Advyzon Investment Management, LLC
Q4 2024 13F Holdings
- Locationlisle, IL
- Num holdings
231
- Value ($000)
$259,181
- Date Filed02/03/2025
- Form type13F-HR
- CIK0002011872
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $29.38M | 11 % | 101,370 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $13.45M | 5 % | 187,026 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $11.92M | 5 % | 349,134 | ||
STXV EA SERIES TRUST | STRIVE 1000 VALU | 02072L599 | $11.77M | 5 % | 398,821 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $11.38M | 4 % | 43,102 | ||
STXG EA SERIES TRUST | STRIVE 1000 GRWT | 02072L615 | $8.56M | 3 % | 197,070 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $7.31M | 3 % | 190,601 | ||
ANGL VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | $6.16M | 2 % | 214,932 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.70M | 2 % | 33,674 | ||
BUXX EA SERIES TRUST | STRIVE ENHANCED | 02072L441 | $4.52M | 2 % | 222,811 |
Rows Per Page
1 - 10 of 23110
- 10
- 50
- 100