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 401–450 of 569
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NKE | NIKE INC | 5K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 908 | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 636 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 2K | $100K–$500K | SH |
| ACAD | ACADIA PHARMACEUTICALS INC | 12K | $100K–$500K | SH |
| ARTY | ISHARES TR | 6K | $100K–$500K | SH |
| DOL | WISDOMTREE TR | 5K | $100K–$500K | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 10K | $100K–$500K | SH |
| MEDP | MEDPACE HLDGS INC | 545 | $100K–$500K | SH |
| BSJT | INVESCO EXCH TRD SLF IDX FD | 14K | $100K–$500K | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 10K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| SVC | SERVICE PPTYS TR | 165K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 2K | $100K–$500K | SH |
| TMAT | NORTHERN LTS FD TR IV | 12K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| VSDM | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 5K | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 7K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 840 | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| MHH | MASTECH DIGITAL INC | 42K | $100K–$500K | SH |
| THC | TENET HEALTHCARE CORP | 1K | $100K–$500K | SH |
| FUMB | FIRST TR EXCH TRADED FD III | 14K | $100K–$500K | SH |
| TTE | TOTALENERGIES SE | 4K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| TAP | MOLSON COORS BEVERAGE CO | 6K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 10K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 2K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 6K | $100K–$500K | SH |
| EG | EVEREST GROUP LTD | 835 | $100K–$500K | SH |
| RYAAY | RYANAIR HOLDINGS PLC | 4K | $100K–$500K | SH |
| PBDC | PUTNAM ETF TRUST | 9K | $100K–$500K | SH |
| SIRI | SIRIUSXM HOLDINGS INC | 14K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| HLI | HOULIHAN LOKEY INC | 2K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 10K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 566 | $100K–$500K | SH |
| DBA | INVESCO DB MULTI-SECTOR COMM | 11K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 915 | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 3K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 3K | $100K–$500K | SH |
| PTCT | PTC THERAPEUTICS INC | 4K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 10K | $100K–$500K | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 10K | $100K–$500K | SH |