Advyzon Investment Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AI Advyzon Investment Management, LLC | Institutional Filer | ▲ 29.50% | $1.12B | 675 |
Current Portfolio Holdings
Showing all 675 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 104K | $33.4M | 2.99% |
| 2 | IVV | ISHARES TR | — | 46K | $30.1M | 2.69% |
| 3 | FBCG | FIDELITY COVINGTON TRUST | — | 424K | $21.3M | 1.91% |
| 4 | BAR | GRANITESHARES GOLD TR | — | 438K | $20.2M | 1.81% |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 441K | $18.7M | 1.68% |
| 6 | BND | VANGUARD BD INDEX FDS | — | 246K | $18.1M | 1.62% |
| 7 | SPDW | SPDR INDEX SHS FDS | — | 365K | $16.7M | 1.49% |
| 8 | SMH | VANECK ETF TRUST | — | 41K | $15.8M | 1.42% |
| 9 | NVDA | NVIDIA Corporation | Technology | 80K | $14.0M | 1.26% |
| 10 | DYNF | BLACKROCK ETF TRUST | — | 231K | $13.5M | 1.21% |
| 11 | VO | VANGUARD INDEX FDS | — | 45K | $12.9M | 1.15% |
| 12 | IVW | ISHARES TR | — | 106K | $12.0M | 1.07% |
| 13 | FENI | FIDELITY COVINGTON TRUST | — | 317K | $11.8M | 1.06% |
| 14 | MSFT | Microsoft Corporation | Technology | 31K | $11.6M | 1.04% |
| 15 | SPYM | SPDR SERIES TRUST | — | 151K | $11.6M | 1.04% |
Showing 1 to 15 of 675 holdings