Advyzon Investment Management, LLC Portfolio Holdings

Advyzon Investment Management, LLC

  • $259 Billion
  • Q4 2024

Advyzon Investment Management, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $259 Billion distributed in 231 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $29.4B, Vanguard Bd Index Fd Inc Total with a value of $13.4B, Spdr Ser Tr Fds Spdr Portfolio with a value of $11.9B, Ea Ser Tr Strive 1000 Value Et with a value of $11.8B, and Vanguard Mid Cap ETF with a value of $11.4B.

Examining the 13F form we can see an increase of $259B in the current position value.

Advyzon Investment Management, LLC is based out at Lisle, IL

Below you can find more details about Advyzon Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
ETFs: $163 Billion
Technology: $13.5 Billion
Financial Services: $9.13 Billion
Communication Services: $6.97 Billion
Consumer Cyclical: $6.35 Billion
Healthcare: $6.27 Billion
Consumer Defensive: $5 Billion
Industrials: $4.94 Billion
Other: $2.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.4 Billion 11.33% of portfolio
101,370
Q4 2024 New
$0
$13.4 Billion 5.19% of portfolio
187,026
Q4 2024 New
$0
$11.9 Billion 4.6% of portfolio
349,134
Q4 2024 New
-
$11.8 Billion 4.54% of portfolio
-
Q4 2024 New
$0
$11.4 Billion 4.39% of portfolio
43,102
Q4 2024 New
-
$8.56 Billion 3.3% of portfolio
-
Q4 2024 New
$0
$7.31 Billion 2.82% of portfolio
190,601
Q4 2024 New
$0
$6.16 Billion 2.38% of portfolio
214,932
Q4 2024 New
$0
$5.7 Billion 2.2% of portfolio
33,674
Q4 2024 New
Ea Series Trust
-
$4.52 Billion 1.74% of portfolio
-
Q4 2024 New
$0
$3.91 Billion 1.51% of portfolio
78,003
Q4 2024 New
$0
$3.82 Billion 1.47% of portfolio
94,107
Q4 2024 New
$0
$3.54 Billion 1.37% of portfolio
6,021
Q4 2024 New
$3.09T
$3.39 Billion 1.31% of portfolio
8,034
Q4 2024 New
$1.55T
$3.06 Billion 1.18% of portfolio
5,225
Q4 2024 New
Ea Series Trust
-
$2.96 Billion 1.14% of portfolio
-
Q4 2024 New
$0
$2.69 Billion 1.04% of portfolio
87,246
Q4 2024 New
$0
$2.64 Billion 1.02% of portfolio
5,173
Q4 2024 New
$2.42T
$2.43 Billion 0.94% of portfolio
11,095
Q4 2024 New
$610B
$2.39 Billion 0.92% of portfolio
5,283
Q4 2024 New
$3.79T
$2.28 Billion 0.88% of portfolio
9,111
Q4 2024 New
$0
$2.18 Billion 0.84% of portfolio
37,605
Q4 2024 New
$0
$1.94 Billion 0.75% of portfolio
9,802
Q4 2024 New
$0
$1.92 Billion 0.74% of portfolio
38,128
Q4 2024 New
$0
$1.89 Billion 0.73% of portfolio
3,505
Q4 2024 New
$0
$1.82 Billion 0.7% of portfolio
37,717
Q4 2024 New
$0
$1.68 Billion 0.65% of portfolio
28,177
Q4 2024 New
$266B
$1.68 Billion 0.65% of portfolio
18,602
Q4 2024 New
$0
$1.65 Billion 0.64% of portfolio
42,004
Q4 2024 New
$0
$1.63 Billion 0.63% of portfolio
11,826
Q4 2024 New
$0
$1.52 Billion 0.59% of portfolio
14,247
Q4 2024 New
$0
$1.31 Billion 0.5% of portfolio
25,178
Q4 2024 New
$0
$1.24 Billion 0.48% of portfolio
14,529
Q4 2024 New
$0
$1.22 Billion 0.47% of portfolio
54,742
Q4 2024 New
$0
$1.22 Billion 0.47% of portfolio
15,479
Q4 2024 New
-
$1.2 Billion 0.46% of portfolio
-
Q4 2024 New
$0
$1.19 Billion 0.46% of portfolio
33,957
Q4 2024 New
$8.15B
$1.17 Billion 0.45% of portfolio
22,473
Q4 2024 New
$0
$1.14 Billion 0.44% of portfolio
4,900
Q4 2024 New
$393B
$1.1 Billion 0.43% of portfolio
6,572
Q4 2024 New
$784B
$1.1 Billion 0.43% of portfolio
4,598
Q4 2024 New
$0
$1.12 Billion 0.43% of portfolio
12,132
Q4 2024 New
$0
$1.1 Billion 0.42% of portfolio
21,868
Q4 2024 New
$0
$1.07 Billion 0.41% of portfolio
13,822
Q4 2024 New
$1.25T
$1.07 Billion 0.41% of portfolio
5,636
Q4 2024 New
Fidelity Wise Origin Bitcoin
-
$1.01 Billion 0.39% of portfolio
-
Q4 2024 New
Vaneck Bitcoin ETF
-
$1.01 Billion 0.39% of portfolio
-
Q4 2024 New
Ark 21 Shares Bitcoin ETF
-
$1.01 Billion 0.39% of portfolio
-
Q4 2024 New
$507B
$994 Million 0.38% of portfolio
1,965
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 231
  • Current Value $259 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 231 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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