Portfolio (Quarterly)
Guide ↗
Advyzon Investment Management, LLC
· CIK 0002011872| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | REM | ISHARES TR | — | 15,494 | $344K | 0.04% | SOLD |
| 22 | NRG | NRG ENERGY INC | Utilities | 2,111 | $336K | 0.04% | SOLD |
| 23 | IWN | ISHARES TR | — | 1,839 | $333K | 0.04% | SOLD |
| 24 | ACAD | ACADIA PHARMACEUTICALS INC | Healthcare | 11,612 | $310K | 0.04% | SOLD |
| 25 | DOL | WISDOMTREE TR | — | 4,675 | $308K | 0.04% | SOLD |
| 26 | TMAT | NORTHERN LTS FD TR IV | — | 12,027 | $301K | 0.04% | SOLD |
| 27 | EXEL | EXELIXIS INC | Healthcare | 6,769 | $297K | 0.03% | SOLD |
| 28 | HLI | HOULIHAN LOKEY INC | Financial Services | 1,569 | $273K | 0.03% | SOLD |
| 29 | UPS | UNITED PARCEL SERVICE INC | Industrials | 2,724 | $270K | 0.03% | SOLD |
| 30 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 3,569 | $267K | 0.03% | SOLD |
| 31 | SSO | PROSHARES TR | — | 4,526 | $262K | 0.03% | SOLD |
| 32 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 756 | $257K | 0.03% | SOLD |
| 33 | RACE | FERRARI N V | Consumer Cyclical | 686 | $254K | 0.03% | SOLD |
| 34 | ATAT | ATOUR LIFESTYLE HLDGS LTD | Consumer Cyclical | 6,350 | $250K | 0.03% | SOLD |
| 35 | DOCT | FIRST TR EXCHNG TRADED FD VI | — | 5,624 | $249K | 0.03% | SOLD |
| 36 | BTG | B2GOLD CORP | Basic Materials | 52,209 | $235K | 0.03% | SOLD |
| 37 | PHYS | SPROTT ASSET MANAGEMENT LP | Financial Services | 7,112 | $235K | 0.03% | SOLD |
| 38 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 2,157 | $226K | 0.03% | SOLD |
| 39 | ROBT | FIRST TR EXCHANGE TRADED FD | — | 4,324 | $224K | 0.03% | SOLD |
| 40 | ALV | AUTOLIV INC | Consumer Cyclical | 1,888 | $224K | 0.03% | SOLD |
Sector Allocation
Financial Services
23.6%
Technology
23.0%
Healthcare
9.9%
Industrials
9.8%
Communication Services
8.1%
Consumer Defensive
7.6%
Consumer Cyclical
7.2%
Energy
4.7%
Utilities
3.7%
Basic Materials
1.2%