Advyzon Investment Management, LLC
Top Portfolio Positions
338 positions ·
$369,287,133 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAR |
GraniteShares Gold Trust
|
437,991 | $20,204,524 | 5.47% | |
| NVDA |
Nvidia Corp
Technology
|
80,352 | $14,013,388 | 3.79% | |
| MSFT |
Microsoft Corp
Technology
|
31,332 | $11,598,166 | 3.14% | |
| AAPL |
Apple Inc.
Technology
|
43,722 | $11,096,205 | 3.00% | |
| AVGO |
Broadcom Inc.
Technology
|
32,428 | $10,036,790 | 2.72% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,723 | $9,652,180 | 2.61% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,897 | $7,950,890 | 2.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
62,480 | $7,765,014 | 2.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,449 | $7,174,692 | 1.94% | |
| XOM |
Exxon Mobil Corp
Energy
|
39,579 | $6,714,972 | 1.82% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,204,524 | 437,991 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $19,204,077 | 451,967 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $11,096,202 | 291,545 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $10,535,604 | 322,782 | Shares | Other | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||