Avantax Advisory Services, Inc. Purchases in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VLO
Valero Energy Corp

Energy
790
+ 1.61%
$118.59 - $144.02 $93.7K - $114K
49.7K $6.1M
CARR
Carrier Global Corp

Industrials
7.43K
+ 8.87%
$66.69 - $82.65 $496K - $614K
91.2K $6.22M
OLED
Universal Display Corp Pa

Technology
29
+ 0.31%
$146.2 - $213.81 $4.24K - $6.2K
9.46K $1.38M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
466
+ 0.44%
$70.1 - $76.53 $32.7K - $35.7K
107K $7.59M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
5.51K
+ 2.43%
$28.33 - $31.77 $156K - $175K
232K $6.57M
IIPR
Innovative Industrial Properties Inc

Real Estate
192
+ 2.05%
$66.64 - $135.61 $12.8K - $26K
9.54K $635K
RIO
Rio Tinto PLC

Basic Materials
3.87K
+ 5.4%
$58.59 - $71.15 $227K - $276K
75.7K $4.45M
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
6.77K
+ 3.19%
$23.94 - $27.53 $162K - $186K
219K $5.24M
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.55K
+ 2.14%
$26.61 - $29.85 $201K - $225K
361K $9.76M
CI
Cigna Corp

Healthcare
392
+ 3.45%
$265.59 - $358.58 $104K - $141K
11.7K $3.24M
CAT
Caterpillar Inc

Industrials
1.66K
+ 3.62%
$360.37 - $416.88 $598K - $692K
47.4K $17.2M
GD
General Dynamics Corp

Industrials
6
+ 0.03%
$260.28 - $314.03 $1.56K - $1.88K
18.4K $4.84M
LOW
Lowes Companies Inc

Consumer Cyclical
1.2K
+ 2.82%
$244.52 - $284.07 $294K - $341K
43.8K $10.8M
HD
Home Depot, Inc.

Consumer Cyclical
2.2K
+ 2.25%
$385.02 - $431.37 $847K - $949K
100K $38.9M
DSTL
ETF Ser Solution Distillate Us

ETFs
11.1K
+ 1.49%
$54.74 - $58.88 $606K - $652K
752K $41.3M
O
Realty Income Corp

Real Estate
3.32K
+ 3.64%
$51.76 - $64.71 $172K - $215K
94.4K $5.04M
EEM
Ishares Msci Emerging Markets

ETFs
6.13K
+ 2.4%
$41.82 - $47.36 $256K - $290K
262K $11M
IVE
Ishares S&P 500 Value ETF

ETFs
11K
+ 2.41%
$189.5 - $206.17 $2.09M - $2.27M
469K $89.5M
KLAC
Kla Corp

Technology
26
+ 0.43%
$614.46 - $829.55 $16K - $21.6K
6.05K $3.81M
TGT
Target Corp

Consumer Defensive
554
+ 1.22%
$121.59 - $160.69 $67.4K - $89K
46K $6.22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.34K
+ 1.23%
$131.66 - $144.0 $176K - $192K
110K $14.5M
NGG
National Grid PLC

Utilities
772
+ 0.77%
$57.68 - $70.03 $44.5K - $54.1K
101K $5.98M
DFAE
Dimensional ETF Tr

ETFs
12.4K
+ 1.88%
$25.36 - $28.15 $315K - $350K
674K $17.1M
MPWR
Monolithic Power Systems Inc

Technology
14
+ 0.44%
$560.06 - $942.58 $7.84K - $13.2K
3.2K $1.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.3K
+ 0.48%
$113.92 - $127.38 $490K - $548K
909K $105M
MCHP
Microchip Technology Inc

Technology
5.84K
+ 9.43%
$55.51 - $79.05 $324K - $462K
67.8K $3.89M
UBER
Uber Technologies, Inc

Technology
3.48K
+ 3.62%
$59.93 - $86.34 $209K - $301K
99.8K $6.02M
XOM
Exxon Mobil Corp

Energy
48.4K
+ 7.19%
$105.51 - $125.37 $5.11M - $6.07M
722K $77.7M
BHP
Bhp Group LTD

Basic Materials
1.35K
+ 1.19%
$48.78 - $62.43 $65.8K - $84.2K
115K $5.59M
DOW
Dow Inc.

Basic Materials
4.06K
+ 3.61%
$39.1 - $55.34 $159K - $225K
117K $4.68M
LLY
Eli Lilly & CO

Healthcare
4.94K
+ 10.65%
$727.2 - $932.06 $3.59M - $4.6M
51.3K $39.6M
DHR
Danaher Corp

Healthcare
1.08K
+ 2.91%
$226.16 - $274.52 $244K - $296K
38.1K $8.75M
SCHP
Schwab Strategic Us Tips ETF

ETFs
79.8K
+ 60.51%
$25.74 - $53.78 $2.05M - $4.29M
212K $5.47M
CMCSA
Comcast Corp

Communication Services
177
+ 0.04%
$37.39 - $45.14 $6.62K - $7.99K
395K $14.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.56K
+ 1.33%
$44.04 - $49.49 $377K - $424K
651K $28.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
65
+ 0.02%
$99.2 - $108.47 $6.45K - $7.05K
305K $30.3M
VZ
Verizon Communications Inc

Communication Services
16K
+ 2.42%
$39.6 - $45.21 $634K - $724K
678K $27.1M
MRK
Merck & Co., Inc.

Healthcare
4.52K
+ 2.0%
$96.31 - $114.76 $435K - $518K
231K $23M
AMD
Advanced Micro Devices Inc

Technology
8.81K
+ 8.83%
$118.88 - $172.8 $1.05M - $1.52M
109K $13.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
325
+ 0.88%
$501.29 - $612.85 $163K - $199K
37.4K $19.5M
VEA
Vanguard Ftse Developed Market

ETFs
31.6K
+ 3.16%
$47.57 - $52.44 $1.5M - $1.66M
1.03M $49.4M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
10.2K
+ 1.53%
$60.13 - $67.31 $616K - $690K
681K $41.3M
AMGN
Amgen Inc

Healthcare
2.56K
+ 3.04%
$258.78 - $328.31 $663K - $841K
87K $22.7M
UNH
Unitedhealth Group Inc

Healthcare
315
+ 0.47%
$485.52 - $625.25 $153K - $197K
68K $34.4M
VNQ
Vanguard Specialized Funds Van

ETFs
17.6K
+ 2.15%
$87.85 - $98.6 $1.55M - $1.74M
835K $74.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
160K
+ 4.39%
$26.05 - $29.17 $4.17M - $4.67M
3.81M $99.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.5M
+ 205.84%
$26.93 - $84.95 $471M - $1.49B
26M $710M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
263K
+ 3.02%
$96.64 - $101.23 $25.5M - $26.7M
8.99M $871M
IEFA
Ishares Tr

ETFs
191K
+ 3.1%
$70.06 - $77.43 $13.4M - $14.8M
6.34M $446M
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
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