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Tammi Ellis

Advyzon Investment Management, Llc

Assets Managed
$1.116B
Holdings
675
Last Quarter
2026 - Q1
Filed Date
22d ago
Growth Rate
29.5%(2Q avg: 38.74%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Advyzon Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 675 positions.

Assets under management

The assets under management (AUM) of Advyzon Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.116B in assets, with a quarterly growth rate of 29.5% and a 2-quarter average growth rate of 38.74%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.89%
3%
$33.424M
104,187 shares@ $320.82 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 57.96%
2.7%
$30.072M
46,037 shares@ $653.21 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
New Position
1.91%
$21.268M
424,337 shares@ $50.13 avg price
BAR
Graniteshares Gold Trust
Recent Activity
Decreased -3.09%
1.81%
$20.205M
437,991 shares@ $46.13 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 659.14%
1.68%
$18.75M
440,755 shares@ $42.54 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 11.74%
1.63%
$18.13M
246,197 shares@ $73.64 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -0.88%
1.5%
$16.664M
365,049 shares@ $45.65 avg price
SMH
Vaneck Semiconductor Etf
Recent Activity
Increased 89.33%
1.42%
$15.834M
41,298 shares@ $383.41 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 13.68%
1.26%
$14.013M
80,352 shares@ $174.41 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 45.37%
1.21%
$13.452M
231,219 shares@ $58.19 avg price

1-10 of 675