Advyzon Investment Management, LLC

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    lisle, IL
  • CIK
    0002011872
  • All SEC filings
Q2 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

382

$451.66M
VTI, BND, SPDW, STXG
13F-HR
Aug 7, 2025
000201187225000007

284

$282.91M
VTI, BND, SPDW, STXV
13F-HR
May 9, 2025
000201187225000004

231

$259.18M
VTI, BND, SPDW, STXV
13F-HR
Feb 3, 2025
000201187225000001