CIK 2011872
Advyzon Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
569
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 501–550 of 569
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NMCO | NUVEEN MUN CR OPPORTUNITIES | 23K | $100K–$500K | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 843 | $100K–$500K | SH |
| NXT | NEXTPOWER INC | 3K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 747 | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| ENSG | ENSIGN GROUP INC | 1K | $100K–$500K | SH |
| FTI | TECHNIPFMC PLC | 5K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 8K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| SUSC | ISHARES TR | 10K | $100K–$500K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 5K | $100K–$500K | SH |
| XLRE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| JBBB | JANUS DETROIT STR TR | 5K | $100K–$500K | SH |
| SRVR | PACER FDS TR | 8K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 467 | $100K–$500K | SH |
| DJUL | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 5K | $100K–$500K | SH |
| IWD | ISHARES TR | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 3K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC | 2K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 831 | $100K–$500K | SH |
| TBLL | INVESCO EXCH TRADED FD TR II | 2K | $100K–$500K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| ALV | AUTOLIV INC | 2K | $100K–$500K | SH |
| GRMN | GARMIN LTD | 1K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 4K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| FDIS | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 2K | $100K–$500K | SH |
| IESC | IES HLDGS INC | 565 | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 4K | $100K–$500K | SH |
| DLO | DLOCAL LTD | 15K | $100K–$500K | SH |
| EVR | EVERCORE INC | 640 | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| AWI | ARMSTRONG WORLD INDS INC NEW | 1K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| GIL | GILDAN ACTIVEWEAR INC | 3K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 321 | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| CME | CME GROUP INC | 789 | $100K–$500K | SH |
| ESGU | ISHARES TR | 1K | $100K–$500K | SH |
| EMB | ISHARES TR | 2K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 4K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 605 | $100K–$500K | SH |
| JAJL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 1K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 841 | $100K–$500K | SH |