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
LFST
Life Stance Health Group, Inc.

Healthcare
211
+ 1.68%
$6.6 - $8.17 $1.39K - $1.72K
12.7K $84K
RF
Regions Financial Corp

Financial Services
5.03K
+ 7.68%
$20.84 - $24.77 $105K - $125K
70.5K $1.53M
SIGI
Selective Insurance Group Inc

Financial Services
2
+ 0.05%
$78.49 - $95.48 $157 - $191
3.71K $339K
VRNS
Varonis Systems Inc

Technology
469
+ 6.74%
$39.16 - $46.84 $18.4K - $22K
7.42K $300K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
23
+ 0.18%
$7.72 - $9.45 $178 - $217
12.9K $103K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
1.77K
+ 1.42%
$20.2 - $20.86 $35.8K - $37K
126K $2.55M
PB
Prosperity Bancshares Inc

Financial Services
273
+ 3.75%
$69.3 - $80.69 $18.9K - $22K
7.55K $539K
HPQ
Hp Inc

Technology
8.36K
+ 17.06%
$27.69 - $34.72 $231K - $290K
57.4K $1.59M
TROW
Price T Rowe Group Inc

Financial Services
1.06K
+ 20.83%
$91.57 - $116.93 $97K - $124K
6.14K $564K
CRL
Charles River Laboratories International, Inc.

Healthcare
312
+ 18.26%
$150.52 - $190.14 $47K - $59.3K
2.02K $304K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
1.34K
+ 7.0%
$25.57 - $29.31 $34.2K - $39.2K
20.5K $525K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
150
+ 1.85%
$27.52 - $33.6 $4.13K - $5.04K
8.25K $245K
PKW
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.16%
$109.15 - $120.99 $873 - $968
5.16K $581K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
395
+ 22.46%
$96.88 - $148.78 $38.3K - $58.8K
2.15K $216K
MRTN
Marten Transport LTD

Industrials
2.59K
+ 10.37%
$13.63 - $16.49 $35.3K - $42.8K
27.6K $378K
TMFX
Rbb Fd Inc Motley Fool Next In
250
+ 1.87%
$17.76 - $20.97 $4.44K - $5.24K
13.7K $249K
CBZ
Cbiz, Inc.

Industrials
209
+ 4.4%
$68.46 - $88.65 $14.3K - $18.5K
4.96K $375K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
8.05K
+ 6.32%
$34.5 - $38.9 $278K - $313K
135K $4.69M
CPB
Campbell Soup CO

Consumer Defensive
54
+ 0.7%
$37.29 - $42.04 $2.01K - $2.27K
7.81K $311K
DT
Dynatrace, Inc.

Technology
1.89K
+ 13.13%
$47.15 - $62.42 $89K - $118K
16.3K $767K
EXAS
Exact Sciences Corp

Healthcare
1.26K
+ 23.63%
$43.04 - $58.51 $54.2K - $73.7K
6.59K $285K
PSMT
Pricesmart Inc

Consumer Defensive
72
+ 1.55%
$82.4 - $94.86 $5.93K - $6.83K
4.73K $415K
CLOU
Global X Fds Cloud Computing E

ETFs
605
+ 6.51%
$20.99 - $26.34 $12.7K - $15.9K
9.89K $207K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.54K
+ 7.43%
$50.44 - $58.1 $178K - $205K
51.1K $2.63M
FNDA
Schwab Fundamental U S Small C

ETFs
3.99K
+ 7.36%
$26.87 - $30.99 $107K - $124K
58.3K $1.6M
CF
Cf Industries Holdings, Inc.

Basic Materials
65
+ 2.05%
$75.03 - $97.25 $4.88K - $6.32K
3.23K $252K
EQAL
Invesco ETF

ETFs
186
+ 0.76%
$46.28 - $50.51 $8.61K - $9.39K
24.8K $1.17M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
246
+ 2.05%
$45.21 - $50.33 $11.1K - $12.4K
12.2K $559K
UTZ
Utz Brands, Inc.

Consumer Defensive
2.01K
+ 7.13%
$13.18 - $15.15 $26.5K - $30.5K
30.2K $425K
WMT
Walmart Inc.

Consumer Defensive
19.9K
+ 2.89%
$84.5 - $105.05 $1.68M - $2.09M
708K $62.1M
BRT
Brt Apartments Corp.

Real Estate
157
+ 0.73%
$16.94 - $18.87 $2.66K - $2.96K
21.6K $366K
KIM
Kimco Realty Corp

Real Estate
392
+ 3.05%
$20.15 - $23.42 $7.9K - $9.18K
13.2K $281K
PR
Permian Resources Corporation

Energy
3.84K
+ 2.79%
$12.33 - $16.0 $47.4K - $61.5K
141K $1.96M
SFNC
Simmons First National Corp

Financial Services
329
+ 2.11%
$19.68 - $23.3 $6.47K - $7.67K
16K $327K
DGII
Digi International Inc

Technology
3.64K
+ 7.21%
$27.83 - $35.68 $101K - $130K
54.1K $1.5M
IVZ
Invesco Ltd.

Financial Services
278
+ 2.5%
$14.82 - $19.34 $4.12K - $5.38K
11.4K $173K
LUMN
Lumen Technologies, Inc.

Communication Services
1.65K
+ 8.3%
$3.92 - $5.92 $6.48K - $9.79K
21.6K $84K
AVT
Avnet Inc

Technology
36
+ 0.63%
$46.61 - $54.65 $1.68K - $1.97K
5.78K $277K
CHY
Calamos Convertible & High Income Fund

Financial Services
109
+ 0.91%
$10.1 - $12.0 $1.1K - $1.31K
12.1K $122K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
583
+ 8.39%
$27.8 - $39.18 $16.2K - $22.8K
7.53K $209K
CBU
Community Bank System, Inc.

Financial Services
2
+ 0.04%
$56.08 - $67.99 $112 - $136
4.99K $283K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
124
+ 1.56%
$30.91 - $35.21 $3.83K - $4.37K
8.09K $250K
EMN
Eastman Chemical CO

Basic Materials
65
+ 0.63%
$87.05 - $103.47 $5.66K - $6.73K
10.4K $912K
FNB
Fnb Corp

Financial Services
132
+ 0.59%
$13.08 - $15.95 $1.73K - $2.11K
22.5K $303K
HON
Honeywell International Inc

Industrials
3.66K
+ 6.43%
$202.75 - $226.52 $742K - $830K
60.6K $12.8M
EXPI
Exp World Holdings, Inc.

Real Estate
1.49K
+ 5.74%
$9.38 - $11.76 $14K - $17.6K
27.5K $269K
SAIA
Saia Inc

Industrials
118
+ 17.4%
$349.29 - $508.47 $41.2K - $60K
796 $278K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
910
+ 2.48%
$25.58 - $29.24 $23.3K - $26.6K
37.6K $986K
TNL
Travel & Leisure Co.

Consumer Cyclical
139
+ 1.55%
$46.29 - $57.86 $6.43K - $8.04K
9.08K $420K
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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