Avantax Advisory Services, Inc. Purchases in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
87.3K
+ 7.84%
$221.69 - $259.02 $19.4M - $22.6M
1.2M $301M
VUG
Vanguard Growth ETF

ETFs
35.5K
+ 6.21%
$378.79 - $428.11 $13.4M - $15.2M
607K $249M
IVV
Ishares Core S&P 500 ETF

ETFs
12.2K
+ 0.69%
$570.51 - $610.59 $6.98M - $7.47M
1.79M $1.05B
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.29M
+ 389.85%
$25.93 - $105.3 $85.3M - $346M
4.13M $115M
AMZN
Amazon Com Inc

Consumer Cyclical
23K
+ 3.44%
$180.88 - $232.93 $4.15M - $5.35M
690K $151M
NVDA
Nvidia Corp

Technology
41.6K
+ 2.62%
$117.0 - $148.88 $4.87M - $6.2M
1.63M $219M
VTV
Vanguard Value ETF

ETFs
237K
+ 8.16%
$168.32 - $181.87 $40M - $43.2M
3.15M $533M
IWF
Ishares Russell 1000 Gr ETF

ETFs
39.9K
+ 17.87%
$370.24 - $418.94 $14.8M - $16.7M
263K $106M
QQQ
Invesco Qqq Trust, Series 1

ETFs
21.2K
+ 5.58%
$481.22 - $538.17 $10.2M - $11.4M
402K $205M
AVGO
Broadcom Inc.

Technology
15.2K
+ 6.31%
$159.67 - $250.0 $2.43M - $3.8M
256K $59.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
106K
+ 13.38%
$94.43 - $105.47 $10.1M - $11.2M
902K $91.6M
IEMG
Ishares Inc

ETFs
284K
+ 15.14%
N/A
2.16M $116M
IWD
Ishares Russell 1000 Val ETF

ETFs
75.8K
+ 102.45%
$183.23 - $199.79 $13.9M - $15.1M
150K $27.7M
PLTR
Palantir Technologies Inc.

Technology
58.8K
+ 24.96%
$36.46 - $82.38 $2.15M - $4.85M
295K $22.3M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.28M
+ 349.62%
$25.79 - $80.4 $33M - $103M
1.65M $42.9M
VOOV
Vanguard S&P 500 Value ETF

ETFs
75.9K
+ 28.65%
$184.21 - $199.29 $14M - $15.1M
341K $62.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
134K
+ 18.24%
N/A
870K $74.7M
GOOGL
Alphabet Inc.

Communication Services
20.4K
+ 6.57%
$161.86 - $196.66 $3.3M - $4.01M
330K $62.5M
JPM
Jpmorgan Chase & CO

Financial Services
7.23K
+ 2.3%
$205.18 - $250.29 $1.48M - $1.81M
321K $76.9M
GOOG
Alphabet Inc.

Communication Services
20K
+ 6.94%
$163.08 - $198.16 $3.26M - $3.97M
308K $58.7M
WMT
Walmart Inc.

Consumer Defensive
48.1K
+ 7.52%
$79.1 - $95.7 $3.8M - $4.6M
688K $62.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.88K
+ 2.71%
$567.81 - $607.81 $5.61M - $6M
374K $219M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
152K
+ 47.73%
$65.67 - $69.79 $9.98M - $10.6M
471K $31.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
308K
+ 20.36%
$30.18 - $33.87 $9.3M - $10.4M
1.82M $56.1M
V
Visa Inc.

Financial Services
4.2K
+ 2.22%
$273.87 - $320.91 $1.15M - $1.35M
194K $61.2M
VTI
Vanguard Total Stock Market Et

ETFs
21.3K
+ 8.99%
$280.04 - $302.45 $5.95M - $6.43M
258K $74.7M
MSFT
Microsoft Corp

Technology
25.8K
+ 5.89%
$406.35 - $454.46 $10.5M - $11.7M
464K $196M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
23.2K
+ 10.25%
$198.04 - $221.51 $4.59M - $5.13M
249K $52.5M
EFG
Msci Eafe Growth ETF

ETFs
114K
+ 29.5%
$96.83 - $106.88 $11.1M - $12.2M
502K $48.6M
VB
Vanguard Small Cap ETF

ETFs
24.7K
+ 8.57%
$233.76 - $261.58 $5.77M - $6.46M
313K $75.2M
META
Meta Platforms, Inc.

Communication Services
8.38K
+ 7.84%
$554.08 - $632.68 $4.64M - $5.3M
115K $68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16.9K
+ 10.34%
$442.29 - $483.08 $7.49M - $8.18M
181K $81.9M
XLI
Industrial Sector Spdr

ETFs
50.2K
+ 79.35%
$131.76 - $143.99 $6.62M - $7.23M
114K $15M
EFA
Ishares Tr Msci Eafe ETF

ETFs
107K
+ 46.32%
$75.1 - $82.99 $8.02M - $8.86M
337K $25.5M
CRM
Salesforce, Inc.

Technology
4.62K
+ 5.99%
$270.87 - $367.87 $1.25M - $1.7M
81.8K $27.3M
CGDV
Capital Group Divid Value ETF

ETFs
199K
+ 29.3%
$35.16 - $37.12 $6.98M - $7.37M
877K $30.9M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
28.1K
+ 262.96%
$201.32 - $217.44 $5.66M - $6.11M
38.8K $8.03M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
118K
New
$45.25 - $53.68 $5.34M - $6.33M
118K $5.86M
JEPI
J P Morgan Exchange Traded Fd

ETFs
121K
+ 14.0%
$57.53 - $60.83 $6.94M - $7.34M
983K $56.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
88.2K
+ 1236.25%
$55.97 - $62.75 $4.94M - $5.54M
95.4K $5.47M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
147K
+ 25.42%
$35.45 - $40.33 $5.2M - $5.91M
724K $25.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
79.9K
+ 38.61%
$87.1 - $98.49 $6.96M - $7.87M
287K $25.1M
IYW
Ishares Dj Us Tech ETF

ETFs
12K
+ 3.44%
$148.14 - $166.23 $1.78M - $2M
362K $57.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
126K
+ 24.09%
$44.87 - $46.86 $5.64M - $5.89M
647K $29M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
41.3K
+ 105.8%
$115.08 - $119.55 $4.76M - $4.94M
80.4K $9.29M
IWM
Ishares Russell 2000 ETF

ETFs
20.4K
+ 2.41%
$216.13 - $242.4 $4.41M - $4.94M
867K $191M
IAU
Ishares Gold Trust

ETFs
92.3K
+ 148.64%
$48.37 - $52.65 $4.47M - $4.86M
154K $7.65M
NFLX
Netflix Inc

Communication Services
169
+ 0.71%
$687.65 - $936.56 $116K - $158K
24.1K $21.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
139K
+ 5.58%
$56.06 - $61.35 $7.8M - $8.54M
2.63M $149M
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
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