Avantax Advisory Services, Inc. Incresed Positions in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.64M
+ 6.3%
$27.01 - $28.54 $44.2M - $46.7M
27.6M $773M
IEFA
Ishares Tr

ETFs
248K
+ 3.91%
$69.57 - $78.65 $17.2M - $19.5M
6.59M $499M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
826K
+ 574.36%
$51.45 - $58.51 $42.5M - $48.3M
969K $50.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
239K
+ 2.66%
$95.85 - $99.25 $23M - $23.8M
9.23M $913M
VTV
Vanguard Value ETF

ETFs
155K
+ 4.91%
$167.73 - $179.21 $25.9M - $27.7M
3.3M $570M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21.9K
+ 12.13%
$442.66 - $534.52 $9.7M - $11.7M
203K $108M
RSP
Invesco S&P 500 Equal Weight E

ETFs
131K
+ 121.41%
$169.43 - $182.84 $22.3M - $24M
240K $41.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
68K
+ 16.92%
$468.34 - $539.52 $31.8M - $36.7M
470K $220M
IVE
Ishares S&P 500 Value ETF

ETFs
73.4K
+ 15.67%
$185.78 - $198.58 $13.6M - $14.6M
542K $103M
XOM
Exxon Mobil Corp

Energy
35.7K
+ 4.94%
$105.44 - $118.93 $3.76M - $4.24M
758K $90.2M
XLE
Energy Sector Spdr

ETFs
105K
+ 47.38%
$85.7 - $93.96 $9.01M - $9.88M
327K $30.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
916K
+ 22.17%
$24.91 - $29.02 $22.8M - $26.6M
5.05M $126M
CVX
Chevron Corp

Energy
36.8K
+ 16.52%
$146.71 - $167.97 $5.39M - $6.18M
259K $43.4M
IAU
Ishares Gold Trust

ETFs
162K
+ 105.08%
$49.74 - $58.96 $8.07M - $9.57M
317K $18.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
37.3K
+ 9.96%
$551.42 - $612.93 $20.6M - $22.8M
411K $230M
PULS
Pgim ETF Tr

ETFs
214K
+ 36.98%
$49.56 - $49.78 $10.6M - $10.6M
792K $39.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
194K
+ 27.8%
$50.39 - $50.66 $9.8M - $9.85M
894K $45.3M
SPTL
Spdr Portfolio Long Term Treas

ETFs
206K
+ 5.42%
$25.54 - $27.64 $5.26M - $5.7M
4.01M $109M
XLU
Utilities Sector Spdr

ETFs
120K
+ 208.49%
$74.7 - $80.27 $8.96M - $9.63M
177K $14M
GLD
Spdr Gold Trust

ETFs
14.6K
+ 12.32%
$243.19 - $288.14 $3.54M - $4.19M
133K $38.3M
PHYS
Sprott Physical Gold Trust

Financial Services
396K
+ 2489.9%
$20.25 - $24.06 $8.02M - $9.53M
412K $9.92M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
86.7K
+ 504.99%
$97.25 - $104.79 $8.43M - $9.08M
104K $10.8M
VNQ
Vanguard Specialized Funds Van

ETFs
79.6K
+ 9.54%
$85.55 - $94.34 $6.81M - $7.51M
914K $82.8M
ABBV
Abb Vie Inc.

Healthcare
4.91K
+ 2.28%
$169.2 - $216.66 $831K - $1.06M
220K $46.1M
IWV
Ishares Russell 3000 ETF

ETFs
27.6K
+ 46.08%
$313.1 - $349.83 $8.65M - $9.66M
87.6K $27.8M
JNJ
Johnson & Johnson

Healthcare
19.5K
+ 10.08%
$142.06 - $167.7 $2.77M - $3.28M
213K $35.4M
V
Visa Inc.

Financial Services
1.29K
+ 0.67%
$306.92 - $362.71 $395K - $467K
195K $68.3M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
126K
+ 213.92%
$55.41 - $60.74 $6.98M - $7.65M
185K $10.4M
FDVV
Fidelity High Dividend ETF

ETFs
143K
+ 49.47%
$48.86 - $52.28 $7M - $7.49M
433K $21.5M
OEF
Ishares S&P 100 ETF

ETFs
26.1K
+ 71.67%
N/A
62.5K $16.6M
LLY
Eli Lilly & CO

Healthcare
4.98K
+ 9.72%
$725.72 - $929.72 $3.62M - $4.63M
56.3K $46.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
120K
+ 151.94%
$58.81 - $68.2 $7.04M - $8.16M
198K $11.9M
AMGN
Amgen Inc

Healthcare
6.27K
+ 7.2%
$258.59 - $327.36 $1.62M - $2.05M
93.2K $29M
PEP
Pepsico Inc

Consumer Defensive
42.9K
+ 30.95%
$142.64 - $156.42 $6.11M - $6.7M
181K $27.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
114K
+ 17.46%
$42.5 - $46.71 $4.83M - $5.31M
765K $34.6M
VOOV
Vanguard S&P 500 Value ETF

ETFs
32.1K
+ 9.43%
$179.71 - $192.06 $5.77M - $6.17M
373K $68.7M
CVS
Cvs Health Corp

Healthcare
32.9K
+ 25.7%
$44.22 - $68.64 $1.45M - $2.26M
161K $10.9M
FPE
First Tr Pfd Secs & Income ETF

ETFs
294K
+ 111.35%
$17.53 - $17.87 $5.16M - $5.26M
559K $9.83M
PLTR
Palantir Technologies Inc.

Technology
29.5K
+ 10.02%
$64.98 - $124.62 $1.92M - $3.68M
324K $27.4M
BOND
Pimco Active Bond Exchange Tra

ETFs
48.7K
+ 22.75%
$89.27 - $92.9 $4.35M - $4.53M
263K $24.3M
VZ
Verizon Communications Inc

Communication Services
27.2K
+ 4.02%
$37.81 - $46.49 $1.03M - $1.27M
705K $32M
IWB
Ishares Tr Russell 1000 ETF

ETFs
17.5K
+ 54.04%
$302.31 - $337.54 $5.28M - $5.9M
49.8K $15.3M
LYB
Lyondell Basell Industries N.V.

Basic Materials
69.7K
+ 315.37%
$69.82 - $78.67 $4.86M - $5.48M
91.8K $6.46M
PM
Philip Morris International Inc.

Consumer Defensive
7.05K
+ 7.52%
$117.15 - $158.79 $825K - $1.12M
101K $16M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
43.7K
+ 6.42%
$59.28 - $66.1 $2.59M - $2.89M
724K $46M
COST
Costco Wholesale Corp

Consumer Defensive
3.57K
+ 8.44%
$890.62 - $1076.86 $3.18M - $3.85M
45.9K $43.4M
VEA
Vanguard Ftse Developed Market

ETFs
29.4K
+ 2.85%
$47.4 - $52.99 $1.4M - $1.56M
1.06M $54M
ABT
Abbott Laboratories

Healthcare
8.78K
+ 5.11%
$111.1 - $140.22 $975K - $1.23M
181K $24M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
48.4K
+ 290.74%
$91.76 - $103.26 $4.44M - $5M
65.1K $6.02M
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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