Portfolio Holdings & Fund Performance - Advyzon Investment Management LLC

List of top 200 securities held by Advyzon Investment Management LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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#HoldingReport
Quarter		Shares
Held		Value
(Price)		Portfolio
(%)		Shares Vs.
Prev Report		Money
Flow		Holding
History
#
Holding
Report
Quarter
Shares
Held
Value
(Price)
Portfolio
(%)
Shares Vs.
Prev Report
Money
Flow
Holding
History
1AMERESCO, INC.
AMRC		2025-03-1961,046$590.925K
($9.68)		83.69%Form4
2HUDSON TECHNOLOGIES INC
HDSN		2024-06-2121,809$115.152K
($5.28)		16.31%Form4
Showing 1 to 2 of 2 entries
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