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Advyzon Investment Management, LLC

All holdings · as of Dec 31, 2025

569 positions

CompanyClassValueShares% of portfolio
GE Vernova Inc.$880.4K1,3470.1%
Prologis Inc$861.2K6,7460.1%
TE Connectivity PLC$853.4K3,7510.1%
ISHARES TR$852.0K27,5180.1%
ABSOLUTE SHS TR$837.4K27,0470.1%
CAPITAL ONE FINANCIAL CORP$837.2K3,4540.1%
CNX RESOURCES CORP$828.5K22,5320.1%
VANGUARD SCOTTSDALE FDS$826.1K14,8050.1%
Monster Beverage Corp$825.1K10,7620.1%
CINCINNATI FINANCIAL CORP$824.6K5,0480.1%
Uber Technologies, Inc$823.8K10,0820.1%
HARTFORD FDS EXCHANGE TRADED$815.5K20,8520.1%
BRITISH AMERN TOB PLC$812.9K14,3570.1%
VANGUARD INTL EQUITY INDEX F$812.4K5,7590.1%
LITMAN GREGORY FDS TR$805.4K28,7020.1%
DIMENSIONAL ETF TRUST$801.6K16,0640.1%
VANGUARD ADMIRAL FDS INC$796.7K6,5690.1%
EA SERIES TRUST$794.8K18,0280.1%
J P MORGAN EXCHANGE TRADED F$792.9K15,7020.1%
ADVANCED MICRO DEVICES INC$790.1K3,6890.1%
PIMCO ETF TR$789.7K7,8700.1%
CAPITAL GROUP CORE BALANCED$785.4K22,2310.1%
ISHARES TR$785.4K15,7050.1%
Union Pacific Corp$785.1K3,3940.1%
ISHARES TR$785.0K8,1640.1%
ASTRAZENECA PLC$779.8K8,4830.1%
US BANCORP \DE$779.3K14,6050.1%
BRISTOL MYERS SQUIBB CO$778.4K14,4310.1%
GLOBAL X FDS$773.2K11,9340.1%
ISHARES TR$767.2K33,8440.1%
AMERICAN EXPRESS CO$766.7K2,0720.1%
KLA CORP$763.7K6290.1%
VANGUARD SCOTTSDALE FDS$760.0K9,5320.1%
InterDigital, Inc.$758.7K2,3830.1%
ISHARES TR$753.0K6,6100.1%
APPLIED MATERIALS INC /DE$749.1K2,9150.1%
VANGUARD INDEX FDS$745.3K2,8890.1%
VANGUARD CHARLOTTE FDS$740.3K15,3200.1%
SHOPIFY INC$740.0K4,5970.1%
Howmet Aerospace Inc.$739.6K3,6080.1%
WISDOMTREE TR$734.0K14,5860.1%
LOCKHEED MARTIN CORP$729.4K1,5080.1%
CAPITAL GROUP GBL GROWTH EQT$725.2K20,9280.1%
ADVISORS INNER CIRCLE FD II$725.0K24,0060.1%
MICRON TECHNOLOGY INC$723.5K2,5350.1%
EMCOR Group Inc$718.3K1,1740.1%
AT&T INC.$718.2K28,9140.1%
VANGUARD WORLD FD$711.4K9,9330.1%
GENERAL DYNAMICS CORP$708.7K2,1050.1%
COSTCO WHOLESALE CORP /NEW$689.0K7990.1%
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