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
CCL
Carnival Corp

Consumer Cyclical
12.1K
+ 28.32%
$16.43 - $28.12 $199K - $341K
54.9K $1.54M
CR
Crane Holdings, Co.

Industrials
3.71K
New
$132.79 - $189.89 $493K - $705K
3.71K $705K
TRV
Travelers Companies, Inc.

Financial Services
2.29K
+ 8.13%
$233.83 - $276.34 $534K - $631K
30.4K $8.14M
EL
Estee Lauder Companies Inc

Consumer Defensive
6.39K
+ 52.59%
$50.06 - $80.8 $320K - $516K
18.5K $1.5M
USB
Us Bancorp \De\

Financial Services
5.47K
+ 3.7%
$36.4 - $45.76 $199K - $250K
153K $6.93M
PML
Pimco Municipal Income Fund Ii

Financial Services
115K
+ 45.46%
$7.29 - $8.14 $840K - $938K
368K $2.75M
PCAR
Paccar Inc

Industrials
7.68K
+ 46.03%
$86.4 - $99.09 $664K - $761K
24.4K $2.32M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.71K
+ 29.04%
$201.28 - $266.34 $345K - $456K
7.61K $2.03M
MCO
Moodys Corp

Financial Services
1.1K
+ 30.23%
$396.7 - $501.59 $438K - $554K
4.76K $2.39M
BHP
Bhp Group LTD

Basic Materials
15.4K
+ 12.05%
$40.22 - $50.88 $619K - $783K
143K $6.89M
QBTS
D Wave Quantum Inc.

Technology
39.3K
+ 269.82%
$6.22 - $19.04 $244K - $748K
53.9K $788K
DVY
Ishares Tr

ETFs
6.27K
+ 5.99%
$118.37 - $134.86 $742K - $845K
111K $14.7M
IGM
Ishares Expanded Tech Sector E

ETFs
2.22K
+ 11.29%
$79.8 - $112.34 $177K - $249K
21.9K $2.46M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.22K
+ 3.15%
$61.79 - $76.67 $137K - $171K
72.8K $5.54M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
213
+ 2.24%
$299.15 - $396.54 $63.7K - $84.5K
9.71K $3.85M
EXC
Exelon Corp

Utilities
18.6K
+ 36.24%
$42.2 - $47.37 $786K - $883K
70.1K $3.04M
HDB
Hdfc Bank LTD

Financial Services
444
+ 0.71%
$63.78 - $77.48 $28.3K - $34.4K
62.7K $4.81M
KCE
Spdr S&P Capital Markets ETF

ETFs
4.61K
New
$108.52 - $144.93 $501K - $669K
4.61K $668K
CRF
Cornerstone Total Return Fund Inc

Financial Services
86.2K
New
$6.44 - $7.75 $555K - $668K
86.2K $667K
NVS
Novartis Ag

Healthcare
2.88K
+ 8.72%
$101.96 - $121.01 $293K - $348K
35.9K $4.34M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
6.74K
+ 66.19%
$60.22 - $80.1 $406K - $540K
16.9K $1.35M
ROL
Rollins Inc

Consumer Cyclical
10.5K
+ 39.34%
$50.65 - $58.58 $532K - $615K
37.2K $2.1M
QCOM
Qualcomm Inc

Technology
1.56K
+ 2.16%
$124.66 - $159.48 $194K - $248K
73.6K $11.7M
WDAY
Workday, Inc.

Technology
2.16K
+ 10.51%
$210.47 - $274.71 $455K - $593K
22.7K $5.45M
MO
Altria Group, Inc.

Consumer Defensive
17.6K
+ 6.37%
$55.56 - $60.91 $979K - $1.07M
294K $17.2M
PZZA
Papa Johns International Inc

Consumer Cyclical
10.9K
+ 75.45%
$30.45 - $51.79 $332K - $565K
25.4K $1.24M
ARCC
Ares Capital Corp

Financial Services
31.1K
+ 16.74%
$18.91 - $22.43 $589K - $698K
217K $4.77M
VNQ
Vanguard Specialized Funds Van

ETFs
22.5K
+ 2.46%
$79.79 - $91.42 $1.79M - $2.05M
937K $83.4M
SAN
Banco Santander, S.A.

Financial Services
61.4K
+ 72.46%
$5.72 - $8.32 $351K - $511K
146K $1.21M
BK
Bank Of New York Mellon Corp

Financial Services
1.66K
+ 2.45%
$73.31 - $91.62 $122K - $152K
69.6K $6.34M
IXUS
Ishares Tr

ETFs
3.44K
+ 6.99%
$62.37 - $77.63 $214K - $267K
52.6K $4.06M
SIVR
Abrdn Silver ETF Trust

ETFs
16.2K
+ 42.09%
$28.36 - $35.37 $461K - $575K
54.9K $1.89M
MAR
Marriott International Inc

Consumer Cyclical
1.17K
+ 13.2%
$211.12 - $274.14 $247K - $320K
10K $2.74M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.37K
+ 2.35%
$57.41 - $74.81 $78.6K - $102K
59.7K $4.43M
WMB
Williams Companies, Inc.

Energy
6.15K
+ 7.96%
$54.33 - $62.87 $334K - $387K
83.5K $5.25M
LEU
Centrus Energy Corp

Energy
3.4K
New
$54.43 - $208.81 $185K - $710K
3.4K $622K
EWBC
East West Bancorp Inc

Financial Services
6.15K
New
$71.03 - $101.75 $437K - $626K
6.15K $620K
AJG
Arthur J. Gallagher & Co.

Financial Services
3.73K
+ 16.25%
$310.86 - $348.77 $1.16M - $1.3M
26.7K $8.53M
AMCR
Amcor PLC

Consumer Cyclical
68.1K
+ 296.87%
$8.57 - $9.81 $584K - $668K
91K $836K
JBL
Jabil Inc

Technology
961
+ 20.03%
$116.88 - $218.1 $112K - $210K
5.76K $1.26M
CTVA
Corteva, Inc.

Basic Materials
4.85K
+ 23.31%
$55.52 - $74.53 $269K - $362K
25.7K $1.91M
ARES
Ares Management Corp

Financial Services
2.26K
+ 29.26%
$118.04 - $175.83 $267K - $397K
9.98K $1.73M
FIX
Comfort Systems Usa Inc

Industrials
512
+ 34.18%
$296.51 - $536.21 $152K - $275K
2.01K $1.08M
KR
Kroger CO

Consumer Defensive
6.04K
+ 15.55%
$64.62 - $74.0 $390K - $447K
44.9K $3.22M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
7.38K
+ 48.4%
$28.15 - $47.93 $208K - $354K
22.6K $1.08M
ISCB
International Speedway Corp

ETFs
6.3K
+ 11.93%
$47.12 - $58.28 $297K - $367K
59.1K $3.45M
CNI
Canadian National Railway CO

Industrials
3.79K
+ 13.49%
$92.66 - $108.13 $352K - $410K
31.9K $3.32M
CW
Curtiss Wright Corp

Industrials
451
+ 21.58%
$283.18 - $488.55 $128K - $220K
2.54K $1.24M
EME
Emcor Group, Inc.

Industrials
4
+ 0.12%
$342.02 - $534.89 $1.37K - $2.14K
3.47K $1.86M
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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