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 551–569 of 569
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JEPI | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| CHAT | TIDAL TRUST II | 4K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 669 | $100K–$500K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 361 | $100K–$500K | SH |
| VALE | VALE S A | 16K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| ADBE | ADOBE INC | 588 | $100K–$500K | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 9K | $100K–$500K | SH |
| MBLY | MOBILEYE GLOBAL INC | 18K | $100K–$500K | SH |
| MLN | VANECK ETF TRUST | 10K | $100K–$500K | SH |
| BITO | PROSHARES TR | 14K | $100K–$500K | SH |
| KBWD | INVESCO EXCH TRADED FD TR II | 12K | $100K–$500K | SH |
| BBDC | BARINGS BDC INC | 17K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 12K | $100K–$500K | SH |
| NMFC | NEW MTN FIN CORP | 16K | $100K–$500K | SH |
| AMCR | AMCOR PLC | 13K | $100K–$500K | SH |