Advyzon Investment Management, LLC

13F Filings History

Latest 13F report: Q2 2025 - Aug 8, 2025
Value $: $452M
Signature - Title: Rita Rhodes - Consultant
Location: Lisle, IL
Summary: This page shows a list of all the recent 13F filings made by Advyzon Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Advyzon Investment Management, LLC reported 382 stock holdings with total value $452M as of Q2 2025. Top holdings included VTI, BND, SPDW, STXG, and STXV.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2025	382	$452M	+$165M	-$16.5M	+$148M	VTI, BND, SPDW, STXG, STXV	13F-HR	8/7/2025, 05:59 PM
Q1 2025	284	$283M	+$54.7M	-$26.8M	+$27.8M	VTI, BND, SPDW, STXV, STXG	13F-HR	5/9/2025, 02:19 PM
Q4 2024	231	$259M	$0	$0		VTI, BND, SPDW, STXV, VO	13F-HR	2/3/2025, 08:40 AM