Long-term investor
Advyzon Investment Management, LLC @advyzoninvestmentmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011872).
Record
- Tracked since 2025-06-30 (441 days), 269 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +15.0% · all +15.0%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 3.0% · long · since 2025-06-30
- VTI · 2.4% · long · since 2025-06-30
- FBCG · 2.4% · long · since 2026-03-31
- CGDV · 1.9% · long · since 2025-06-30
- BND · 1.7% · long · since 2025-06-30
- 46090E103 · 1.6% · long · since 2025-06-30
- SPDW · 1.3% · long · since 2025-06-30
- CWB · 1.3% · long · since 2025-06-30
- NVDA · 1.3% · long · since 2025-06-30
- FENI · 1.2% · long · since 2026-03-31
- SPYM · 1.2% · long · since 2025-06-30
- VO · 1.2% · long · since 2025-06-30