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
DLR
Digital Realty Trust, Inc.

Real Estate
2.65K
+ 10.99%
$142.1 - $183.56 $377K - $487K
26.8K $3.84M
FDX
Fedex Corp

Industrials
312
+ 2.1%
$230.33 - $281.53 $71.9K - $87.8K
15.1K $3.69M
USB
Us Bancorp \De\

Financial Services
6.35K
+ 4.49%
$40.92 - $50.9 $260K - $323K
148K $6.24M
MBLY
Mobileye Global Inc.
24.9K
+ 15.32%
$14.24 - $21.85 $355K - $544K
187K $2.7M
IOO
Ishares Tr Global 100 ETF

ETFs
11.5K
+ 3.1%
$96.2 - $105.12 $1.11M - $1.21M
383K $36.9M
SRE
Sempra Energy

Utilities
7.42K
+ 11.13%
$67.85 - $87.67 $503K - $650K
74K $5.28M
NVO
Novo Nordisk A S

Healthcare
11K
+ 13.38%
$69.3 - $90.95 $759K - $996K
92.8K $6.44M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12.6K
+ 4.37%
$49.34 - $55.91 $620K - $703K
300K $15.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.79K
+ 3.29%
$168.84 - $202.89 $303K - $364K
56.3K $9.89M
SKYY
First Trust Cloud Computing Et

ETFs
147
+ 0.39%
$102.23 - $131.18 $15K - $19.3K
38.2K $3.9M
PWR
Quanta Services, Inc.

Industrials
1.11K
+ 7.36%
$236.71 - $358.03 $262K - $396K
16.1K $4.1M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
14.8K
+ 4.35%
$9.59 - $11.83 $142K - $175K
355K $3.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.87K
+ 4.14%
$96.3 - $112.23 $373K - $435K
97.4K $9.5M
IWC
Russell Micro Cap ETF

ETFs
6.25K
+ 8.58%
$110.91 - $133.46 $693K - $834K
79K $8.76M
BX
Blackstone Inc.

Financial Services
3.65K
+ 9.34%
$136.53 - $186.74 $499K - $682K
42.8K $5.98M
SPYG
Spdr Portfolio

ETFs
1.77K
+ 1.46%
$80.05 - $92.39 $142K - $164K
123K $9.91M
VBR
Vanguard Small Cap Value ETF

ETFs
440
+ 0.59%
$183.02 - $207.75 $80.5K - $91.4K
74.6K $13.9M
IONQ
Ion Q, Inc.

Technology
5.34K
+ 10.26%
$18.27 - $51.07 $97.5K - $273K
57.4K $1.27M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
12.2K
+ 6.08%
$126.86 - $146.45 $1.54M - $1.78M
212K $27M
MS
Morgan Stanley

Financial Services
602
+ 0.55%
$111.68 - $141.08 $67.2K - $84.9K
111K $12.9M
ORCL
Oracle Corp

Technology
13.4K
+ 12.59%
$139.81 - $186.47 $1.87M - $2.5M
120K $16.7M
HD
Home Depot, Inc.

Consumer Cyclical
3.45K
+ 3.45%
$347.25 - $424.87 $1.2M - $1.47M
104K $37.9M
TTD
Trade Desk, Inc.

Technology
8.25K
+ 35.5%
$53.59 - $126.58 $442K - $1.04M
31.5K $1.72M
CAT
Caterpillar Inc

Industrials
1.67K
+ 3.51%
$326.75 - $407.63 $544K - $679K
49.1K $16.2M
EQIX
Equinix Inc

Real Estate
24
+ 0.29%
$803.0 - $959.97 $19.3K - $23K
8.17K $6.66M
JHMM
John Hancock Multifactor Mid C

ETFs
6.59K
+ 1.13%
$55.69 - $63.12 $367K - $416K
592K $33.9M
IRM
Iron Mountain Inc

Real Estate
2.27K
+ 3.17%
$82.79 - $111.31 $188K - $253K
73.9K $6.36M
AMD
Advanced Micro Devices Inc

Technology
7.63K
+ 7.02%
$96.63 - $129.55 $737K - $988K
116K $11.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.3K
+ 3.44%
$57.21 - $65.8 $1.22M - $1.4M
642K $37.5M
VTI
Vanguard Total Stock Market Et

ETFs
9.6K
+ 3.72%
$271.18 - $303.12 $2.6M - $2.91M
267K $73.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4.76K
+ 2.81%
$121.0 - $142.28 $576K - $677K
174K $21.6M
ACN
Accenture PLC

Technology
2.73K
+ 4.75%
$300.91 - $398.25 $821K - $1.09M
60.2K $18.8M
DIS
Walt Disney CO

Communication Services
1.69K
+ 1.29%
$96.87 - $114.0 $164K - $193K
133K $13.1M
ISCG
Ishares Morningstar Small Cap

ETFs
4.46K
+ 1.13%
$44.44 - $52.05 $198K - $232K
399K $18M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
229
+ 0.08%
$69.32 - $78.69 $15.9K - $18K
302K $21M
NOW
Service Now, Inc.

Technology
1.22K
+ 11.99%
$783.83 - $1170.39 $955K - $1.43M
11.4K $9.07M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.87K
+ 1.09%
$69.69 - $79.99 $409K - $469K
546K $39M
LMT
Lockheed Martin Corp

Industrials
117
+ 0.22%
$423.19 - $506.29 $49.5K - $59.2K
52.9K $23.6M
ETN
Eaton Corp PLC

Industrials
2.06K
+ 4.6%
$271.83 - $371.23 $560K - $764K
46.9K $12.7M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.04K
+ 2.21%
$507.05 - $563.67 $2.05M - $2.28M
187K $96.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.8K
+ 5.74%
$165.25 - $224.62 $1.29M - $1.75M
144K $23.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.42K
+ 0.34%
$82.81 - $92.93 $283K - $317K
1.02M $86.5M
MRVL
Marvell Technology, Inc.

Technology
12.5K
+ 15.4%
$61.57 - $126.06 $772K - $1.58M
94K $5.79M
VGT
Vanguard Information Technolog

ETFs
2.84K
+ 4.53%
$542.38 - $646.34 $1.54M - $1.83M
65.5K $35.5M
CRM
Salesforce, Inc.

Technology
2.19K
+ 2.68%
$268.36 - $359.95 $587K - $787K
83.9K $22.5M
IVV
Ishares Core S&P 500 ETF

ETFs
75.8K
+ 4.23%
$554.06 - $615.85 $42M - $46.7M
1.87M $1.05B
GOOG
Alphabet Inc.

Communication Services
20.8K
+ 6.74%
$156.06 - $207.71 $3.24M - $4.32M
329K $51.4M
GOOGL
Alphabet Inc.

Communication Services
24.8K
+ 7.49%
$154.33 - $206.19 $3.82M - $5.11M
355K $54.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.7K
+ 1.73%
$102.49 - $119.96 $1.61M - $1.89M
924K $96.7M
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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