Avantax Advisory Services, Inc. Purchases in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NWN
Northwest Natural Holding CO

Utilities
2.12K
+ 4.3%
$39.62 - $44.11 $84.2K - $93.7K
51.6K $2.05M
CPB
Campbell Soup CO

Consumer Defensive
210
+ 2.69%
$30.65 - $39.9 $6.44K - $8.38K
8.02K $245K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
614
+ 9.52%
$54.08 - $68.32 $33.2K - $41.9K
7.06K $388K
STZ
Constellation Brands, Inc.

Consumer Defensive
617
+ 7.43%
$160.0 - $195.62 $98.7K - $121K
8.92K $1.45M
FTV
Fortive Corp

Technology
734
+ 13.38%
$52.13 - $74.29 $38.3K - $54.5K
6.22K $324K
GPN
Global Payments Inc

Industrials
506
+ 7.66%
$67.47 - $99.6 $34.1K - $50.4K
7.11K $569K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
41.6K
+ 1457.73%
$87.84 - $1441.89 $3.65M - $59.9M
44.4K $4M
TSN
Tyson Foods, Inc.

Consumer Defensive
11
+ 0.1%
$54.33 - $63.56 $598 - $699
11.2K $624K
OXM
Oxford Industries Inc

Consumer Cyclical
5.14K
+ 31.89%
$37.26 - $60.9 $192K - $313K
21.3K $856K
BKR
Baker Hughes CO

Energy
1.38K
+ 5.25%
$35.0 - $44.92 $48.2K - $61.8K
27.6K $1.06M
EMN
Eastman Chemical CO

Basic Materials
505
+ 4.87%
$72.7 - $88.29 $36.7K - $44.6K
10.9K $811K
GMED
Globus Medical Inc

Healthcare
2.86K
+ 14.72%
$55.82 - $75.5 $160K - $216K
22.3K $1.32M
EXPO
Exponent Inc

Industrials
132
+ 0.66%
$72.88 - $81.75 $9.62K - $10.8K
20.2K $1.51M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
625
+ 0.77%
$38.81 - $44.28 $24.3K - $27.7K
82K $3.48M
ADMA
Adma Biologics, Inc.

Healthcare
2.85K
+ 2.63%
$17.6 - $24.51 $50.1K - $69.8K
111K $2.02M
ED
Consolidated Edison Inc

Utilities
1.1K
+ 4.77%
$98.05 - $113.3 $107K - $124K
24K $2.41M
PLD
Prologis, Inc.

Real Estate
2.14K
+ 4.05%
$89.76 - $112.34 $192K - $240K
54.9K $5.77M
JD
Jd.Com, Inc.

Consumer Cyclical
1.16K
+ 5.89%
$31.44 - $41.32 $36.3K - $47.8K
20.8K $678K
EOG
Eog Resources Inc

Energy
4.5K
+ 5.76%
$104.61 - $129.97 $471K - $585K
82.6K $9.88M
IXC
Ishares Tr Global Energy ETF

ETFs
3.95K
+ 3.71%
$34.69 - $42.32 $137K - $167K
110K $4.33M
HCKT
Hackett Group, Inc.

Technology
962
+ 2.12%
$23.5 - $29.2 $22.6K - $28.1K
46.3K $1.18M
CBT
Cabot Corp

Basic Materials
297
+ 1.35%
$72.47 - $84.35 $21.5K - $25.1K
22.3K $1.67M
EPD
Enterprise Products Partners L.P.

Energy
9.65K
+ 6.47%
$28.95 - $34.22 $279K - $330K
159K $4.93M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.03K
+ 1.47%
$68.13 - $74.77 $207K - $227K
209K $15.2M
ELV
Elevance Health, Inc.

Healthcare
1.69K
+ 9.38%
$372.27 - $452.69 $631K - $767K
19.8K $7.68M
CHE
Chemed Corp

Healthcare
9
+ 0.62%
$486.93 - $619.21 $4.38K - $5.57K
1.45K $706K
IP
International Paper CO

Consumer Cyclical
1.14K
+ 3.09%
$43.89 - $54.46 $49.9K - $61.9K
38K $1.78M
NOV
Nov Inc.

Energy
2.76K
+ 3.37%
$11.11 - $15.41 $30.7K - $42.6K
84.8K $1.05M
CTRA
Coterra Energy Inc.

Energy
6.13K
+ 6.01%
$22.6 - $29.07 $139K - $178K
108K $2.74M
GIS
General Mills Inc

Consumer Defensive
4.39K
+ 7.69%
$50.37 - $60.97 $221K - $268K
61.4K $3.18M
PSX
Phillips 66

Energy
1.35K
+ 1.43%
$92.87 - $125.73 $125K - $169K
95.4K $11.4M
PGR
Progressive Corp

Financial Services
760
+ 2.63%
$255.27 - $288.74 $194K - $219K
29.7K $7.92M
AEP
American Electric Power CO Inc

Utilities
58
+ 0.1%
$98.59 - $109.11 $5.72K - $6.33K
57.9K $6.01M
TMUS
T Mobile Us, Inc.

Communication Services
3.19K
+ 8.43%
$220.99 - $268.54 $705K - $856K
41K $9.78M
FNF
Fidelity National Financial, Inc.

Financial Services
163
+ 0.42%
$53.62 - $66.59 $8.74K - $10.9K
39.1K $2.19M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
199
+ 1.57%
$421.16 - $509.5 $83.8K - $101K
12.9K $5.73M
SBUX
Starbucks Corp

Consumer Cyclical
518
+ 0.61%
$79.69 - $99.41 $41.3K - $51.5K
85.7K $7.85M
MCD
Mcdonalds Corp

Consumer Cyclical
5.69K
+ 5.21%
$285.55 - $321.23 $1.63M - $1.83M
115K $33.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
428
+ 1.46%
$212.1 - $244.27 $90.8K - $105K
29.7K $6.5M
DOW
Dow Inc.

Basic Materials
4.85K
+ 3.77%
$25.81 - $34.89 $125K - $169K
133K $3.53M
JNJ
Johnson & Johnson

Healthcare
3.08K
+ 1.44%
$146.36 - $159.82 $451K - $492K
216K $33.1M
PEP
Pepsico Inc

Consumer Defensive
4.63K
+ 2.55%
$128.02 - $151.37 $592K - $700K
186K $24.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.1K
+ 5.97%
$483.48 - $539.8 $5.85M - $6.53M
215K $104M
ABBV
Abb Vie Inc.

Healthcare
2.46K
+ 1.12%
$170.16 - $206.27 $418K - $507K
222K $41.3M
XOM
Exxon Mobil Corp

Energy
2.7K
+ 0.36%
$99.93 - $119.04 $270K - $322K
761K $82M
UNH
Unitedhealth Group Inc

Healthcare
7.82K
+ 11.25%
$274.35 - $599.47 $2.14M - $4.69M
77.3K $24.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
796K
+ 2.88%
$24.32 - $27.87 $19.4M - $22.2M
28.4M $754M
Activity Summary
Buys All Purchases 1498 New Holdings 228 Increased Positions 1270 Sells All Sells 820 Reductions 820 Sold out 0 Options Calls 0 Puts 0
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