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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.0K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$282.9M)

92206C706

VGIT|92206C706

Shares:39.5K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$282.9M)

33739Q408

Shares:37.6K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$282.9M)

25434V815

Shares:73.9K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$282.9M)

46137V258

Shares:21.6K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$282.9M)

464287465

EFA|464287465

Shares:23.5K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$282.9M)

97717Y527

Shares:34.7K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$282.9M)

81369Y209

Shares:11.9K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$282.9M)

922908611

VBR|922908611

Shares:8.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$282.9M)

Alphabet Inc.

GOOG|02079K107

Shares:10.2K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$282.9M)

78467V848

Shares:39.3K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$282.9M)

Walmart Inc.

WMT|931142103

Shares:17.9K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$282.9M)

81369Y308

Shares:18.9K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$282.9M)

464288414

MUB|464288414

Shares:14.3K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$282.9M)

81369Y605

Shares:29.7K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$282.9M)

Tesla, Inc.

TSLA|88160R101

Shares:5.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$282.9M)

02072L573

Shares:49.4K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$282.9M)

81369Y506

Shares:14.5K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$282.9M)

92189H409

Shares:26.4K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$282.9M)

98149E303

Shares:20.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$282.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.0K	QoQ -5.41% (-286) YoY-	All Managers (Combined)	$2.7M	0.9% ($2.7M/$282.9M)	QoQ +11.13% (-$266.6K) YoY-
(VGITcusip92206C706)	39.5K	QoQ +5.10% (+1.9K) YoY-	All Managers (Combined)	$2.3M	0.8% ($2.3M/$282.9M)	QoQ +7.63% (+$166.6K) YoY-
(cusip33739Q408)✕	37.6K	QoQ +33.43% (+9.4K) YoY-	All Managers (Combined)	$2.2M	0.8% ($2.2M/$282.9M)	QoQ +33.58% (+$565.7K) YoY-
(cusip25434V815)✕	73.9K	QoQ -15.28% (-13.3K) YoY-	All Managers (Combined)	$2.1M	0.7% ($2.1M/$282.9M)	QoQ -22.52% (-$604.8K) YoY-
(cusip46137V258)✕	21.6K	QoQ NEW(+21.6K) YoY-	All Managers (Combined)	$2.0M	0.7% ($2.0M/$282.9M)	QoQ NEW(+$2.0M) YoY-
(EFAcusip464287465)	23.5K	QoQ +177.16% (+15.0K) YoY-	All Managers (Combined)	$1.9M	0.7% ($1.9M/$282.9M)	QoQ +199.59% (+$1.3M) YoY-
(cusip97717Y527)✕	34.7K	QoQ -8.89% (-3.4K) YoY-	All Managers (Combined)	$1.7M	0.6% ($1.7M/$282.9M)	QoQ -8.87% (-$170.3K) YoY-
(cusip81369Y209)✕	11.9K	QoQ +0.77% (+92) YoY-	All Managers (Combined)	$1.7M	0.6% ($1.7M/$282.9M)	QoQ +6.95% (+$113.1K) YoY-
(VBRcusip922908611)	8.6K	QoQ -12.42% (-1.2K) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$282.9M)	QoQ -17.68% (-$343.5K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	10.2K	QoQ +80.90% (+4.6K) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$282.9M)	QoQ +48.39% (+$519.5K) YoY-
(cusip78467V848)✕	39.3K	QoQ -6.50% (-2.7K) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$282.9M)	QoQ -4.37% (-$72.4K) YoY-
Walmart Inc.(WMTcusip931142103)	17.9K	QoQ -3.61% (-673) YoY-	All Managers (Combined)	$1.6M	0.6% ($1.6M/$282.9M)	QoQ -6.35% (-$106.8K) YoY-
(cusip81369Y308)✕	18.9K	QoQ +21.90% (+3.4K) YoY-	All Managers (Combined)	$1.5M	0.5% ($1.5M/$282.9M)	QoQ +26.64% (+$324.2K) YoY-
(MUBcusip464288414)	14.3K	QoQ +0.61% (-87) YoY-	All Managers (Combined)	$1.5M	0.5% ($1.5M/$282.9M)	QoQ -0.43% (-$6.6K) YoY-
(cusip81369Y605)✕	29.7K	QoQ -21.20% (-8.0K) YoY-	All Managers (Combined)	$1.5M	0.5% ($1.5M/$282.9M)	QoQ -18.79% (-$342.6K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	5.5K	QoQ +180.94% (+3.6K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$282.9M)	QoQ +80.29% (+$638.1K) YoY-
(cusip02072L573)✕	49.4K	QoQ +28.60% (+11.0K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$282.9M)	QoQ +18.08% (+$217.2K) YoY-
(cusip81369Y506)✕	14.5K	QoQ -0.25% (-37) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$282.9M)	QoQ +8.81% (-$109.7K) YoY-
(cusip92189H409)✕	26.4K	QoQ +4.77% (+1.2K) YoY-	All Managers (Combined)	$1.4M	0.5% ($1.4M/$282.9M)	QoQ +3.29% (+$43.1K) YoY-
(cusip98149E303)✕	20.7K	QoQ -7.80% (-1.8K) YoY-	All Managers (Combined)	$1.3M	0.5% ($1.3M/$282.9M)	QoQ +9.74% (-$113.9K) YoY-