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
ATR
Aptargroup, Inc.

Healthcare
348
+ 18.24%
$141.7 - $159.83 $49.3K - $55.6K
2.26K $334K
YMAR
First Tr Ex Tr Viii Cboe Vest
594
+ 3.5%
$22.77 - $24.61 $13.5K - $14.6K
17.6K $421K
IBKR
Interactive Brokers Group, Inc.

Financial Services
584
+ 10.46%
$161.03 - $235.53 $94K - $138K
6.17K $1.02M
JLL
Jones Lang Lasalle Inc

Real Estate
159
+ 15.36%
$238.0 - $284.76 $37.8K - $45.3K
1.19K $296K
STAG
Stag Industrial, Inc.

Real Estate
507
+ 7.13%
$32.39 - $37.07 $16.4K - $18.8K
7.62K $275K
NYF
Ishares New York Muni Bond ETF

ETFs
721
+ 10.09%
$52.33 - $53.92 $37.7K - $38.9K
7.87K $414K
KD
Kyndryl Holdings, Inc.

Technology
1.89K
+ 23.33%
$31.32 - $43.45 $59.3K - $82.2K
10K $314K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
4.01K
+ 21.48%
$8.38 - $8.86 $33.6K - $35.5K
22.7K $190K
AAL
American Airlines Group Inc.

Industrials
2.98K
+ 20.22%
N/A
17.7K $195K
AUR
Aurora Innovation, Inc.

Technology
4.23K
+ 40.82%
$6.1 - $10.19 $25.8K - $43.1K
14.6K $98K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.87K
+ 4.59%
$75.47 - $84.24 $292K - $326K
88K $6.78M
WYNN
Wynn Resorts LTD

Consumer Cyclical
628
+ 8.46%
$77.0 - $93.47 $48.4K - $58.7K
8.05K $672K
CLF
Cleveland Cliffs Inc.

Basic Materials
6.46K
+ 36.17%
$8.22 - $12.02 $53.1K - $77.6K
24.3K $199K
ODFL
Old Dominion Freight Line, Inc.

Industrials
404
+ 12.75%
$161.13 - $209.29 $65.1K - $84.6K
3.57K $590K
VVV
Valvoline Inc

Energy
1.55K
+ 9.72%
$34.44 - $40.19 $53.3K - $62.2K
17.5K $607K
DHS
Wisdomtree Tr U.S

ETFs
99
+ 2.63%
$91.55 - $99.74 $9.06K - $9.87K
3.87K $383K
KHC
Kraft Heinz CO

Consumer Defensive
1.27K
+ 4.34%
$28.51 - $32.22 $36.2K - $40.9K
30.5K $927K
NEOG
Neogen Corp

Healthcare
9.71K
+ 63.42%
$8.43 - $13.07 $81.8K - $127K
25K $216K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
3.79K
+ 15.73%
$8.11 - $8.58 $30.7K - $32.5K
27.8K $226K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
305
+ 2.65%
$21.95 - $24.74 $6.69K - $7.55K
11.8K $285K
TEF
Telefonica S A

Communication Services
3.92K
+ 21.01%
$3.89 - $4.73 $15.3K - $18.6K
22.6K $105K
AMH
American Homes 4 Rent

Real Estate
391
+ 1.13%
$34.43 - $37.81 $13.5K - $14.8K
35K $1.32M
ARW
Arrow Electronics Inc

Technology
539
+ 18.59%
$101.93 - $119.3 $54.9K - $64.3K
3.44K $356K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
213
+ 1.72%
$21.64 - $23.93 $4.61K - $5.1K
12.6K $301K
MMSI
Merit Medical Systems Inc

Healthcare
75
+ 3.2%
$95.64 - $110.29 $7.17K - $8.27K
2.42K $256K
SBSW
Sibanye Stillwater LTD

Basic Materials
2.05K
+ 13.13%
$3.19 - $4.58 $6.54K - $9.39K
17.7K $80K
HNDL
Strategy Shs

ETFs
1.87K
+ 4.42%
$20.7 - $21.8 $38.6K - $40.7K
44.1K $930K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
338
+ 1.17%
$42.36 - $43.8 $14.3K - $14.8K
29.2K $1.27M
ADUS
Addus Home Care Corp

Healthcare
911
+ 38.87%
$89.83 - $135.92 $81.8K - $124K
3.26K $321K
ALLY
Ally Financial Inc.

Financial Services
708
+ 12.19%
$32.99 - $40.09 $23.4K - $28.4K
6.52K $237K
LXFR
Luxfer Holdings PLC

Industrials
10.4K
+ 13.47%
$11.56 - $14.71 $120K - $153K
87.7K $1.04M
KBE
Spdr S&P Bank ETF

ETFs
942
+ 10.77%
$51.28 - $59.92 $48.3K - $56.4K
9.69K $513K
AYI
Acuity Brands Inc

Industrials
186
+ 24.09%
$257.8 - $337.07 $48K - $62.7K
958 $252K
XCEM
Columbia ETF Tr Ii

ETFs
948
+ 9.05%
$29.18 - $30.72 $27.7K - $29.1K
11.4K $337K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
348
+ 10.27%
$66.3 - $74.17 $23.1K - $25.8K
3.74K $259K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.6K
+ 9.81%
$11.13 - $11.61 $29K - $30.2K
29.1K $326K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.1K
+ 1.14%
$62.72 - $71.92 $69.1K - $79.2K
97.5K $6.14M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
421
+ 4.52%
N/A
9.73K $607K
ORI
Old Republic International Corp

Financial Services
171
+ 2.82%
$33.46 - $39.22 $5.72K - $6.71K
6.24K $244K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
1.96K
+ 1.26%
$7.75 - $7.98 $15.2K - $15.6K
158K $1.23M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
365
+ 1.16%
$39.96 - $43.3 $14.6K - $15.8K
31.8K $1.31M
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.12K
+ 3.99%
$15.13 - $18.07 $17K - $20.3K
29.2K $483K
TXT
Textron Inc

Industrials
689
+ 11.3%
$70.19 - $81.2 $48.4K - $55.9K
6.79K $490K
REAX
Real Brokerage Inc

Real Estate
7.62K
+ 52.25%
$4.06 - $5.51 $30.9K - $42K
22.2K $90K
RNR
Renaissancere Holdings LTD

Financial Services
185
+ 7.7%
$226.55 - $263.22 $41.9K - $48.7K
2.59K $621K
WFG
West Fraser Timber Co., LTD

Basic Materials
665
+ 22.15%
$75.63 - $92.16 $50.3K - $61.3K
3.67K $282K
POWW
Ammo, Inc.

Industrials
1.62K
+ 2.33%
$1.17 - $1.88 $1.9K - $3.05K
71.4K $98K
BXP
Boston Properties Inc

Real Estate
1.34K
+ 14.19%
$63.97 - $74.91 $85.8K - $100K
10.8K $724K
MLAB
Mesa Laboratories Inc

Technology
373
+ 22.43%
$118.66 - $154.76 $44.3K - $57.7K
2.04K $241K
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
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