Question 1

What stocks does ADVYZON INVESTMENT MANAGEMENT LLC hold in its portfolio?

Accepted Answer

ADVYZON INVESTMENT MANAGEMENT LLC's top stock holdings include IVV, NVDA, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are ADVYZON INVESTMENT MANAGEMENT LLC's largest stock holdings?

Accepted Answer

ADVYZON INVESTMENT MANAGEMENT LLC's largest stock holdings as of their last filing include IVV (valued at approximately $41.9 million), NVDA (valued at approximately $18.2 million), AAPL (valued at approximately $14.5 million), VTI (valued at approximately $32.8 million), AVGO (valued at approximately $13.7 million).

Question 3

When was ADVYZON INVESTMENT MANAGEMENT LLC's last SEC filing?

Accepted Answer

ADVYZON INVESTMENT MANAGEMENT LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has ADVYZON INVESTMENT MANAGEMENT LLC recently bought or sold?

Accepted Answer

ADVYZON INVESTMENT MANAGEMENT LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has ADVYZON INVESTMENT MANAGEMENT LLC reported?

Accepted Answer

ADVYZON INVESTMENT MANAGEMENT LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does ADVYZON INVESTMENT MANAGEMENT LLC invest in?

Accepted Answer

ADVYZON INVESTMENT MANAGEMENT LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.