1.3	$11M	+52%	41k	271.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$11M	+6%	223k	46.81	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	1.2	$10M	+308%	404k	25.80	View chart
Broadcom (AVGO)	1.1	$9.7M	+43%	28k	346.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.1	$9.7M	+664%	159k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$9.3M	+1208%	44k	212.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$9.2M	+54%	15k	627.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$8.8M	+517%	71k	123.26	View chart
Amazon (AMZN)	1.0	$8.8M	+38%	38k	230.82	View chart
Meta Platforms Cl A (META)	1.0	$8.7M	+41%	13k	659.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.9	$8.0M	+304%	179k	44.71	View chart
Ishares Core Msci Emkt (IEMG)	0.9	$7.9M	+918%	117k	67.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$7.9M	-4%	22k	360.12	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$7.8M	+75%	73k	107.11	View chart
Wal-Mart Stores (WMT)	0.9	$7.5M	+75%	67k	111.41	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.9	$7.5M	-47%	147k	50.89	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.9	$7.5M	-46%	223k	33.46	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$6.9M	+538%	97k	71.41	View chart
Ishares Tr S&p 100 Etf (OEF)	0.8	$6.6M	+536%	19k	342.97	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$6.2M	-12%	76k	81.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$6.0M	+6%	32k	191.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$6.0M	+26%	95k	62.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$5.9M	+12%	19k	313.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$5.6M	+2%	14k	396.31	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.6	$5.6M	+119%	85k	65.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.6M	+78%	18k	313.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$5.0M	+36%	10k	502.65	View chart
JPMorgan Chase & Co. (JPM)	0.6	$5.0M	+84%	16k	322.17	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.6	$5.0M	+64%	100k	49.76	View chart
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)	0.5	$4.6M	NEW	122k	37.84	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.5	$4.6M	-30%	227k	20.24	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$4.4M	+118%	55k	80.63	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$4.3M	+2%	148k	29.36	View chart
Eli Lilly & Co. (LLY)	0.5	$4.3M	+155%	4.0k	1074.69	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.5	$4.3M	+77%	81k	52.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$4.2M	+63%	127k	32.62	View chart
Johnson & Johnson (JNJ)	0.5	$4.1M	+82%	20k	206.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.5	$4.1M		92k	44.91	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$4.1M	+302%	21k	198.62	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.5	$4.1M	+4%	50k	82.32	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.5	$4.1M	+30%	149k	27.38	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.4	$3.8M	+743%	98k	38.56	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.4	$3.7M	+149%	282k	13.25	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$3.7M	+25%	31k	120.18	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$3.6M	+22%	108k	32.89	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.4	$3.5M		47k	75.57	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$3.5M	NEW	31k	113.86	View chart
Philip Morris International (PM)	0.4	$3.4M	+108%	21k	160.40	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$3.3M	+736%	98k	33.30	View chart
Zacks Trust Earngs Constant (ZECP)	0.4	$3.3M	+50%	94k	34.76	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$3.3M	+3%	123k	26.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$3.2M	+213%	13k	250.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.2M	+3%	64k	50.29	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$3.2M	+135%	79k	40.23	View chart
Cisco Systems (CSCO)	0.4	$3.2M	+83%	41k	77.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$3.2M	+156%	4.6k	681.92	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.1M	+40%	33k	96.03	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$3.0M	+112%	65k	46.54	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.0M	+78%	25k	120.33	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$2.9M	-17%	37k	80.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.9M	+34%	44k	66.00	View chart
Tesla Motors (TSLA)	0.3	$2.8M	+22%	6.3k	449.72	View chart
Spdr Series Trust State Street Spd (XAR)	0.3	$2.8M	+57%	12k	241.24	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$2.8M	+182%	10k	276.94	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$2.7M	+23%	23k	119.32	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.7M	-23%	19k	143.97	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$2.7M	+17%	17k	154.80	View chart
McDonald's Corporation (MCD)	0.3	$2.6M	+55%	8.5k	305.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$2.6M	+46%	59k	43.92	View chart
Abbvie (ABBV)	0.3	$2.6M	+97%	11k	228.43	View chart
TJX Companies (TJX)	0.3	$2.5M	+53%	17k	153.61	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.3	$2.5M	+82%	58k	43.64	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.3	$2.5M	+826%	67k	37.01	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.3	$2.5M	+828%	63k	39.12	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.3	$2.5M	+835%	71k	34.86	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.3	$2.5M	+828%	64k	39.00	View chart
Procter & Gamble Company (PG)	0.3	$2.5M	+55%	17k	143.29	View chart
Nextera Energy (NEE)	0.3	$2.5M	+48%	31k	80.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.5M	+78%	25k	99.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$2.4M	+8%	29k	84.64	View chart
Home Depot (HD)	0.3	$2.4M	+64%	7.0k	344.28	View chart
Visa Com Cl A (V)	0.3	$2.4M	+15%	6.8k	350.68	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$2.4M	+46%	7.8k	303.82	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$2.3M	+10%	39k	59.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$2.3M	+15%	45k	50.86	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$2.3M	+27%	40k	56.81	View chart
Bank of America Corporation (BAC)	0.3	$2.2M	+59%	40k	55.00	View chart
Blackrock (BLK)	0.3	$2.2M	+300%	2.0k	1069.86	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$2.2M	+9%	10k	211.80	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$2.1M	+24%	28k	77.02	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$2.1M	+18%	26k	82.50	View chart
Chevron Corporation (CVX)	0.2	$2.1M	+82%	14k	152.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$2.1M	NEW	9.7k	214.69	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.1M	+4%	12k	171.17	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$2.0M	+31%	50k	40.25	View chart
Merck & Co (MRK)	0.2	$2.0M	+56%	19k	105.26	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$2.0M	+16%	26k	77.68	View chart
Ea Series Trust Strive Mid Cap (STXM)	0.2	$2.0M	-48%	70k	28.51	View chart
Wells Fargo & Company (WFC)	0.2	$2.0M	+46%	21k	93.20	View chart
Spdr Series Trust State Street Spd (CWB)	0.2	$1.9M	+151%	22k	89.20	View chart
UnitedHealth (UNH)	0.2	$1.9M	+102%	5.8k	330.04	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$1.9M	+15%	21k	91.38	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$1.8M	+271%	18k	101.67	View chart
Ge Aerospace Com New (GE)	0.2	$1.8M	+59%	5.8k	308.03	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.8M	+62%	9.6k	183.42	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.7M	+91%	17k	99.91	View chart
Palo Alto Networks (PANW)	0.2	$1.7M	+56%	9.1k	184.20	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$1.7M	+627%	15k	108.66	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$1.6M	+27%	16k	103.56	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$1.6M	+47%	30k	54.77	View chart
Spdr Series Trust State Street Spd (SPLB)	0.2	$1.6M	+4%	73k	22.58	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.6M	+82%	7.8k	209.12	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.2	$1.6M	+28%	14k	117.73	View chart
Oracle Corporation (ORCL)	0.2	$1.6M		8.2k	194.88	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.6M	+103%	9.1k	173.50	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.6M	+36%	2.7k	571.15	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.2	$1.5M	+273%	27k	57.16	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$1.5M	+81%	90k	17.01	View chart
International Business Machines (IBM)	0.2	$1.5M	+75%	5.1k	296.36	View chart
Verizon Communications (VZ)	0.2	$1.5M	+61%	37k	40.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.5M		62k	24.04	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$1.5M		28k	51.77	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$1.5M	+8%	63k	23.03	View chart
Amphenol Corp Cl A (APH)	0.2	$1.4M	+39%	11k	135.13	View chart
Progressive Corporation (PGR)	0.2	$1.4M	+118%	6.1k	227.71	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.4M		1.9k	753.78	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$1.4M	+52%	35k	39.59	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$1.4M		16k	85.37	View chart
Netflix (NFLX)	0.2	$1.4M	+642%	15k	93.76	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.2	$1.4M	+63%	37k	36.99	View chart
Starbucks Corporation (SBUX)	0.2	$1.3M	+84%	16k	84.21	View chart
Boeing Company (BA)	0.2	$1.3M	+34%	6.2k	217.12	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.2	$1.3M	NEW	27k	50.07	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.2	$1.3M	+133%	53k	25.48	View chart
O'reilly Automotive (ORLY)	0.2	$1.3M	-10%	15k	91.21	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.3M	+23%	17k	78.82	View chart
Lowe's Companies (LOW)	0.2	$1.3M	+112%	5.5k	241.16	View chart
Pepsi (PEP)	0.2	$1.3M	+78%	9.3k	143.51	View chart
Netease Sponsored Ads (NTES)	0.2	$1.3M	+14%	9.6k	137.63	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.2	$1.3M	+437%	8.1k	161.85	View chart
Abbott Laboratories (ABT)	0.1	$1.3M	+159%	10k	125.32	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.3M	+452%	29k	44.47	View chart
Intel Corporation (INTC)	0.1	$1.3M	+66%	34k	36.90	View chart
Morgan Stanley Com New (MS)	0.1	$1.3M	+53%	7.1k	177.54	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.2M		24k	51.12	View chart
Pfizer (PFE)	0.1	$1.2M	+66%	50k	24.90	View chart
Zacks Trust Quality Internat (QUIZ)	0.1	$1.2M	NEW	46k	26.52	View chart
United Rentals (URI)	0.1	$1.2M	+109%	1.5k	809.64	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$1.2M	NEW	47k	25.61	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.2M		14k	87.16	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.2M	+237%	31k	38.22	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$1.2M	NEW	38k	31.63	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$1.2M	+54%	11k	106.70	View chart
Southern Company (SO)	0.1	$1.2M		13k	87.20	View chart
Caterpillar (CAT)	0.1	$1.2M	+347%	2.0k	573.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.2M	NEW	6.0k	191.57	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$1.2M	+445%	30k	38.32	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.2M	-73%	23k	49.65	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	+152%	39k	29.89	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M	+55%	2.0k	566.36	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.1M	+151%	2.0k	570.32	View chart
Ea Series Trust Strive Total Ret (STXT)	0.1	$1.1M	-24%	57k	20.10	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.1M	+52%	2.4k	468.76	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.1M	+25%	6.4k	177.75	View chart
Insulet Corporation (PODD)	0.1	$1.1M	+25%	4.0k	284.24	View chart
ConocoPhillips (COP)	0.1	$1.1M	+181%	12k	93.60	View chart
Air Products & Chemicals (APD)	0.1	$1.1M	+102%	4.5k	247.05	View chart
Qualcomm (QCOM)	0.1	$1.1M	+63%	6.5k	171.11	View chart
Norfolk Southern (NSC)	0.1	$1.1M	+175%	3.8k	288.68	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.1M	+136%	9.1k	119.41	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.1M	+133%	26k	42.69	View chart
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)	0.1	$1.1M	-14%	31k	34.78	View chart
Amgen (AMGN)	0.1	$1.1M	+173%	3.3k	327.20	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	0.1	$1.0M	NEW	32k	32.22	View chart
Coca-Cola Company (KO)	0.1	$1.0M	+83%	15k	69.92	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.0M	+47%	17k	58.73	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$998k	+23%	19k	52.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$982k	+46%	3.7k	268.28	View chart
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)	0.1	$962k	-8%	41k	23.45	View chart
Gilead Sciences (GILD)	0.1	$955k	+168%	7.8k	122.72	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$945k	+150%	18k	53.76	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$939k	+43%	6.1k	155.12	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$939k	+209%	2.5k	373.60	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$938k	+75%	1.9k	487.95	View chart
Royal Caribbean Cruises (RCL)	0.1	$919k	+253%	3.3k	279.00	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.1	$912k	-49%	27k	33.27	View chart
Altria (MO)	0.1	$906k	+44%	16k	57.66	View chart
Medtronic SHS (MDT)	0.1	$902k	+60%	9.4k	96.06	View chart
Citigroup Com New (C)	0.1	$899k	+75%	7.7k	116.69	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$894k	+4%	36k	25.08	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$888k	-46%	15k	59.93	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$882k	+18%	19k	47.02	View chart
Ge Vernova (GEV)	0.1	$880k	+174%	1.3k	653.57	View chart
Prologis (PLD)	0.1	$861k	NEW	6.7k	127.65	View chart
Te Connectivity Ord Shs (TEL)	0.1	$853k	+170%	3.8k	227.51	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$852k	+8%	28k	30.96	View chart
Absolute Shs Tr Wbi Bbr Val 3000 (WBIF)	0.1	$837k	-12%	27k	30.96	View chart
Capital One Financial (COF)	0.1	$837k	+100%	3.5k	242.39	View chart
Cnx Resources Corporation (CNX)	0.1	$829k	+258%	23k	36.77	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$826k	+19%	15k	55.80	View chart
Monster Beverage Corp (MNST)	0.1	$825k	+6%	11k	76.67	View chart
Cincinnati Financial Corporation (CINF)	0.1	$825k	+94%	5.0k	163.34	View chart
Uber Technologies (UBER)	0.1	$824k	+80%	10k	81.71	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$816k	+8%	21k	39.11	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$813k	NEW	14k	56.62	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$812k	NEW	5.8k	141.06	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$805k	+151%	29k	28.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$802k	+70%	16k	49.90	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$797k	NEW	6.6k	121.29	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.1	$795k	-3%	18k	44.09	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$793k	+8%	16k	50.50	View chart
Advanced Micro Devices (AMD)	0.1	$790k	-12%	3.7k	214.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$790k	NEW	7.9k	100.34	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$785k	NEW	22k	35.33	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$785k	+165%	16k	50.01	View chart
Union Pacific Corporation (UNP)	0.1	$785k	+29%	3.4k	231.31	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$785k	+39%	8.2k	96.16	View chart
Astrazeneca Sponsored Adr	0.1	$780k	NEW	8.5k	91.92	View chart
Us Bancorp Del Com New (USB)	0.1	$779k	NEW	15k	53.35	View chart
Bristol Myers Squibb (BMY)	0.1	$778k	+38%	14k	53.94	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$773k	NEW	12k	64.79	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.1	$767k	+13%	34k	22.67	View chart
American Express Company (AXP)	0.1	$767k	+69%	2.1k	370.02	View chart
Kla Corp Com New (KLAC)	0.1	$764k	+18%	629.00	1214.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$760k	+31%	9.5k	79.73	View chart
InterDigital (IDCC)	0.1	$759k	+61%	2.4k	318.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$753k	+206%	6.6k	113.92	View chart
Applied Materials (AMAT)	0.1	$749k	+129%	2.9k	256.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$745k	+8%	2.9k	257.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$740k	+20%	15k	48.32	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$740k	+16%	4.6k	160.97	View chart
Howmet Aerospace (HWM)	0.1	$740k	+9%	3.6k	204.99	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$734k	-51%	15k	50.32	View chart
Lockheed Martin Corporation (LMT)	0.1	$729k	+36%	1.5k	483.66	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$725k	NEW	21k	34.65	View chart
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)	0.1	$725k	+87%	24k	30.20	View chart
Micron Technology (MU)	0.1	$724k	+13%	2.5k	285.41	View chart
Emcor (EME)	0.1	$718k	+145%	1.2k	611.80	View chart
At&t (T)	0.1	$718k	+116%	29k	24.84	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.1	$711k	+91%	9.9k	71.62	View chart
General Dynamics Corporation (GD)	0.1	$709k	+96%	2.1k	336.67	View chart

Past Filings by Advyzon Investment Management

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

Advyzon Investment Management 2025 Q4 filed Feb. 13, 2026
Advyzon Investment Management 2025 Q3 filed Nov. 10, 2025
Advyzon Investment Management 2025 Q2 filed Aug. 8, 2025
Advyzon Investment Management 2025 Q1 filed May 9, 2025
Advyzon Investment Management 2024 Q4 filed Feb. 3, 2025

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