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Asset Manager ← All Institutions

Advyzon Investment Management, LLC

Q2 2025 · Filed 2025-08-08
Market Value
$448M
+58.5%
Holdings
397
+90
New Purchases
115
Added To
199
Closed
18
Reduced
63
Top 10 Concentration
28.1%
Turnover
33.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BAR 2.35% 0.00% +2.35% $11M
QQQ 1.73% 0.33% +1.40% $8M
GLD 1.34% 0.40% +0.94% $6M
XTRE 0.92% 0.00% +0.92% $4M
IBIT 1.25% 0.36% +0.88% $6M
POCT 0.70% 0.00% +0.70% $3M
CGMU 0.67% 0.00% +0.67% $3M
USDU 0.66% 0.00% +0.66% $3M
SPLG 0.72% 0.08% +0.64% $3M
LRCX 0.61% 0.00% +0.61% $3M
SMH 0.61% 0.00% +0.61% $3M
WMT 1.14% 0.56% +0.58% $5M
SPMO 0.54% 0.00% +0.54% $2M
SO 0.62% 0.09% +0.53% $3M
VEA 0.53% 0.00% +0.53% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VTI 6.16% 8.72% -2.56% $28M
BND 3.05% 4.78% -1.73% $14M
IVV 1.53% 3.01% -1.48% $7M
STXV 2.83% 4.28% -1.45% $13M
SPDW 2.92% 4.31% -1.38% $13M
VTV 1.25% 2.37% -1.12% $6M
VO 2.31% 3.28% -0.97% $10M
STXG 2.83% 3.70% -0.87% $13M
SPEM 1.79% 2.54% -0.76% $8M
RPV 0.00% 0.71% -0.71% $0
BUXX 1.44% 2.14% -0.70% $6M
VTEB 0.65% 1.15% -0.50% $3M
ANGL 0.82% 1.27% -0.45% $4M
DSEP 0.88% 1.32% -0.44% $4M
SCHP 0.61% 0.96% -0.35% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 63 $164M 36.6%
Large Cap 207 $160M 35.8%
Mid Cap 53 $32M 7.2%
Small Cap 51 $44M 9.9%
Micro Cap 23 $47M 10.6%

Portfolio Analytics

Avg Market Cap
$177.9B
Median Market Cap
$36.0B
Avg P/E
34.4
Median P/E
25.7
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
180
# ETFs / Funds
217

Top Holdings (397 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 6.16% 90,724 $28M $303.93 $3M +1,055 +1.2%
2 BND 3.05% 185,684 $14M $73.63 $169K +1,843 +1.0%
3 SPDW 2.92% 323,305 $13M $40.49 $921K -10,947 -3.3%
4 STXG 2.83% 275,739 $13M $46.02 $2M +14,724 +5.6%
5 STXV 2.83% 410,476 $13M $30.82 $558K +14,041 +3.5%
6 BAR 2.35% 322,782 $11M $32.64 +322,782 NEW
7 VO 2.31% 36,998 $10M $279.83 $1M +1,146 +3.2%
8 MSFT 2.11% 18,971 $9M $497.41 $5M +6,949 +57.8%
9 SPEM 1.79% 187,323 $8M $42.74 $818K +4,730 +2.6%
10 NVDA 1.74% 49,455 $8M $157.99 $4M +16,786 +51.4%
11 QQQ 1.73% 14,018 $8M $551.62 $7M +12,042 +609.4%
12 IVV 1.53% 11,023 $7M $620.87 -$2M -4,104 -27.1%
13 BUXX 1.44% 317,370 $6M $20.32 $411K +20,066 +6.8%
14 GLD 1.34% 19,709 $6M $304.83 $5M +15,814 +406.0%
15 VTV 1.25% 31,613 $6M $176.74 -$1M -7,129 -18.4%
16 IBIT 1.25% 91,125 $6M $61.21 $5M +69,230 +316.2%
17 WMT 1.14% 52,250 $5M $97.78 $4M +34,321 +191.4%
18 META 1.10% 6,690 $5M $738.14 $2M +1,374 +25.9%
19 AMZN 1.04% 21,290 $5M $219.39 $2M +5,465 +34.5%
20 AAPL 0.94% 20,523 $4M $205.17 $1M +6,257 +43.9%
21 VOO 0.93% 7,305 $4M $568.05 $3M +4,919 +206.2%
22 XTRE 0.92% 82,572 $4M $49.78 +82,572 NEW
23 AVGO 0.90% 14,690 $4M $275.65 $3M +7,774 +112.4%
24 DSEP 0.88% 93,244 $4M $42.40 $220K -863 -0.9%
25 ANGL 0.82% 125,226 $4M $29.28 $78K +876 +0.7%
26 MUB 0.82% 35,077 $4M $104.48 $2M +20,743 +144.7%
27 STXM 0.79% 133,762 $4M $26.40 $402K +6,397 +5.0%
28 SPLG 0.72% 44,644 $3M $72.69 $3M +41,018 +1131.2%
29 POCT 0.70% 75,655 $3M $41.30 +75,655 NEW
30 CGMU 0.67% 113,057 $3M $26.69 +113,057 NEW
31 USDU 0.66% 115,043 $3M $25.77 +115,043 NEW
32 VTEB 0.65% 59,456 $3M $49.03 -$333K -6,001 -9.2%
33 NFLX 0.64% 2,130 $3M $1,339.13 $2M +1,370 +180.3%
34 BRK-B 0.63% 5,785 $3M $485.77 $149K +788 +15.8%
35 SO 0.62% 30,422 $3M $91.83 $3M +27,610 +981.9%
36 LRCX 0.61% 28,239 $3M $97.34 +28,239 NEW
37 SMH 0.61% 9,844 $3M $278.88 +9,844 NEW
38 SCHP 0.61% 102,763 $3M $26.68 $25K +1,715 +1.7%
39 SPMO 0.54% 21,491 $2M $112.47 +21,491 NEW
40 VEA 0.53% 41,711 $2M $57.01 +41,711 NEW
41 RPG 0.51% 50,115 $2M $45.77 +50,115 NEW
42 DFSV 0.51% 77,352 $2M $29.43 $196K +3,440 +4.7%
43 VGIT 0.48% 36,204 $2M $59.81 -$182K -3,319 -8.4%
44 GOOG 0.48% 12,168 $2M $177.39 $566K +1,972 +19.3%
45 FTSM 0.46% 34,588 $2M $59.87 -$179K -3,009 -8.0%
46 EFA 0.46% 22,928 $2M $89.39 $132K -531 -2.3%
47 XLE 0.45% 23,849 $2M $84.81 $668K +9,357 +64.6%
48 JPM 0.44% 6,726 $2M $289.90 $873K +2,336 +53.2%
49 MCD 0.43% 6,651 $2M $292.19 $1M +4,684 +238.1%
50 V 0.41% 5,157 $2M $355.07 $676K +1,862 +56.5%
51 IXUS 0.39% 22,865 $2M $77.31 $1M +15,090 +194.1%
52 XLV 0.39% 13,088 $2M $134.79 $24K +1,170 +9.8%
53 NTES 0.39% 13,019 $2M $134.58 +13,019 NEW
54 XLP 0.39% 21,399 $2M $80.97 $192K +2,530 +13.4%
55 VBR 0.39% 8,877 $2M $195.01 $132K +293 +3.4%
56 AVDE 0.38% 22,701 $2M $74.01 $839K +10,014 +78.9%
57 HYG 0.37% 20,563 $2M $80.65 $571K +6,776 +49.1%
58 XLK 0.37% 6,470 $2M $253.23 $490K +909 +16.4%
59 USFR 0.36% 32,096 $2M $50.31 -$134K -2,641 -7.6%
60 STXK 0.36% 53,012 $2M $30.35 $191K +3,621 +7.3%
61 LLY 0.36% 2,050 $2M $779.73 $595K +835 +68.7%
62 TJX 0.36% 12,941 $2M $123.49 $1M +11,011 +570.5%
63 TSLA 0.36% 5,015 $2M $317.66 $160K -514 -9.3%
64 PG 0.35% 9,723 $2M $159.32 $410K +3,041 +45.5%
65 TQQQ 0.34% 18,597 $2M $83.00 +18,597 NEW
66 XLU 0.34% 18,890 $2M $81.66 $1M +13,218 +233.0%
67 ORCL 0.34% 6,871 $2M $218.62 $759K +1,559 +29.4%
68 ZECP 0.33% 45,872 $1M $31.91 +45,872 NEW
69 TOTL 0.32% 36,126 $1M $40.11 -$133K -3,144 -8.0%
70 IJR 0.32% 13,204 $1M $109.29 $1M +13,167 +35586.5%
71 SCHG 0.32% 48,428 $1M $29.21 $1M +40,495 +510.5%
72 FLOT 0.31% 26,847 $1M $51.02 $1M +19,846 +283.5%
73 XAR 0.29% 6,087 $1M $210.94 +6,087 NEW
74 CGUS 0.28% 34,249 $1M $36.93 $130K +260 +0.8%
75 STXT 0.28% 62,512 $1M $20.17 $61K +2,867 +4.8%
76 IAU 0.27% 19,709 $1M $62.36 $554K +8,268 +72.3%
77 WBIL 0.27% 37,641 $1M $32.53 +37,641 NEW
78 GLDM 0.27% 18,522 $1M $65.52 -$69K -2,196 -10.6%
79 MA 0.27% 2,130 $1M $561.77 $579K +1,003 +89.0%
80 HYD 0.27% 23,697 $1M $50.21 -$160K -2,682 -10.2%
81 SPLB 0.26% 52,428 $1M $22.57 $28K +1,219 +2.4%
82 GOOGL 0.26% 6,652 $1M $176.24 $266K +791 +13.5%
83 XOM 0.26% 10,750 $1M $107.80 $189K +2,591 +31.8%
84 UNH 0.26% 3,676 $1M $311.99 -$19K +1,450 +65.1%
85 JNJ 0.26% 7,508 $1M $152.74 $232K +1,994 +36.2%
86 MTUM 0.25% 4,662 $1M $240.30 $1M +4,296 +1173.8%
87 SCHF 0.25% 50,201 $1M $22.10 +50,201 NEW
88 PFIX 0.25% 20,873 $1M $52.84 +20,873 NEW
89 GBTC 0.24% 12,864 $1M $84.83 +12,864 NEW
90 HD 0.24% 2,945 $1M $366.61 $297K +809 +37.9%
91 PM 0.24% 5,919 $1M $182.13 $490K +2,211 +59.6%
92 SPTM 0.24% 14,360 $1M $74.89 $65K -493 -3.3%
93 WBIG 0.24% 49,009 $1M $21.91 +49,009 NEW
94 ORLY 0.24% 11,688 $1M $90.13 +11,688 NEW
95 STRV 0.23% 26,082 $1M $40.06 $3K -2,820 -9.8%
96 TSM 0.23% 4,532 $1M $226.50 $537K +1,583 +53.7%
97 USIG 0.23% 19,949 $1M $51.44 $46K +768 +4.0%
98 BTAL 0.23% 57,884 $1M $17.70 +57,884 NEW
99 BSV 0.23% 12,892 $1M $78.70 -$2K -100 -0.8%
100 TLT 0.23% 11,427 $1M $88.25 $401K +4,758 +71.3%

New Positions

SymbolValue% Port
BAR $11M 2.35%
XTRE $4M 0.92%
POCT $3M 0.70%
CGMU $3M 0.67%
USDU $3M 0.66%
LRCX $3M 0.61%
SMH $3M 0.61%
SPMO $2M 0.54%
VEA $2M 0.53%
RPG $2M 0.51%
NTES $2M 0.39%
TQQQ $2M 0.34%
ZECP $1M 0.33%
XAR $1M 0.29%
WBIL $1M 0.27%

Sold Out Positions

SymbolValue% Port
YUM —%
DE —%
CLX —%
TMO —%
ASML —%
SNA —%
CORT —%
MBB —%
AMGN —%
NOBL —%
BTG —%
RPV —%
KIE —%
SUB —%
VYM —%
View SEC EDGAR Filings for Advyzon Investment Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms