Avantax Advisory Services, Inc. Incresed Positions in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHA
Schwab Strategic Tr Us Small C

ETFs
811
+ 0.75%
$20.42 - $25.3 $16.6K - $20.5K
109K $2.75M
WWD
Woodward, Inc.

Industrials
94
+ 2.95%
$157.29 - $247.55 $14.8K - $23.3K
3.28K $804K
PATK
Patrick Industries Inc

Consumer Cyclical
1.54K
+ 14.88%
$74.33 - $93.03 $114K - $143K
11.9K $1.1M
PFGC
Performance Food Group CO

Consumer Defensive
1.87K
+ 28.59%
$71.62 - $89.56 $134K - $167K
8.41K $735K
SF
Stifel Financial Corp

Financial Services
1.18K
+ 11.41%
$76.49 - $103.78 $90.1K - $122K
11.5K $1.19M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.62K
+ 5.11%
$70.7 - $82.14 $115K - $133K
33.3K $2.74M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8.1K
+ 107.55%
$22.25 - $30.3 $180K - $245K
15.6K $428K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
15.1K
+ 46.48%
$12.23 - $15.46 $185K - $234K
47.6K $719K
DOV
Dover Corp

Industrials
914
+ 14.46%
$151.14 - $186.7 $138K - $171K
7.24K $1.33M
SO
Southern CO

Utilities
2.49K
+ 2.51%
$84.91 - $92.56 $211K - $230K
102K $9.33M
QINT
American Centy ETF Tr Quality

ETFs
242
+ 0.78%
$46.54 - $58.35 $11.3K - $14.1K
31.2K $1.82M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
808
+ 3.39%
$53.69 - $67.27 $43.4K - $54.4K
24.6K $1.66M
TROW
Price T Rowe Group Inc

Financial Services
1.92K
+ 31.21%
$80.27 - $98.06 $154K - $188K
8.06K $777K
ALGN
Align Technology Inc

Healthcare
580
+ 18.01%
$144.32 - $190.42 $83.7K - $110K
3.8K $719K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.12K
+ 32.17%
$167.22 - $212.42 $187K - $237K
4.59K $907K
AVY
Avery Dennison Corp

Industrials
1.3K
+ 13.78%
$159.58 - $183.97 $208K - $240K
10.8K $1.89M
FE
Firstenergy Corp

Utilities
5.27K
+ 11.48%
$38.31 - $43.17 $202K - $227K
51.2K $2.06M
BMO
Bank Of Montreal

Financial Services
850
+ 11.72%
$87.54 - $110.63 $74.4K - $94K
8.1K $896K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
5.13K
+ 78.13%
$29.0 - $35.55 $149K - $182K
11.7K $415K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
6.85K
+ 2.94%
$24.48 - $24.9 $168K - $171K
240K $5.97M
DY
Dycom Industries Inc

Industrials
28
+ 1.33%
$138.96 - $245.71 $3.89K - $6.88K
2.14K $522K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
7.72K
+ 10.76%
$26.4 - $29.61 $204K - $229K
79.5K $2.3M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.53K
+ 54.1%
$91.51 - $113.03 $140K - $173K
4.36K $492K
PRN
Invesco Dwa Industrials Moment

ETFs
307
+ 3.94%
$122.83 - $157.05 $37.7K - $48.2K
8.1K $1.27M
BCE
Bce Inc

Communication Services
11.3K
+ 16.94%
$20.87 - $22.95 $235K - $259K
77.9K $1.73M
KE
Kimball Electronics, Inc.

Industrials
1.14K
+ 1.8%
$12.91 - $19.33 $14.7K - $22K
64.5K $1.24M
FICO
Fair Isaac Corp

Technology
116
+ 11.45%
$1503.62 - $2206.01 $174K - $256K
1.13K $2.06M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.8K
+ 5.88%
$49.79 - $50.75 $189K - $193K
68.5K $3.48M
PFN
Pimco Income Strategy Fund Ii

Financial Services
26.6K
+ 220.42%
$6.87 - $7.56 $182K - $201K
38.6K $285K
DUOL
Duolingo, Inc.

Technology
305
+ 44.01%
$292.88 - $540.68 $89.3K - $165K
998 $409K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
6.25K
+ 55.1%
$23.14 - $27.82 $145K - $174K
17.6K $481K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
12.5K
+ 9.92%
$19.78 - $21.29 $247K - $266K
139K $2.86M
NSSC
Napco Security Technologies, Inc

Industrials
3.9K
+ 33.72%
$19.82 - $29.82 $77.3K - $116K
15.5K $459K
VTHR
Vanguard Russell 3000 ETF

ETFs
144
+ 2.44%
$218.71 - $272.75 $31.5K - $39.3K
6.05K $1.65M
PHK
Pimco High Income Fund

Financial Services
41.8K
+ 42.88%
$4.43 - $4.88 $185K - $204K
139K $667K
ETR
Entergy Corp

Utilities
4.65K
+ 5.61%
$79.01 - $86.61 $367K - $402K
87.4K $7.26M
PIPR
Piper Sandler Companies

Financial Services
541
+ 41.87%
$210.78 - $281.82 $114K - $152K
1.83K $509K
WTRG
Essential Utilities, Inc.

Utilities
14.7K
+ 9.82%
$36.92 - $41.39 $544K - $610K
165K $6.12M
GWRE
Guidewire Software, Inc.

Technology
543
+ 42.62%
$172.73 - $257.37 $93.8K - $140K
1.82K $427K
ROKU
Roku, Inc

Communication Services
83
+ 0.79%
$55.1 - $87.89 $4.57K - $7.29K
10.5K $925K
MEDP
Medpace Holdings, Inc.

Healthcare
557
+ 44.7%
$277.23 - $315.28 $154K - $176K
1.8K $565K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
732
+ 40.24%
$483.07 - $625.6 $354K - $458K
2.55K $1.34M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
571
+ 1.44%
$32.66 - $40.75 $18.6K - $23.3K
40.3K $1.63M
DD
Du Pont De Nemours, Inc.

Basic Materials
4.2K
+ 24.7%
$55.13 - $75.25 $231K - $316K
21.2K $1.45M
BUG
Global X Fds Cybersecurity ETF

ETFs
2.9K
+ 18.01%
$29.9 - $37.1 $86.7K - $108K
19K $704K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.21K
+ 57.43%
$87.54 - $128.18 $106K - $155K
3.33K $417K
SCHO
Schwab Short Term Us Treasury

ETFs
7.37K
+ 44.02%
$24.19 - $24.45 $178K - $180K
24.1K $588K
ALLE
Allegion PLC

Industrials
851
+ 20.36%
$118.52 - $145.64 $101K - $124K
5.03K $725K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
33.3K
+ 79.44%
$4.83 - $5.39 $161K - $179K
75.2K $405K
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email