Advyzon Investment Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Lisle, IL
CIK
0002011872
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 284 282,907 VTI, BND, SPDW, STXV 13F-HR 5/9/2025 000201187225000004
Q4 2024 231 259,180 VTI, BND, SPDW, STXV 13F-HR 2/3/2025 000201187225000001