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
RRX
Regal Rexnord Corp

Industrials
519
+ 19.71%
$113.85 - $167.1 $59.1K - $86.7K
3.15K $358K
XPO
Xpo Logistics, Inc.

Industrials
374
+ 9.79%
$106.12 - $148.16 $39.7K - $55.4K
4.2K $451K
ZWS
Zurn Water Solutions Corp

Industrials
113
+ 0.9%
$32.38 - $39.44 $3.66K - $4.46K
12.7K $417K
IPAR
Inter Parfums Inc

Consumer Defensive
191
+ 4.64%
$113.87 - $144.54 $21.7K - $27.6K
4.31K $490K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.26K
+ 5.08%
$32.96 - $44.43 $41.5K - $55.9K
26K $864K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.08K
+ 7.85%
$94.32 - $110.46 $196K - $230K
28.6K $2.76M
DOCU
Docusign, Inc.

Technology
1.08K
+ 6.46%
$74.7 - $97.7 $80.5K - $105K
17.8K $1.45M
DOV
Dover Corp

Industrials
110
+ 1.77%
$174.65 - $206.43 $19.2K - $22.7K
6.32K $1.11M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
612
+ 16.47%
$200.77 - $270.08 $123K - $165K
4.33K $868K
STT
State Street Corp

Financial Services
469
+ 4.15%
$84.47 - $102.23 $39.6K - $47.9K
11.8K $1.05M
EXPO
Exponent Inc

Industrials
1.18K
+ 6.24%
$78.9 - $93.95 $92.9K - $111K
20.1K $1.63M
MTZ
Mastec Inc

Industrials
121
+ 3.36%
$108.66 - $160.79 $13.1K - $19.5K
3.72K $434K
ALRM
Alarm.Com Holdings, Inc.

Technology
232
+ 1.7%
$55.65 - $63.82 $12.9K - $14.8K
13.9K $771K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.52K
+ 62.63%
$62.41 - $133.91 $95K - $204K
3.95K $248K
CNS
Cohen & Steers, Inc.

Financial Services
129
+ 2.27%
$75.52 - $92.6 $9.74K - $11.9K
5.82K $467K
BSY
Bentley Systems Inc

Technology
201
+ 2.14%
$39.34 - $47.7 $7.91K - $9.59K
9.6K $377K
PNR
Pentair PLC

Industrials
55
+ 1.11%
$84.0 - $105.35 $4.62K - $5.79K
5.01K $437K
PIPR
Piper Sandler Companies

Financial Services
25
+ 1.97%
$244.29 - $323.68 $6.11K - $8.09K
1.29K $319K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.27K
+ 11.23%
$161.27 - $192.3 $205K - $244K
12.6K $2.03M
INCY
Incyte Corp

Healthcare
87
+ 1.1%
$60.0 - $75.26 $5.22K - $6.55K
7.97K $482K
BOTZ
Global X Fds

ETFs
9.49K
+ 9.87%
$28.46 - $34.53 $270K - $328K
106K $3.01M
LOW
Lowes Companies Inc

Consumer Cyclical
2.27K
+ 5.18%
$222.66 - $268.42 $505K - $608K
46K $10.7M
SYF
Synchrony Financial

Financial Services
513
+ 6.71%
$51.9 - $70.63 $26.6K - $36.2K
8.16K $432K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
21
+ 0.42%
$48.65 - $66.04 $1.02K - $1.39K
5K $266K
BL
Blackline, Inc.

Technology
676
+ 8.12%
$47.46 - $65.64 $32.1K - $44.4K
9K $435K
CBT
Cabot Corp

Basic Materials
1.18K
+ 5.65%
$81.12 - $92.51 $95.5K - $109K
22K $1.83M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.17K
+ 12.78%
$38.18 - $50.93 $44.7K - $59.7K
10.3K $399K
CGUS
Capital Group Core Equity ETF
2.04K
+ 2.22%
$33.08 - $36.62 $67.4K - $74.6K
93.7K $3.13M
PRGS
Progress Software Corp

Technology
185
+ 2.98%
$51.39 - $65.26 $9.51K - $12.1K
6.4K $329K
MGC
Vanguard Mega Cap ETF

ETFs
1.02K
+ 4.1%
$199.2 - $222.69 $203K - $227K
25.8K $5.2M
BWXT
Bwx Technologies, Inc.

Industrials
141
+ 2.02%
$96.59 - $128.46 $13.6K - $18.1K
7.14K $703K
DEO
Diageo PLC

Consumer Defensive
2.02K
+ 15.65%
$104.79 - $126.12 $211K - $254K
14.9K $1.56M
NSSC
Napco Security Technologies, Inc

Industrials
1.89K
+ 19.56%
$23.02 - $37.2 $43.6K - $70.4K
11.6K $266K
VV
Vanguard Large Cap ETF

ETFs
233
+ 2.12%
$253.32 - $282.66 $59K - $65.9K
11.2K $2.89M
GPN
Global Payments Inc

Industrials
121
+ 1.87%
$92.18 - $113.03 $11.2K - $13.7K
6.61K $646K
TLRY
Tilray Brands, Inc.

Healthcare
2.62K
+ 2.15%
$0.59 - $1.46 $1.54K - $3.82K
124K $82K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.58K
+ 3.39%
$32.42 - $36.13 $181K - $202K
170K $5.61M
LEN
Lennar Corp

Consumer Cyclical
253
+ 4.97%
$113.93 - $141.54 $28.8K - $35.8K
5.35K $613K
SXI
Standex International Corp

Industrials
55
+ 1.56%
$160.36 - $196.08 $8.82K - $10.8K
3.59K $578K
ASML
Asml Holding Nv

Technology
554
+ 3.75%
$662.63 - $776.99 $367K - $430K
15.3K $10.2M
PAVE
Global X Fds Us Infrastructure

ETFs
6.97K
+ 5.39%
$37.31 - $43.82 $260K - $305K
136K $5.14M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
912
+ 6.36%
$32.41 - $44.87 $29.6K - $40.9K
15.2K $494K
TFC
Truist Financial Corp

Financial Services
6.51K
+ 4.11%
$39.48 - $48.15 $257K - $314K
165K $6.79M
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.15K
+ 26.55%
$243.0 - $367.0 $280K - $422K
5.49K $1.34M
APLE
Apple Hospitality Reit, Inc.

Real Estate
1.28K
+ 2.89%
$12.87 - $15.85 $16.4K - $20.3K
45.5K $587K
MORN
Morningstar, Inc.

Financial Services
54
+ 1.86%
$282.49 - $334.73 $15.3K - $18.1K
2.96K $887K
FTQI
First Trust ETF Vi First Trust

ETFs
5.37K
+ 5.5%
$18.72 - $21.32 $100K - $114K
103K $1.94M
JJSF
J&J Snack Foods Corp

Consumer Defensive
140
+ 2.98%
$122.15 - $153.79 $17.1K - $21.5K
4.84K $636K
DV
Double Verify Holdings, Inc.

Technology
2.66K
+ 11.43%
$13.34 - $23.07 $35.5K - $61.3K
25.9K $346K
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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