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
TTE
Total Energies Se

Energy
15.4K
+ 30.48%
N/A
65.7K $4.51M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.55K
+ 4.12%
$283.24 - $338.07 $721K - $861K
64.4K $19M
SBUX
Starbucks Corp

Consumer Cyclical
5.04K
+ 6.29%
$91.75 - $115.81 $462K - $583K
85.2K $8.35M
AEP
American Electric Power CO Inc

Utilities
682
+ 1.19%
$90.32 - $109.27 $61.6K - $74.5K
57.9K $6.32M
SO
Southern CO

Utilities
1.13K
+ 1.16%
$80.96 - $92.96 $91.8K - $105K
99.1K $9.11M
BSX
Boston Scientific Corp

Healthcare
6.2K
+ 17.03%
$89.38 - $106.18 $554K - $658K
42.6K $4.3M
ATRO
Astronics Corp

Industrials
43.2K
New
$15.6 - $26.5 $673K - $1.14M
43.2K $1.04M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
507
+ 1.76%
$208.48 - $244.03 $106K - $124K
29.3K $7.15M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
8.27K
New
$110.12 - $124.59 $911K - $1.03M
8.27K $1.03M
LYG
Lloyds Banking Group PLC

Financial Services
87.1K
+ 13.78%
$2.58 - $3.9 $225K - $340K
719K $2.75M
CORP
Pimco Investment Grade Corp Bd

ETFs
9.76K
+ 23.1%
$93.89 - $97.32 $916K - $949K
52K $5.03M
RSG
Republic Services, Inc.

Industrials
1.32K
+ 7.82%
$200.09 - $242.16 $264K - $319K
18.2K $4.4M
SLB
Schlumberger Limited

Energy
17K
+ 20.6%
$38.4 - $43.74 $655K - $746K
99.8K $4.17M
IWF
Ishares Russell 1000 Gr ETF

ETFs
32.2K
+ 12.24%
$360.07 - $417.26 $11.6M - $13.5M
296K $107M
AZN
Astrazeneca PLC

Healthcare
2.17K
+ 2.13%
$65.37 - $77.96 $142K - $169K
104K $7.65M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
226
+ 8.61%
$1187.71 - $1432.58 $268K - $324K
2.85K $4.08M
WPC
W. P. Carey Inc.

Real Estate
6.67K
+ 10.49%
$53.5 - $65.05 $357K - $434K
70.3K $4.44M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
9.46K
+ 15.46%
$100.32 - $100.76 $949K - $953K
70.6K $7.11M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
46.7K
+ 8.88%
$48.06 - $53.73 $2.24M - $2.51M
573K $27.9M
CTAS
Cintas Corp

Industrials
2.19K
+ 9.76%
$182.09 - $208.14 $398K - $455K
24.6K $5.06M
DFAE
Dimensional ETF Tr

ETFs
23.3K
+ 3.45%
$24.64 - $26.86 $574K - $626K
698K $18.1M
QCOM
Qualcomm Inc

Technology
6.23K
+ 9.46%
$151.94 - $175.86 $946K - $1.09M
72K $11.1M
CGCP
Capital Group Core Plus Income

ETFs
39K
+ 17.97%
$21.94 - $22.64 $856K - $883K
256K $5.75M
NEE
Nextera Energy Inc

Utilities
14.6K
+ 10.82%
$66.96 - $76.16 $981K - $1.12M
150K $10.6M
IWL
Ishares Tr Russell 200 ETF

ETFs
6.93K
+ 144.33%
$135.83 - $151.73 $941K - $1.05M
11.7K $1.61M
JPEM
Jp Morgan Diversified Return

ETFs
14.5K
+ 8.09%
$50.81 - $54.04 $738K - $785K
194K $10.2M
EEMV
Ishares Msci Emerging Markets

ETFs
15K
+ 17.33%
$57.07 - $59.29 $856K - $889K
102K $5.92M
LVHI
Franklin International Low Vol

ETFs
21.8K
+ 20.83%
$30.53 - $32.85 $665K - $716K
126K $4.09M
UPS
United Parcel Service Inc

Industrials
17.6K
+ 27.28%
$109.66 - $136.26 $1.93M - $2.4M
82.3K $9.06M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
51.9K
+ 6.71%
$41.26 - $44.98 $2.14M - $2.33M
825K $34.7M
ENFR
Alerian Energy Infrastructure

ETFs
24.8K
+ 51.72%
$30.27 - $34.12 $752K - $847K
72.8K $2.39M
FAST
Fastenal CO

Industrials
8.93K
+ 26.38%
$71.11 - $79.98 $635K - $714K
42.8K $3.32M
GLW
Corning Inc

Technology
23.4K
+ 21.12%
$44.91 - $54.25 $1.05M - $1.27M
134K $6.14M
OGE
Oge Energy Corp.

Utilities
17.1K
+ 88.15%
$39.76 - $46.32 $682K - $794K
36.6K $1.68M
AOS
Smith A O Corp

Industrials
13.7K
+ 170.3%
$65.16 - $72.69 $895K - $998K
21.8K $1.42M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.9K
+ 45.1%
$50.72 - $50.92 $858K - $861K
54.4K $2.77M
CME
Cme Group Inc.

Financial Services
945
+ 5.11%
$225.82 - $266.54 $213K - $252K
19.4K $5.15M
G
Genpact LTD

Technology
14K
+ 72.66%
$42.88 - $55.54 $602K - $780K
33.4K $1.68M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
15.9K
+ 6.85%
$28.25 - $31.5 $449K - $500K
248K $7.42M
VHT
Vanguard Health Care ETF

ETFs
171
+ 0.24%
$254.06 - $273.83 $43.4K - $46.8K
71.4K $18.9M
IBHG
Ishares Tr Ibonds 2027 Term Hi
36.8K
+ 67.74%
$22.21 - $22.56 $818K - $831K
91.2K $2.04M
BK
Bank Of New York Mellon Corp

Financial Services
4.5K
+ 7.09%
$75.42 - $88.95 $339K - $400K
67.9K $5.7M
MCK
Mckesson Corp

Healthcare
679
+ 19.09%
$566.21 - $672.99 $384K - $457K
4.24K $2.85M
IHF
Ishares Tr

ETFs
9.14K
+ 13.14%
$47.84 - $53.21 $437K - $486K
78.7K $4.16M
MELI
Mercadolibre Inc

Consumer Cyclical
155
+ 7.75%
$1739.0 - $2260.0 $270K - $350K
2.15K $4.2M
PAYX
Paychex Inc

Industrials
3.04K
+ 12.75%
$136.06 - $154.52 $413K - $469K
26.9K $4.14M
EL
Estee Lauder Companies Inc

Consumer Defensive
12.1K
New
$64.26 - $85.48 $780K - $1.04M
12.1K $801K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
15.7K
+ 32.15%
$50.48 - $51.04 $794K - $803K
64.7K $3.28M
DELL
Dell Technologies Inc.

Technology
12K
+ 94.88%
$90.34 - $124.66 $1.08M - $1.49M
24.6K $2.24M
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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