Avantax Advisory Services, Inc. Purchases in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HII
Huntington Ingalls Industries, Inc.

Industrials
499
+ 6.34%
$159.75 - $208.61 $79.7K - $104K
8.36K $1.71M
MCO
Moodys Corp

Financial Services
524
+ 16.75%
$437.8 - $527.48 $229K - $276K
3.65K $1.7M
FHN
First Horizon Corp

Financial Services
11.3K
New
$17.7 - $22.43 $199K - $253K
11.3K $218K
MDU
Mdu Resources Group Inc

Industrials
14.1K
+ 74.04%
$16.45 - $18.61 $232K - $262K
33.1K $559K
CINF
Cincinnati Financial Corp

Financial Services
1.02K
+ 6.32%
$133.67 - $147.81 $137K - $151K
17.2K $2.54M
DUOL
Duolingo, Inc.

Technology
693
New
$272.49 - $441.39 $189K - $306K
693 $215K
FFIV
F5, Inc.

Technology
810
New
$251.75 - $310.6 $204K - $252K
810 $215K
MTH
Meritage Homes Corp

Consumer Cyclical
10.7K
+ 163.42%
$69.41 - $152.01 $739K - $1.62M
17.2K $1.22M
TAP
Molson Coors Beverage CO

Consumer Defensive
3.55K
New
$52.44 - $62.91 $186K - $223K
3.55K $215K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
1.82K
New
$115.13 - $136.09 $209K - $247K
1.82K $214K
GRMN
Garmin LTD

Technology
797
+ 22.13%
$204.55 - $241.93 $163K - $193K
4.4K $955K
HSBC
Hsbc Holdings PLC

Financial Services
1.78K
+ 12.72%
$48.68 - $61.58 $86.6K - $109K
15.8K $904K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10K
+ 6.62%
$19.43 - $19.62 $195K - $196K
161K $3.16M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.12K
+ 2.39%
$32.74 - $36.2 $69.5K - $76.9K
90.9K $3.18M
DENN
Denny'S Corp

Consumer Cyclical
96.7K
+ 160.43%
$3.67 - $7.04 $355K - $681K
157K $576K
AOK
Ishares Tr Core Conservative A

ETFs
5.65K
New
$36.86 - $38.15 $208K - $216K
5.65K $212K
DMAR
First Tr Ex Tr Viii Cboe Vest
5.62K
New
$36.82 - $39.1 $207K - $220K
5.62K $211K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.1K
+ 29.68%
$30.38 - $34.94 $155K - $178K
22.3K $762K
BLD
Top Build Corp

Industrials
692
New
$295.17 - $354.82 $204K - $246K
692 $211K
CTSH
Cognizant Technology Solutions Corp

Technology
2.92K
+ 9.29%
$75.32 - $90.7 $220K - $264K
34.3K $2.62M
DISV
Dimensional ETF Tr Dimensional

ETFs
7.23K
New
$26.09 - $30.21 $189K - $218K
7.23K $210K
MEAR
Blackrock Short Maturity Munic

ETFs
4.09K
+ 37.1%
$49.97 - $50.36 $204K - $206K
15.1K $759K
PAYC
Paycom Software, Inc.

Technology
706
+ 17.44%
$199.42 - $225.82 $141K - $159K
4.75K $1.04M
VDC
Vanguard Consumer Staples ETF

ETFs
99
+ 0.39%
$206.54 - $226.16 $20.4K - $22.4K
25.2K $5.52M
VRSN
Verisign Inc

Technology
502
+ 28.82%
$205.1 - $254.74 $103K - $128K
2.24K $569K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
11K
New
$19.0 - $24.32 $209K - $268K
11K $209K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.5K
+ 95.06%
$23.9 - $24.18 $203K - $205K
17.4K $421K
NTES
Net Ease, Inc.

Communication Services
2.01K
New
$87.72 - $109.14 $177K - $220K
2.01K $207K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
3.01K
New
$63.83 - $75.78 $192K - $228K
3.01K $206K
JHMD
John Hancock ETF Tr Multifacto

ETFs
4.81K
+ 36.64%
$31.74 - $36.18 $153K - $174K
17.9K $626K
NTR
Nutrien Ltd.

Basic Materials
4.15K
New
$45.28 - $53.84 $188K - $224K
4.15K $206K
CVLT
Commvault Systems Inc

Technology
1.3K
New
$146.82 - $187.9 $191K - $245K
1.3K $205K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.58K
New
$115.79 - $154.66 $182K - $244K
1.58K $205K
AVDE
American Centy ETF Tr Avantis

ETFs
3.09K
New
$60.63 - $68.55 $187K - $212K
3.09K $204K
FOXA
Fox Corp

Communication Services
2.66K
+ 40.43%
$47.9 - $58.0 $127K - $154K
9.24K $523K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
3.06K
New
$60.44 - $69.57 $185K - $213K
3.06K $203K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
4.51K
New
$44.41 - $45.43 $200K - $205K
4.51K $201K
HIW
Highwoods Properties, Inc.

Real Estate
6.77K
New
$27.69 - $30.78 $187K - $208K
6.77K $200K
DHR
Danaher Corp

Healthcare
5.53K
+ 14.52%
$201.62 - $250.59 $1.12M - $1.39M
43.6K $8.95M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
7.95K
+ 45.45%
$27.95 - $30.87 $222K - $245K
25.4K $719K
DG
Dollar General Corp

Consumer Defensive
918
+ 9.52%
$68.44 - $87.93 $62.8K - $80.7K
10.6K $928K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.88K
+ 6.31%
$76.77 - $82.22 $144K - $155K
31.7K $2.52M
HAL
Halliburton CO

Energy
10.5K
+ 27.3%
$24.15 - $29.9 $254K - $314K
49K $1.24M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
17.4K
New
$11.17 - $11.61 $194K - $201K
17.4K $195K
INVH
Invitation Homes Inc.

Real Estate
1.35K
+ 2.64%
$30.28 - $34.85 $40.8K - $46.9K
52.3K $1.82M
JBL
Jabil Inc

Technology
1.6K
+ 49.89%
$130.51 - $173.33 $208K - $277K
4.8K $652K
JD
Jd.Com, Inc.

Consumer Cyclical
1.89K
+ 10.65%
$33.1 - $45.21 $62.6K - $85.4K
19.6K $807K
OSBC
Old Second Bancorp Inc

Financial Services
11.6K
New
$16.18 - $19.4 $187K - $224K
11.6K $192K
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.97K
+ 9.99%
$59.61 - $66.71 $416K - $465K
76.8K $4.64M
Activity Summary
Buys All Purchases 1530 New Holdings 172 Increased Positions 1358 Sells All Sells 647 Reductions 647 Sold out 0 Options Calls 0 Puts 0
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