Portfolio (Quarterly)
Guide ↗
Advyzon Investment Management, LLC
· CIK 0002011872| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | GRMN | GARMIN LTD | Technology | 1,101 | $223K | 0.03% | SOLD |
| 42 | FDIS | FIDELITY COVINGTON TRUST | — | 2,171 | $222K | 0.03% | SOLD |
| 43 | DLO | DLOCAL LTD | Technology | 15,425 | $218K | 0.03% | SOLD |
| 44 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,136 | $217K | 0.03% | SOLD |
| 45 | GIL | GILDAN ACTIVEWEAR INC | Consumer Cyclical | 3,474 | $217K | 0.03% | SOLD |
| 46 | APP | APPLOVIN CORP | Technology | 321 | $216K | 0.03% | SOLD |
| 47 | EMB | ISHARES TR | — | 2,230 | $215K | 0.03% | SOLD |
| 48 | JAJL | INNOVATOR ETFS TRUST | — | 7,348 | $214K | 0.03% | SOLD |
| 49 | CHAT | TIDAL TRUST II | — | 3,552 | $209K | 0.02% | SOLD |
| 50 | KBWD | INVESCO EXCH TRADED FD TR II | — | 12,083 | $165K | 0.02% | SOLD |
| 51 | — | AMCOR PLC | — | 12,691 | $106K | 0.01% | 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%