Advyzon Investment Management, LLC Top Holdings and 13F Report (2025) About Advyzon Investment Management, LLCInvestment ActivityAdvyzon Investment Management, LLC has $259.18 million in total holdings as of December 31, 2024.Advyzon Investment Management, LLC owns shares of 231 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Largest Holdings Vanguard Total Stock Market ETF $29,378,038Vanguard Total Bond Market ETF $13,449,029SPDR Portfolio Developed World ex-US ETF $11,915,947EA SERIES TRUST $11,767,692Vanguard Mid-Cap ETF $11,384,443 Sector AllocationMap of 500 Largest Holdings ofAdvyzon Investment Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$29,378,038101,37011.3%ETFBNDVanguard Total Bond Market ETF$13,449,029187,0265.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$11,915,947349,1344.6%ETFEA SERIES TRUST$11,767,692398,8214.5%STRIVE 1000 VALUVOVanguard Mid-Cap ETF$11,384,44343,1024.4%ETFEA SERIES TRUST$8,556,405197,0703.3%STRIVE 1000 GRWTSPEMSPDR Portfolio Emerging Markets ETF$7,313,364190,6012.8%ETFANGLVanEck Fallen Angel High Yield Bond ETF$6,162,095214,9322.4%ManufacturingVTVVanguard Value ETF$5,701,01033,6742.2%ETFEA SERIES TRUST$4,518,607222,8111.7%STRIVE ENHANCEDVTEBVanguard Tax-Exempt Bond ETF$3,910,28078,0031.5%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$3,815,74794,1071.5%ETFIVViShares Core S&P 500 ETF$3,544,2016,0211.4%ETFMSFTMicrosoft$3,386,1818,0341.3%Computer and TechnologyMETAMeta Platforms$3,059,4975,2251.2%Computer and TechnologyEA SERIES TRUST$2,957,278113,6891.1%STRIVE MID CAPNVDANVIDIA$2,816,77320,9751.1%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$2,685,43987,2461.0%ETFQQQInvesco QQQ$2,644,5075,1731.0%FinanceAMZNAmazon.com$2,434,13211,0950.9%Retail/WholesaleBRK.BBerkshire Hathaway$2,394,7255,2830.9%FinanceAAPLApple$2,281,5999,1110.9%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$2,181,06137,6050.8%ETFVBRVanguard Small-Cap Value ETF$1,942,5899,8020.7%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,918,60138,1280.7%FinanceVOOVanguard S&P 500 ETF$1,888,5293,5050.7%ETFXLFFinancial Select Sector SPDR Fund$1,822,84437,7170.7%ETFFTSMFirst Trust Enhanced Short Maturity ETF$1,684,13928,1770.6%ManufacturingWMTWalmart$1,680,71118,6020.6%Retail/WholesaleTOTLSPDR Doubleline Total Return Tactical ETF$1,654,54842,0040.6%ETFXLVHealth Care Select Sector SPDR Fund$1,626,96011,8260.6%ETFMUBiShares National Muni Bond ETF$1,518,01014,2470.6%ETFHYDVanEck High Yield Muni ETF$1,306,99325,1780.5%ETFXLEEnergy Select Sector SPDR Fund$1,244,54814,5290.5%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$1,216,92554,7420.5%ETFXLPConsumer Staples Select Sector SPDR Fund$1,216,83615,4790.5%ETFEA SERIES TRUST$1,200,95638,4060.5%STRIVE SML CAPCGUSCapital Group Core Equity ETF$1,187,47633,9570.5%ETFGLDMSPDR Gold MiniShares Trust$1,168,37122,4730.5%FinanceXLKTechnology Select Sector SPDR Fund$1,139,3464,9000.4%ETFMOATVanEck Morningstar Wide Moat ETF$1,124,94812,1320.4%ETFJPMJPMorgan Chase & Co.$1,102,1074,5980.4%FinancePGProcter & Gamble$1,101,7286,5720.4%Consumer StaplesUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,099,54521,8680.4%ManufacturingGOOGAlphabet$1,073,3925,6360.4%Computer and TechnologyBSVVanguard Short-Term Bond ETF$1,068,01713,8220.4%ETFFIDELITY WISE ORIGIN BITCOIN$1,009,22012,3710.4%SHSARK 21SHARES BITCOIN ETF$1,009,08810,8190.4%SHS BEN INTVANECK BITCOIN ETF$1,009,0029,5450.4%SH BEN INTUNHUnitedHealth Group$994,0811,9650.4%MedicalISHARES BITCOIN TRUST ETF$937,80517,6780.4%SHS BEN INTGOVTiShares U.S. Treasury Bond ETF$902,57939,2770.3%ETFSTRVStrive 500 ETF$897,93923,7550.3%ETFSMMDiShares Russell 2500 ETF$891,95613,1170.3%ETFIUSBiShares Core Total USD Bond Market ETF$873,75919,3310.3%ManufacturingXOMExxon Mobil$852,4767,9250.3%Oils/EnergyHMOPHartford Municipal Opportunities ETF$836,95021,6490.3%ETFHDHome Depot$825,3182,1220.3%Retail/WholesaleEA SERIES TRUST$819,48041,3670.3%STRIVE TOTAL RETBIGTRoundhill Magnificent Seven ETF$818,81315,0460.3%ETFJMUBJPMorgan Municipal ETF$813,73716,2260.3%ETFTSLATesla$794,7571,9680.3%Auto/Tires/TrucksVVisa$786,8082,4900.3%Business ServicesVBVanguard Small-Cap ETF$782,6123,2570.3%ETFAVGOBroadcom$770,1723,3220.3%Computer and TechnologyAVDEAvantis International Equity ETF$769,76412,5430.3%ETFBABoeing$769,2074,3460.3%AerospaceAMLPAlerian MLP ETF$750,33215,5800.3%ETFVGTVanguard Information Technology ETF$748,6471,2040.3%ETFVGLTVanguard Long-Term Treasury Index ETF$741,30313,3930.3%ETFMRKMerck & Co., Inc.$739,3217,4320.3%MedicalSPYSPDR S&P 500 ETF Trust$737,4521,2580.3%FinanceJNJJohnson & Johnson$732,1145,0620.3%MedicalCWBSPDR Bloomberg Convertible Securities ETF$720,8729,2550.3%ETFABBVAbbVie$714,8424,0230.3%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$698,1633,1120.3%FinanceSCHDSchwab US Dividend Equity ETF$688,08225,1860.3%ETFGOOGLAlphabet$679,0203,5870.3%Computer and TechnologyLLYEli Lilly and Company$677,8518780.3%MedicalXLCCommunication Services Select Sector SPDR Fund$656,3836,7800.3%ETFEFAiShares MSCI EAFE ETF$639,9638,4640.2%FinanceBACBank of America$613,10213,9500.2%FinanceMAMastercard$606,4021,1520.2%Business ServicesSHYGiShares 0-5 Year High Yield Corporate Bond ETF$600,92914,1030.2%ETFFIRST TR EXCHANGE-TRADED FD$591,08044,9150.2%WCM INTL EQUITYTLTiShares 20+ Year Treasury Bond ETF$574,4856,5780.2%ETFARKKARK Innovation ETF$567,75710,0010.2%ETFVOEVanguard Mid-Cap Value ETF$563,5803,4840.2%ETFVUGVanguard Growth ETF$560,9771,3670.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$560,4457,1260.2%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$555,36711,1430.2%ETFORCLOracle$554,0633,3250.2%Computer and TechnologyCSCOCisco Systems$548,5479,2660.2%Computer and TechnologyACNAccenture$547,7641,5570.2%Computer and TechnologyCVXChevron$542,7153,7470.2%Oils/EnergyVCSHVanguard Short-Term Corporate Bond ETF$537,1486,8860.2%ETFWFCWells Fargo & Company$529,6737,5410.2%FinanceFMHIFirst Trust Municipal High Income ETF$529,30710,9610.2%ManufacturingSCHPSchwab U.S. TIPS ETF$529,18320,4870.2%ETFMSMorgan Stanley$527,7734,1980.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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