Advyzon Investment Management, LLC

13F filer · CIK 0002011872

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$1.38BU.S. long equity reported on 13F

Positions37159 new · 48 closed

Net flow last quarter+$32.8MBuys minus sells

Top 10 positions weight9.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026371 positions
QQQInvesco QQQ Trust, Series 1	$21.5M	1.56%	Not reported	+74.9%	Q4 2024
NVDANvidia Corp	$18.2M	1.32%	0.00%	+13.2%	Q4 2024
AAPLApple Inc.	$14.5M	1.05%	0.00%	+14.4%	Q4 2024
AVGOBroadcom Inc.	$13.7M	1.00%	0.00%	+12.0%	Q4 2024
SMHMarket Vectors ETF Trust	$13.6M	0.99%	Not reported	-49.7%	Q4 2024
MSFTMicrosoft Corp	$13.2M	0.96%	0.00%	+13.1%	Q4 2024
AMZNAmazon Com Inc	$10.1M	0.73%	0.00%	+22.8%	Q4 2024
METAMeta Platforms, Inc.	$8.78M	0.64%	Not reported	+12.2%	Q4 2024
BARGraniteShares Gold Trust	$8.36M	0.61%	0.63%	-51.7%	Q2 2025
GOOGLAlphabet Inc.	$7.68M	0.56%	0.00%	+3.4%	Q4 2024
GOOGAlphabet Inc.	$7.57M	0.55%	Not reported	+8.4%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$7.37M	0.53%	Not reported	+111.8%	Q4 2024
GLDSPDR Gold Trust	$7.24M	0.53%	0.01%	+56.1%	Q4 2024
JPMJPMorgan Chase & Co	$6.81M	0.49%	0.00%	+16.8%	Q4 2024
WMTWalmart Inc.	$6.63M	0.48%	0.00%	-6.4%	Q4 2024
LLYELI LILLY & Co	$5.91M	0.43%	0.00%	+33.2%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.67M	0.41%	Not reported	+12.4%	Q4 2024
JNJJohnson & Johnson	$5.52M	0.40%	0.00%	+0.3%	Q4 2024
MUMicron Technology Inc	$5.27M	0.38%	0.00%	+34.1%	Q3 2025
XOMExxonMobil Holdings Corp	$5.09M	0.37%	0.00%	-6.0%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.05M	0.37%	0.00%	+19.9%	Q4 2024
CSCOCisco Systems, Inc.	$4.71M	0.34%	0.00%	-10.3%	Q4 2024
THROTheron Resource Group	$4.61M	0.33%	1.35%	-36.3%	Q2 2025
UNHUnitedhealth Group Inc	$4.54M	0.33%	0.00%	+24.9%	Q4 2024
AMATApplied Materials Inc	$4.4M	0.32%	0.00%	+59.1%	Q2 2025
PMPhilip Morris International Inc.	$4.37M	0.32%	0.00%	+6.8%	Q4 2024
ABBVAbbVie Inc.	$3.95M	0.29%	0.00%	+20.7%	Q4 2024
IAUIshares Gold Trust	$3.85M	0.28%	0.01%	+19.9%	Q4 2024
HDHome Depot, Inc.	$3.73M	0.27%	0.00%	+34.3%	Q4 2024
INTCIntel Corp	$3.31M	0.24%	0.00%	-7.8%	Q1 2025
TSLATesla, Inc.	$3.17M	0.23%	0.00%	+4.2%	Q4 2024
CVXChevron Corp	$3.15M	0.23%	0.00%	+12.3%	Q4 2024
GLWCorning Inc	$3M	0.22%	0.00%	-10.3%	Q3 2025
PGPROCTER & GAMBLE Co	$2.9M	0.21%	0.00%	+2.7%	Q4 2024
TXNTexas Instruments Inc	$2.89M	0.21%	0.00%	-6.0%	Q4 2024
LRCXLam Research Corp	$2.75M	0.20%	0.00%	+66.6%	Q2 2025
BACBank of America Corp	$2.72M	0.20%	0.00%	+9.8%	Q4 2024
VVisa Inc.	$2.68M	0.19%	0.00%	+7.6%	Q4 2024
AMDAdvanced Micro Devices Inc	$2.66M	0.19%	0.00%	-10.7%	Q1 2025
CATCaterpillar Inc	$2.63M	0.19%	0.00%	+8.6%	Q3 2025
MRKMerck & Co., Inc.	$2.59M	0.19%	0.00%	-2.6%	Q4 2024
GEGeneral Electric Co	$2.55M	0.18%	0.00%	+12.7%	Q1 2025
PANWPalo Alto Networks Inc	$2.53M	0.18%	0.00%	-13.8%	Q1 2025
KLACKla Corp	$2.51M	0.18%	0.00%	+9.3%	Q2 2025
SOSouthern Co	$2.4M	0.17%	0.00%	+1.3%	Q4 2024
RTXRTX Corp	$2.32M	0.17%	0.00%	+9.6%	Q4 2024
CMICummins Inc	$2.2M	0.16%	0.00%	+10.6%	Q4 2024
APHAmphenol Corp	$2.1M	0.15%	0.00%	-7.6%	Q1 2025
ARPAmerican Reprographics CO	$2.09M	0.15%	0.15%	+106.3%	Q3 2025
NEENextera Energy Inc	$2.01M	0.15%	0.00%	-9.0%	Q1 2025

Q1 2026Reported May 12, 2026358 positions
BARGraniteShares Gold Trust	$20.2M	1.81%	1.25%	-3.1%	Q2 2025
SMHMarket Vectors ETF Trust	$15.8M	1.42%	Not reported	+89.3%	Q4 2024
NVDANvidia Corp	$14M	1.26%	0.00%	+13.7%	Q4 2024
MSFTMicrosoft Corp	$11.6M	1.04%	0.00%	+0.3%	Q4 2024
AAPLApple Inc.	$11.1M	0.99%	0.00%	+5.8%	Q4 2024
AVGOBroadcom Inc.	$10M	0.90%	0.00%	+15.7%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$9.65M	0.86%	Not reported	-12.6%	Q4 2024
METAMeta Platforms, Inc.	$7.95M	0.71%	Not reported	+5.6%	Q4 2024
WMTWalmart Inc.	$7.76M	0.70%	0.00%	-6.8%	Q4 2024
AMZNAmazon Com Inc	$7.17M	0.64%	0.00%	-9.3%	Q4 2024
XOMExxonMobil Holdings Corp	$6.72M	0.60%	0.00%	+60.0%	Q4 2024
THROTheron Resource Group	$6.09M	0.55%	2.13%	+72.1%	Q2 2025
GOOGLAlphabet Inc.	$5.98M	0.54%	0.00%	+17.2%	Q4 2024
GOOGAlphabet Inc.	$5.67M	0.51%	Not reported	+4.5%	Q4 2024
GLDSPDR Gold Trust	$5.42M	0.49%	0.00%	-11.5%	Q4 2024
JNJJohnson & Johnson	$5.3M	0.47%	0.00%	+8.7%	Q4 2024
JPMJPMorgan Chase & Co	$5.24M	0.47%	0.00%	+13.7%	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.83M	0.43%	Not reported	+0.4%	Q4 2024
IAUIshares Gold Trust	$3.75M	0.34%	0.01%	-44.0%	Q4 2024
PMPhilip Morris International Inc.	$3.74M	0.34%	0.00%	+6.2%	Q4 2024
CVXChevron Corp	$3.5M	0.31%	0.00%	+22.8%	Q4 2024
CSCOCisco Systems, Inc.	$3.47M	0.31%	0.00%	+8.7%	Q4 2024
LLYELI LILLY & Co	$3.4M	0.30%	0.00%	-7.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.03M	0.27%	Not reported	+0.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.98M	0.27%	0.00%	+13.7%	Q4 2024
ABBVAbbVie Inc.	$2.83M	0.25%	0.00%	+15.9%	Q4 2024
PGPROCTER & GAMBLE Co	$2.79M	0.25%	0.00%	+12.3%	Q4 2024
TSLATesla, Inc.	$2.69M	0.24%	0.00%	+15.1%	Q4 2024
COSTCostco Wholesale Corp	$2.62M	0.23%	0.00%	+229.2%	Q1 2025
HDHome Depot, Inc.	$2.59M	0.23%	0.00%	+11.8%	Q4 2024
MRKMerck & Co., Inc.	$2.48M	0.22%	0.00%	+8.2%	Q4 2024
SOSouthern Co	$2.39M	0.21%	0.00%	+84.2%	Q4 2024
UNHUnitedhealth Group Inc	$2.37M	0.21%	0.00%	+51.5%	Q4 2024
NEENextera Energy Inc	$2.34M	0.21%	0.00%	-17.7%	Q1 2025
MCDMcdonalds Corp	$2.25M	0.20%	0.00%	-14.8%	Q1 2025
VVisa Inc.	$2.19M	0.20%	0.00%	+7.4%	Q4 2024
RTXRTX Corp	$2.15M	0.19%	0.00%	+16.7%	Q4 2024
BACBank of America Corp	$2.12M	0.19%	0.00%	+7.8%	Q4 2024
TXNTexas Instruments Inc	$2M	0.18%	0.00%	+13.0%	Q4 2024
BLKBlackRock, Inc.	$1.96M	0.18%	0.00%	Not reported	Q3 2025
TJXTJX Companies Inc	$1.94M	0.17%	0.00%	-26.8%	Q1 2025
VZVerizon Communications Inc	$1.78M	0.16%	0.00%	-4.4%	Q4 2024
GLWCorning Inc	$1.78M	0.16%	0.00%	+81.2%	Q3 2025
COPConocophillips	$1.77M	0.16%	0.00%	+12.1%	Q4 2024
GEGeneral Electric Co	$1.72M	0.15%	0.00%	+5.2%	Q1 2025
IBMInternational Business Machines Corp	$1.67M	0.15%	0.00%	+34.3%	Q4 2024
APDAir Products & Chemicals, Inc.	$1.65M	0.15%	0.00%	+25.1%	Q4 2024
NFLXNetflix Inc	$1.64M	0.15%	0.00%	+15.8%	Q4 2024
WFCWells Fargo & Company	$1.63M	0.15%	0.00%	-2.6%	Q4 2024
APHAmphenol Corp	$1.63M	0.15%	0.00%	+20.8%	Q1 2025

Q4 2025Reported Feb 13, 2026308 positions
BARGraniteShares Gold Trust	$19.2M	2.23%	1.29%	+55.0%	Q2 2025
MSFTMicrosoft Corp	$15.1M	1.75%	0.00%	+47.2%	Q4 2024
NVDANvidia Corp	$13.2M	1.53%	0.00%	+30.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$11.7M	1.36%	Not reported	+169.2%	Q4 2024
AAPLApple Inc.	$11.2M	1.30%	0.00%	+52.5%	Q4 2024
AVGOBroadcom Inc.	$9.7M	1.13%	0.00%	+43.7%	Q4 2024
AMZNAmazon Com Inc	$8.76M	1.02%	0.00%	+38.6%	Q4 2024
METAMeta Platforms, Inc.	$8.69M	1.01%	Not reported	+41.4%	Q4 2024
SMHMarket Vectors ETF Trust	$7.86M	0.91%	Not reported	-4.3%	Q4 2024
WMTWalmart Inc.	$7.47M	0.87%	0.00%	+75.4%	Q4 2024
IAUIshares Gold Trust	$6.16M	0.72%	0.01%	-12.5%	Q4 2024
GOOGAlphabet Inc.	$5.94M	0.69%	Not reported	+12.9%	Q4 2024
GLDSPDR Gold Trust	$5.64M	0.65%	0.00%	+2.5%	Q4 2024
GOOGLAlphabet Inc.	$5.55M	0.64%	0.00%	+79.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.05M	0.59%	Not reported	+36.2%	Q4 2024
JPMJPMorgan Chase & Co	$5.04M	0.59%	0.00%	+84.3%	Q4 2024
LLYELI LILLY & Co	$4.29M	0.50%	0.00%	+155.4%	Q4 2024
JNJJohnson & Johnson	$4.12M	0.48%	0.00%	+82.2%	Q4 2024
THROTheron Resource Group	$3.76M	0.44%	1.24%	+744.0%	Q2 2025
PMPhilip Morris International Inc.	$3.42M	0.40%	0.00%	+109.0%	Q4 2024
CSCOCisco Systems, Inc.	$3.17M	0.37%	0.00%	+83.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.16M	0.37%	Not reported	+156.2%	Q4 2024
XOMExxonMobil Holdings Corp	$2.98M	0.35%	0.00%	+78.5%	Q4 2024
TSLATesla, Inc.	$2.82M	0.33%	0.00%	+22.2%	Q4 2024
MCDMcdonalds Corp	$2.6M	0.30%	0.00%	+55.7%	Q1 2025
TJXTJX Companies Inc	$2.54M	0.30%	0.00%	+53.6%	Q1 2025
PGPROCTER & GAMBLE Co	$2.46M	0.29%	0.00%	+55.5%	Q4 2024
NEENextera Energy Inc	$2.46M	0.28%	0.00%	+48.2%	Q1 2025
HDHome Depot, Inc.	$2.42M	0.28%	0.00%	+64.7%	Q4 2024
VVisa Inc.	$2.37M	0.27%	0.00%	+15.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.36M	0.27%	0.00%	+46.8%	Q4 2024
BACBank of America Corp	$2.22M	0.26%	0.00%	+59.8%	Q4 2024
BLKBlackRock, Inc.	$2.18M	0.25%	0.00%	+300.2%	Q3 2025
CVXChevron Corp	$2.1M	0.24%	0.00%	+82.5%	Q4 2024
LRCXLam Research Corp	$2.08M	0.24%	0.00%	+4.6%	Q2 2025
MRKMerck & Co., Inc.	$2.01M	0.23%	0.00%	+56.4%	Q4 2024
WFCWells Fargo & Company	$1.95M	0.23%	0.00%	+46.3%	Q4 2024
UNHUnitedhealth Group Inc	$1.91M	0.22%	0.00%	+102.9%	Q4 2024
GEGeneral Electric Co	$1.77M	0.21%	0.00%	+59.1%	Q1 2025
RTXRTX Corp	$1.75M	0.20%	0.00%	+62.5%	Q4 2024
SCHWSchwab Charles Corp	$1.68M	0.20%	0.00%	+91.9%	Q1 2025
PANWPalo Alto Networks Inc	$1.68M	0.19%	0.00%	+56.2%	Q1 2025
ORCLOracle Corp	$1.59M	0.18%	0.00%	-0.8%	Q4 2024
TXNTexas Instruments Inc	$1.58M	0.18%	0.00%	+103.1%	Q4 2024
MAMastercard Inc	$1.56M	0.18%	0.00%	+36.9%	Q4 2024
IBMInternational Business Machines Corp	$1.52M	0.18%	0.00%	+75.8%	Q4 2024
VZVerizon Communications Inc	$1.51M	0.18%	0.00%	+61.7%	Q4 2024
APHAmphenol Corp	$1.44M	0.17%	0.00%	+39.3%	Q1 2025
PGRProgressive Corp	$1.4M	0.16%	0.00%	+118.2%	Q4 2024
GLDMWorld Gold Trust	$1.39M	0.16%	0.01%	-1.7%	Q4 2024

Q3 2025Reported Nov 10, 2025257 positions
BARGraniteShares Gold Trust	$11.1M	1.90%	0.86%	-9.7%	Q2 2025
MSFTMicrosoft Corp	$11M	1.89%	0.00%	+11.9%	Q4 2024
NVDANvidia Corp	$10.1M	1.73%	0.00%	+9.5%	Q4 2024
SMHMarket Vectors ETF Trust	$7.44M	1.28%	Not reported	+131.6%	Q4 2024
AAPLApple Inc.	$6.9M	1.19%	0.00%	+32.1%	Q4 2024
METAMeta Platforms, Inc.	$6.84M	1.17%	Not reported	+39.2%	Q4 2024
AVGOBroadcom Inc.	$6.43M	1.10%	0.00%	+32.8%	Q4 2024
IAUIshares Gold Trust	$6.32M	1.08%	0.01%	+340.5%	Q4 2024
AMZNAmazon Com Inc	$6.01M	1.03%	0.00%	+28.6%	Q4 2024
IBITiShares Bitcoin Trust ETF	$5.59M	0.96%	0.01%	-5.7%	Q4 2024
GLDSPDR Gold Trust	$4.93M	0.85%	0.00%	-29.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$4.27M	0.73%	Not reported	-49.3%	Q4 2024
GOOGAlphabet Inc.	$4.08M	0.70%	Not reported	+37.8%	Q4 2024
WMTWalmart Inc.	$3.94M	0.68%	0.00%	-26.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.71M	0.64%	Not reported	+27.5%	Q4 2024
JPMJPMorgan Chase & Co	$2.68M	0.46%	0.00%	+26.3%	Q4 2024
GOOGLAlphabet Inc.	$2.41M	0.41%	0.00%	+49.0%	Q4 2024
NFLXNetflix Inc	$2.38M	0.41%	0.00%	-6.6%	Q4 2024
ORCLOracle Corp	$2.31M	0.40%	0.00%	+19.6%	Q4 2024
TSLATesla, Inc.	$2.28M	0.39%	0.00%	+2.4%	Q4 2024
JNJJohnson & Johnson	$2.03M	0.35%	0.00%	+45.7%	Q4 2024
VVisa Inc.	$2M	0.34%	0.00%	+13.4%	Q4 2024
ORLYO Reilly Automotive Inc	$1.77M	0.30%	0.00%	+40.6%	Q2 2025
HDHome Depot, Inc.	$1.73M	0.30%	0.00%	+45.1%	Q4 2024
PGPROCTER & GAMBLE Co	$1.7M	0.29%	0.00%	+13.6%	Q4 2024
MCDMcdonalds Corp	$1.66M	0.28%	0.00%	-17.9%	Q1 2025
PMPhilip Morris International Inc.	$1.66M	0.28%	0.00%	+72.4%	Q4 2024
XOMExxonMobil Holdings Corp	$1.56M	0.27%	0.00%	+28.9%	Q4 2024
TJXTJX Companies Inc	$1.56M	0.27%	0.00%	-16.7%	Q1 2025
NEENextera Energy Inc	$1.56M	0.27%	0.00%	+463.8%	Q1 2025
LRCXLam Research Corp	$1.55M	0.27%	0.00%	-58.9%	Q2 2025
ETHAiShares Ethereum Trust ETF	$1.53M	0.26%	0.01%	New	Q3 2025
CSCOCisco Systems, Inc.	$1.53M	0.26%	0.00%	+158.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.48M	0.25%	0.00%	+16.5%	Q4 2024
ABBVAbbVie Inc.	$1.32M	0.23%	0.00%	+37.4%	Q4 2024
BACBank of America Corp	$1.3M	0.22%	0.00%	+42.9%	Q4 2024
NTESNetEase, Inc.	$1.28M	0.22%	0.00%	-35.5%	Q2 2025
GLDMWorld Gold Trust	$1.27M	0.22%	0.01%	-10.6%	Q4 2024
SOSouthern Co	$1.25M	0.21%	0.00%	-56.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$1.2M	0.21%	Not reported	Not reported	Q4 2024
WFCWells Fargo & Company	$1.2M	0.21%	0.00%	+35.2%	Q4 2024
LLYELI LILLY & Co	$1.19M	0.20%	0.00%	-23.8%	Q4 2024
PANWPalo Alto Networks Inc	$1.19M	0.20%	0.00%	+190.0%	Q1 2025
CVXChevron Corp	$1.17M	0.20%	0.00%	+61.1%	Q4 2024
MAMastercard Inc	$1.13M	0.19%	0.00%	-6.6%	Q4 2024
GEGeneral Electric Co	$1.09M	0.19%	0.00%	+79.5%	Q1 2025
BSVNBank7 Corp.	$1.08M	0.19%	0.15%	+6.4%	Q4 2024
MRKMerck & Co., Inc.	$1.02M	0.18%	0.00%	+33.7%	Q4 2024
VZVerizon Communications Inc	$1.01M	0.17%	0.00%	+109.0%	Q4 2024
BABoeing Co	$997K	0.17%	0.00%	+25.8%	Q4 2024

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