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
SNY
Sanofi

Healthcare
8.37K
+ 18.82%
$48.15 - $59.42 $403K - $498K
52.9K $2.93M
HOMB
Home Bancshares Inc

Financial Services
27.3K
+ 43.47%
$27.23 - $31.23 $744K - $854K
90.2K $2.55M
NVS
Novartis Ag

Healthcare
3.07K
+ 10.24%
$97.14 - $115.57 $298K - $354K
33K $3.68M
JPIE
J P Morgan Exchange Traded Fd
16.4K
+ 228.22%
$45.46 - $46.18 $745K - $757K
23.6K $1.09M
VUG
Vanguard Growth ETF

ETFs
66.9K
+ 11.02%
$369.1 - $427.61 $24.7M - $28.6M
674K $250M
SLV
I Shares Silver Trust

ETFs
10.5K
+ 11.9%
$26.93 - $31.32 $283K - $329K
98.7K $3.06M
BRO
Brown & Brown, Inc.

Financial Services
4.59K
+ 63.35%
$100.54 - $124.4 $461K - $571K
11.8K $1.47M
NSP
Insperity, Inc.

Industrials
6.65K
+ 59.52%
$69.6 - $94.21 $463K - $627K
17.8K $1.59M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
23.7K
+ 10.8%
$24.73 - $25.62 $585K - $607K
243K $6.2M
CGGO
Capital Group Global Growth Eq

ETFs
31.5K
+ 16.4%
$28.33 - $30.84 $893K - $972K
224K $6.34M
DVY
Ishares Tr

ETFs
3.09K
+ 3.05%
$128.58 - $138.1 $398K - $427K
105K $14M
WTRG
Essential Utilities, Inc.

Utilities
6.49K
+ 4.53%
$33.49 - $40.57 $217K - $263K
150K $5.93M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.71K
+ 6.67%
$77.7 - $78.94 $599K - $609K
123K $9.74M
PAA
Plains All American Pipeline LP

Energy
33.3K
+ 230.47%
$17.32 - $20.96 $576K - $697K
47.7K $954K
RINF
Proshares Trust Inflation Expe

ETFs
21.5K
New
$32.51 - $33.51 $700K - $721K
21.5K $704K
TIP
Ishares Tr Tips Bd ETF

ETFs
4.3K
+ 8.74%
$106.22 - $111.09 $457K - $478K
53.5K $5.95M
SPG
Simon Property Group Inc

Real Estate
4.69K
+ 32.34%
$159.48 - $187.78 $748K - $881K
19.2K $3.19M
KMB
Kimberly Clark Corp

Consumer Defensive
1.66K
+ 4.11%
$124.46 - $147.4 $207K - $245K
42.1K $5.99M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
22.2K
+ 8.83%
$28.55 - $29.09 $633K - $645K
273K $7.88M
WMB
Williams Companies, Inc.

Energy
4.62K
+ 6.35%
$54.02 - $61.09 $249K - $282K
77.4K $4.62M
FICS
First Tr Exchange Traded Fd Vi

ETFs
12.5K
+ 15.1%
$33.49 - $37.82 $418K - $473K
95.2K $3.49M
UNP
Union Pacific Corp

Industrials
1.67K
+ 4.82%
$225.21 - $254.42 $375K - $424K
36.2K $8.56M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.72K
+ 5.81%
$39.65 - $43.35 $385K - $421K
177K $7.45M
PFIX
Simplify ETF Simplify Int Rate

ETFs
13.9K
New
$44.43 - $57.11 $618K - $794K
13.9K $673K
VSAT
Viasat Inc

Technology
60.4K
+ 263.88%
$7.51 - $11.81 $454K - $713K
83.3K $867K
IDV
Ishares Tr

ETFs
7.62K
+ 6.4%
$27.0 - $31.7 $206K - $242K
127K $3.93M
CMS
Cms Energy Corp

Utilities
6.74K
+ 35.51%
$64.99 - $75.11 $438K - $507K
25.7K $1.93M
FSMO
Fidelity Covington Tr

ETFs
25.4K
New
N/A
25.4K $668K
VB
Vanguard Small Cap ETF

ETFs
29.2K
+ 9.32%
$217.89 - $252.64 $6.35M - $7.37M
342K $75.8M
DFIV
Dimensional ETF Tr

ETFs
14.2K
+ 51.9%
$35.33 - $40.77 $501K - $578K
41.5K $1.63M
JPRE
J P Morgan Exchange Traded Fd

ETFs
13.7K
New
$45.34 - $49.96 $623K - $686K
13.7K $661K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
34.8K
+ 31.82%
$12.61 - $14.92 $439K - $519K
144K $2.07M
MU
Micron Technology Inc

Technology
6.23K
+ 15.29%
$86.89 - $109.38 $541K - $681K
47K $4.08M
SPTS
Spdr Portfolio Short Term Trea

ETFs
21.2K
+ 15.08%
$28.92 - $29.24 $612K - $619K
162K $4.72M
AVEM
American Centy ETF Tr Avantis

ETFs
8.33K
+ 7.82%
$57.11 - $62.4 $476K - $520K
115K $6.91M
EOG
Eog Resources Inc

Energy
1.69K
+ 2.2%
$120.54 - $138.05 $203K - $233K
78.1K $10M
DVN
Devon Energy Corp

Energy
7.83K
+ 10.32%
$33.15 - $38.55 $259K - $302K
83.7K $3.13M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
25K
+ 32.45%
$25.44 - $25.58 $635K - $638K
102K $2.6M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.65K
+ 127.41%
$85.06 - $87.69 $650K - $671K
13.6K $1.16M
CMCSA
Comcast Corp

Communication Services
24.2K
+ 6.11%
$33.19 - $38.23 $802K - $924K
419K $15.5M
COLD
Americold Realty Trust

Real Estate
29.6K
+ 95.44%
$20.74 - $23.05 $615K - $683K
60.7K $1.3M
DSTL
ETF Ser Solution Distillate Us

ETFs
21.1K
+ 2.81%
$53.28 - $57.28 $1.13M - $1.21M
773K $41.9M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
6.91K
+ 28.34%
$113.13 - $127.79 $782K - $883K
31.3K $3.54M
RDVY
First Trust Rising Dividend Ac

ETFs
16.5K
+ 2.94%
$57.22 - $63.39 $945K - $1.05M
578K $33.9M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
11.6K
New
$47.66 - $57.45 $553K - $666K
11.6K $630K
EXC
Exelon Corp

Utilities
5.13K
+ 11.08%
$37.3 - $46.08 $191K - $236K
51.4K $2.37M
ITM
Vaneck Intermediate Muni ETF

ETFs
13.8K
New
$45.21 - $46.67 $624K - $644K
13.8K $627K
XEL
Xcel Energy Inc

Utilities
7.18K
+ 20.56%
$63.37 - $72.1 $455K - $518K
42.1K $2.98M
CI
Cigna Corp

Healthcare
1
+ 0.01%
$274.49 - $329.0 $274 - $329
11.7K $3.86M
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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