Avantax Advisory Services, Inc. Incresed Positions in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
430
+ 0.27%
$7.4 - $7.87 $3.18K - $3.38K
158K $1.19M
TREX
Trex CO Inc

Industrials
312
+ 1.92%
$50.52 - $61.77 $15.8K - $19.3K
16.5K $899K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
342
+ 9.9%
$67.83 - $92.33 $23.2K - $31.6K
3.8K $275K
FTGC
First Trust Global Tactical CO

ETFs
472
+ 0.71%
$23.09 - $25.91 $10.9K - $12.2K
67.2K $1.66M
BP
Bp PLC

Energy
10.3K
+ 11.24%
$26.11 - $33.81 $269K - $348K
102K $3.05M
EQR
Equity Residential

Real Estate
889
+ 3.41%
$61.82 - $71.72 $55K - $63.8K
26.9K $1.82M
TRNO
Terreno Realty Corp

Real Estate
26
+ 0.38%
$51.18 - $63.89 $1.33K - $1.66K
6.86K $384K
REXR
Rexford Industrial Realty, Inc.

Real Estate
867
+ 3.88%
$31.57 - $39.41 $27.4K - $34.2K
23.2K $825K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.55K
+ 4.5%
$45.07 - $52.57 $115K - $134K
59.4K $2.9M
BCPC
Balchem Corp

Basic Materials
10
+ 0.13%
$150.5 - $170.45 $1.51K - $1.7K
7.61K $1.21M
APD
Air Products & Chemicals, Inc.

Basic Materials
2.75K
+ 4.27%
$248.61 - $294.96 $683K - $811K
67.1K $18.9M
SHW
Sherwin Williams CO

Basic Materials
288
+ 1.11%
$313.51 - $363.51 $90.3K - $105K
26.2K $9M
AVB
Avalonbay Communities Inc

Real Estate
434
+ 3.41%
$187.23 - $215.61 $81.3K - $93.6K
13.2K $2.68M
CAG
Conagra Brands Inc.

Consumer Defensive
2.14K
+ 13.6%
$20.4 - $26.78 $43.6K - $57.2K
17.9K $365K
BAX
Baxter International Inc

Healthcare
475
+ 2.71%
$27.8 - $34.02 $13.2K - $16.2K
18K $545K
CHX
Champion X Corp

Energy
2.86K
+ 11.23%
$22.52 - $30.02 $64.4K - $85.9K
28.3K $703K
LNTH
Lantheus Holdings, Inc.

Healthcare
63
+ 1.58%
$73.86 - $108.74 $4.65K - $6.85K
4.05K $331K
WDFC
Wd 40 CO

Basic Materials
47
+ 1.09%
$217.49 - $248.93 $10.2K - $11.7K
4.35K $991K
YUM
Yum Brands Inc

Consumer Cyclical
507
+ 3.47%
$138.36 - $161.45 $70.1K - $81.9K
15.1K $2.24M
AROC
Archrock, Inc.

Energy
1.16K
+ 1.8%
$21.0 - $27.11 $24.3K - $31.4K
65.4K $1.62M
KFRC
Kforce Inc

Industrials
272
+ 2.87%
$36.59 - $49.86 $9.95K - $13.6K
9.76K $401K
NWN
Northwest Natural Holding CO

Utilities
2.12K
+ 4.3%
$39.62 - $44.11 $84.2K - $93.7K
51.6K $2.05M
CPB
Campbell Soup CO

Consumer Defensive
210
+ 2.69%
$30.65 - $39.9 $6.44K - $8.38K
8.02K $245K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
614
+ 9.52%
$54.08 - $68.32 $33.2K - $41.9K
7.06K $388K
STZ
Constellation Brands, Inc.

Consumer Defensive
617
+ 7.43%
$160.0 - $195.62 $98.7K - $121K
8.92K $1.45M
FTV
Fortive Corp

Technology
734
+ 13.38%
$52.13 - $74.29 $38.3K - $54.5K
6.22K $324K
GPN
Global Payments Inc

Industrials
506
+ 7.66%
$67.47 - $99.6 $34.1K - $50.4K
7.11K $569K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
41.6K
+ 1457.73%
$87.84 - $1441.89 $3.65M - $59.9M
44.4K $4M
TSN
Tyson Foods, Inc.

Consumer Defensive
11
+ 0.1%
$54.33 - $63.56 $598 - $699
11.2K $624K
OXM
Oxford Industries Inc

Consumer Cyclical
5.14K
+ 31.89%
$37.26 - $60.9 $192K - $313K
21.3K $856K
BKR
Baker Hughes CO

Energy
1.38K
+ 5.25%
$35.0 - $44.92 $48.2K - $61.8K
27.6K $1.06M
SNY
Sanofi

Healthcare
5.75K
+ 10.87%
$47.62 - $55.44 $274K - $319K
58.6K $2.83M
EMN
Eastman Chemical CO

Basic Materials
505
+ 4.87%
$72.7 - $88.29 $36.7K - $44.6K
10.9K $811K
GMED
Globus Medical Inc

Healthcare
2.86K
+ 14.72%
$55.82 - $75.5 $160K - $216K
22.3K $1.32M
EXPO
Exponent Inc

Industrials
132
+ 0.66%
$72.88 - $81.75 $9.62K - $10.8K
20.2K $1.51M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
625
+ 0.77%
$38.81 - $44.28 $24.3K - $27.7K
82K $3.48M
ADMA
Adma Biologics, Inc.

Healthcare
2.85K
+ 2.63%
$17.6 - $24.51 $50.1K - $69.8K
111K $2.02M
ED
Consolidated Edison Inc

Utilities
1.1K
+ 4.77%
$98.05 - $113.3 $107K - $124K
24K $2.41M
PLD
Prologis, Inc.

Real Estate
2.14K
+ 4.05%
$89.76 - $112.34 $192K - $240K
54.9K $5.77M
JD
Jd.Com, Inc.

Consumer Cyclical
1.16K
+ 5.89%
$31.44 - $41.32 $36.3K - $47.8K
20.8K $678K
EOG
Eog Resources Inc

Energy
4.5K
+ 5.76%
$104.61 - $129.97 $471K - $585K
82.6K $9.88M
IXC
Ishares Tr Global Energy ETF

ETFs
3.95K
+ 3.71%
$34.69 - $42.32 $137K - $167K
110K $4.33M
HCKT
Hackett Group, Inc.

Technology
962
+ 2.12%
$23.5 - $29.2 $22.6K - $28.1K
46.3K $1.18M
CBT
Cabot Corp

Basic Materials
297
+ 1.35%
$72.47 - $84.35 $21.5K - $25.1K
22.3K $1.67M
EPD
Enterprise Products Partners L.P.

Energy
9.65K
+ 6.47%
$28.95 - $34.22 $279K - $330K
159K $4.93M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.03K
+ 1.47%
$68.13 - $74.77 $207K - $227K
209K $15.2M
ELV
Elevance Health, Inc.

Healthcare
1.69K
+ 9.38%
$372.27 - $452.69 $631K - $767K
19.8K $7.68M
CHE
Chemed Corp

Healthcare
9
+ 0.62%
$486.93 - $619.21 $4.38K - $5.57K
1.45K $706K
IP
International Paper CO

Consumer Cyclical
1.14K
+ 3.09%
$43.89 - $54.46 $49.9K - $61.9K
38K $1.78M
Activity Summary
Buys All Purchases 1498 New Holdings 228 Increased Positions 1270 Sells All Sells 820 Reductions 820 Sold out 0 Options Calls 0 Puts 0
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