Advyzon Investment Management, LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Rita Rhodes - Consultant
Location
Lisle, IL
Holdings as of
June 30, 2025
Value $
$452M
Num holdings
382
Date filed
8/7/2025, 05:59 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, BND, SPDW, STXG, and STXV.
Previous filing
Q1 2025 - May 9, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Rita Rhodes Consultant Rockford, Illinois 8/7/2025

Other Included Managers (9):

Num Name Location File Number
1 Ausdal Financial Partners, Inc. Davenport, IA 028-17378
2 Equita Financial Network, Inc. Fort Washington, PA 028-23412
3 Holistic Planning, LLC Nacogdoches, TX 028-23827
4 Clear Creek Financial Management, LLC Silverdale, WA 028-19580
5 Axis Wealth Partners, LLC East Providence, RI 028-24811
6 Gutierrez Wealth Advisory, LLC Little Rock, AR 028-24896
7 Encompass Wealth Advisors, Llc Portland, OR 028-21106
8 Pacific Sage Partners, LLC Edmonds, WA 028-22781
9 Victory Financial Group, Llc Austin, TX 028-23753