Avantax Advisory Services, Inc. New Holdings in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.88K
New
$38.92 - $41.1 $268K - $283K
6.88K $269K
ILDR
First Tr Exchange Traded Fd Vi
11.5K
New
$23.32 - $28.0 $269K - $323K
11.5K $268K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.05K
New
$73.71 - $87.55 $225K - $267K
3.05K $265K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
11.1K
New
$23.71 - $24.2 $264K - $269K
11.1K $265K
FLCB
Franklin Templeton ETF Tr Libe

ETFs
12.1K
New
$20.83 - $21.52 $252K - $260K
12.1K $260K
UGI
Ugi Corp

Utilities
7.86K
New
$28.0 - $34.16 $220K - $268K
7.86K $259K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
11.4K
New
$21.77 - $22.56 $249K - $258K
11.4K $256K
HSTM
Healthstream Inc

Healthcare
7.97K
New
$30.95 - $33.99 $247K - $271K
7.97K $256K
ITB
Ishares Tr

ETFs
2.69K
New
$93.86 - $111.45 $252K - $300K
2.69K $255K
IGHG
Proshares Investment Grade Int

ETFs
3.24K
New
$76.51 - $78.81 $248K - $255K
3.24K $249K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.72K
New
$141.31 - $175.89 $243K - $302K
1.72K $247K
ALKS
Alkermes Plc.

Healthcare
7.46K
New
$28.08 - $36.0 $209K - $269K
7.46K $246K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.11K
New
$80.05 - $137.75 $169K - $290K
2.11K $245K
CWCO
Consolidated Water Co. Ltd.

Utilities
9.98K
New
$23.77 - $29.18 $237K - $291K
9.98K $244K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
18.7K
New
$12.94 - $14.29 $241K - $267K
18.7K $244K
RING
Ishares Inc Msci Global Gold M

ETFs
6.31K
New
$28.64 - $38.36 $181K - $242K
6.31K $241K
CWT
California Water Service Group

Utilities
4.91K
New
$41.88 - $48.46 $206K - $238K
4.91K $238K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
6.48K
New
$36.16 - $38.77 $234K - $251K
6.48K $236K
EAT
Brinker International, Inc

Consumer Cyclical
1.56K
New
$133.46 - $189.14 $209K - $296K
1.56K $232K
ERH
Allspring Utilities & High Income Fund

Financial Services
21K
New
$10.65 - $11.42 $224K - $240K
21K $231K
HESM
Hess Midstream LP

Energy
5.41K
New
$37.59 - $43.88 $203K - $237K
5.41K $228K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.08K
New
$109.48 - $136.56 $227K - $283K
2.08K $227K
DVA
Davita Inc.

Healthcare
1.48K
New
$140.0 - $177.35 $208K - $263K
1.48K $227K
OWL
Blue Owl Capital Inc.

Financial Services
11.3K
New
$18.49 - $26.68 $209K - $301K
11.3K $226K
PDD
Pinduoduo Inc.

Consumer Cyclical
1.91K
New
$94.68 - $131.34 $180K - $250K
1.91K $225K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.03K
New
$65.4 - $79.39 $198K - $241K
3.03K $225K
ZLAB
Zai Lab LTD

Healthcare
6.23K
New
$24.29 - $38.35 $151K - $239K
6.23K $225K
TW
Tradeweb Markets Inc.

Financial Services
1.51K
New
$123.42 - $148.46 $186K - $224K
1.51K $224K
MUR
Murphy Oil Corp

Energy
7.86K
New
$24.02 - $33.9 $189K - $267K
7.86K $223K
AVTR
Avantor, Inc.

Basic Materials
13.7K
New
$15.5 - $22.57 $212K - $308K
13.7K $221K
FHN
First Horizon Corp

Financial Services
11.3K
New
$17.7 - $22.43 $199K - $253K
11.3K $218K
DUOL
Duolingo, Inc.

Technology
693
New
$272.49 - $441.39 $189K - $306K
693 $215K
FFIV
F5, Inc.

Technology
810
New
$251.75 - $310.6 $204K - $252K
810 $215K
TAP
Molson Coors Beverage CO

Consumer Defensive
3.55K
New
$52.44 - $62.91 $186K - $223K
3.55K $215K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
1.82K
New
$115.13 - $136.09 $209K - $247K
1.82K $214K
AOK
Ishares Tr Core Conservative A

ETFs
5.65K
New
$36.86 - $38.15 $208K - $216K
5.65K $212K
DMAR
First Tr Ex Tr Viii Cboe Vest
5.62K
New
$36.82 - $39.1 $207K - $220K
5.62K $211K
BLD
Top Build Corp

Industrials
692
New
$295.17 - $354.82 $204K - $246K
692 $211K
DISV
Dimensional ETF Tr Dimensional

ETFs
7.23K
New
$26.09 - $30.21 $189K - $218K
7.23K $210K
WTAI
Wisdomtree Tr Artificial Intel

ETFs
11K
New
$19.0 - $24.32 $209K - $268K
11K $209K
NTES
Net Ease, Inc.

Communication Services
2.01K
New
$87.72 - $109.14 $177K - $220K
2.01K $207K
NTR
Nutrien Ltd.

Basic Materials
4.15K
New
$45.28 - $53.84 $188K - $224K
4.15K $206K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
3.01K
New
$63.83 - $75.78 $192K - $228K
3.01K $206K
CVLT
Commvault Systems Inc

Technology
1.3K
New
$146.82 - $187.9 $191K - $245K
1.3K $205K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.58K
New
$115.79 - $154.66 $182K - $244K
1.58K $205K
AVDE
American Centy ETF Tr Avantis

ETFs
3.09K
New
$60.63 - $68.55 $187K - $212K
3.09K $204K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
3.06K
New
$60.44 - $69.57 $185K - $213K
3.06K $203K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
4.51K
New
$44.41 - $45.43 $200K - $205K
4.51K $201K
HIW
Highwoods Properties, Inc.

Real Estate
6.77K
New
$27.69 - $30.78 $187K - $208K
6.77K $200K
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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