Back to Advyzon Investment Management, LLC

Advyzon Investment Management, LLC

All holdings · as of Dec 31, 2025

569 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$354.6K13,1770.0%
Comfort Systems USA Inc$353.7K3790.0%
ISHARES TR$353.3K4,9780.0%
American Tower Corp$352.9K2,0100.0%
KIMBERLY CLARK CORP$351.0K3,4790.0%
LOGITECH INTL S A$349.9K3,4920.0%
Bank of New York Mellon Corp/The$349.6K3,0110.0%
T-Mobile US, Inc.TMUSCommon Stock$349.4K1,7210.0%
DEERE & CO$348.7K7490.0%
GRAYSCALE BITCOIN MINI TR ET$348.3K8,9920.0%
Ferguson Enterprises Inc. /DE$347.5K1,5610.0%
Intercontinental Exchange, Inc.$346.3K2,1380.0%
CARPENTER TECHNOLOGY CORP$344.8K1,0950.0%
ALLSTATE CORP$343.9K1,6520.0%
ISHARES TR$343.7K15,4940.0%
INVESCO EXCHANGE TRADED FD T$343.6K5,1220.0%
Concentrix Corp$341.4K8,2100.0%
SCHWAB STRATEGIC TR$339.8K11,3010.0%
PACKAGING CORP OF AMERICA$339.7K1,6470.0%
SIMPLIFY EXCHANGE TRADED FUN$338.1K12,4030.0%
NRG Energy Inc$336.2K2,1110.0%
PRUDENTIAL FINANCIAL INC$335.8K2,9750.0%
TYSON FOODS INC$334.6K5,7070.0%
AGF INVTS TR$333.7K23,1930.0%
ISHARES TR$333.2K1,8390.0%
Cencora Inc$329.5K9760.0%
Service Properties Trust$328.0K178,2450.0%
Moody's Corp$323.6K6330.0%
Fabrinet$323.2K7100.0%
GSK PLC$318.9K6,5040.0%
Somnigroup International Inc$318.6K3,5680.0%
BROADRIDGE FINANCIAL SOLUTIONS INC$317.5K1,4230.0%
SCHWAB STRATEGIC TR$317.2K8,7970.0%
NIKE, Inc.$313.7K4,9240.0%
AMERIPRISE FINANCIAL INC$311.9K6360.0%
ACADIA Pharmaceuticals Inc$310.2K11,6120.0%
ISHARES TR$308.5K6,4040.0%
WISDOMTREE TR$307.8K4,6750.0%
SIMPLIFY EXCHANGE TRADED FUN$307.5K9,5930.0%
Medpace Holdings, Inc.$306.1K5450.0%
INVESCO EXCH TRD SLF IDX FD$305.6K14,2080.0%
CAPITAL GROUP NEW GEOGRAPHY$303.9K9,5180.0%
CINTAS CORP$303.6K1,6140.0%
VANGUARD INDEX FDS$302.8K1,7070.0%
SPROTT ASSET MANAGEMENT LP$300.9K6,5690.0%
CH Robinson Worldwide Inc$300.8K1,8710.0%
NORTHERN LTS FD TR IV$300.8K12,0270.0%
VANGUARD MUN BD FDS$298.4K3,9030.0%
PACER FDS TR$298.0K4,9530.0%
EXELIXIS, INC.$296.7K6,7690.0%
← PrevPage 9 of 12Next →