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
LOW
Lowes Companies Inc

Consumer Cyclical
2.27K
+ 5.18%
$222.66 - $268.42 $505K - $608K
46K $10.7M
SYF
Synchrony Financial

Financial Services
513
+ 6.71%
$51.9 - $70.63 $26.6K - $36.2K
8.16K $432K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
21
+ 0.42%
$48.65 - $66.04 $1.02K - $1.39K
5K $266K
BL
Blackline, Inc.

Technology
676
+ 8.12%
$47.46 - $65.64 $32.1K - $44.4K
9K $435K
CBT
Cabot Corp

Basic Materials
1.18K
+ 5.65%
$81.12 - $92.51 $95.5K - $109K
22K $1.83M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.17K
+ 12.78%
$38.18 - $50.93 $44.7K - $59.7K
10.3K $399K
CGUS
Capital Group Core Equity ETF
2.04K
+ 2.22%
$33.08 - $36.62 $67.4K - $74.6K
93.7K $3.13M
PRGS
Progress Software Corp

Technology
185
+ 2.98%
$51.39 - $65.26 $9.51K - $12.1K
6.4K $329K
MGC
Vanguard Mega Cap ETF

ETFs
1.02K
+ 4.1%
$199.2 - $222.69 $203K - $227K
25.8K $5.2M
BWXT
Bwx Technologies, Inc.

Industrials
141
+ 2.02%
$96.59 - $128.46 $13.6K - $18.1K
7.14K $703K
NSSC
Napco Security Technologies, Inc

Industrials
1.89K
+ 19.56%
$23.02 - $37.2 $43.6K - $70.4K
11.6K $266K
VV
Vanguard Large Cap ETF

ETFs
233
+ 2.12%
$253.32 - $282.66 $59K - $65.9K
11.2K $2.89M
GPN
Global Payments Inc

Industrials
121
+ 1.87%
$92.18 - $113.03 $11.2K - $13.7K
6.61K $646K
TLRY
Tilray Brands, Inc.

Healthcare
2.62K
+ 2.15%
$0.59 - $1.46 $1.54K - $3.82K
124K $82K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.58K
+ 3.39%
$32.42 - $36.13 $181K - $202K
170K $5.61M
LEN
Lennar Corp

Consumer Cyclical
253
+ 4.97%
$113.93 - $141.54 $28.8K - $35.8K
5.35K $613K
SXI
Standex International Corp

Industrials
55
+ 1.56%
$160.36 - $196.08 $8.82K - $10.8K
3.59K $578K
ASML
Asml Holding Nv

Technology
554
+ 3.75%
$662.63 - $776.99 $367K - $430K
15.3K $10.2M
PAVE
Global X Fds Us Infrastructure

ETFs
6.97K
+ 5.39%
$37.31 - $43.82 $260K - $305K
136K $5.14M
URNM
Sprott Fds Tr Uranium Miners E

ETFs
912
+ 6.36%
$32.41 - $44.87 $29.6K - $40.9K
15.2K $494K
TFC
Truist Financial Corp

Financial Services
6.51K
+ 4.11%
$39.48 - $48.15 $257K - $314K
165K $6.79M
BIO
Bio Rad Laboratories, Inc.

Healthcare
1.15K
+ 26.55%
$243.0 - $367.0 $280K - $422K
5.49K $1.34M
APLE
Apple Hospitality Reit, Inc.

Real Estate
1.28K
+ 2.89%
$12.87 - $15.85 $16.4K - $20.3K
45.5K $587K
MORN
Morningstar, Inc.

Financial Services
54
+ 1.86%
$282.49 - $334.73 $15.3K - $18.1K
2.96K $887K
FTQI
First Trust ETF Vi First Trust

ETFs
5.37K
+ 5.5%
$18.72 - $21.32 $100K - $114K
103K $1.94M
JJSF
J&J Snack Foods Corp

Consumer Defensive
140
+ 2.98%
$122.15 - $153.79 $17.1K - $21.5K
4.84K $636K
DV
Double Verify Holdings, Inc.

Technology
2.66K
+ 11.43%
$13.34 - $23.07 $35.5K - $61.3K
25.9K $346K
LMAT
Lemaitre Vascular Inc

Healthcare
229
+ 1.55%
$78.82 - $104.0 $18K - $23.8K
15K $1.26M
RJF
Raymond James Financial Inc

Financial Services
1.18K
+ 7.14%
$137.62 - $172.64 $162K - $203K
17.6K $2.45M
MTB
M&T Bank Corp

Financial Services
1.38K
+ 3.58%
$170.47 - $201.98 $236K - $279K
40K $7.15M
VERX
Vertex, Inc.

Technology
4.63K
+ 30.92%
$31.15 - $58.95 $144K - $273K
19.6K $685K
PSTG
Pure Storage, Inc.

Technology
712
+ 8.4%
$44.27 - $72.37 $31.5K - $51.5K
9.19K $406K
HUBB
Hubbell Inc

Industrials
283
+ 11.96%
$330.91 - $456.86 $93.6K - $129K
2.65K $876K
KLIC
Kulicke & Soffa Industries Inc

Technology
62
+ 0.72%
$32.98 - $47.98 $2.04K - $2.97K
8.64K $285K
LFUS
Littelfuse Inc

Technology
783
+ 11.31%
$196.74 - $255.16 $154K - $200K
7.71K $1.52M
DECK
Deckers Outdoor Corp

Consumer Cyclical
768
+ 34.36%
$111.56 - $223.11 $85.7K - $171K
3K $335K
RWJ
Invesco Exchange Traded Fd Tr

ETFs
5.04K
+ 7.9%
$40.15 - $47.73 $202K - $240K
68.8K $2.8M
BLKB
Blackbaud Inc

Technology
210
+ 1.81%
$61.9 - $80.79 $13K - $17K
11.8K $733K
EME
Emcor Group, Inc.

Industrials
361
+ 11.63%
$361.16 - $535.99 $130K - $193K
3.47K $1.28M
GLOB
Globant S.A.

Technology
1.57K
+ 48.32%
$117.72 - $228.73 $184K - $358K
4.8K $565K
URI
United Rentals, Inc.

Industrials
392
+ 8.11%
$594.17 - $789.56 $233K - $310K
5.23K $3.27M
PEG
Public Service Enterprise Group Inc

Utilities
842
+ 0.92%
$78.2 - $90.39 $65.8K - $76.1K
92.3K $7.6M
PVH
Pvh Corp.

Consumer Cyclical
207
+ 5.67%
$63.81 - $107.78 $13.2K - $22.3K
3.86K $249K
MANH
Manhattan Associates Inc

Technology
39
+ 2.48%
$163.5 - $295.1 $6.38K - $11.5K
1.61K $278K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
40
+ 0.36%
$166.63 - $185.86 $6.67K - $7.43K
11.2K $1.87M
ARES
Ares Management Corp

Financial Services
494
+ 6.84%
$140.19 - $198.28 $69.3K - $98K
7.72K $1.13M
TM
Toyota Motor Corp

Consumer Cyclical
1.15K
+ 5.87%
$176.53 - $195.35 $203K - $224K
20.7K $3.65M
ENVX
Enovix Corp

Industrials
8.12K
+ 13.5%
$7.21 - $14.33 $58.6K - $116K
68.3K $501K
FNX
First Tr Mid Cap Core Alphadex

ETFs
257
+ 0.96%
$105.28 - $121.93 $27.1K - $31.3K
27.1K $2.96M
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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