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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, FBCG, BAR, CGDV, and represent 11.08% of Advyzon Investment Management's stock portfolio.
Added to shares of these 10 stocks: FBCG (+$21M), CGDV (+$16M), FENI (+$12M), IVV (+$11M), FBND (+$11M), SPYM (+$8.8M), CWB (+$8.3M), FIGB (+$7.5M), SMH (+$7.5M), FDEM (+$6.4M).
Started 157 new stock positions in COCO, DSI, VLUE, FLSP, EXE, IWM, FBCG, SPSM, RVNU, DSU.
Reduced shares in these 10 stocks: OEF (-$5.1M), USDU, SPGP, IAU, STXV, STXG, XLE, Ea Series Trust, TQQQ, HYG.
Sold out of its positions in ACAD, Ea Series Trust, APP, AWI, AstraZeneca, ATAT, ALV, HIMU, BTG, EQIX.
Advyzon Investment Management was a net buyer of stock by $261M.
Advyzon Investment Management has $1.1B in assets under management (AUM), dropping by 29.20%.
Central Index Key (CIK): 0002011872

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Portfolio Holdings for Advyzon Investment Management

Advyzon Investment Management holds 675 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Advyzon Investment Management has 675 total positions. Only the first 250 positions are shown.

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Download the Advyzon Investment Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	3.0	$33M		104k	320.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$30M	+57%	46k	653.20	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.9	$21M	NEW	424k	50.12	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	1.8	$20M	-3%	438k	46.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	1.7	$19M	+659%	441k	42.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$18M	+11%	246k	73.64	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	1.5	$17M		365k	45.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.4	$16M	+89%	41k	383.41	View chart
NVIDIA Corporation (NVDA)	1.3	$14M	+13%	80k	174.40	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.2	$14M	+45%	231k	58.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$13M		45k	287.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.1	$12M	+48%	106k	113.11	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.1	$12M	NEW	317k	37.20	View chart
Microsoft Corporation (MSFT)	1.0	$12M		31k	370.18	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$12M	+314%	151k	76.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.0	$11M	+22%	54k	211.15	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$11M	+38%	162k	69.75	View chart
Apple (AAPL)	1.0	$11M	+5%	44k	253.80	View chart
Ishares Tr Eafe Value Etf (EFV)	1.0	$11M	+52%	148k	74.35	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.0	$11M	+4705%	237k	45.62	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.9	$11M		225k	46.91	View chart
Spdr Series Trust State Street Spd (CWB)	0.9	$10M	+416%	112k	91.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$10M	+16%	17k	597.55	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$10M	+31%	95k	106.15	View chart
Broadcom (AVGO)	0.9	$10M	+15%	32k	309.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$9.7M	-12%	17k	577.21	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.8	$8.9M	-18%	145k	61.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$8.8M	+41%	45k	196.20	View chart
Meta Platforms Cl A (META)	0.7	$8.0M	+5%	14k	572.12	View chart
Wal-Mart Stores (WMT)	0.7	$7.8M	-6%	63k	124.28	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.7	$7.6M	+53%	153k	49.52	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.7	$7.5M	NEW	175k	43.04	View chart
Amazon (AMZN)	0.6	$7.2M	-9%	34k	208.27	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$7.0M	+128%	29k	239.99	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$6.9M	+842%	62k	111.37	View chart
Exxon Mobil Corporation (XOM)	0.6	$6.7M	+59%	40k	169.66	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$6.5M	+7%	102k	64.08	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.6	$6.4M	NEW	204k	31.58	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.6	$6.4M	+31%	370k	17.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$6.2M	+56%	32k	191.81	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$6.1M	+72%	168k	36.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$6.0M	+17%	21k	287.57	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.5	$5.8M	-45%	220k	26.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.7M	+4%	20k	286.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$5.4M	-11%	13k	430.29	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.5	$5.4M	NEW	116k	46.74	View chart
Johnson & Johnson (JNJ)	0.5	$5.3M	+8%	22k	244.43	View chart
JPMorgan Chase & Co. (JPM)	0.5	$5.2M	+13%	18k	294.14	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.5	$5.1M	-34%	146k	35.14	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.5	$5.0M	+106%	131k	38.47	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.5	$5.0M	+100%	142k	35.38	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.4	$5.0M	+104%	137k	36.48	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.4	$5.0M	+101%	128k	38.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$4.8M		10k	479.20	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$4.8M	+47%	145k	32.95	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$4.7M	+11%	56k	84.84	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.4	$4.6M	-32%	98k	46.91	View chart
Bondbloxx Etf Trust Bloomberg Twenty (XTWY)	0.4	$4.5M	-2%	119k	37.59	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.4	$4.3M	-12%	74k	57.96	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$4.3M	NEW	101k	42.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.2M	+10%	34k	124.29	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.4	$4.2M	+2%	153k	27.15	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.4	$4.1M	-2%	144k	28.72	View chart
Zacks Trust Earngs Constant (ZECP)	0.4	$4.0M	+25%	118k	33.83	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.4	$3.9M	+396%	39k	100.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$3.9M	+4%	133k	29.13	View chart
Ishares Tr Long Term Muni (LMUB)	0.3	$3.8M	NEW	77k	49.93	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.3	$3.8M	NEW	92k	41.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$3.8M	-43%	43k	88.16	View chart
Philip Morris International (PM)	0.3	$3.7M	+6%	23k	165.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$3.7M	+23%	55k	67.53	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$3.6M	+18%	94k	38.42	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$3.6M	-5%	103k	35.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.3	$3.6M	-11%	81k	43.96	View chart
Chevron Corporation (CVX)	0.3	$3.5M	+22%	17k	206.90	View chart
Cisco Systems (CSCO)	0.3	$3.5M	+8%	45k	77.59	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.3	$3.4M	-2%	46k	75.15	View chart
Eli Lilly & Co. (LLY)	0.3	$3.4M	-7%	3.7k	919.88	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.3	$3.3M	-27%	164k	20.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$3.2M	+945%	52k	62.56	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.3	$3.2M	NEW	64k	50.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.2M		33k	97.15	View chart
Spdr Series Trust State Street Spd (SPYV)	0.3	$3.2M	+40%	56k	56.58	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$3.2M	-3%	119k	26.61	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$3.1M	+4%	68k	46.19	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$3.1M	+37%	38k	80.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$3.0M		4.7k	650.54	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.3	$3.0M	+246%	100k	30.15	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$3.0M	+13%	8.8k	337.97	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$2.9M	+543%	53k	55.24	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.3	$2.9M	NEW	91k	31.95	View chart
Abbvie (ABBV)	0.3	$2.8M	+15%	13k	217.49	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$2.8M	+15%	28k	99.27	View chart
Procter & Gamble Company (PG)	0.2	$2.8M	+12%	19k	144.43	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.2	$2.8M	NEW	80k	34.63	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$2.8M	+10%	11k	248.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$2.8M	-13%	55k	49.88	View chart
Tesla Motors (TSLA)	0.2	$2.7M	+15%	7.2k	371.75	View chart
Costco Wholesale Corporation (COST)	0.2	$2.6M	+229%	2.6k	996.51	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.2	$2.6M	NEW	52k	50.60	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$2.6M	NEW	41k	63.91	View chart
Home Depot (HD)	0.2	$2.6M	+11%	7.9k	328.90	View chart
Spdr Series Trust State Street Spd (XAR)	0.2	$2.6M	-12%	10k	253.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.6M	+2%	30k	86.64	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$2.5M		23k	112.11	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$2.5M	NEW	77k	32.72	View chart
Merck & Co (MRK)	0.2	$2.5M	+8%	21k	120.29	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$2.4M	-44%	30k	79.56	View chart
Southern Company (SO)	0.2	$2.4M	+84%	25k	96.52	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$2.4M	-3%	18k	132.90	View chart
UnitedHealth (UNH)	0.2	$2.4M	+51%	8.7k	270.56	View chart
Nextera Energy (NEE)	0.2	$2.3M	-17%	25k	92.88	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$2.3M	+15%	30k	79.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.3M	+4%	11k	217.26	View chart
McDonald's Corporation (MCD)	0.2	$2.3M	-14%	7.2k	310.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$2.2M	-12%	52k	43.11	View chart
Visa Com Cl A (V)	0.2	$2.2M	+7%	7.3k	302.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$2.2M	-13%	15k	146.61	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$2.2M	NEW	28k	77.59	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.2M	+16%	11k	192.90	View chart
Bank of America Corporation (BAC)	0.2	$2.1M	+7%	44k	48.75	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$2.1M	+20%	19k	114.53	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.1M	+45%	92k	22.91	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$2.1M	+5%	53k	39.73	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.0M	+12%	10k	194.16	View chart
Blackrock (BLK)	0.2	$2.0M		2.0k	961.90	View chart
TJX Companies (TJX)	0.2	$1.9M	-26%	12k	159.70	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$1.9M	-20%	31k	59.55	View chart
Verizon Communications (VZ)	0.2	$1.8M	-4%	36k	50.20	View chart
Corning Incorporated (GLW)	0.2	$1.8M	+81%	13k	135.97	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$1.8M	-5%	19k	91.63	View chart
ConocoPhillips (COP)	0.2	$1.8M	+12%	13k	131.98	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$1.7M	-18%	21k	81.98	View chart
Ge Aerospace Com New (GE)	0.2	$1.7M	+5%	6.0k	283.76	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.2	$1.7M	+21%	33k	52.43	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$1.7M	+235%	33k	52.19	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.2	$1.7M	+25%	46k	37.07	View chart
Spdr Series Trust State Street Spd (SPLB)	0.2	$1.7M	+4%	76k	22.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$1.7M	+5%	8.2k	205.80	View chart
International Business Machines (IBM)	0.1	$1.7M	+34%	6.9k	242.46	View chart
Air Products & Chemicals (APD)	0.1	$1.6M	+25%	5.7k	290.55	View chart
Netflix (NFLX)	0.1	$1.6M	+15%	17k	96.15	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.6M	-28%	32k	50.95	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$1.6M	+4%	28k	57.91	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	-2%	20k	79.61	View chart
Amphenol Corp Cl A (APH)	0.1	$1.6M	+20%	13k	126.35	View chart
Pepsi (PEP)	0.1	$1.6M	+12%	10k	155.28	View chart
Caterpillar (CAT)	0.1	$1.6M	+12%	2.3k	708.16	View chart
Zacks Trust Quality Internat (QUIZ)	0.1	$1.6M	+28%	59k	26.96	View chart
Starbucks Corporation (SBUX)	0.1	$1.6M	+9%	18k	89.59	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.6M		17k	93.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.6M	+34%	8.1k	191.92	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$1.5M	+2%	92k	16.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.5M		62k	24.75	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.5M	+3%	31k	49.36	View chart
Cummins (CMI)	0.1	$1.5M	+126%	2.8k	538.11	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.5M	+2%	29k	51.23	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$1.5M	+6%	38k	38.86	View chart
Ge Vernova (GEV)	0.1	$1.5M	+23%	1.7k	872.90	View chart
Morgan Stanley Com New (MS)	0.1	$1.5M	+24%	8.8k	164.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M	+52%	27k	54.05	View chart
Pfizer (PFE)	0.1	$1.4M	+3%	51k	28.08	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$1.4M	+27%	40k	35.59	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$1.4M	-58%	34k	41.68	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M	+86%	18k	79.27	View chart
Palo Alto Networks (PANW)	0.1	$1.4M	-5%	8.6k	160.32	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$1.4M	+3%	54k	25.32	View chart
Northrop Grumman Corporation (NOC)	0.1	$1.4M		2.0k	682.24	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$1.4M	+5%	8.6k	158.92	View chart
Oracle Corporation (ORCL)	0.1	$1.4M	+13%	9.2k	147.11	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.3M	+465%	15k	92.74	View chart
Lowe's Companies (LOW)	0.1	$1.3M	+2%	5.7k	236.28	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$1.3M	+16%	55k	24.31	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.3M	-25%	13k	100.72	View chart
Metropcs Communications (TMUS)	0.1	$1.3M	+264%	6.3k	210.04	View chart
Applied Materials (AMAT)	0.1	$1.3M	+31%	3.8k	341.80	View chart
Coca-Cola Company (KO)	0.1	$1.3M	+14%	17k	76.05	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.3M	+51%	24k	52.78	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$1.3M	+9%	32k	40.19	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.3M	+147%	22k	56.68	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$1.3M	+26%	22k	58.54	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.3M	+6%	32k	39.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.2M	+115%	8.8k	142.40	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$1.2M	+8%	41k	30.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.2M	+57%	25k	49.99	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$1.2M	+396%	27k	45.17	View chart
Amgen (AMGN)	0.1	$1.2M	+2%	3.4k	351.82	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$1.2M		26k	45.89	View chart
Progressive Corporation (PGR)	0.1	$1.2M	-3%	6.0k	198.25	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.2M	+20%	7.3k	161.71	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.2M	-23%	12k	96.71	View chart
Union Pacific Corporation (UNP)	0.1	$1.2M	+42%	4.8k	242.64	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1.2M	-22%	11k	110.87	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.2M	-3%	23k	50.12	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	+4%	40k	28.71	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.2M	+24%	7.9k	146.28	View chart
Micron Technology (MU)	0.1	$1.2M	+34%	3.4k	337.94	View chart
Howmet Aerospace (HWM)	0.1	$1.1M	+38%	5.0k	230.47	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.1M	+34%	16k	70.87	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.1M	+42%	8.2k	138.35	View chart
Intel Corporation (INTC)	0.1	$1.1M	-24%	26k	44.12	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.1M	-16%	2.3k	499.95	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	+7%	11k	102.67	View chart
Kla Corp Com New (KLAC)	0.1	$1.1M	+21%	762.00	1472.41	View chart
Te Connectivity Ord Shs (TEL)	0.1	$1.1M	+40%	5.3k	209.02	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.1M	+144%	12k	90.55	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.1M	-48%	5.0k	218.82	View chart
Chubb (CB)	0.1	$1.1M	+104%	3.4k	325.94	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.1M	NEW	12k	91.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M	-18%	14k	78.41	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$1.1M	+74%	3.7k	295.12	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.1M	+20%	43k	24.91	View chart
Norfolk Southern (NSC)	0.1	$1.1M	-3%	3.7k	287.00	View chart
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)	0.1	$1.1M		32k	33.58	View chart
General Dynamics Corporation (GD)	0.1	$1.1M	+46%	3.1k	343.17	View chart
Altria (MO)	0.1	$1.1M		16k	65.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.1M	+82%	5.8k	181.42	View chart
Gilead Sciences (GILD)	0.1	$1.0M	-3%	7.5k	139.38	View chart
Citigroup Com New (C)	0.1	$1.0M	+20%	9.2k	113.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.0M	+64%	7.1k	148.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.0M	-12%	12k	86.69	View chart
Advanced Micro Devices (AMD)	0.1	$1.0M	+38%	5.1k	203.43	View chart
United Rentals (URI)	0.1	$1.0M	-5%	1.4k	728.58	View chart
Medtronic SHS (MDT)	0.1	$1.0M	+27%	12k	86.64	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.0M	NEW	15k	68.14	View chart
Boeing Company (BA)	0.1	$1.0M	-17%	5.1k	199.03	View chart
PNC Financial Services (PNC)	0.1	$1.0M	+97%	4.8k	208.08	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.1	$1.0M	NEW	6.3k	158.50	View chart
Dominion Resources (D)	0.1	$994k	+83%	16k	61.82	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$994k		9.1k	108.99	View chart
Lockheed Martin Corporation (LMT)	0.1	$991k	+8%	1.6k	603.80	View chart
At&t (T)	0.1	$989k	+18%	34k	28.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$988k	+10%	26k	38.42	View chart
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)	0.1	$981k	+30%	31k	31.38	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$978k	+142%	41k	23.96	View chart
Bristol Myers Squibb (BMY)	0.1	$975k	+11%	16k	60.65	View chart
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)	0.1	$972k		41k	23.54	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$961k	+32%	4.8k	198.29	View chart
Prologis (PLD)	0.1	$961k	+7%	7.3k	132.17	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$959k	-84%	3.0k	318.18	View chart
Emcor (EME)	0.1	$950k	+9%	1.3k	738.31	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$950k	+36%	29k	33.37	View chart
Fastenal Company (FAST)	0.1	$944k	+35%	20k	46.40	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$935k	+11%	16k	58.47	View chart
Eaton Corp SHS (ETN)	0.1	$934k	+88%	2.6k	357.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$932k	NEW	30k	30.68	View chart
Intuitive Surgical Com New (ISRG)	0.1	$907k	-3%	2.0k	460.99	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$907k	+18%	26k	34.41	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$907k	-7%	18k	51.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$903k	-4%	2.3k	390.41	View chart

Past Filings by Advyzon Investment Management

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

Advyzon Investment Management 2026 Q1 filed May 12, 2026
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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