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
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.3K
+ 22.53%
N/A
12.5K $1.24B
Ea Series Trust
1.04K
+ 0.77%
N/A
135K $3.81B
VGSH
Vanguard

ETFs
4.63K
+ 66.67%
$58.43 - $58.88 $271K - $273K
11.6K $682M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.61K
+ 123.58%
$98.52 - $103.93 $257K - $271K
4.71K $485M
XLV
Select Sector Spdr Fund Health

ETFs
1.52K
+ 11.59%
$129.01 - $139.72 $196K - $212K
14.6K $2.03B
BOTZ
Global X Fds

ETFs
5.56K
+ 24.76%
$32.14 - $35.96 $179K - $200K
28K $993M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.52K
+ 76.75%
$100.37 - $100.74 $253K - $253K
5.79K $583M
Ea Series Trust
12K
+ 19.19%
N/A
74.5K $1.51B
QCOM
Qualcomm Inc

Technology
1.34K
+ 50.74%
$145.84 - $173.55 $195K - $232K
3.97K $660M
Blackrock ETF Trust
5.94K
+ 105.56%
N/A
11.6K $438M
BA
Boeing CO

Industrials
948
+ 25.82%
$209.79 - $237.38 $199K - $225K
4.62K $997M
VBR
Vanguard Small Cap Value ETF

ETFs
491
+ 5.53%
$195.41 - $212.37 $95.9K - $104K
9.37K $1.96B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.33K
+ 60.73%
$49.78 - $50.75 $216K - $220K
11.5K $581M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.88K
+ 74.27%
$63.41 - $69.69 $183K - $201K
6.76K $463M
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.44K
+ 85.25%
$47.86 - $48.43 $213K - $215K
9.66K $465M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.23K
+ 19.54%
$85.01 - $90.35 $190K - $202K
13.7K $1.22B
Easterly Govt Pptys Inc
8.77K
+ 74.61%
N/A
20.5K $471M
IEFA
Ishares Tr

ETFs
2.14K
+ 36.58%
$81.7 - $87.53 $175K - $187K
7.99K $697M
MS
Morgan Stanley

Financial Services
798
+ 21.02%
$139.09 - $161.16 $111K - $129K
4.6K $730M
Ea Series Trust
10.1K
+ 3.18%
N/A
327K $6.64B
STXK
Ea Ser Tr Strive 2000 ETF
1.27K
+ 2.39%
N/A
54.3K $1.8B
TXN
Texas Instruments Inc

Technology
1.42K
+ 46.18%
N/A
4.5K $826M
SBUX
Starbucks Corp

Consumer Cyclical
2.69K
+ 44.61%
$81.9 - $96.86 $220K - $260K
8.71K $737M
UBER
Uber Technologies, Inc

Technology
1.67K
+ 42.57%
$86.91 - $99.57 $145K - $166K
5.59K $547M
XLF
Financial Sector Spdr

ETFs
2.76K
+ 15.76%
$51.37 - $54.25 $142K - $150K
20.3K $1.09B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.11K
+ 3.56%
$48.5 - $50.19 $103K - $106K
61.6K $3.08B
V
Visa Inc.

Financial Services
690
+ 13.38%
$332.09 - $358.86 $229K - $248K
5.85K $2B
C
Citigroup Inc

Financial Services
1.07K
+ 32.02%
$85.57 - $103.49 $91.3K - $110K
4.4K $446M
CMCSA
Comcast Corp

Communication Services
6.07K
+ 66.29%
$31.41 - $36.33 $191K - $221K
15.2K $479M
XLY
Select Sector Spdr Consumer Di

ETFs
295
+ 8.26%
$216.09 - $242.18 $63.7K - $71.4K
3.87K $927M
PG
Procter & Gamble CO

Consumer Defensive
1.32K
+ 13.57%
$150.47 - $161.22 $198K - $213K
11K $1.7B
Arista Networks Inc
300
+ 12.55%
N/A
2.69K $392M
ITOT
Ishares Core S&P Total U.S. St

ETFs
715
+ 17.76%
$135.0 - $146.02 $96.5K - $104K
4.74K $690M
GRMN
Garmin LTD

Technology
198
+ 7.9%
$211.13 - $246.22 $41.8K - $48.8K
2.7K $666M
MDT
Medtronic PLC

Healthcare
1.06K
+ 22.06%
$87.67 - $95.74 $92.9K - $101K
5.87K $559M
AMD
Advanced Micro Devices Inc

Technology
387
+ 10.12%
$134.8 - $184.42 $52.2K - $71.4K
4.21K $682M
COP
Conocophillips

Energy
1.17K
+ 38.0%
$91.0 - $98.99 $107K - $116K
4.26K $403M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.64K
+ 42.79%
$25.29 - $28.33 $91.9K - $103K
12.1K $338M
EFA
Ishares Tr Msci Eafe ETF

ETFs
313
+ 1.37%
$87.29 - $93.61 $27.3K - $29.3K
23.2K $2.17B
FTNT
Fortinet, Inc.

Technology
2.13K
+ 73.23%
$74.39 - $107.65 $159K - $230K
5.05K $424M
BMY
Bristol Myers Squibb CO

Healthcare
2.78K
+ 36.39%
$43.31 - $48.98 $120K - $136K
10.4K $469M
XLI
Industrial Sector Spdr

ETFs
581
+ 15.96%
$147.94 - $154.99 $86K - $90K
4.22K $651M
SPYG
Spdr Portfolio

ETFs
507
+ 7.64%
$94.33 - $105.31 $47.8K - $53.4K
7.14K $747M
BNDX
Vanguard Total International B

ETFs
2.31K
+ 22.06%
$49.0 - $49.51 $113K - $114K
12.8K $631M
PEP
Pepsico Inc

Consumer Defensive
529
+ 11.35%
$133.81 - $152.16 $70.8K - $80.5K
5.19K $729M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.29K
+ 40.09%
$45.72 - $47.27 $105K - $108K
8K $375M
BX
Blackstone Inc.

Financial Services
337
+ 14.11%
$152.77 - $188.68 $51.5K - $63.6K
2.73K $466M
Vanguard Mun Bd Fds
373
+ 0.8%
N/A
46.8K $3.52B
MNST
Monster Beverage Corp

Consumer Defensive
899
+ 9.76%
$58.65 - $67.31 $52.7K - $60.5K
10.1K $681M
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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