Advyzon-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "PINS",
  "MTCH",
  null,
  "SNOW",
  null,
  "ACN",
  null,
  "ABT",
  "ABBV",
  "APD",
  null,
  "ALL",
  null,
  "GOOGL",
  "AXP",
  null,
  null,
  "ASML",
  "T",
  null,
  null,
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "BSX",
  "CMI",
  null,
  null,
  null,
  "DUK",
  "DEA",
  null,
  "EXPD",
  null,
  "XFLT",
  "ARKB",
  "GD",
  "GILD",
  "HLT",
  "HON",
  "BITB",
  "HD",
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "QCOM",
  null,
  null,
  "ISRG",
  null,
  "EMXC",
  "HWM",
  "ITW",
  null,
  "EMR",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  null,
  "MA",
  "QXO",
  "PODD",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  null,
  null,
  "ADM",
  "BX",
  "DG",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  null,
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PEP",
  null,
  "VGSH",
  "PGR",
  "IVV",
  "UNH",
  "AAPL",
  null,
  null,
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PKG",
  null,
  null,
  null,
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  "SPYG",
  null,
  "AMT",
  "RSG",
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TSN",
  "UBER",
  "VO",
  "MBLY",
  "SCHW",
  "MNST",
  null,
  null,
  "BTG",
  null,
  "KYN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TSCO",
  null,
  null,
  "PATH",
  "WOOF",
  null,
  "TSM",
  null,
  null,
  "VYM",
  "VRTX",
  "LOPE",
  "VRT",
  "APH",
  "AMD",
  "WM",
  null,
  null,
  null,
  "RACE",
  "AMZN",
  "IVE",
  null,
  "CEF",
  "VGT",
  "VUG",
  null,
  "VGLT",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "YUM",
  null,
  null,
  null,
  "GRMN",
  null,
  "SCHG",
  "SO",
  null,
  "CRM",
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "GWW",
  null,
  "EG",
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  null,
  "BA",
  "BMY",
  "BR",
  "CVX",
  "CB",
  "CHD",
  "CSCO",
  "C",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CORT",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  null,
  "EFA",
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 416
Total Value: 282907963
Accession Number: 0002011872-25-000004
Form Type: 13F-HR
CIK: advyzon-investment-management
Manager Name: Advyzon-Investment-Management

Data Enrichment

69% identified

288 identified128 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

416 positions • $282.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:207

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$282.9M)

464287804

IJR|464287804

Shares:37

Value:$3.9K

% of Portfolio:0.0% ($3.9K/$282.9M)

25434V781

Shares:108

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$282.9M)

92206C102

VGSH|92206C102

Shares:8

Value:$471

% of Portfolio:0.0% ($471/$282.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	207	QoQ NEW(+207) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$282.9M)	QoQ NEW(+$5.9K) YoY-
(IJRcusip464287804)	37	QoQ NEW(+37) YoY-	All Managers (Combined)	$3.9K	0.0% ($3.9K/$282.9M)	QoQ NEW(+$3.9K) YoY-
(cusip25434V781)✕	108	QoQ NEW(+108) YoY-	All Managers (Combined)	$3.1K	0.0% ($3.1K/$282.9M)	QoQ NEW(+$3.1K) YoY-
(VGSHcusip92206C102)	8	QoQ NEW(+8) YoY-	All Managers (Combined)	$471	0.0% ($471/$282.9M)	QoQ NEW(+$471) YoY-