Advyzon Investment Management, LLC
CIK: 0002011872SEC EDGAR →
Portfolio Value
$862.0M
Holdings
569
As of
Q4 2025
New Positions
131
Closed Positions
40
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 106,195 | $35.6M | 4.13% |
| 2 | ISHARES TR | 29,146 | $20.0M | 2.32% |
| 3 | GRANITESHARES GOLD TR | 451,967 | $19.2M | 2.23% |
| 4 | SPDR INDEX SHS FDS | 368,327 | $16.4M | 1.90% |
| 5 | VANGUARD BD INDEX FDS | 220,337 | $16.3M | 1.89% |
| 6 | MICROSOFT CORP | 31,241 | $15.1M | 1.75% |
| 7 | NVIDIA CORPORATION | 70,687 | $13.2M | 1.53% |
| 8 | VANGUARD INDEX FDS | 44,864 | $13.0M | 1.51% |
| 9 | INVESCO QQQ TR | 19,126 | $11.7M | 1.36% |
| 10 | APPLE INC | 41,334 | $11.2M | 1.30% |
Quarterly Changes
Top Buys
New Positions (132)
$4.6M · 122K shares
$3.5M · 31K shares
$2.1M · 10K shares
$1.3M · 27K shares
$1.2M · 46K shares
$1.2M · 47K shares
$1.2M · 37K shares
$1.2M · 6K shares
$1.0M · 32K shares
$860K · 7K shares
$812K · 14K shares
$812K · 6K shares
$796K · 7K shares
$789K · 8K shares
$785K · 22K shares
$778K · 15K shares
$778K · 8K shares
$773K · 12K shares
$725K · 21K shares
$662K · 18K shares
$646K · 2K shares
$615K · 4K shares
$611K · 16K shares
$597K · 20K shares
$590K · 12K shares
$574K · 5K shares
$574K · 20K shares
$566K · 645 shares
$554K · 8K shares
$552K · 5K shares
$552K · 6K shares
$535K · 15K shares
$518K · 9K shares
$518K · 485 shares
$509K · 2K shares
$508K · 10K shares
$503K · 12K shares
$502K · 5K shares
$479K · 8K shares
$475K · 8K shares
$471K · 13K shares
$468K · 19K shares
$456K · 1K shares
$446K · 544 shares
$437K · 966 shares
$437K · 7K shares
$423K · 9K shares
$409K · 10K shares
$408K · 15K shares
$386K · 22K shares
$385K · 5K shares
$377K · 1K shares
$375K · 13K shares
$356K · 2K shares
$354K · 13K shares
$353K · 5K shares
$349K · 3K shares
$348K · 749 shares
$348K · 9K shares
$347K · 2K shares
$341K · 8K shares
$338K · 12K shares
$335K · 3K shares
$333K · 2K shares
$318K · 7K shares
$311K · 636 shares
$308K · 6K shares
$307K · 10K shares
$306K · 545 shares
$303K · 10K shares
$303K · 2K shares
$300K · 12K shares
$300K · 2K shares
$297K · 5K shares
$296K · 7K shares
$295K · 840 shares
$290K · 1K shares
$286K · 1K shares
$286K · 4K shares
$284K · 6K shares
$281K · 4K shares
$279K · 14K shares
$275K · 3K shares
$272K · 566 shares
$270K · 3K shares
$269K · 4K shares
$267K · 10K shares
$267K · 10K shares
$267K · 3K shares
$267K · 7K shares
$263K · 14K shares
$256K · 744 shares
$254K · 23K shares
$244K · 5K shares
$244K · 5K shares
$242K · 4K shares
$242K · 3K shares
$241K · 2K shares
$241K · 23K shares
$237K · 6K shares
$235K · 8K shares
$231K · 747 shares
$230K · 5K shares
$230K · 8K shares
$230K · 1K shares
$229K · 10K shares
$227K · 467 shares
$226K · 5K shares
$225K · 2K shares
$221K · 2K shares
$219K · 565 shares
$219K · 2K shares
$218K · 4K shares
$217K · 640 shares
$217K · 1K shares
$217K · 3K shares
$216K · 321 shares
$215K · 789 shares
$215K · 1K shares
$214K · 4K shares
$214K · 2K shares
$213K · 605 shares
$213K · 2K shares
$213K · 1K shares
$211K · 841 shares
$207K · 16K shares
$206K · 3K shares
$205K · 588 shares
$201K · 9K shares
$177K · 10K shares
$174K · 14K shares
$105K · 13K shares
Closed Positions (40)
$4.7M · 49K shares
$4.7M · 30K shares
$3.0M · 62K shares
$1.5M · 49K shares
$732K · 2K shares
$656K · 6K shares
$458K · 5K shares
$405K · 2K shares
$380K · 6K shares
$372K · 13K shares
$366K · 8K shares
$366K · 14K shares
$353K · 5K shares
$317K · 6K shares
$302K · 23K shares
$251K · 923 shares
$249K · 20K shares
$247K · 6K shares
$244K · 4K shares
$243K · 13K shares
$229K · 709 shares
$228K · 7K shares
$226K · 730 shares
$223K · 815 shares
$223K · 3K shares
$223K · 269 shares
$220K · 2K shares
$217K · 878 shares
$216K · 2K shares
$213K · 1K shares
$211K · 1K shares
$211K · 2K shares
$210K · 3K shares
$208K · 305 shares
$208K · 5K shares
$207K · 1K shares
$203K · 2K shares
$203K · 1K shares
$202K · 860 shares
$122K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 305 | $544.9M | 63.2% |
| Technology | 53 | $108.0M | 12.5% |
| Unknown | 41 | $56.8M | 6.6% |
| Healthcare | 34 | $30.0M | 3.5% |
| Consumer Cyclical | 26 | $29.3M | 3.4% |
| Industrials | 50 | $27.4M | 3.2% |
| Communication Services | 14 | $26.9M | 3.1% |
| Consumer Defensive | 17 | $18.2M | 2.1% |
| Energy | 10 | $8.7M | 1.0% |
| Utilities | 11 | $7.1M | 0.8% |
| Basic Materials | 4 | $2.2M | 0.3% |
| Real Estate | 4 | $2.2M | 0.3% |