Advyzon Investment Management, LLC
Q2 2025 13F Holdings
- Locationlisle, IL
- Num holdings
382
- Value ($000)
$451,660
- Date Filed08/07/2025
- Form type13F-HR
- CIK0002011872
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $27.57M | 6 % | 90,724 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $13.67M | 3 % | 185,684 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $13.09M | 3 % | 323,305 | ||
STXG EA SERIES TRUST | STRIVE 1000 GRWT | 02072L615 | $12.69M | 3 % | 275,739 | ||
STXV EA SERIES TRUST | STRIVE 1000 VALU | 02072L599 | $12.65M | 3 % | 410,476 | ||
GRANITESHARES GOLD TR | SHS BEN INT | 38748G101 | $10.54M | 2 % | 322,782 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $10.35M | 2 % | 36,998 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.44M | 2 % | 18,971 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $8.01M | 2 % | 187,323 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $7.81M | 2 % | 49,455 |
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