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
Linde PLC
2K
+ 6.19%
N/A
34.2K $0
Mind Medicine Mindmed Inc
418
+ 3.74%
N/A
11.6K $0
MOGA
Moog Inc Cla
99
+ 1.1%
N/A
9.08K $0
Morgan Stanley ETF Trust
3.51K
+ 67.32%
N/A
8.72K $0
Morgan Stanley ETF Trust
2.68K
+ 32.96%
N/A
10.8K $0
Natwest Group PLC
153K
+ 791.03%
N/A
172K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
15.9K
+ 78.43%
N/A
36.1K $0
Northern Lts Fd Tr Iii
32.6K
+ 277.09%
N/A
44.3K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
21.3K
+ 14.83%
N/A
165K $0
Orchid Is Cap Inc
11K
+ 80.85%
N/A
24.6K $0
Pacer Fds Tr
36.6K
+ 36.42%
N/A
137K $0
PBDC
Putnam ETF Tr Bdc Income Etf(D
2.97K
+ 5.42%
N/A
57.8K $0
SCLX
Scilex Hldg CO Com
4.76K
+ 31.73%
N/A
19.8K $0
Servicetitan Inc
8.48K
+ 383.58%
N/A
10.7K $0
DGT
Spdr Global Dow ETF
9.93K
+ 149.72%
N/A
16.6K $0
Super Micro Computer Inc
31.5K
+ 58.84%
N/A
85K $0
T Rowe Price ETF Inc
15.5K
+ 119.36%
N/A
28.6K $0
Te Connectivity PLC
1.7K
+ 16.05%
N/A
12.3K $0
Techtarget Inc
18.9K
+ 54.93%
N/A
53.3K $0
Tidal Tr Ii
1.17K
+ 4.27%
N/A
28.6K $0
Tko Group Holdings Inc
197
+ 5.21%
N/A
3.98K $0
Ubs Ag Jersey Branch
614
+ 20.98%
N/A
3.54K $0
OAIM
Unified Ser Tr Oneascent Intl
739
+ 8.84%
N/A
9.1K $0
United Homes Group Inc
365
+ 0.03%
N/A
1.25M $0
Veralto Corp
299
+ 2.51%
N/A
12.2K $0
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
880
+ 2.59%
$10.43 - $10.86 $9.18K - $9.56K
34.9K $364K
CX
Cemex Sab De Cv

Basic Materials
4
+ 0.03%
$5.36 - $6.78 $21.4 - $27.1
14.6K $81K
CUZ
Cousins Properties Inc

Real Estate
1K
+ 3.7%
$28.06 - $31.21 $28.1K - $31.2K
28K $826K
FMF
First Trust Managed Futures St

ETFs
1.99K
+ 3.14%
$45.87 - $48.39 $91.4K - $96.4K
65.5K $3.02M
LIT
Global X Fds Global X Lithium

ETFs
421
+ 4.62%
$38.8 - $42.84 $16.3K - $18K
9.54K $370K
OSK
Oshkosh Corp

Industrials
15
+ 0.61%
$89.56 - $116.4 $1.34K - $1.75K
2.47K $232K
RYAAY
Ryanair Holdings PLC

Industrials
206
+ 2.61%
$41.54 - $50.08 $8.56K - $10.3K
8.09K $342K
IT
Gartner Inc

Technology
129
+ 14.91%
$418.25 - $548.38 $54K - $70.7K
994 $417K
IVW
Ishares S&P 500 Growth ETF

ETFs
84.5K
+ 9.37%
$92.45 - $106.69 $7.82M - $9.02M
987K $91.6M
TOST
Toast, Inc.

Technology
839
+ 9.34%
$32.61 - $41.98 $27.4K - $35.2K
9.82K $325K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
195
+ 12.01%
$634.14 - $744.83 $124K - $145K
1.82K $1.15M
SLGN
Silgan Holdings Inc

Consumer Cyclical
23
+ 0.49%
$48.82 - $56.15 $1.12K - $1.29K
4.68K $239K
SNX
Td Synnex Corp

Technology
470
+ 12.19%
$103.96 - $144.69 $48.9K - $68K
4.33K $449K
CW
Curtiss Wright Corp

Industrials
208
+ 11.05%
$304.82 - $384.07 $63.4K - $79.9K
2.09K $663K
FCNCA
First Citizens Bancshares Inc

Financial Services
26
+ 12.81%
$1728.36 - $2231.14 $44.9K - $58K
229 $424K
LPSN
Liveperson Inc

Technology
11K
+ 57.88%
$0.8 - $1.66 $8.8K - $18.3K
30K $24K
R
Ryder System Inc

Industrials
130
+ 7.54%
$136.38 - $170.92 $17.7K - $22.2K
1.85K $266K
WK
Workiva Inc

Technology
846
+ 41.86%
$75.91 - $114.09 $64.2K - $96.5K
2.87K $217K
HMC
Honda Motor CO LTD

Consumer Cyclical
215
+ 2.67%
$26.9 - $30.41 $5.78K - $6.54K
8.26K $224K
SYY
Sysco Corp

Consumer Defensive
438
+ 1.67%
$70.0 - $77.13 $30.7K - $33.8K
26.7K $2M
DNL
Wiswisdomtree Tr

ETFs
11
+ 0.06%
$35.56 - $38.21 $391 - $420
17.9K $639K
FIZZ
National Beverage Corp

Consumer Defensive
39
+ 0.58%
$38.95 - $43.68 $1.52K - $1.7K
6.72K $279K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
999
+ 4.31%
$10.61 - $16.49 $10.6K - $16.5K
24.2K $301K
XAR
Spdr S&P Aerospace & Defense E

ETFs
55
+ 1.85%
$157.71 - $180.77 $8.67K - $9.94K
3.04K $487K
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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