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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 IVV, VTI, FBCG, CGDV, BND, and represent 11.37% of Advyzon Investment Management's stock portfolio.
Added to shares of these 10 stocks: VO (+$12M), QQQ (+$9.2M), USDU (+$8.9M), USMV (+$7.8M), IVV (+$7.4M), SOXX (+$6.4M), FBCG (+$6.3M), CWB (+$6.2M), BIL (+$5.8M), MTUM.
Started 139 new stock positions in ARCC, GGOV, GARP, SOXX, EZU, DAVE, CLOZ, AVLV, SEIX, BCI.
Reduced shares in these 10 stocks: SMH (-$14M), BAR (-$9.0M), VTI (-$5.7M), EFV (-$5.2M), IEMG (-$5.0M), XTWY, QUAL, HEFA, IVE, DYNF.
Sold out of its positions in ADBE, COR, ADM, ASH, ATO, ATMU, BWXT, WRB, XTWY, BSX.
Advyzon Investment Management was a net buyer of stock by $151M.
Advyzon Investment Management has $1.4B in assets under management (AUM), dropping by 23.40%.
Central Index Key (CIK): 0002011872

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Portfolio Holdings for Advyzon Investment Management

Advyzon Investment Management holds 754 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Advyzon Investment Management has 754 total positions. Only the first 250 positions are shown.

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Download the Advyzon Investment Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	3.0	$42M	+21%	56k	748.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$33M	-14%	89k	370.05	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	2.4	$33M	+24%	526k	62.11	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	1.9	$26M	+20%	530k	49.28	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$23M	+27%	314k	73.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$22M	+74%	29k	736.40	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.3	$19M		368k	50.39	View chart
Spdr Series Trust St Str Conv Etf (CWB)	1.3	$18M	+51%	170k	107.82	View chart
NVIDIA Corporation (NVDA)	1.3	$18M	+13%	91k	200.09	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	1.2	$16M	+28%	409k	40.13	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$16M	+20%	182k	87.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$16M	+339%	197k	80.57	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.1	$16M	+45%	344k	45.49	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$15M	+49%	44k	342.83	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	1.1	$15M	+151%	554k	26.75	View chart
Apple (AAPL)	1.1	$15M	+14%	50k	289.36	View chart
Broadcom (AVGO)	1.0	$14M	+12%	36k	377.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.0	$14M	-49%	21k	655.90	View chart
Microsoft Corporation (MSFT)	1.0	$13M	+13%	35k	373.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$13M	+10%	19k	686.82	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.9	$12M	+6%	239k	51.78	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.9	$12M	-21%	181k	68.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$11M	-21%	83k	137.53	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$11M	+8%	49k	217.93	View chart
Amazon (AMZN)	0.7	$10M	+22%	42k	238.34	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.7	$9.5M	+26%	221k	42.83	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.7	$9.2M	+556%	96k	96.46	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.7	$9.2M	+24%	253k	36.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$9.0M	+23%	126k	71.25	View chart
Meta Platforms Cl A (META)	0.6	$8.8M	+12%	16k	563.33	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.6	$8.5M	+63%	208k	40.82	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.6	$8.5M	+60%	220k	38.67	View chart
Aim Etf Products Trust Allia Us Oct Etf (OCTW)	0.6	$8.5M	+58%	207k	40.91	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.6	$8.4M	+58%	226k	37.14	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$8.4M	-37%	101k	82.84	View chart
Graniteshares Gold Tr Shs Ben Int (BAR)	0.6	$8.4M	-51%	212k	39.53	View chart
Ishares Tr National Mun Etf (MUB)	0.6	$8.1M	-21%	75k	107.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$8.0M	-34%	35k	227.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$7.7M	+3%	22k	357.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$7.6M	+8%	21k	353.33	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.5	$7.5M	+323%	82k	91.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$7.4M	+111%	9.9k	746.82	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$7.2M	+56%	20k	368.38	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.5	$6.9M	+17%	436k	15.88	View chart
JPMorgan Chase & Co. (JPM)	0.5	$6.8M	+16%	21k	327.34	View chart
Wal-Mart Stores (WMT)	0.5	$6.6M	-6%	59k	113.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$6.4M	NEW	10k	640.76	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$6.3M	+157%	79k	79.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.4	$6.2M	+24%	69k	89.20	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$6.2M	-45%	80k	76.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$6.1M	-21%	49k	124.42	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.4	$6.0M	-22%	113k	53.11	View chart
Eli Lilly & Co. (LLY)	0.4	$5.9M	+33%	4.9k	1199.54	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.4	$5.8M	-20%	92k	63.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$5.7M	+12%	11k	500.39	View chart
Johnson & Johnson (JNJ)	0.4	$5.5M		22k	253.97	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.4	$5.3M	+89%	152k	34.88	View chart
Micron Technology (MU)	0.4	$5.3M	+34%	4.6k	1153.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$5.2M	+23%	68k	77.11	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$5.2M	-32%	98k	52.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$5.1M		34k	148.31	View chart
Exxon Mobil Corporation (XOM)	0.4	$5.1M	-6%	37k	136.72	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$5.0M	+19%	11k	477.54	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$5.0M	+34%	52k	96.49	View chart
Zacks Trust Earngs Constant (ZECP)	0.4	$5.0M	+11%	132k	37.74	View chart
Cisco Systems (CSCO)	0.3	$4.7M	-10%	40k	117.46	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$4.6M	-36%	107k	43.11	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$4.6M		135k	33.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$4.6M	+24%	28k	161.54	View chart
UnitedHealth (UNH)	0.3	$4.5M	+24%	11k	415.62	View chart
Amplify Etf Tr Block Techn Etf (BLOK)	0.3	$4.5M	NEW	72k	62.63	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$4.5M	+7%	164k	27.47	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.3	$4.5M	-40%	91k	49.03	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.3	$4.4M	+27%	115k	38.21	View chart
Applied Materials (AMAT)	0.3	$4.4M	+59%	6.1k	723.02	View chart
Philip Morris International (PM)	0.3	$4.4M	+6%	24k	180.91	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$4.3M	+57%	53k	81.00	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$4.3M	+2%	147k	29.24	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	0.3	$4.3M	+33%	85k	50.41	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$4.2M	+436%	136k	30.49	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$4.1M	+31%	89k	46.15	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.3	$4.0M	+50%	78k	51.40	View chart
Abbvie (ABBV)	0.3	$3.9M	+20%	16k	251.63	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$3.9M	-15%	78k	50.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.3	$3.9M		101k	38.79	View chart
Ea Series Trust Stri 1000 Va Etf (STXV)	0.3	$3.9M	-29%	102k	37.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$3.9M	+19%	51k	75.51	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.3	$3.8M	-29%	69k	55.26	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.3	$3.8M	-8%	86k	44.48	View chart
Home Depot (HD)	0.3	$3.7M	+34%	11k	352.68	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.3	$3.7M	+21%	121k	30.61	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.3	$3.6M	-25%	56k	64.30	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$3.5M	+8%	12k	290.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$3.4M	+8%	129k	26.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.2	$3.4M	-11%	72k	47.44	View chart
Intel Corporation (INTC)	0.2	$3.3M	-7%	24k	139.62	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$3.2M	+2%	54k	60.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$3.2M	+14%	33k	98.98	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$3.2M	-4%	53k	60.79	View chart
Tesla Motors (TSLA)	0.2	$3.2M	+4%	7.5k	420.60	View chart
Chevron Corporation (CVX)	0.2	$3.2M	+12%	19k	165.75	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.1M	+11%	62k	50.58	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.2	$3.0M	NEW	70k	43.36	View chart
Corning Incorporated (GLW)	0.2	$3.0M	-10%	12k	255.42	View chart
Procter & Gamble Company (PG)	0.2	$2.9M	+2%	20k	146.64	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.2	$2.9M	-17%	38k	76.40	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.9M	-6%	9.7k	298.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.9M	+10%	12k	242.94	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$2.8M	-17%	15k	190.51	View chart
Lam Research Corp Com New (LRCX)	0.2	$2.8M	+66%	6.3k	433.31	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.7M	-61%	13k	219.43	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$2.7M	+35%	11k	246.20	View chart
Bank of America Corporation (BAC)	0.2	$2.7M	+9%	48k	56.98	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.7M	-3%	28k	95.44	View chart
Visa Com Cl A (V)	0.2	$2.7M	+7%	7.8k	343.12	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$2.7M	-32%	52k	51.22	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.2	$2.7M	NEW	73k	36.60	View chart
Advanced Micro Devices (AMD)	0.2	$2.7M	-10%	4.6k	580.91	View chart
Caterpillar (CAT)	0.2	$2.6M	+8%	2.5k	1065.10	View chart
Merck & Co (MRK)	0.2	$2.6M	-2%	20k	128.50	View chart
Ge Aerospace Com New (GE)	0.2	$2.5M	+12%	6.8k	373.70	View chart
Palo Alto Networks (PANW)	0.2	$2.5M	-13%	7.4k	341.02	View chart
Kla Corp Com New (KLAC)	0.2	$2.5M	+992%	8.3k	301.70	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.2	$2.5M	-24%	123k	20.24	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$2.5M	+8%	20k	124.21	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$2.4M	+14%	106k	22.78	View chart
Southern Company (SO)	0.2	$2.4M		25k	95.71	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$2.4M	-13%	35k	67.58	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.2	$2.3M	+12%	60k	39.47	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.2	$2.3M	+14%	52k	44.62	View chart
Raytheon Technologies Corp (RTX)	0.2	$2.3M	+9%	12k	189.72	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.3M	-33%	22k	103.88	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$2.3M	+4%	29k	77.58	View chart
Zacks Trust Quality Intl Etf (QUIZ)	0.2	$2.3M	+30%	77k	29.22	View chart
Cummins (CMI)	0.2	$2.2M	+10%	3.1k	713.32	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$2.2M	-10%	69k	31.78	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$2.1M	-9%	14k	158.66	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$2.1M	-20%	23k	90.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$2.1M	-11%	46k	46.41	View chart
Amphenol Corp Cl A (APH)	0.2	$2.1M	-7%	12k	176.32	View chart
Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)	0.2	$2.1M	+106%	65k	32.47	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$2.0M	+3%	34k	60.16	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$2.0M	+10%	34k	58.98	View chart
Nextera Energy (NEE)	0.1	$2.0M	-8%	23k	87.77	View chart
International Business Machines (IBM)	0.1	$2.0M	+3%	7.1k	281.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.0M	+149%	21k	94.57	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$2.0M	-30%	7.0k	283.77	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.1	$2.0M	+10%	101k	19.57	View chart
Blackrock (BLK)	0.1	$2.0M		2.0k	961.51	View chart
First Tr Exchange-traded A Com Shs (FAD)	0.1	$1.9M	+12%	9.6k	199.97	View chart
Morgan Stanley Com New (MS)	0.1	$1.9M	+4%	9.2k	209.05	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$1.9M	+3%	29k	65.58	View chart
Starbucks Corporation (SBUX)	0.1	$1.9M	+4%	18k	102.19	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$1.9M	+105%	36k	52.34	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$1.9M	+6%	23k	83.07	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.8M	+15%	31k	59.69	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$1.8M	NEW	82k	22.34	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.8M	-44%	29k	62.20	View chart
Spdr Series Trust St Long Bd Etf (SPLB)	0.1	$1.8M	+4%	80k	22.40	View chart
Ge Vernova (GEV)	0.1	$1.7M	-11%	1.5k	1174.87	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.1	$1.7M	+6%	42k	41.10	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.7M	+10%	18k	92.27	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M		8.0k	212.77	View chart
Union Pacific Corporation (UNP)	0.1	$1.7M	+27%	6.2k	272.01	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.7M	-3%	60k	27.70	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$1.7M	+20%	39k	43.14	View chart
United Rentals (URI)	0.1	$1.7M	+2%	1.5k	1132.91	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.7M		31k	53.61	View chart
Air Products & Chemicals (APD)	0.1	$1.6M		5.6k	293.18	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$1.6M	-4%	36k	44.36	View chart
Howmet Aerospace (HWM)	0.1	$1.6M	+18%	5.9k	268.86	View chart
Emcor (EME)	0.1	$1.6M	+47%	1.9k	829.96	View chart
Blackrock Etf Trust Dynamic Eqty Act (BDYN)	0.1	$1.6M	+3%	57k	27.74	View chart
Altria (MO)	0.1	$1.6M	+34%	22k	71.95	View chart
Boeing Company (BA)	0.1	$1.5M	+40%	7.1k	216.47	View chart
ConocoPhillips (COP)	0.1	$1.5M	+10%	15k	103.96	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$1.5M		32k	47.20	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$1.5M	+2%	30k	51.29	View chart
Wells Fargo & Company (WFC)	0.1	$1.5M	-10%	18k	82.64	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.5M	+167%	30k	50.63	View chart
Verizon Communications (VZ)	0.1	$1.5M		35k	42.34	View chart
Capital Grp Fixed Incm Etf T Mun High Etf (CGHM)	0.1	$1.5M	+6%	58k	25.85	View chart
Citigroup Com New (C)	0.1	$1.5M	+14%	11k	139.96	View chart
Coca-Cola Company (KO)	0.1	$1.5M	+7%	18k	81.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M	+5%	19k	79.03	View chart
PNC Financial Services (PNC)	0.1	$1.5M	+22%	5.9k	246.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.5M	+10%	27k	54.02	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$1.5M		41k	35.24	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$1.4M	+14%	28k	50.66	View chart
Netflix (NFLX)	0.1	$1.4M	+16%	20k	71.40	View chart
Oracle Corporation (ORCL)	0.1	$1.4M	+4%	9.6k	146.56	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$1.4M	+57%	19k	75.45	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$1.4M	+13%	46k	30.37	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$1.4M	+3%	7.6k	185.23	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$1.4M	-18%	27k	52.60	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.4M	-21%	1.8k	763.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.4M	+43%	44k	31.71	View chart
Amgen (AMGN)	0.1	$1.4M	+11%	3.8k	362.12	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$1.4M	+11%	683.00	1989.56	View chart
Lowe's Companies (LOW)	0.1	$1.4M	+8%	6.2k	220.49	View chart
Qualcomm (QCOM)	0.1	$1.3M	+46%	7.3k	184.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.3M	-6%	8.2k	164.28	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$1.3M	NEW	48k	28.05	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.3M	+3%	8.5k	156.95	View chart
Pfizer (PFE)	0.1	$1.3M	+6%	55k	24.08	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.1	$1.3M	+7%	31k	42.33	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.3M	+185%	6.5k	199.81	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.1	$1.3M	NEW	29k	45.11	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.3M	+8%	25k	51.48	View chart
Dominion Resources (D)	0.1	$1.3M	+17%	19k	68.29	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	+39%	11k	116.67	View chart
Norfolk Southern (NSC)	0.1	$1.3M	+9%	4.0k	314.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.3M	-13%	5.0k	252.23	View chart
Absolute Shs Tr Wbi Bbr Qty 3000 (WBIL)	0.1	$1.3M		31k	40.23	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$1.3M	+36%	36k	34.62	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.2M	+734%	15k	86.14	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.2M	+7%	2.4k	513.66	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.2M	NEW	14k	91.21	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$1.2M	+38%	49k	25.17	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$1.2M	+23%	20k	61.76	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$1.2M		3.6k	338.72	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.2M	-4%	12k	103.95	View chart
Te Connectivity Ord Shs (TEL)	0.1	$1.2M	+13%	6.0k	201.61	View chart
Pepsi (PEP)	0.1	$1.2M	-14%	8.9k	135.41	View chart
Abbott Laboratories (ABT)	0.1	$1.2M	+19%	13k	90.75	View chart
Progressive Corporation (PGR)	0.1	$1.2M	-8%	5.4k	218.47	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	-51%	1.3k	935.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.2M	+5%	7.5k	158.03	View chart
Medtronic SHS (MDT)	0.1	$1.2M	+26%	15k	78.23	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.2M	+22%	20k	59.69	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$1.2M	+59%	40k	29.40	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$1.2M	+8%	7.6k	153.42	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$1.2M		26k	45.34	View chart
Western Digital (WDC)	0.1	$1.1M	NEW	1.8k	639.16	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	-41%	4.2k	270.31	View chart
Marvell Technology (MRVL)	0.1	$1.1M	NEW	3.8k	297.89	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.1	$1.1M	+61%	25k	45.07	View chart
Republic Services (RSG)	0.1	$1.1M	+147%	5.2k	213.06	View chart
Monster Beverage Corp (MNST)	0.1	$1.1M	+7%	12k	96.12	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$1.1M	+10%	29k	37.96	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M		2.6k	426.16	View chart
Welltower Inc Com reit (WELL)	0.1	$1.1M	+105%	4.8k	226.98	View chart
Absolute Shs Tr Wbi Bbr Yld 3000 (WBIG)	0.1	$1.1M		42k	25.85	View chart
Fastenal Company (FAST)	0.1	$1.1M	+10%	22k	48.03	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.1M	+2%	12k	86.42	View chart
Prologis (PLD)	0.1	$1.1M	+8%	7.9k	135.47	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$1.1M	+33%	40k	26.23	View chart
Zacks Trust Focus Growth Etf (GROZ)	0.1	$1.1M	+26%	33k	31.78	View chart
Chubb (CB)	0.1	$1.0M	-8%	3.1k	340.77	View chart
Capital One Financial (COF)	0.1	$1.0M	+13%	5.2k	200.62	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 Q2 filed Aug. 14, 2026
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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