Advyzon Investment Management, LLC
Top Portfolio Positions
265 positions ·
$298,124,361 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
31,241 | $15,108,772 | 5.07% |
| NVDA |
Nvidia Corp
Technology
|
70,687 | $13,183,125 | 4.42% |
| QQQ |
Invesco Qqq Trust, Series 1
|
19,126 | $11,749,292 | 3.94% |
| AAPL |
Apple Inc.
Technology
|
41,334 | $11,237,060 | 3.77% |
| AVGO |
Broadcom Inc.
Technology
|
28,026 | $9,699,797 | 3.25% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,962 | $8,762,388 | 2.94% |
| META |
Meta Platforms, Inc.
Communication Services
|
13,160 | $8,686,783 | 2.91% |
| WMT |
Walmart Inc.
Consumer Defensive
|
67,054 | $7,470,486 | 2.51% |
| IAU |
Ishares Gold Trust
|
75,945 | $6,164,455 | 2.07% |
| GLD |
Spdr Gold Trust
|
14,227 | $5,638,302 | 1.89% |
Portfolio Trend
Holdings in DBA
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $271,379 | 10,634 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $239,421 | 8,947 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $220,287 | 8,424 | Shares | Sole | 2025-08-08 | |
| No quarters match your search. | ||||||