Advyzon Investment Management, LLC Incresed Positions in Q3 2025

Advyzon Investment Management, LLC

  • $583 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.9K
+ 44.38%
$50.82 - $51.09 $605K - $609K
38.8K $1.98B
RTX
Raytheon Technologies Corp

Industrials
3.18K
+ 117.73%
$144.19 - $167.33 $459K - $532K
5.88K $984M
PM
Philip Morris International Inc.

Consumer Defensive
4.29K
+ 72.39%
$157.77 - $183.27 $676K - $785K
10.2K $1.66B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
14.3K
+ 161.58%
$36.04 - $38.78 $514K - $553K
23.1K $890M
GE
General Electric CO

Industrials
1.6K
+ 79.49%
$244.75 - $305.63 $392K - $489K
3.62K $1.09B
ABBV
Abb Vie Inc.

Healthcare
1.55K
+ 37.43%
$184.85 - $231.54 $286K - $358K
5.68K $1.32B
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.2K
+ 14.47%
$29.2 - $32.74 $327K - $366K
88.5K $2.82B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.26K
+ 61.97%
$97.75 - $100.75 $515K - $530K
13.8K $1.38B
VZ
Verizon Communications Inc

Communication Services
12K
+ 108.97%
$40.84 - $45.06 $490K - $540K
23K $1.01B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
11.1K
+ 57.96%
$45.6 - $46.92 $508K - $523K
30.4K $1.42B
CVX
Chevron Corp

Energy
2.86K
+ 61.05%
$145.57 - $161.83 $417K - $463K
7.55K $1.17B
CWB
Spdr Bloomberg Convertible Sec

ETFs
4.91K
+ 131.41%
$82.29 - $90.77 $404K - $446K
8.65K $783M
BAC
Bank Of America Corp

Financial Services
7.58K
+ 42.9%
$44.92 - $52.42 $340K - $397K
25.2K $1.3B
SCHP
Schwab Strategic Us Tips ETF

ETFs
15.6K
+ 15.21%
$26.44 - $27.1 $413K - $424K
118K $3.19B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
749
+ 16.53%
$224.68 - $282.71 $168K - $212K
5.28K $1.48B
XAR
Spdr S&P Aerospace & Defense E

ETFs
1.28K
+ 21.08%
$205.52 - $234.96 $264K - $301K
7.37K $1.73B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.21K
+ 41.15%
$50.73 - $52.47 $416K - $431K
28.2K $1.47B
PFF
Ishares Trust Ishares Pfd And

ETFs
13.4K
+ 111.85%
$30.67 - $32.13 $412K - $432K
25.4K $805M
SPLB
Spdr Portfolio Long Term Corpo

ETFs
17.5K
+ 33.3%
$21.99 - $23.38 $384K - $408K
69.9K $1.62B
IXUS
Ishares Tr

ETFs
3.75K
+ 16.38%
$76.35 - $82.58 $286K - $309K
26.6K $2.2B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
18.3K
+ 45.61%
$22.64 - $23.22 $414K - $424K
58.4K $1.35B
XOM
Exxon Mobil Corp

Energy
3.11K
+ 28.93%
$105.83 - $117.22 $329K - $365K
13.9K $1.56B
EFV
Msci Eafe Value ETF

ETFs
5.21K
+ 52.11%
$62.79 - $68.42 $327K - $356K
15.2K $1.03B
IVE
Ishares S&P 500 Value ETF

ETFs
1.83K
+ 120.05%
$194.44 - $206.51 $356K - $378K
3.36K $693M
IBM
International Business Machines Corp

Technology
1.45K
+ 98.51%
$234.77 - $292.47 $340K - $424K
2.92K $825M
IEMG
Ishares Inc

ETFs
5.36K
+ 87.42%
N/A
11.5K $758M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.75K
+ 51.65%
$182.33 - $194.5 $319K - $340K
5.14K $999M
URI
United Rentals, Inc.

Industrials
302
+ 72.95%
$774.14 - $975.23 $234K - $295K
716 $684M
KLAC
Kla Corp

Technology
304
+ 135.11%
$843.9 - $1078.6 $257K - $328K
529 $571M
HYG
Ishares Tr

ETFs
4.41K
+ 21.44%
$79.85 - $81.32 $352K - $359K
25K $2.03B
CYBR
Cyber Ark Software Ltd.

Technology
623
+ 69.76%
$374.8 - $491.1 $234K - $306K
1.52K $732M
WFC
Wells Fargo & Company

Financial Services
3.73K
+ 35.16%
$77.05 - $85.16 $287K - $318K
14.3K $1.2B
CGDV
Capital Group Divid Value ETF

ETFs
6.84K
+ 27.44%
$39.59 - $42.21 $271K - $289K
31.8K $1.33B
LOW
Lowes Companies Inc

Consumer Cyclical
1.23K
+ 90.13%
$215.01 - $273.02 $265K - $337K
2.6K $654M
APH
Amphenol Corp

Technology
1.59K
+ 26.33%
$97.39 - $125.4 $155K - $200K
7.65K $946M
MO
Altria Group, Inc.

Consumer Defensive
4.5K
+ 70.34%
$57.75 - $67.68 $260K - $304K
10.9K $720M
SHOP
Shopify Inc.

Technology
1.84K
+ 87.52%
$112.11 - $157.12 $206K - $289K
3.94K $585M
PODD
Insulet Corp

Healthcare
1.12K
+ 55.01%
$277.3 - $352.82 $311K - $395K
3.16K $974M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.8K
+ 23.46%
$21.69 - $23.34 $255K - $275K
62K $1.44B
APD
Air Products & Chemicals, Inc.

Basic Materials
1.2K
+ 117.01%
$265.78 - $299.3 $320K - $360K
2.23K $609M
INTC
Intel Corp

Technology
3.97K
+ 23.97%
$19.31 - $35.5 $76.6K - $141K
20.5K $688M
CRWD
Crowd Strike Holdings, Inc.

Technology
674
+ 74.39%
$412.46 - $514.1 $278K - $347K
1.58K $775M
VUG
Vanguard Growth ETF

ETFs
601
+ 120.93%
$433.97 - $484.08 $261K - $291K
1.1K $526M
PFE
Pfizer Inc

Healthcare
11K
+ 59.02%
$23.29 - $25.88 $257K - $286K
29.8K $758M
MRK
Merck & Co., Inc.

Healthcare
3.07K
+ 33.65%
$77.6 - $87.37 $238K - $268K
12.2K $1.02B
PLTR
Palantir Technologies Inc.

Technology
432
+ 9.32%
$130.68 - $186.97 $56.5K - $80.8K
5.07K $924M
FAST
Fastenal CO

Industrials
5.24K
+ 109.12%
$42.47 - $50.39 $223K - $264K
10K $493M
XLC
Select Sector Spdr Tr Communic

ETFs
1.69K
+ 18.73%
$105.99 - $119.41 $179K - $201K
10.7K $1.26B
Zacks Trust
6.09K
+ 37.6%
N/A
22.3K $833M
Activity Summary
Buys All Purchases 384 New Holdings 118 Increased Positions 266 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
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