Advyzon Investment Management, LLC Purchases in Q4 2024

Advyzon Investment Management, LLC

  • $259 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Qxo Inc
33.1K
New
N/A
33.1K $527M
EMTL
Spdr Doubleline Emerging Marke

ETFs
12.1K
New
$42.03 - $43.34 $510K - $526K
12.1K $511M
NFLX
Netflix Inc

Communication Services
569
New
$687.65 - $936.56 $391K - $533K
569 $507M
SRLN
Ssga Active Trust

ETFs
11.7K
New
$41.48 - $42.08 $485K - $493K
11.7K $488M
Profesionally Managed Portfo
14K
New
N/A
14K $474M
SHV
Ishares Tr

ETFs
4.24K
New
$109.92 - $110.57 $467K - $469K
4.24K $467M
First Tr Exchng Traded Fd Vi
13.3K
New
N/A
13.3K $467M
PKG
Packaging Corp Of America

Consumer Cyclical
2.07K
New
$211.98 - $248.85 $439K - $515K
2.07K $466M
LMT
Lockheed Martin Corp

Industrials
953
New
$479.66 - $614.62 $457K - $586K
953 $463M
VZ
Verizon Communications Inc

Communication Services
11.5K
New
$39.6 - $45.21 $454K - $519K
11.5K $459M
DIV
Global X Superdividend Us ETF

ETFs
25.4K
New
N/A
25.4K $458M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.84K
New
$91.29 - $91.8 $442K - $444K
4.84K $442M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
20.8K
New
$20.98 - $21.19 $437K - $442K
20.8K $439M
STXD
Ea Ser Tr Strive 1000 Divid Gr
13.2K
New
N/A
13.2K $430M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.93K
New
$69.3 - $74.3 $411K - $441K
5.93K $424M
IVW
Ishares S&P 500 Growth ETF

ETFs
4.14K
New
$94.43 - $105.47 $391K - $437K
4.14K $420M
GILD
Gilead Sciences, Inc.

Healthcare
4.52K
New
$83.95 - $97.9 $380K - $443K
4.52K $418M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.04K
New
$370.24 - $418.94 $384K - $434K
1.04K $416M
XLI
Industrial Sector Spdr

ETFs
3.16K
New
$131.76 - $143.99 $416K - $454K
3.16K $416M
BNDX
Vanguard Total International B

ETFs
8.43K
New
$48.91 - $50.61 $413K - $427K
8.43K $414M
UNP
Union Pacific Corp

Industrials
1.79K
New
$223.15 - $249.32 $399K - $446K
1.79K $408M
TXN
Texas Instruments Inc

Technology
2.16K
New
N/A
2.16K $405M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.23K
New
$176.42 - $186.91 $393K - $416K
2.23K $396M
PGR
Progressive Corp

Financial Services
1.64K
New
$239.6 - $268.88 $393K - $441K
1.64K $393M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.67K
New
$106.56 - $113.11 $391K - $415K
3.67K $392M
PFE
Pfizer Inc

Healthcare
14.8K
New
$24.8 - $30.19 $366K - $446K
14.8K $392M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.63K
New
$148.29 - $166.93 $390K - $439K
2.63K $392M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.62K
New
$49.03 - $53.35 $374K - $407K
7.62K $391M
MTCH
Match Group, Inc.

Communication Services
11.8K
New
$30.29 - $38.64 $357K - $456K
11.8K $386M
BX
Blackstone Inc.

Financial Services
2.21K
New
$148.45 - $199.05 $328K - $440K
2.21K $381M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.53K
New
$238.25 - $261.28 $364K - $399K
1.53K $370M
BSJT
Invesco Self Indexed Fd Tr Bul

ETFs
17.2K
New
$21.34 - $21.82 $367K - $375K
17.2K $368M
KR
Kroger CO

Consumer Defensive
5.99K
New
$55.21 - $63.3 $331K - $379K
5.99K $367M
VRT
Vertiv Holdings CO

Industrials
3.2K
New
N/A
3.2K $363M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
15.4K
New
N/A
15.4K $363M
PM
Philip Morris International Inc.

Consumer Defensive
3K
New
$118.38 - $133.06 $356K - $400K
3K $361M
ETN
Eaton Corp PLC

Industrials
1.08K
New
$326.96 - $377.52 $354K - $409K
1.08K $359M
MDT
Medtronic PLC

Healthcare
4.5K
New
$79.61 - $92.24 $358K - $415K
4.5K $359M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.54K
New
$100.24 - $101.35 $355K - $359K
3.54K $356M
PFF
Ishares Trust Ishares Pfd And

ETFs
11.1K
New
$31.23 - $33.51 $346K - $371K
11.1K $348M
SBUX
Starbucks Corp

Consumer Cyclical
3.77K
New
$87.44 - $102.5 $329K - $386K
3.77K $344M
VPN
Global X Fds Data Ctr Reits &

ETFs
20.6K
New
N/A
20.6K $341M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
26.8K
New
$11.18 - $13.68 $300K - $367K
26.8K $341M
HWM
Howmet Aerospace Inc.

Industrials
3.07K
New
$99.72 - $120.09 $306K - $368K
3.07K $335M
ABT
Abbott Laboratories

Healthcare
2.96K
New
$111.93 - $119.39 $332K - $354K
2.96K $335M
EFG
Msci Eafe Growth ETF

ETFs
3.43K
New
$96.83 - $106.88 $332K - $367K
3.43K $332M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
7.72K
New
$42.25 - $43.54 $326K - $336K
7.72K $331M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.33K
New
$229.83 - $258.46 $306K - $344K
1.33K $329M
IBM
International Business Machines Corp

Technology
1.49K
New
$204.9 - $238.04 $306K - $355K
1.49K $328M
Activity Summary
Buys All Purchases 231 New Holdings 231 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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