Advyzon Investment Management, LLC

Q3 2025 13F Detailed Holdings

Location
Lisle, IL
Holdings as of
9/30/2025
Value ($000)
$582,555
Num holdings
566
Date filed
11/10/2025
Form type
13F-HR
Prev filing
8/7/2025
Next filing
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.
2 EQUITA FINANCIAL NETWORK, INC.
3 UPTICK PARTNERS
4 CLEAR CREEK FINANCIAL MANAGEMENT, LLC
5 AXIS WEALTH PARTNERS, LLC
6 GUTIERREZ WEALTH ADVISORY, LLC
7 ENCOMPASS WEALTH ADVISORS, LLC
8 PACIFIC SAGE PARTNERS, LLC
9 VICTORY FINANCIAL GROUP