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CIK: 0002011872
Total reported value
$1.4B
$1.4B
284 檔
5.3%
The Q1 2025 SEC filing reveals that Advyzon Investment Management, LLC held a total portfolio value of $1.4B, covering 284 public equity positions.
During Q1 2025, Advyzon Investment Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.71% | -0.61% | -11.54% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 4.77% | +0.05% | -1.70% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 4.30% | -0.15% | -4.26% | |
| 4 | STXV | Strive 1000 Value ETF | ETF-Other | 4.28% | -0.18% | -0.60% | |
| 5 | STXG | Strive 1000 Growth ETF | ETF-Other | 3.70% | -0.13% | +32.45% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.28% | — | -16.82% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | +0.35% | +151.24% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.54% | -0.04% | -4.20% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.37% | -0.02% | +15.05% | |
| 10 | BUXX | Strive Enhanced Income Short | ETF-Other | 2.13% | -0.12% | +33.43% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.60% | -0.08% | +49.64% | |
| 12 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 1.32% | -0.07% | — | |
| 13 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.27% | -0.06% | -42.14% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.06% | +55.75% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.15% | -0.02% | -16.08% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.12% | +0.06% | +56.58% | |
| 17 | STXM | Strive Mid-cap ETF | ETF-Other | 1.11% | — | +12.03% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.07% | +1.74% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.06% | +0.09% | +42.63% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.96% | -0.03% | +393.23% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.02% | -5.41% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.83% | -0.02% | +5.10% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.80% | -0.03% | +33.43% | |
| 24 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.74% | -0.04% | -15.28% | |
| 25 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.71% | — | — | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.68% | -0.12% | +177.16% | |
| 27 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.62% | +0.03% | NEW | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | -0.04% | +0.78% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.57% | — | -12.43% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.04% | +80.91% | |
| 31 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.56% | -0.02% | -6.51% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.22% | -3.62% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.54% | -0.01% | +21.90% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.32% | +0.61% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.52% | -0.02% | -21.21% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.01% | +180.95% | |
| 37 | STXK | Strive Small-cap ETF | ETF-Other | 0.50% | -0.03% | +28.60% | |
| 38 | XLE | Ss Energy Select Sector | ETF-Other | 0.48% | -0.37% | -0.25% | |
| 39 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.48% | -0.01% | +4.77% | |
| 40 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.45% | -0.01% | -7.81% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.02% | -31.93% | |
| 42 | STXT | Strive Total Return Bond ETF | ETF-Other | 0.42% | -0.02% | +44.19% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.12% | +13.28% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.10% | +108.19% | |
| 45 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 0.41% | -0.02% | -6.45% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.01% | +32.33% | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | -0.01% | +13.49% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.04% | +1.67% | |
| 49 | CGUS | Cap Group Core Equity | ETF-Other | 0.40% | -0.04% | +0.09% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | +0.04% | +318.37% |
According to official SEC Form 13F filings, Advyzon Investment Management, LLC reported a total U.S. public equity portfolio value of $1.4B across 284 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, SPDW) accounted for 5.3% of total reported equity market value during Q1 2025.
During Q1 2025, Advyzon Investment Management, LLC's top holdings by market value included VTI (8.7%)、BND (4.8%)、SPDW (4.3%). The largest single position, VTI, represented 8.7% of total portfolio value.
In Q1 2025, Advyzon Investment Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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