Avantax Advisory Services, Inc. Reduced Holdings in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AGZ
Ishares Agency Bond ETF

ETFs
-124K
- 79.38%
$107.68 - $110.37 $13.3M - $13.7M
32.1K $3.47M
XLV
Select Sector Spdr Fund Health

ETFs
-61.3K
- 45.42%
$136.28 - $154.74 $8.35M - $9.48M
73.6K $10.1M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-98.5K
- 47.96%
$103.6 - $112.52 $10.2M - $11.1M
107K $11.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-88K
- 38.5%
$74.5 - $78.37 $6.55M - $6.89M
140K $10.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-100K
- 8.96%
$45.07 - $47.1 $4.52M - $4.72M
1.02M $46.1M
LMT
Lockheed Martin Corp

Industrials
-993
- 1.85%
$479.66 - $614.62 $476K - $610K
52.8K $25.7M
ABBV
Abb Vie Inc.

Healthcare
-2.11K
- 0.97%
$164.99 - $203.87 $349K - $431K
215K $38.2M
AMT
American Tower Corp

Real Estate
-3.61K
- 4.69%
$179.4 - $232.01 $647K - $836K
73.3K $13.4M
JNJ
Johnson & Johnson

Healthcare
-6.33K
- 3.16%
$143.34 - $165.86 $908K - $1.05M
194K $28M
CVS
Cvs Health Corp

Healthcare
-33.1K
- 20.54%
$43.78 - $67.46 $1.45M - $2.23M
128K $5.74M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-71.2K
- 13.65%
$42.84 - $45.38 $3.05M - $3.23M
450K $19.3M
VDC
Vanguard Consumer Staples ETF

ETFs
-18.1K
- 41.89%
$210.96 - $223.62 $3.82M - $4.05M
25.1K $5.31M
NVO
Novo Nordisk A S

Healthcare
-7.44K
- 8.33%
$85.0 - $120.04 $632K - $893K
81.9K $7.04M
KO
Coca Cola CO

Consumer Defensive
-1.34K
- 0.37%
$61.74 - $71.71 $82.7K - $96K
358K $22.3M
PEP
Pepsico Inc

Consumer Defensive
-6.11K
- 4.22%
$151.29 - $176.1 $924K - $1.08M
138K $21.1M
ELV
Elevance Health, Inc.

Healthcare
-2.17K
- 12.14%
$365.96 - $514.62 $795K - $1.12M
15.7K $5.81M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-77.5K
- 48.38%
$33.95 - $37.2 $2.63M - $2.88M
82.7K $2.81M
UPS
United Parcel Service Inc

Industrials
-17.3K
- 21.12%
$122.65 - $138.35 $2.12M - $2.4M
64.7K $8.16M
MGV
Vanguard Mega Cap Value

ETFs
-18.5K
- 9.07%
$124.06 - $133.48 $2.29M - $2.47M
185K $23.1M
ADBE
Adobe Inc.

Technology
-1.78K
- 6.55%
$437.39 - $552.96 $778K - $983K
25.4K $11.3M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-9.1K
- 0.97%
$43.84 - $48.76 $399K - $444K
932K $41M
USFR
Wisdomtree Floating Rate Treas

ETFs
-52.1K
- 31.74%
$50.23 - $50.46 $2.62M - $2.63M
112K $5.63M
VHT
Vanguard Health Care ETF

ETFs
-1.57K
- 2.15%
$250.81 - $283.3 $393K - $444K
71.2K $18.1M
ASML
Asml Holding Nv

Technology
-139
- 0.93%
$658.43 - $872.27 $91.5K - $121K
14.8K $10.2M
PLD
Prologis, Inc.

Real Estate
-10K
- 18.31%
$101.4 - $126.96 $1.01M - $1.27M
44.6K $4.71M
NEE
Nextera Energy Inc

Utilities
-4.53K
- 3.24%
$69.77 - $85.43 $316K - $387K
135K $9.7M
AVEM
American Centy ETF Tr Avantis

ETFs
-20.8K
- 16.3%
$58.59 - $66.14 $1.22M - $1.37M
107K $6.27M
PSX
Phillips 66

Energy
-2.54K
- 2.77%
$110.35 - $138.93 $281K - $353K
89.3K $10.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-12.9K
- 4.3%
$71.75 - $75.11 $924K - $967K
287K $20.6M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-45.6K
- 72.63%
$31.24 - $37.15 $1.42M - $1.69M
17.2K $551K
AZN
Astrazeneca PLC

Healthcare
-5.48K
- 5.1%
$63.2 - $79.58 $346K - $436K
102K $6.68M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-16.1K
- 12.0%
$100.16 - $100.7 $1.62M - $1.63M
118K $11.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-21.7K
- 20.52%
$78.43 - $87.17 $1.7M - $1.89M
84.1K $6.75M
PDI
Pimco Dynamic Income Fund

Financial Services
-63K
- 24.62%
$18.33 - $20.85 $1.16M - $1.31M
193K $3.54M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-11.7K
- 2.28%
$77.02 - $78.58 $901K - $920K
502K $38.8M
AMAT
Applied Materials Inc

Technology
-490
- 1.25%
$161.44 - $213.89 $79.1K - $105K
38.7K $6.29M
CCI
Crown Castle International Corp

Real Estate
-5.52K
- 13.76%
$89.78 - $119.11 $495K - $657K
34.6K $3.14M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-33.5K
- 86.65%
$44.21 - $46.46 $1.48M - $1.56M
5.16K $228K
SUI
Sun Communities Inc

Real Estate
-11K
- 61.52%
$119.89 - $139.05 $1.31M - $1.52M
6.86K $843K
NOC
Northrop Grumman Corp

Industrials
-1.42K
- 9.32%
$466.52 - $543.88 $663K - $773K
13.8K $6.49M
NXPI
Nxp Semiconductors N.V.

Technology
-3.71K
- 15.3%
$207.27 - $255.58 $769K - $949K
20.6K $4.27M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-28.4K
- 17.12%
$49.58 - $50.28 $1.41M - $1.43M
138K $6.84M
MDT
Medtronic PLC

Healthcare
-2.29K
- 1.73%
$79.61 - $92.24 $182K - $211K
130K $10.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.03K
- 3.14%
$59.25 - $72.99 $179K - $221K
93.3K $5.57M
IRM
Iron Mountain Inc

Real Estate
-3.69K
- 4.9%
$101.62 - $128.14 $375K - $473K
71.6K $7.53M
AON
Aon PLC

Financial Services
-4.25K
- 46.26%
$344.14 - $393.31 $1.46M - $1.67M
4.94K $1.77M
REZ
Ishares Tr Residential And Mul

ETFs
-15.2K
- 73.18%
$79.04 - $89.77 $1.2M - $1.37M
5.58K $452K
HSY
Hershey CO

Consumer Defensive
-5.84K
- 34.32%
$168.67 - $193.65 $985K - $1.13M
11.2K $1.89M
CBT
Cabot Corp

Basic Materials
-8.19K
- 28.22%
$90.64 - $117.0 $742K - $958K
20.8K $1.9M
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email