Avantax Advisory Services, Inc. Reduced Holdings in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LVHD
Franklin U.S. Low Volatility H

ETFs
-11.3K
- 5.39%
$37.44 - $41.02 $424K - $464K
198K $8.13M
JXI
Ishares Tr Global Utils ETF

ETFs
-654
- 2.37%
$62.9 - $69.09 $41.1K - $45.2K
27K $1.87M
ALL
Allstate Corp

Financial Services
-1.21K
- 5.02%
$180.99 - $210.18 $219K - $254K
22.9K $4.74M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-907
- 0.3%
$48.31 - $49.23 $43.8K - $44.7K
303K $14.9M
PLMR
Palomar Holdings, Inc.

Financial Services
-521
- 8.93%
$101.51 - $137.08 $52.9K - $71.4K
5.32K $728K
EXLS
Exl Service Holdings, Inc.

Technology
-401
- 0.85%
$44.13 - $51.8 $17.7K - $20.8K
46.9K $2.21M
TDY
Teledyne Technologies Inc

Technology
-24
- 0.64%
$455.51 - $518.84 $10.9K - $12.5K
3.72K $1.85M
EVRG
Evergy, Inc.

Utilities
-6.1K
- 8.35%
$59.9 - $69.52 $366K - $424K
67K $4.62M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-560
- 1.62%
$47.45 - $51.96 $26.6K - $29.1K
34K $1.76M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-129
- 1.49%
$110.55 - $130.35 $14.3K - $16.8K
8.53K $1.08M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-445
- 4.56%
$47.74 - $65.16 $21.2K - $29K
9.32K $594K
SIVR
Abrdn Silver ETF Trust

ETFs
-1.08K
- 2.71%
$28.07 - $32.82 $30.2K - $35.3K
38.6K $1.25M
SHEL
Shell PLC

Energy
-17.8K
- 12.79%
$62.84 - $73.29 $1.12M - $1.31M
122K $8.91M
MP
Mp Materials Corp.

Basic Materials
-1.45K
- 6.26%
$16.39 - $26.93 $23.8K - $39.1K
21.7K $530K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-407
- 4.59%
$88.0 - $115.5 $35.8K - $47K
8.47K $965K
IXUS
Ishares Tr

ETFs
-99
- 0.2%
$65.06 - $72.31 $6.44K - $7.16K
49.1K $3.43M
GLP
Global Partners LP

Energy
-40
- 0.15%
$46.0 - $59.88 $1.84K - $2.4K
27.1K $1.45M
AEE
Ameren Corp

Utilities
-800
- 3.42%
$86.87 - $103.67 $69.5K - $82.9K
22.6K $2.27M
FCFS
First Cash Holdings, Inc.

Financial Services
-60
- 0.48%
$102.59 - $120.32 $6.16K - $7.22K
12.5K $1.51M
GOLD
Barrick Gold Corp

Basic Materials
-1.51K
- 2.52%
$15.45 - $19.56 $23.3K - $29.5K
58.4K $1.13M
WRB
Berkley W R Corp

Financial Services
-346
- 1.87%
$56.7 - $71.27 $19.6K - $24.7K
18.2K $1.29M
SE
Sea LTD

Consumer Cyclical
-2.15K
- 10.6%
$104.87 - $146.31 $225K - $315K
18.1K $2.37M
MNST
Monster Beverage Corp

Consumer Defensive
-3.03K
- 4.49%
$46.16 - $58.58 $140K - $177K
64.5K $3.77M
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
-985
- 0.83%
$48.89 - $54.85 $48.2K - $54K
117K $6.08M
VPU
Vanguard Utilities ETF

ETFs
-523
- 1.21%
$161.24 - $173.33 $84.3K - $90.7K
42.8K $7.3M
VDE
Vanguard Energy ETF

ETFs
-1.19K
- 2.2%
$119.14 - $132.76 $142K - $158K
52.8K $6.85M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-798
- 1.13%
$35.35 - $42.74 $28.2K - $34.1K
69.7K $2.88M
ED
Consolidated Edison Inc

Utilities
-1.87K
- 7.53%
$88.0 - $110.59 $165K - $207K
23K $2.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.31K
- 0.46%
$71.17 - $73.66 $93.2K - $96.4K
285K $21M
BROS
Dutch Bros Inc.

Consumer Cyclical
-294
- 0.7%
$55.77 - $85.37 $16.4K - $25.1K
41.5K $2.56M
SGOL
Abrdn Gold ETF Trust

ETFs
-815
- 0.98%
$25.14 - $29.82 $20.5K - $24.3K
82.6K $2.46M
VEU
Vanguard Ftse All World Ex Us

ETFs
-1.5K
- 0.9%
$56.51 - $62.98 $85K - $94.7K
166K $10.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-819
- 0.52%
$58.01 - $64.46 $47.5K - $52.8K
158K $9.79M
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
-9.82K
- 4.49%
$23.71 - $28.59 $233K - $281K
209K $5.7M
NI
Nisource Inc.

Utilities
-689
- 0.43%
$35.57 - $41.23 $24.5K - $28.4K
159K $6.37M
TRV
Travelers Companies, Inc.

Financial Services
-551
- 1.92%
$232.43 - $265.13 $128K - $146K
28.1K $7.44M
VTR
Ventas, Inc.

Real Estate
-1.97K
- 2.92%
$56.9 - $70.47 $112K - $139K
65.4K $4.5M
MMM
3 M CO

Industrials
-980
- 2.4%
$129.7 - $155.12 $127K - $152K
39.8K $5.85M
RODM
Hartford Multifactor Developed

ETFs
-4.31K
- 1.36%
$28.07 - $31.56 $121K - $136K
313K $9.68M
WEC
Wec Energy Group, Inc.

Utilities
-170
- 0.31%
$92.12 - $108.98 $15.7K - $18.5K
54.6K $5.95M
WELL
Welltower Inc.

Real Estate
-310
- 0.76%
$124.05 - $156.86 $38.5K - $48.6K
40.5K $6.2M
GILD
Gilead Sciences, Inc.

Healthcare
-2.9K
- 2.99%
$89.14 - $117.41 $258K - $340K
93.8K $10.5M
IBM
International Business Machines Corp

Technology
-3.87K
- 3.88%
$217.4 - $264.74 $841K - $1.02M
95.9K $23.8M
RTX
Raytheon Technologies Corp

Industrials
-6.48K
- 3.79%
$114.1 - $135.66 $739K - $879K
165K $21.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-149
- 0.01%
$18.36 - $20.51 $2.74K - $3.06K
1.75M $34.7M
T
At&T Inc.

Communication Services
-9.3K
- 1.01%
$21.56 - $28.28 $201K - $263K
914K $25.8M
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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