Advyzon Investment Management, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
ISHARES TR	—	$2.09M	9,732	0.2%
LAM RESEARCH CORP	—	$2.08M	12,136	0.2%
SSGA ACTIVE ETF TR	—	$2.02M	50,125	0.2%
Merck & Co., Inc.	—	$2.01M	19,089	0.2%
SELECT SECTOR SPDR TR	—	$2.00M	25,806	0.2%
EA SERIES TRUST	—	$2.00M	70,082	0.2%
WELLS FARGO & COMPANY/MN	—	$1.95M	20,968	0.2%
SPDR SERIES TRUST	—	$1.94M	21,768	0.2%
UNITEDHEALTH GROUP INC	—	$1.91M	5,775	0.2%
SPDR SERIES TRUST	—	$1.87M	20,475	0.2%
ISHARES TR	—	$1.78M	17,489	0.2%
GENERAL ELECTRIC CO	—	$1.77M	5,750	0.2%
RTX Corp	—	$1.75M	9,562	0.2%
SCHWAB CHARLES CORP	—	$1.68M	16,849	0.2%
Palo Alto Networks Inc	—	$1.68M	9,098	0.2%
J P MORGAN EXCHANGE TRADED F	—	$1.67M	15,375	0.2%
VANECK ETF TRUST	—	$1.65M	15,931	0.2%
SELECT SECTOR SPDR TR	—	$1.64M	30,007	0.2%
SPDR SERIES TRUST	—	$1.64M	72,726	0.2%
VANGUARD INDEX FDS	—	$1.63M	7,790	0.2%
SELECT SECTOR SPDR TR	—	$1.62M	13,719	0.2%
ORACLE CORP	—	$1.59M	8,153	0.2%
TEXAS INSTRUMENTS INC	—	$1.58M	9,133	0.2%
Mastercard Inc	—	$1.56M	2,725	0.2%
INVESCO EXCH TRD SLF IDX FD	—	$1.54M	26,855	0.2%
FIRST TR EXCHANGE-TRADED FD	—	$1.53M	89,671	0.2%
INTERNATIONAL BUSINESS MACHINES CORP	—	$1.52M	5,137	0.2%
VERIZON COMMUNICATIONS INC	—	$1.51M	37,172	0.2%
SCHWAB STRATEGIC TR	—	$1.50M	62,326	0.2%
ISHARES TR	—	$1.46M	28,255	0.2%
iShares MSCI UAE ETF	—	$1.46M	63,205	0.2%
AMPHENOL CORP /DE	—	$1.44M	10,651	0.2%
PROGRESSIVE CORP/OH	—	$1.40M	6,143	0.2%
VANGUARD WORLD FD	—	$1.40M	1,852	0.2%
DIMENSIONAL ETF TRUST	—	$1.39M	35,215	0.2%
WORLD GOLD TR	—	$1.39M	16,277	0.2%
Netflix Inc	—	$1.38M	14,768	0.2%
ZACKS TRUST	—	$1.35M	36,550	0.2%
STARBUCKS CORP	—	$1.35M	16,028	0.2%
The Boeing Company	—	$1.35M	6,203	0.2%
J P MORGAN EXCHANGE TRADED F	—	$1.35M	26,878	0.2%
CAPITAL GRP FIXED INCM ETF T	—	$1.34M	52,618	0.2%
O REILLY AUTOMOTIVE INC	—	$1.34M	14,690	0.2%
VANGUARD BD INDEX FDS	—	$1.33M	16,919	0.2%
LOWES COMPANIES INC	—	$1.33M	5,529	0.2%
PEPSICO INC	—	$1.33M	9,267	0.2%
NetEase, Inc.NTES	ADR	$1.32M	9,618	0.2%
FIRST TR EXCHANGE-TRADED ALP	—	$1.31M	8,110	0.2%
ABBOTT LABORATORIES	—	$1.29M	10,297	0.1%
CAPITAL GROUP GROWTH ETF	—	$1.29M	28,910	0.1%