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
AX
Axos Financial, Inc.

Financial Services
67
+ 0.94%
$61.63 - $73.1 $4.13K - $4.9K
7.19K $463K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
40.2K
+ 9.09%
$16.57 - $18.85 $667K - $758K
483K $8.03M
RWK
Invesco Exchange Traded Fd Tr

ETFs
172
+ 2.69%
$106.43 - $123.29 $18.3K - $21.2K
6.57K $708K
MAS
Masco Corp

Industrials
631
+ 2.43%
$68.67 - $81.85 $43.3K - $51.6K
26.6K $1.85M
XLY
Select Sector Spdr Consumer Di

ETFs
1.18K
+ 11.84%
$192.6 - $233.2 $228K - $276K
11.2K $2.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
217
+ 1.82%
$37.84 - $44.02 $8.21K - $9.55K
12.1K $465K
CALM
Cal Maine Foods Inc

Consumer Defensive
490
+ 7.26%
$80.87 - $115.8 $39.6K - $56.7K
7.24K $657K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
5.21K
+ 38.97%
$3.33 - $7.79 $17.3K - $40.5K
18.6K $61K
ACM
Aecom

Industrials
94
+ 2.83%
$92.54 - $111.05 $8.7K - $10.4K
3.42K $316K
ALGN
Align Technology Inc

Healthcare
586
+ 22.24%
$158.86 - $234.89 $93.1K - $138K
3.22K $511K
MTRN
Materion Corp

Basic Materials
271
+ 7.82%
$81.6 - $104.14 $22.1K - $28.2K
3.74K $304K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
135
+ 2.77%
$87.72 - $111.91 $11.8K - $15.1K
5.02K $453K
ANSS
Ansys Inc

Technology
100
+ 2.94%
$316.56 - $360.36 $31.7K - $36K
3.5K $1.11M
WSM
Williams Sonoma Inc

Consumer Cyclical
190
+ 7.38%
$158.1 - $217.71 $30K - $41.4K
2.77K $437K
RY
Royal Bank Of Canada

Financial Services
342
+ 3.39%
$108.81 - $123.4 $37.2K - $42.2K
10.4K $1.18M
AMP
Ameriprise Financial Inc

Financial Services
158
+ 6.53%
$472.29 - $575.13 $74.6K - $90.9K
2.58K $1.25M
ET
Energy Transfer LP

Energy
7.63K
+ 4.18%
$17.26 - $21.08 $132K - $161K
190K $3.54M
AVAV
Aero Vironment Inc

Industrials
279
+ 12.67%
$119.19 - $186.12 $33.3K - $51.9K
2.48K $295K
MGM
Mgm Resorts International

Consumer Cyclical
248
+ 2.45%
$29.64 - $40.37 $7.35K - $10K
10.4K $307K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
3.79K
+ 8.47%
$48.37 - $55.84 $183K - $212K
48.6K $2.37M
LKFN
Lakeland Financial Corp

Financial Services
407
+ 5.57%
$59.44 - $69.54 $24.2K - $28.3K
7.71K $458K
PH
Parker Hannifin Corp

Industrials
372
+ 3.87%
$591.65 - $707.05 $220K - $263K
9.99K $6.07M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
219
+ 3.54%
$147.38 - $176.39 $32.3K - $38.6K
6.41K $972K
PII
Polaris Inc.

Consumer Cyclical
688
+ 15.53%
$40.9 - $58.36 $28.1K - $40.2K
5.12K $209K
VCEL
Vericel Corp

Healthcare
2.11K
+ 15.3%
$44.5 - $61.8 $94K - $131K
15.9K $710K
RIG
Transocean Ltd.

Energy
4.49K
+ 4.2%
$2.67 - $4.28 $12K - $19.2K
112K $353K
TTEK
Tetra Tech Inc

Industrials
2.47K
+ 21.6%
$28.26 - $42.58 $69.7K - $105K
13.9K $406K
RRX
Regal Rexnord Corp

Industrials
519
+ 19.71%
$113.85 - $167.1 $59.1K - $86.7K
3.15K $358K
XPO
Xpo Logistics, Inc.

Industrials
374
+ 9.79%
$106.12 - $148.16 $39.7K - $55.4K
4.2K $451K
ZWS
Zurn Water Solutions Corp

Industrials
113
+ 0.9%
$32.38 - $39.44 $3.66K - $4.46K
12.7K $417K
IPAR
Inter Parfums Inc

Consumer Defensive
191
+ 4.64%
$113.87 - $144.54 $21.7K - $27.6K
4.31K $490K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.26K
+ 5.08%
$32.96 - $44.43 $41.5K - $55.9K
26K $864K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.08K
+ 7.85%
$94.32 - $110.46 $196K - $230K
28.6K $2.76M
DOCU
Docusign, Inc.

Technology
1.08K
+ 6.46%
$74.7 - $97.7 $80.5K - $105K
17.8K $1.45M
DOV
Dover Corp

Industrials
110
+ 1.77%
$174.65 - $206.43 $19.2K - $22.7K
6.32K $1.11M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
612
+ 16.47%
$200.77 - $270.08 $123K - $165K
4.33K $868K
STT
State Street Corp

Financial Services
469
+ 4.15%
$84.47 - $102.23 $39.6K - $47.9K
11.8K $1.05M
VTHR
Vanguard Russell 3000 ETF

ETFs
82
+ 1.41%
$243.2 - $272.04 $19.9K - $22.3K
5.91K $1.46M
EXPO
Exponent Inc

Industrials
1.18K
+ 6.24%
$78.9 - $93.95 $92.9K - $111K
20.1K $1.63M
MTZ
Mastec Inc

Industrials
121
+ 3.36%
$108.66 - $160.79 $13.1K - $19.5K
3.72K $434K
ALRM
Alarm.Com Holdings, Inc.

Technology
232
+ 1.7%
$55.65 - $63.82 $12.9K - $14.8K
13.9K $771K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.52K
+ 62.63%
$62.41 - $133.91 $95K - $204K
3.95K $248K
CNS
Cohen & Steers, Inc.

Financial Services
129
+ 2.27%
$75.52 - $92.6 $9.74K - $11.9K
5.82K $467K
BSY
Bentley Systems Inc

Technology
201
+ 2.14%
$39.34 - $47.7 $7.91K - $9.59K
9.6K $377K
PNR
Pentair PLC

Industrials
55
+ 1.11%
$84.0 - $105.35 $4.62K - $5.79K
5.01K $437K
PIPR
Piper Sandler Companies

Financial Services
25
+ 1.97%
$244.29 - $323.68 $6.11K - $8.09K
1.29K $319K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.27K
+ 11.23%
$161.27 - $192.3 $205K - $244K
12.6K $2.03M
INCY
Incyte Corp

Healthcare
87
+ 1.1%
$60.0 - $75.26 $5.22K - $6.55K
7.97K $482K
BOTZ
Global X Fds

ETFs
9.49K
+ 9.87%
$28.46 - $34.53 $270K - $328K
106K $3.01M
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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