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| Happy Holidays!! thanks for using AUM13F!! |
| Advyzon Investment Management LLC
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| CRD # | 318816 |
| SEC # | 801-123361 |
| CIK # | 0002011872 |
| AUM | $502.4 M (2025-04-04) |
| Employees | 15 (20% Investors, 0% Brokers) |
| Phone | 844-340-1898 |
| Address | 4300 Commerce Court Lisle, IL 60532 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011872 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Graniteshares Gold Trust | 10.5 | ||
| Microsoft Corp | 9.4 | ||
| Global MOFY Metaverse Ltd | 8.0 | ||
| Nvidia Corp | 7.8 | ||
| SPDR Gold Trust | 6.0 | ||
| iShares Bitcoin Trust | 5.6 | ||
| Wal Mart Stores Inc | 5.1 | ||
| Facebook Inc | 4.9 | ||
| Amazon Com Inc | 4.7 | ||
| Apple Inc | 4.2 | ||
| Broadcom Inc | 4.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 40 | 502.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,340 | 502.4 |
| By Discretionary | ||
| Discretionary | 1,898 | 387.3 |
| Non-Discretionary | 442 | 115.1 |
| Total | 2,340 | 502.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 502.4 | |
| Total | 2,340 | 502.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011872] |
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