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
IMCB
Ishares Morningstar Mid Cap Et

ETFs
179
+ 0.22%
$72.01 - $79.94 $12.9K - $14.3K
82.4K $6.1M
AXON
Axon Enterprise, Inc.

Industrials
450
+ 7.79%
$496.65 - $710.01 $223K - $320K
6.22K $3.27M
VTRS
Viatris Inc

Healthcare
1.25K
+ 2.69%
$8.68 - $12.42 $10.8K - $15.5K
47.7K $415K
FBK
Fb Financial Corp

Financial Services
253
+ 0.73%
$44.62 - $54.37 $11.3K - $13.8K
34.7K $1.61M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
822
+ 6.15%
$203.38 - $274.79 $167K - $226K
14.2K $2.91M
DDOG
Datadog, Inc.

Technology
3.23K
+ 28.69%
$98.68 - $151.89 $319K - $491K
14.5K $1.44M
HXL
Hexcel Corp

Industrials
1.19K
+ 3.98%
$54.76 - $70.69 $65K - $83.9K
31K $1.7M
ZBRA
Zebra Technologies Corp

Technology
156
+ 7.46%
$271.72 - $421.11 $42.4K - $65.7K
2.25K $635K
SSTK
Shutterstock, Inc.

Communication Services
333
+ 2.18%
$17.79 - $34.5 $5.92K - $11.5K
15.6K $290K
NKE
Nike, Inc.

Consumer Cyclical
7.18K
+ 13.87%
$63.29 - $81.72 $454K - $587K
58.9K $3.74M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
3.59K
+ 3.36%
$96.88 - $111.25 $348K - $399K
110K $11M
CLX
Clorox CO

Consumer Defensive
387
+ 2.5%
$141.76 - $162.89 $54.9K - $63K
15.9K $2.34M
DOW
Dow Inc.

Basic Materials
12K
+ 10.34%
$34.36 - $41.92 $414K - $505K
129K $4.49M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.09K
+ 7.78%
$123.3 - $154.95 $134K - $169K
15.1K $1.93M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
581
+ 0.57%
$55.58 - $62.24 $32.3K - $36.2K
103K $5.83M
ON
On Semiconductor Corp

Technology
463
+ 4.84%
$40.69 - $64.51 $18.8K - $29.9K
10K $407K
FSLR
First Solar, Inc.

Technology
495
+ 9.5%
$126.34 - $197.73 $62.5K - $97.9K
5.71K $721K
MAR
Marriott International Inc

Consumer Cyclical
580
+ 7.01%
$237.01 - $304.45 $137K - $177K
8.86K $2.11M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
5.24K
+ 2.71%
$70.83 - $76.62 $371K - $402K
199K $14.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.18K
+ 8.03%
$47.25 - $67.02 $150K - $213K
42.8K $2.04M
SOFI
So Fi Technologies, Inc.

Financial Services
5.69K
+ 7.61%
$11.18 - $18.03 $63.6K - $103K
80.4K $935K
ARKW
Ark Next Generation Internet E

ETFs
45
+ 0.27%
$91.59 - $125.64 $4.12K - $5.65K
16.7K $1.58M
MSI
Motorola Solutions, Inc.

Technology
138
+ 1.21%
$411.73 - $482.1 $56.8K - $66.5K
11.6K $5.06M
NXPI
Nxp Semiconductors N.V.

Technology
762
+ 3.71%
$189.99 - $245.86 $145K - $187K
21.3K $4.05M
MCHP
Microchip Technology Inc

Technology
7.79K
+ 11.49%
$48.41 - $64.3 $377K - $501K
75.6K $3.66M
TER
Teradyne, Inc

Technology
1.5K
+ 17.88%
$82.6 - $140.0 $124K - $210K
9.88K $815K
APP
App Lovin Corp

Technology
2.12K
+ 15.36%
$238.08 - $510.13 $505K - $1.08M
15.9K $4.22M
ISCV
Ishares Morningstar Small Cap

ETFs
213
+ 0.33%
$58.11 - $66.0 $12.4K - $14.1K
64.4K $3.82M
HPE
Hewlett Packard Enterprise CO

Technology
1.86K
+ 3.87%
$14.77 - $24.42 $27.5K - $45.5K
50K $771K
CGGR
Capital Group Growth ETF Shs C

ETFs
25.9K
+ 6.5%
$33.98 - $39.84 $879K - $1.03M
424K $14.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.32K
+ 5.19%
$81.62 - $96.63 $353K - $417K
87.5K $7.29M
WDAY
Workday, Inc.

Technology
859
+ 4.36%
$233.53 - $277.82 $201K - $239K
20.6K $4.8M
UAL
United Airlines Holdings, Inc.

Industrials
163
+ 1.55%
$69.05 - $110.52 $11.3K - $18K
10.7K $737K
AAON
Aaon, Inc.

Industrials
4.03K
+ 26.01%
$73.52 - $136.95 $296K - $552K
19.5K $1.53M
AGYS
Agilysys Inc

Technology
1.92K
+ 25.48%
$71.45 - $134.56 $137K - $259K
9.47K $686K
GM
General Motors CO

Consumer Cyclical
2.33K
+ 3.38%
$45.22 - $54.92 $105K - $128K
71.1K $3.35M
VST
Vistra Corp.

Utilities
229
+ 1.35%
$108.49 - $191.89 $24.8K - $43.9K
17.2K $2.02M
AMAT
Applied Materials Inc

Technology
2.43K
+ 6.27%
$145.06 - $195.51 $352K - $474K
41.1K $5.96M
CFLT
Confluent, Inc.

Technology
183
+ 0.25%
$23.44 - $37.65 $4.29K - $6.89K
73.2K $1.72M
BNS
Bank Of Nova Scotia

Financial Services
298
+ 0.52%
$47.21 - $53.7 $14.1K - $16K
58.1K $2.75M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 3.99%
$110.9 - $132.93 $298K - $357K
70K $7.96M
FORM
Formfactor Inc

Technology
2.51K
+ 9.15%
$28.29 - $47.24 $71K - $119K
29.9K $846K
AVUS
American Centy ETF Tr Avantis

ETFs
560
+ 0.61%
$90.7 - $101.57 $50.8K - $56.9K
91.9K $8.49M
ISRG
Intuitive Surgical Inc

Healthcare
485
+ 2.12%
$476.63 - $610.45 $231K - $296K
23.3K $11.6M
DAL
Delta Air Lines, Inc.

Industrials
2.52K
+ 8.85%
$43.6 - $69.06 $110K - $174K
31K $1.35M
PKG
Packaging Corp Of America

Consumer Cyclical
472
+ 2.71%
$192.03 - $242.13 $90.6K - $114K
17.9K $3.54M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.03K
+ 1.58%
$80.73 - $94.96 $83.4K - $98.1K
66.4K $5.51M
WST
West Pharmaceutical Services Inc

Healthcare
1.17K
+ 18.06%
$199.11 - $347.87 $233K - $406K
7.64K $1.71M
SOXX
Ishares Semiconductor ETF

ETFs
151
+ 0.88%
$188.17 - $235.81 $28.4K - $35.6K
17.3K $3.25M
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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