StockDriftsStockDriftsTop 50 Advyzon Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 2.99% | 104.2K | $33.4M | -1.89%(-2.01K) | $292.32(+25.68%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.69% | 46.0K | $30.1M | +57.95%(+16.89K) | $653.15(+15.07%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 1.91% | 424.3K | $21.3M | new | $52.48(+18.25%) | 2026-03-31 | |
| BAR | GRANITESHARES GOLD TR | 1.81% | 438.0K | $20.2M | -3.09%(-13.98K) | $34.62(+32.31%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 1.68% | 440.8K | $18.7M | +659.14%(+382.69K) | $42.72(+13.25%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 1.62% | 246.2K | $18.1M | +11.74%(+25.86K) | $73.62(-0.63%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 1.49% | 365.0K | $16.7M | -0.89%(-3.28K) | $36.69(+36.92%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 1.42% | 41.3K | $15.8M | +89.33%(+19.48K) | $277.09(+108.72%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.26% | 80.4K | $14.0M | +13.67%(+9.66K) | $149.16(+58.05%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.21% | 231.2K | $13.5M | +45.36%(+72.15K) | $59.31(+13.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.23% | +61.09% |
| Top 20 Holdings Unweighted | +16.87% | +59.63% |
Sign up free to track Advyzon Investment Management, LLC, compare funds side by side, and get alerts the moment positions change.