Advyzon Investment Management, LLC New Holdings in Q4 2024

Advyzon Investment Management, LLC

  • $259 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
101K
New
$280.04 - $302.45 $28.4M - $30.7M
101K $29.4B
BND
Vanguard Bd Index Fd Inc Total

ETFs
187K
New
$71.75 - $75.11 $13.4M - $14M
187K $13.4B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
349K
New
$34.13 - $37.35 $11.9M - $13M
349K $11.9B
STXV
Ea Ser Tr Strive 1000 Value Et
399K
New
N/A
399K $11.8B
VO
Vanguard Mid Cap ETF

ETFs
43.1K
New
$261.5 - $284.63 $11.3M - $12.3M
43.1K $11.4B
STXG
Ea Ser Tr Strive 1000 Growth E
197K
New
N/A
197K $8.56B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
191K
New
$38.37 - $42.82 $7.31M - $8.16M
191K $7.31B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
215K
New
$28.6 - $29.27 $6.15M - $6.29M
215K $6.16B
VTV
Vanguard Value ETF

ETFs
33.7K
New
$168.32 - $181.87 $5.67M - $6.12M
33.7K $5.7B
Ea Series Trust
223K
New
N/A
223K $4.52B
DSEP
First Tr ETF Viii Cboe Vest Us

ETFs
94.1K
New
$39.78 - $41.04 $3.74M - $3.86M
94.1K $3.82B
IVV
Ishares Core S&P 500 ETF

ETFs
6.02K
New
$570.51 - $610.59 $3.44M - $3.68M
6.02K $3.54B
MSFT
Microsoft Corp

Technology
8.03K
New
$406.35 - $454.46 $3.26M - $3.65M
8.03K $3.39B
META
Meta Platforms, Inc.

Communication Services
5.23K
New
$554.08 - $632.68 $2.9M - $3.31M
5.23K $3.06B
Ea Series Trust
114K
New
N/A
114K $2.96B
NVDA
Nvidia Corp

Technology
21K
New
$117.0 - $148.88 $2.45M - $3.12M
21K $2.82B
DFSV
Dimensional ETF Tr Dimensional

ETFs
87.2K
New
$30.18 - $33.87 $2.63M - $2.96M
87.2K $2.69B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.17K
New
$481.22 - $538.17 $2.49M - $2.78M
5.17K $2.64B
AMZN
Amazon Com Inc

Consumer Cyclical
11.1K
New
$180.88 - $232.93 $2.01M - $2.58M
11.1K $2.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.28K
New
$442.29 - $483.08 $2.34M - $2.55M
5.28K $2.39B
AAPL
Apple Inc.

Technology
9.11K
New
$221.69 - $259.02 $2.02M - $2.36M
9.11K $2.28B
VGIT
Vanguard Intermediate Term Tre

ETFs
37.6K
New
$57.78 - $60.4 $2.17M - $2.27M
37.6K $2.18B
VBR
Vanguard Small Cap Value ETF

ETFs
9.8K
New
$197.36 - $217.3 $1.93M - $2.13M
9.8K $1.94B
USFR
Wisdomtree Floating Rate Treas

ETFs
38.1K
New
$50.23 - $50.46 $1.92M - $1.92M
38.1K $1.92B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.51K
New
$521.84 - $558.82 $1.83M - $1.96M
3.51K $1.89B
XLF
Financial Sector Spdr

ETFs
37.7K
New
$44.89 - $51.34 $1.69M - $1.94M
37.7K $1.82B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
28.2K
New
$59.74 - $60.03 $1.68M - $1.69M
28.2K $1.68B
WMT
Walmart Inc.

Consumer Defensive
18.6K
New
$79.1 - $95.7 $1.47M - $1.78M
18.6K $1.68B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
42K
New
$39.3 - $41.34 $1.65M - $1.74M
42K $1.65B
XLV
Select Sector Spdr Fund Health

ETFs
11.8K
New
$136.28 - $154.74 $1.61M - $1.83M
11.8K $1.63B
MUB
Ishares National Muni Bond ETF

ETFs
14.2K
New
$105.78 - $108.7 $1.51M - $1.55M
14.2K $1.52B
HYD
Vaneck High Yield Muni ETF

ETFs
25.2K
New
$51.09 - $53.06 $1.29M - $1.34M
25.2K $1.31B
XLE
Energy Sector Spdr

ETFs
14.5K
New
$83.32 - $97.27 $1.21M - $1.41M
14.5K $1.24B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
54.7K
New
$22.21 - $24.22 $1.22M - $1.33M
54.7K $1.22B
XLP
Consumer Staples Sector Spdr

ETFs
15.5K
New
N/A
15.5K $1.22B
STXK
Ea Ser Tr Strive 2000 ETF
38.4K
New
N/A
38.4K $1.2B
CGUS
Capital Group Core Equity ETF
34K
New
$33.96 - $36.24 $1.15M - $1.23M
34K $1.19B
GLDM
World Gold Trust

ETFs
22.5K
New
$50.76 - $55.23 $1.14M - $1.24M
22.5K $1.17B
XLK
Technology Sector Spdr

ETFs
4.9K
New
$220.26 - $241.44 $1.08M - $1.18M
4.9K $1.14B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12.1K
New
N/A
12.1K $1.12B
JPM
Jpmorgan Chase & CO

Financial Services
4.6K
New
$205.18 - $250.29 $943K - $1.15M
4.6K $1.1B
PG
Procter & Gamble CO

Consumer Defensive
6.57K
New
$161.05 - $179.7 $1.06M - $1.18M
6.57K $1.1B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
21.9K
New
$50.14 - $52.56 $1.1M - $1.15M
21.9K $1.1B
GOOG
Alphabet Inc.

Communication Services
5.64K
New
$163.08 - $198.16 $919K - $1.12M
5.64K $1.07B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.8K
New
$77.02 - $78.58 $1.06M - $1.09M
13.8K $1.07B
Fidelity Wise Origin Bitcoin
12.4K
New
N/A
12.4K $1.01B
Ark 21 Shares Bitcoin ETF
10.8K
New
N/A
10.8K $1.01B
Vaneck Bitcoin ETF
9.55K
New
N/A
9.55K $1.01B
UNH
Unitedhealth Group Inc

Healthcare
1.97K
New
$485.52 - $625.25 $954K - $1.23M
1.97K $994M
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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