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 251–300 of 569
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 15K | $500K+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| PBI | PITNEY BOWES INC | 50K | $500K+ | SH |
| ASML | ASML HOLDING N V | 485 | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 4K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| ULTA | ULTA BEAUTY INC | 848 | $500K+ | SH |
| D | DOMINION ENERGY INC | 9K | $500K+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 11K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $500K+ | SH |
| MUNI | PIMCO ETF TR | 10K | $500K+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 15K | $500K+ | SH |
| ACU | ACME UTD CORP | 12K | $500K+ | SH |
| GDMN | WISDOMTREE TR | 5K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 9K | $500K+ | SH |
| IVW | ISHARES TR | 4K | $500K+ | SH |
| IDCC | INTERDIGITAL INC | 2K | $100K–$500K | SH |
| IEF | ISHARES TR | 5K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 3K | $100K–$500K | SH |
| FOXA | FOX CORP | 7K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| GTN | GRAY MEDIA INC | 101K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| EALT | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 846 | $100K–$500K | SH |
| SO | SOUTHERN CO | 6K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 12K | $100K–$500K | SH |
| STXD | EA SERIES TRUST | 13K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 785 | $100K–$500K | SH |
| JADE | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| STCE | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| COWG | PACER FDS TR | 13K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| GMAB | GENMAB A/S | 15K | $100K–$500K | SH |
| BTU | PEABODY ENERGY CORP | 16K | $100K–$500K | SH |
| BDVL | BLACKROCK ETF TRUST | 19K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 4K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 8K | $100K–$500K | SH |
| ANIK | ANIKA THERAPEUTICS INC | 48K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 708 | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 7K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $100K–$500K | SH |
| FTNT | FORTINET INC | 6K | $100K–$500K | SH |
| QLD | PROSHARES TR | 6K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP | 6K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 509 | $100K–$500K | SH |