Advyzon Investment Management, LLC
Top Portfolio Positions
335 positions ·
$364,129,242 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| BAR |
GraniteShares Gold Trust
|
437,991 | $20,204,524 | 5.55% |
| NVDA |
Nvidia Corp
Technology
|
80,352 | $14,013,388 | 3.85% |
| MSFT |
Microsoft Corp
Technology
|
31,332 | $11,598,166 | 3.19% |
| AAPL |
Apple Inc.
Technology
|
43,722 | $11,096,205 | 3.05% |
| AVGO |
Broadcom Inc.
Technology
|
32,428 | $10,036,790 | 2.76% |
| QQQ |
Invesco Qqq Trust, Series 1
|
16,723 | $9,652,180 | 2.65% |
| META |
Meta Platforms, Inc.
Communication Services
|
13,897 | $7,950,890 | 2.18% |
| WMT |
Walmart Inc.
Consumer Defensive
|
62,480 | $7,765,014 | 2.13% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
34,449 | $7,174,692 | 1.97% |
| XOM |
Exxon Mobil Corp
Energy
|
39,579 | $6,714,972 | 1.84% |
Holdings in DBP
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,558 | 1,968 | Shares | Other | 2026-05-12 | |
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