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 51–100 of 569
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | 19K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| JANW | AIM ETF PRODUCTS TRUST | 67K | $1M+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 63K | $1M+ | SH |
| APRW | AIM ETF PRODUCTS TRUST | 71K | $1M+ | SH |
| OCTW | AIM ETF PRODUCTS TRUST | 63K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 75K | $1M+ | SH |
| AGG | ISHARES TR | 25K | $1M+ | SH |
| POCT | INNOVATOR ETFS TRUST | 54K | $1M+ | SH |
| IJH | ISHARES TR | 35K | $1M+ | SH |
| FLOT | ISHARES TR | 45K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 26K | $1M+ | SH |
| ITA | ISHARES TR | 10K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 46K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 50K | $1M+ | SH |
| STXM | EA SERIES TRUST | 70K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 34K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 22K | $1M+ | SH |
| TJX | TJX COS INC NEW | 13K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 24K | $1M+ | SH |
| MCD | MCDONALDS CORP | 6K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 11K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| TLH | ISHARES TR | 17K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 14K | $1M+ | SH |
| JPME | J P MORGAN EXCHANGE TRADED F | 15K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 16K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 30K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 20K | $1M+ | SH |
| IUS | INVESCO EXCH TRD SLF IDX FD | 27K | $1M+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 90K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 32K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 8K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 35K | $1M+ | SH |
| GLDM | WORLD GOLD TR | 16K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 19K | $1M+ | SH |
| SMIZ | ZACKS TRUST | 37K | $1M+ | SH |
| BA | BOEING CO | 6K | $1M+ | SH |
| JPSE | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 15K | $1M+ | SH |
| CSCO | CISCO SYS INC | 17K | $1M+ | SH |
| FAD | FIRST TR EXCHANGE-TRADED ALP | 8K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 13K | $1M+ | SH |
| INTC | INTEL CORP | 34K | $1M+ | SH |