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
AMD
Advanced Micro Devices Inc

Technology
7.63K
+ 7.02%
$96.63 - $129.55 $737K - $988K
116K $11.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.3K
+ 3.44%
$57.21 - $65.8 $1.22M - $1.4M
642K $37.5M
VTI
Vanguard Total Stock Market Et

ETFs
9.6K
+ 3.72%
$271.18 - $303.12 $2.6M - $2.91M
267K $73.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.76K
+ 2.81%
$121.0 - $142.28 $576K - $677K
174K $21.6M
ACN
Accenture PLC

Technology
2.73K
+ 4.75%
$300.91 - $398.25 $821K - $1.09M
60.2K $18.8M
DIS
Walt Disney CO

Communication Services
1.69K
+ 1.29%
$96.87 - $114.0 $164K - $193K
133K $13.1M
ISCG
Ishares Morningstar Small Cap

ETFs
4.46K
+ 1.13%
$44.44 - $52.05 $198K - $232K
399K $18M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
229
+ 0.08%
$69.32 - $78.69 $15.9K - $18K
302K $21M
NOW
Service Now, Inc.

Technology
1.22K
+ 11.99%
$783.83 - $1170.39 $955K - $1.43M
11.4K $9.07M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.87K
+ 1.09%
$69.69 - $79.99 $409K - $469K
546K $39M
ETN
Eaton Corp PLC

Industrials
2.06K
+ 4.6%
$271.83 - $371.23 $560K - $764K
46.9K $12.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.04K
+ 2.21%
$507.05 - $563.67 $2.05M - $2.28M
187K $96.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.8K
+ 5.74%
$165.25 - $224.62 $1.29M - $1.75M
144K $23.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.42K
+ 0.34%
$82.81 - $92.93 $283K - $317K
1.02M $86.5M
MRVL
Marvell Technology, Inc.

Technology
12.5K
+ 15.4%
$61.57 - $126.06 $772K - $1.58M
94K $5.79M
VGT
Vanguard Information Technolog

ETFs
2.84K
+ 4.53%
$542.38 - $646.34 $1.54M - $1.83M
65.5K $35.5M
CRM
Salesforce, Inc.

Technology
2.19K
+ 2.68%
$268.36 - $359.95 $587K - $787K
83.9K $22.5M
IVV
Ishares Core S&P 500 ETF

ETFs
75.8K
+ 4.23%
$554.06 - $615.85 $42M - $46.7M
1.87M $1.05B
GOOG
Alphabet Inc.

Communication Services
20.8K
+ 6.74%
$156.06 - $207.71 $3.24M - $4.32M
329K $51.4M
GOOGL
Alphabet Inc.

Communication Services
24.8K
+ 7.49%
$154.33 - $206.19 $3.82M - $5.11M
355K $54.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.7K
+ 1.73%
$102.49 - $119.96 $1.61M - $1.89M
924K $96.7M
IWM
Ishares Russell 2000 ETF

ETFs
33.5K
+ 3.87%
$198.1 - $229.79 $6.64M - $7.7M
900K $180M
MSFT
Microsoft Corp

Technology
24.4K
+ 5.25%
$375.39 - $447.2 $9.15M - $10.9M
489K $183M
AMZN
Amazon Com Inc

Consumer Cyclical
40.8K
+ 5.92%
$190.26 - $242.06 $7.76M - $9.88M
730K $139M
TSLA
Tesla, Inc.

Consumer Cyclical
20.9K
+ 14.53%
$222.15 - $428.22 $4.65M - $8.96M
165K $42.8M
AVGO
Broadcom Inc.

Technology
4.87K
+ 1.9%
$167.43 - $244.7 $816K - $1.19M
261K $43.7M
AAPL
Apple Inc.

Technology
51.1K
+ 4.26%
$209.68 - $247.1 $10.7M - $12.6M
1.25M $278M
NVDA
Nvidia Corp

Technology
134K
+ 8.23%
$106.98 - $149.43 $14.3M - $20M
1.76M $191M
VONG
Vanguard Russell 1000 Growth E

ETFs
8.01K
+ 0.08%
$92.71 - $107.38 $742K - $860K
10.4M $964M
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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