Advyzon Investment Management, LLC

Q2 2025 13F Detailed Holdings

Location
Lisle, IL
Holdings as of
6/30/2025
Value ($000)
$451,660
Num holdings
433
Date filed
8/7/2025
Form type
13F-HR
Prev filing
5/9/2025
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Ausdal Financial Partners, Inc. 028-17378
2 Equita Financial Network, Inc. 028-23412
3 UPTICK PARTNERS, LLC 028-23827
4 Clear Creek Financial Management, LLC 028-19580
5 Axis Wealth Partners, LLC 028-24811
6 Gutierrez Wealth Advisory, LLC 028-24896
7 ENCOMPASS WEALTH ADVISORS, LLC 028-21106
8 Pacific Sage Partners, LLC 028-22781
9 VICTORY FINANCIAL GROUP, LLC 028-23753