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Advyzon Investment Management, LLC

Q4 2025 · Filed 2026-02-13
Market Value
$856M
+47.9%
Holdings
602
+106
New Purchases
128
Added To
365
Closed
40
Reduced
61
Top 10 Concentration
20.1%
Turnover
27.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 2.33% 1.13% +1.20% $20M
IVE 1.09% 0.12% +0.97% $9M
DYNF 1.13% 0.21% +0.92% $10M
IEMG 0.92% 0.13% +0.79% $8M
IVW 1.03% 0.24% +0.79% $9M
USDU 1.22% 0.45% +0.77% $10M
QQQ 1.37% 0.74% +0.64% $12M
EFV 0.81% 0.18% +0.63% $7M
OEF 0.77% 0.17% +0.60% $7M
XTWY 0.54% 0.00% +0.54% $5M
SPGP 0.41% 0.00% +0.41% $3M
THRO 0.44% 0.08% +0.36% $4M
BAR 2.24% 1.92% +0.33% $19M
BAI 0.38% 0.07% +0.31% $3M
QUAL 0.48% 0.17% +0.31% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
STXG 0.87% 2.42% -1.55% $7M
STXV 0.87% 2.33% -1.46% $7M
VTI 4.16% 5.44% -1.28% $36M
XLK 0.31% 1.18% -0.87% $3M
IBIT 0.13% 0.97% -0.83% $1M
BND 1.91% 2.72% -0.81% $16M
AIRR 0.00% 0.81% -0.81% $0
PPA 0.00% 0.81% -0.81% $0
SPDW 1.91% 2.53% -0.62% $16M
BUXX 0.54% 1.15% -0.61% $5M
VO 1.52% 2.04% -0.52% $13M
PFIX 0.00% 0.52% -0.52% $0
SPEM 1.22% 1.70% -0.48% $10M
STXM 0.23% 0.66% -0.42% $2M
IAU 0.72% 1.09% -0.37% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 67 $293M 34.2%
Large Cap 316 $356M 41.6%
Mid Cap 103 $77M 9.0%
Small Cap 76 $67M 7.8%
Micro Cap 40 $64M 7.4%

Portfolio Analytics

Avg Market Cap
$130.9B
Median Market Cap
$22.2B
Avg P/E
31.3
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
300
# ETFs / Funds
302

Top Holdings (602 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VTI 4.16% 106,195 $36M $335.27 $4M +10,204 +10.6%
2 IVV 2.33% 29,146 $20M $684.93 $13M +19,358 +197.8%
3 BAR 2.24% 451,967 $19M $42.49 $8M +160,422 +55.0%
4 SPDW 1.91% 368,327 $16M $44.41 $2M +26,119 +7.6%
5 BND 1.91% 220,337 $16M $74.07 $581K +8,696 +4.1%
6 MSFT 1.77% 31,241 $15M $483.63 $4M +10,011 +47.1%
7 NVDA 1.54% 70,687 $13M $186.50 $3M +16,541 +30.6%
8 VO 1.52% 44,864 $13M $290.22 $1M +4,624 +11.5%
9 QQQ 1.37% 19,126 $12M $614.29 $7M +12,020 +169.2%
10 AAPL 1.31% 41,334 $11M $271.86 $4M +14,220 +52.5%
11 SPEM 1.22% 223,337 $10M $46.81 $600K +12,818 +6.1%
12 USDU 1.22% 404,396 $10M $25.80 $8M +305,287 +308.0%
13 AVGO 1.13% 28,026 $10M $346.09 $3M +8,522 +43.7%
14 DYNF 1.13% 159,065 $10M $60.81 $8M +138,272 +665.0%
15 IVE 1.09% 43,944 $9M $212.07 $9M +40,586 +1208.6%
16 VOO 1.08% 14,706 $9M $627.16 $3M +5,168 +54.2%
17 IVW 1.03% 71,205 $9M $123.26 $7M +59,682 +517.9%
18 AMZN 1.02% 37,962 $9M $230.82 $3M +10,575 +38.6%
19 META 1.02% 13,160 $9M $660.06 $2M +3,850 +41.4%
20 XLE 0.93% 178,717 $8M $44.71 $4M +134,576 +304.9%
21 IEMG 0.92% 117,082 $8M $67.22 $7M +105,584 +918.3%
22 SMH 0.92% 21,813 $8M $360.12 $413K -990 -4.3%
23 MUB 0.91% 72,532 $8M $107.11 $3M +31,106 +75.1%
24 WMT 0.87% 67,054 $7M $111.41 $4M +28,826 +75.4%
25 STXG 0.87% 146,667 $7M $50.89 -$7M -133,985 -47.7%
26 STXV 0.87% 223,066 $7M $33.46 -$6M -193,944 -46.5%
27 EFV 0.81% 97,078 $7M $71.41 $6M +81,885 +539.0%
28 OEF 0.77% 19,184 $7M $342.97 $6M +16,168 +536.1%
29 IAU 0.72% 75,945 $6M $81.17 -$153K -10,871 -12.5%
30 VTV 0.71% 31,592 $6M $190.99 $524K +2,048 +6.9%
31 VEA 0.70% 95,304 $6M $62.47 $1M +19,736 +26.1%
32 GOOG 0.69% 18,923 $6M $313.81 $2M +2,160 +12.9%
33 GLD 0.66% 14,227 $6M $396.31 $705K +349 +2.5%
34 MAGS 0.65% 84,519 $6M $65.96 $3M +46,042 +119.7%
35 GOOGL 0.65% 17,739 $6M $313.01 $3M +7,826 +79.0%
36 BRK-B 0.59% 10,046 $5M $502.65 $1M +2,668 +36.2%
37 JPM 0.59% 15,655 $5M $322.21 $2M +7,161 +84.3%
38 XTRE 0.58% 99,505 $5M $49.76 $2M +39,196 +65.0%
39 XTWY 0.54% 121,727 $5M $37.84 +121,727 NEW
40 BUXX 0.54% 227,090 $5M $20.24 -$2M -100,375 -30.6%
41 HYG 0.51% 54,462 $4M $80.63 $2M +29,490 +118.1%
42 ANGL 0.51% 147,760 $4M $29.36 $43K +3,258 +2.2%
43 LLY 0.50% 3,989 $4M $1,074.73 $3M +2,427 +155.4%
44 TQQQ 0.50% 81,098 $4M $52.72 -$448K +35,420 +77.5%
45 SCHG 0.49% 127,414 $4M $32.62 $2M +49,400 +63.3%
46 JNJ 0.48% 19,930 $4M $206.95 $2M +8,992 +82.2%
47 DSEP 0.48% 91,691 $4M $44.91 $58K -150 -0.2%
48 QUAL 0.48% 20,696 $4M $198.62 $3M +15,558 +302.8%
49 AVDE 0.48% 49,851 $4M $82.32 $339K +2,137 +4.5%
50 CGMU 0.48% 149,302 $4M $27.38 $976K +35,256 +30.9%
51 THRO 0.44% 97,638 $4M $38.56 $3M +86,069 +744.0%
52 PDBC 0.44% 282,048 $4M $13.25 $2M +169,183 +149.9%
53 IJR 0.43% 30,535 $4M $120.18 $781K +6,228 +25.6%
54 DFSV 0.42% 108,328 $4M $32.89 $744K +19,787 +22.4%
55 SPGP 0.41% 30,660 $3M $113.86 +30,660 NEW
56 PM 0.40% 21,321 $3M $160.40 $2M +11,117 +109.0%
57 BAI 0.38% 98,086 $3M $33.30 $3M +86,365 +736.8%
58 ZECP 0.38% 93,634 $3M $34.76 $1M +31,424 +50.5%
59 SCHP 0.38% 122,759 $3M $26.49 $61K +4,361 +3.7%
60 MTUM 0.38% 12,848 $3M $250.30 $2M +8,756 +214.0%
61 VTEB 0.37% 63,520 $3M $50.29 $112K +1,950 +3.2%
62 CGUS 0.37% 79,117 $3M $40.23 $2M +45,478 +135.2%
63 CSCO 0.37% 41,100 $3M $77.03 $2M +18,722 +83.7%
64 SPY 0.37% 4,632 $3M $681.99 $2M +2,824 +156.2%
65 EFA 0.37% 32,595 $3M $96.03 $960K +9,354 +40.2%
66 IUSB 0.35% 64,678 $3M $46.54 $2M +34,299 +112.9%
67 XOM 0.35% 24,742 $3M $120.34 $1M +10,882 +78.5%
68 SPLG 0.34% 36,450 $3M $80.22 -$517K -7,479 -17.0%
69 IJH 0.34% 44,172 $3M $66.00 $775K +11,377 +34.7%
70 TSLA 0.33% 6,278 $3M $449.72 $539K +1,142 +22.2%
71 XAR 0.33% 11,644 $3M $241.24 $1M +4,274 +58.0%
72 IWY 0.33% 10,058 $3M $276.94 $2M +6,494 +182.2%
73 SPMO 0.32% 22,873 $3M $119.32 $486K +4,345 +23.4%
74 XLK 0.31% 18,537 $3M $143.97 -$4M -5,641 -23.3%
75 XLV 0.31% 17,136 $3M $154.80 $620K +2,531 +17.3%
76 MCD 0.30% 8,501 $3M $305.65 $939K +3,042 +55.7%
77 POCT 0.30% 59,061 $3M $43.92 $860K +18,826 +46.8%
78 TJX 0.30% 16,564 $3M $153.61 $985K +5,779 +53.6%
79 CGDV 0.30% 58,060 $3M $43.64 $1M +26,300 +82.8%
80 AZBJ 0.29% 67,036 $2M $37.01 $2M +59,802 +826.7%
81 AZBL 0.29% 63,403 $2M $39.12 $2M +56,572 +828.2%
82 AZBA 0.29% 71,074 $2M $34.86 $2M +63,474 +835.2%
83 AZBO 0.29% 63,481 $2M $39.00 $2M +56,646 +828.8%
84 PG 0.29% 17,174 $2M $143.31 $765K +6,132 +55.5%
85 NEE 0.29% 30,591 $2M $80.28 $897K +9,943 +48.1%
86 AGG 0.29% 24,558 $2M $99.88 $1M +10,799 +78.5%
87 IXUS 0.29% 28,901 $2M $84.64 $249K +2,291 +8.6%
88 HD 0.28% 7,038 $2M $344.10 $690K +2,765 +64.7%
89 V 0.28% 6,756 $2M $350.68 $373K +909 +15.6%
90 TSM 0.28% 7,753 $2M $303.87 $881K +2,472 +46.8%
91 VGIT 0.27% 38,975 $2M $59.93 $225K +3,810 +10.8%
92 FLOT 0.27% 44,876 $2M $50.86 $302K +6,115 +15.8%
93 SPYV 0.26% 39,736 $2M $56.81 $528K +8,477 +27.1%
94 BAC 0.26% 40,327 $2M $55.00 $916K +15,085 +59.8%
95 BLK 0.25% 2,037 $2M $1,070.17 $2M +1,528 +300.2%
96 VBR 0.25% 10,241 $2M $211.80 $214K +873 +9.3%
97 AVEM 0.25% 27,877 $2M $77.02 $462K +5,438 +24.2%
98 SPTM 0.25% 25,662 $2M $82.50 $367K +3,959 +18.2%
99 CVX 0.25% 13,779 $2M $152.41 $928K +6,229 +82.5%
100 ITA 0.24% 9,732 $2M $214.69 +9,732 NEW

New Positions

SymbolValue% Port
XTWY $5M 0.54%
SPGP $3M 0.41%
ITA $2M 0.24%
JPSE $1M 0.16%
QUIZ $1M 0.14%
BDYN $1M 0.14%
CGGE $1M 0.14%
RSP $1M 0.14%
THIR $1M 0.12%
PLD $861K 0.10%
BTI $813K 0.09%
VT $812K 0.09%
VIOG $797K 0.09%
MINT $790K 0.09%
CGBL $785K 0.09%

Sold Out Positions

SymbolValue% Port
SNOW —%
RJF —%
LEU —%
VST —%
MSM —%
PATH —%
CLX —%
EBS —%
RMD —%
LNG —%
CHT —%
KR —%
USFD —%
NEU —%
KYN —%
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