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
VTWO
Vanguard Russell 2000 ETF

ETFs
10.1K
+ 17.1%
$80.08 - $92.93 $811K - $941K
69.3K $5.59M
CNOB
Connect One Bancorp, Inc.

Financial Services
10.7K
+ 36.63%
$21.51 - $27.55 $231K - $295K
40K $972K
WHR
Whirlpool Corp

Consumer Cyclical
4.98K
+ 82.82%
$88.58 - $133.14 $441K - $663K
11K $990K
PAGP
Plains Gp Holdings LP

Energy
8.5K
+ 21.18%
$18.52 - $22.13 $157K - $188K
48.6K $1.04M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.84K
+ 26.14%
$45.92 - $47.58 $268K - $278K
28.2K $1.34M
CMF
Ishares California Muni Bond E

ETFs
6.28K
+ 11.68%
$55.93 - $57.47 $351K - $361K
60.1K $3.38M
MPC
Marathon Petroleum Corp

Energy
1.29K
+ 7.35%
$134.72 - $159.03 $173K - $205K
18.8K $2.74M
JCI
Johnson Controls International PLC

Industrials
3.37K
+ 15.89%
$76.12 - $90.6 $256K - $305K
24.6K $1.97M
GBF
Ishares Tr

ETFs
2.74K
+ 68.61%
$101.08 - $104.63 $277K - $286K
6.73K $700K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.37K
+ 2.72%
$408.78 - $448.82 $562K - $617K
51.8K $21.8M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
4.41K
+ 6.35%
$29.06 - $32.62 $128K - $144K
73.9K $2.32M
TSCO
Tractor Supply CO

Consumer Cyclical
3.79K
+ 9.44%
$51.66 - $57.94 $196K - $220K
44K $2.42M
PML
Pimco Municipal Income Fund Ii

Financial Services
35.5K
+ 16.3%
$8.04 - $8.62 $285K - $306K
253K $2.05M
BR
Broadridge Financial Solutions, Inc.

Technology
416
+ 3.71%
$221.46 - $244.83 $92.1K - $102K
11.6K $2.82M
TDG
Trans Digm Group Inc

Industrials
135
+ 15.98%
$1251.32 - $1394.11 $169K - $188K
980 $1.36M
HYHG
Proshares High Yield Interest

ETFs
4.56K
+ 89.34%
$64.04 - $66.96 $292K - $305K
9.66K $618K
LHX
L3 Harris Technologies, Inc.

Industrials
1.42K
+ 7.87%
$194.65 - $222.86 $276K - $316K
19.5K $4.07M
ROK
Rockwell Automation, Inc

Industrials
1.67K
+ 30.31%
$255.29 - $303.75 $426K - $506K
7.17K $1.85M
CSWI
Csw Industrials, Inc.

Industrials
1.13K
+ 137.05%
$283.77 - $396.86 $321K - $449K
1.96K $570K
VEEV
Veeva Systems Inc

Healthcare
424
+ 5.0%
$210.58 - $246.8 $89.3K - $105K
8.9K $2.06M
D
Dominion Energy, Inc

Utilities
2.4K
+ 3.71%
$52.85 - $57.43 $127K - $138K
67.2K $3.77M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.39K
+ 24.67%
$43.79 - $57.46 $105K - $137K
12.1K $690K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
5.21K
+ 43.45%
$58.11 - $65.29 $303K - $340K
17.2K $1.03M
JFR
Nuveen Floating Rate Income Fund

Financial Services
37.8K
+ 35.78%
$8.41 - $9.05 $318K - $342K
144K $1.22M
HSY
Hershey CO

Consumer Defensive
1.46K
+ 13.02%
$144.74 - $186.36 $211K - $271K
12.6K $2.16M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.55K
+ 86.57%
$40.34 - $45.45 $224K - $252K
12K $527K
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.53K
+ 10.88%
$46.82 - $47.8 $259K - $264K
56.4K $2.65M
NDAQ
Nasdaq, Inc.

Financial Services
5.6K
+ 5.11%
$72.17 - $83.76 $404K - $469K
115K $8.73M
WTFC
Wintrust Financial Corp

Financial Services
2.79K
+ 70.02%
$107.76 - $136.92 $301K - $382K
6.77K $761K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
10.4K
+ 45.11%
$25.93 - $29.28 $270K - $304K
33.4K $908K
INDA
Ishares Msci India Index Fund

ETFs
5.86K
+ 17.71%
$47.8 - $53.4 $280K - $313K
38.9K $2M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
9.51K
+ 8.16%
$20.11 - $21.21 $191K - $202K
126K $2.67M
RIO
Rio Tinto PLC

Basic Materials
2.7K
+ 3.57%
$58.19 - $64.29 $157K - $173K
78.4K $4.71M
CNI
Canadian National Railway CO

Industrials
3.64K
+ 14.89%
$95.46 - $106.79 $348K - $389K
28.1K $2.74M
CRS
Carpenter Technology Corp

Industrials
989
+ 15.57%
$172.39 - $212.53 $170K - $210K
7.34K $1.33M
HDB
Hdfc Bank LTD

Financial Services
1.34K
+ 2.2%
$58.06 - $66.85 $77.9K - $89.7K
62.3K $4.14M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.3K
+ 73.3%
$68.07 - $78.99 $293K - $340K
10.2K $692K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.91K
+ 48.65%
$96.85 - $111.39 $282K - $324K
8.88K $876K
HES
Hess Corp

Energy
872
+ 21.96%
$135.42 - $160.52 $118K - $140K
4.84K $773K
DAR
Darling Ingredients Inc.

Consumer Defensive
10.1K
+ 34.47%
$28.51 - $41.85 $289K - $424K
39.5K $1.23M
IYR
Ishares Tr

ETFs
1.98K
+ 9.72%
$89.49 - $98.98 $177K - $196K
22.3K $2.14M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
4.91K
+ 66.97%
$48.29 - $51.95 $237K - $255K
12.2K $606K
SBAC
Sba Communications Corp

Real Estate
454
+ 5.19%
$192.76 - $224.91 $87.5K - $102K
9.2K $2.02M
NRG
Nrg Energy, Inc.

Utilities
2.27K
+ 47.73%
$84.82 - $113.33 $192K - $257K
7.02K $669K
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.5K
+ 21.97%
$23.16 - $27.04 $451K - $526K
108K $2.53M
X
United States Steel Corp

Basic Materials
2.69K
+ 17.61%
$30.47 - $43.0 $81.8K - $115K
17.9K $757K
HEEM
Ishares Currency Hedged Msci E

ETFs
4.74K
+ 4.73%
$26.44 - $29.01 $125K - $137K
105K $2.94M
OKTA
Okta, Inc.

Technology
1.12K
+ 24.71%
$78.83 - $116.72 $88.6K - $131K
5.67K $596K
FGRO
Fidelity Covington Tr

ETFs
10.6K
+ 5.47%
N/A
204K $4.57M
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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