Advyzon Investment Management
$1.1B Assets Reported
725 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 104,187 | $33M | 3.0% |
| IVV | ISHARES TR | 46,037 | $30M | 2.7% |
| FBCG | FIDELITY COVINGTON TRUST | 424,337 | $21M | 1.9% |
| BAR | GRANITESHARES GOLD TR | 437,991 | $20M | 1.8% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 440,755 | $19M | 1.7% |
| BND | VANGUARD BD INDEX FDS | 246,197 | $18M | 1.6% |
| SPDW | SPDR INDEX SHS FDS | 365,049 | $17M | 1.5% |
| SMH | VANECK ETF TRUST | 41,298 | $16M | 1.4% |
| NVDA | NVIDIA CORPORATION | 80,352 | $14M | 1.3% |
| DYNF | BLACKROCK ETF TRUST | 231,219 | $13M | 1.2% |
Track Advyzon Investment Management's 13F portfolio: $1.1B in reported holdings, 725 positions. Top holdings, AUM, and quarterly changes on SentiSense.