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
ZM
Zoom Video Communications, Inc.

Technology
1.47K
+ 22.76%
$72.23 - $88.64 $106K - $130K
7.93K $584K
AXS
Axis Capital Holdings LTD

Financial Services
202
+ 6.56%
$85.54 - $100.24 $17.3K - $20.2K
3.28K $328K
CNC
Centene Corp

Healthcare
901
+ 5.47%
$55.93 - $65.89 $50.4K - $59.4K
17.4K $1.05M
CFG
Citizens Financial Group Inc

Financial Services
3.66K
+ 10.76%
$39.73 - $48.36 $145K - $177K
37.7K $1.54M
PICK
Ishares Inc Msci Global Select

ETFs
1.28K
+ 10.86%
$34.93 - $38.35 $44.8K - $49.2K
13.1K $469K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
404
+ 4.23%
$61.2 - $68.24 $24.7K - $27.6K
9.95K $656K
EXPE
Expedia Group, Inc.

Consumer Cyclical
723
+ 19.93%
$157.11 - $206.52 $114K - $149K
4.35K $731K
KEYS
Keysight Technologies, Inc.

Technology
776
+ 13.56%
$148.16 - $185.11 $115K - $144K
6.5K $973K
PARA
Paramount Global

Communication Services
200
+ 0.59%
$10.16 - $12.14 $2.03K - $2.43K
34.3K $410K
IDCC
Inter Digital, Inc.

Communication Services
140
+ 7.7%
$171.68 - $225.72 $24K - $31.6K
1.96K $405K
TPIF
Timothy Plan Intl ETF (De)

ETFs
665
+ 4.43%
$26.06 - $29.44 $17.3K - $19.6K
15.7K $450K
ESS
Essex Property Trust, Inc.

Real Estate
187
+ 3.51%
N/A
5.52K $1.51M
INVA
Innoviva, Inc.

Healthcare
2.01K
+ 10.86%
$17.21 - $18.98 $34.6K - $38.1K
20.5K $371K
FN
Fabrinet

Technology
486
+ 23.78%
$183.66 - $267.24 $89.3K - $130K
2.53K $499K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
738
+ 6.12%
$26.47 - $29.92 $19.5K - $22.1K
12.8K $373K
PRN
Invesco Dwa Industrials Moment

ETFs
1.14K
+ 17.08%
$134.74 - $169.56 $153K - $193K
7.8K $1.07M
CRDO
Credo Technology Group Holding LTD

Technology
4.91K
+ 90.17%
$39.45 - $85.5 $194K - $419K
10.3K $415K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.41K
+ 9.62%
$31.56 - $36.78 $44.6K - $52K
16.1K $520K
IBN
Icici Bank LTD

Financial Services
652
+ 3.86%
$27.55 - $31.67 $18K - $20.6K
17.6K $553K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
51
+ 0.63%
$75.32 - $84.77 $3.84K - $4.32K
8.1K $661K
KWR
Quaker Chemical Corp

Basic Materials
738
+ 29.94%
$123.61 - $145.39 $91.2K - $107K
3.2K $395K
UDR
Udr, Inc.

Real Estate
802
+ 11.41%
$40.09 - $46.04 $32.2K - $36.9K
7.83K $353K
WSBC
Wesbanco Inc

Financial Services
3.34K
+ 9.66%
$30.36 - $37.08 $101K - $124K
37.9K $1.17M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
17K
New
$2.86 - $9.78 $48.5K - $166K
17K $48K
PPA
Invesco Exchange Traded Fd Tr

ETFs
367
+ 14.99%
$113.59 - $123.29 $41.7K - $45.2K
2.82K $328K
PHK
Pimco High Income Fund

Financial Services
9.26K
+ 10.51%
$4.85 - $4.98 $44.9K - $46.1K
97.4K $476K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
387
+ 14.25%
$175.5 - $209.86 $67.9K - $81.2K
3.1K $562K
TECH
Bio Techne Corp

Healthcare
3.23K
+ 30.42%
$58.47 - $78.75 $189K - $254K
13.9K $812K
HBAN
Huntington Bancshares Inc

Financial Services
5.49K
+ 19.48%
$14.28 - $17.39 $78.4K - $95.5K
33.7K $505K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.09K
+ 2.91%
$44.92 - $48.18 $49.1K - $52.7K
38.6K $1.77M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.25K
+ 10.2%
$25.34 - $26.96 $31.7K - $33.7K
13.5K $357K
PAGS
Pag Seguro Digital Ltd.

Technology
4.3K
+ 41.02%
$6.27 - $8.52 $26.9K - $36.6K
14.8K $112K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
1.9K
+ 18.89%
$28.25 - $29.85 $53.8K - $56.8K
12K $342K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
6.15K
+ 8.44%
$5.93 - $6.2 $36.4K - $38.1K
79K $475K
LEVI
Levi Strauss & CO

Consumer Cyclical
4.82K
+ 28.43%
$15.59 - $19.22 $75.2K - $92.7K
21.8K $339K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.17K
+ 6.46%
$47.4 - $50.24 $55.6K - $58.9K
19.3K $933K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
523
+ 1.41%
$23.18 - $24.68 $12.1K - $12.9K
37.5K $911K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.33K
+ 17.0%
$77.67 - $90.15 $103K - $120K
9.14K $715K
APO
Apollo Global Management, Inc.

Financial Services
2.4K
+ 23.82%
$126.01 - $172.06 $302K - $412K
12.5K $1.71M
CMI
Cummins Inc

Industrials
1.01K
+ 13.04%
$312.92 - $386.07 $314K - $388K
8.71K $2.73M
HOUS
Anywhere Real Estate Inc.

Real Estate
13K
New
$2.78 - $3.92 $36.1K - $50.9K
13K $43K
MAA
Mid America Apartment Communities Inc.

Real Estate
80
+ 3.52%
$146.9 - $170.92 $11.8K - $13.7K
2.35K $394K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
11.4K
New
$3.77 - $6.08 $42.8K - $69.1K
11.4K $43K
NSC
Norfolk Southern Corp

Industrials
31
+ 0.19%
$227.69 - $259.76 $7.06K - $8.05K
16.6K $3.93M
RS
Reliance Steel & Aluminum CO

Basic Materials
66
+ 5.35%
$266.61 - $302.66 $17.6K - $20K
1.3K $375K
AMCR
Amcor PLC

Consumer Cyclical
3.77K
+ 19.64%
$9.33 - $10.39 $35.1K - $39.1K
22.9K $222K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
3.22K
+ 10.04%
$11.01 - $11.72 $35.5K - $37.7K
35.3K $396K
STRL
Sterling Construction CO Inc

Industrials
1.7K
+ 62.64%
$108.65 - $200.56 $184K - $340K
4.41K $498K
AVA
Avista Corp

Utilities
186
+ 2.98%
$35.2 - $41.87 $6.55K - $7.79K
6.43K $269K
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email