Avantax Advisory Services, Inc. Incresed Positions in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAX
Baxter International Inc

Healthcare
736
+ 4.9%
$28.63 - $37.84 $21.1K - $27.9K
15.8K $459K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
212
+ 1.8%
$77.43 - $89.47 $16.4K - $19K
12K $932K
ROP
Roper Technologies Inc

Industrials
50
+ 1.3%
$519.85 - $575.95 $26K - $28.8K
3.9K $2.03M
MDU
Mdu Resources Group Inc

Industrials
2.32K
+ 13.85%
$15.1 - $30.28 $35K - $70.1K
19K $342K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7.93K
+ 2.66%
$91.94 - $100.02 $729K - $793K
306K $28.3M
MKC
Mccormick & CO Inc

Consumer Defensive
488
+ 1.9%
$73.97 - $84.09 $36.1K - $41K
26.2K $1.99M
WM
Waste Management Inc

Industrials
2.22K
+ 2.26%
$201.79 - $228.46 $448K - $508K
101K $20.3M
FEP
First Trust Europe Alphadex Fu

ETFs
2.09K
+ 3.29%
$35.46 - $38.46 $74K - $80.3K
65.5K $2.35M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
404
+ 33.11%
$701.85 - $1046.91 $284K - $423K
1.62K $1.16M
TSCO
Tractor Supply CO

Consumer Cyclical
32.4K
+ 415.73%
$52.59 - $303.74 $1.7M - $9.83M
40.2K $2.13M
ADMA
Adma Biologics, Inc.

Healthcare
8.11K
+ 8.25%
$15.62 - $22.62 $127K - $183K
106K $1.82M
LAMR
Lamar Advertising CO

Real Estate
1.09K
+ 4.75%
$121.37 - $138.11 $133K - $151K
24.1K $2.94M
PSN
Parsons Corp

Industrials
1.79K
+ 6.68%
$92.25 - $113.31 $165K - $203K
28.6K $2.64M
DVN
Devon Energy Corp

Energy
8.73K
+ 13.01%
$30.52 - $42.96 $267K - $375K
75.8K $2.48M
WY
Weyerhaeuser CO

Real Estate
1.58K
+ 4.64%
$27.21 - $33.7 $42.9K - $53.1K
35.5K $1M
AVY
Avery Dennison Corp

Industrials
565
+ 7.18%
$186.26 - $220.48 $105K - $125K
8.44K $1.58M
A
Agilent Technologies, Inc.

Healthcare
20
+ 0.17%
$125.69 - $146.56 $2.51K - $2.93K
11.7K $1.57M
CEG
Constellation Energy Corp

Utilities
265
+ 4.19%
$224.28 - $285.52 $59.4K - $75.7K
6.59K $1.48M
PEG
Public Service Enterprise Group Inc

Utilities
3.02K
+ 3.42%
$81.87 - $94.51 $247K - $285K
91.5K $7.73M
AOS
Smith A O Corp

Industrials
91
+ 1.14%
$68.02 - $88.94 $6.19K - $8.09K
8.06K $549K
LYG
Lloyds Banking Group PLC

Financial Services
24.4K
+ 4.01%
$2.67 - $3.23 $65.1K - $78.8K
632K $1.72M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
258
+ 0.37%
$30.48 - $34.2 $7.86K - $8.82K
70.7K $2.15M
OMC
Omnicom Group Inc.

Communication Services
1.18K
+ 7.47%
$85.82 - $105.47 $102K - $125K
17K $1.47M
FNF
Fidelity National Financial, Inc.

Financial Services
789
+ 2.09%
$55.19 - $63.83 $43.5K - $50.4K
38.5K $2.16M
ES
Eversource Energy

Utilities
274
+ 1.5%
$55.9 - $67.73 $15.3K - $18.6K
18.6K $1.07M
SOXX
Ishares Semiconductor ETF

ETFs
347
+ 2.07%
$211.27 - $239.8 $73.3K - $83.2K
17.1K $3.69M
NVEE
Nv5 Global, Inc.

Industrials
6.25K
+ 156.86%
$18.82 - $93.28 $118K - $583K
10.2K $192K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.71K
+ 6.05%
$67.29 - $73.38 $519K - $566K
135K $9.17M
THC
Tenet Healthcare Corp

Healthcare
157
+ 2.98%
$125.42 - $168.52 $19.7K - $26.5K
5.43K $685K
EMN
Eastman Chemical CO

Basic Materials
167
+ 1.65%
$90.03 - $110.64 $15K - $18.5K
10.3K $940K
ED
Consolidated Edison Inc

Utilities
1.68K
+ 7.28%
$88.87 - $107.38 $150K - $181K
24.8K $2.21M
RTX
Raytheon Technologies Corp

Industrials
6K
+ 3.64%
$114.45 - $127.21 $687K - $764K
171K $19.8M
NVS
Novartis Ag

Healthcare
2.84K
+ 10.46%
$96.78 - $117.18 $274K - $332K
29.9K $2.91M
DVY
Ishares Tr

ETFs
1.25K
+ 1.25%
$129.55 - $143.41 $162K - $180K
102K $13.3M
LEN
Lennar Corp

Consumer Cyclical
237
+ 4.88%
$136.2 - $188.96 $32.3K - $44.8K
5.09K $694K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.82K
+ 10.4%
$82.28 - $117.52 $150K - $214K
19.3K $1.64M
WING
Wingstop Inc.

Consumer Cyclical
155
+ 7.48%
$281.09 - $422.95 $43.6K - $65.6K
2.23K $632K
OTIS
Otis Worldwide Corp

Industrials
1.12K
+ 3.68%
$92.57 - $106.01 $103K - $118K
31.4K $2.91M
TT
Trane Technologies PLC

Industrials
373
+ 1.84%
$369.35 - $419.14 $138K - $156K
20.6K $7.61M
EIX
Edison International

Utilities
391
+ 0.98%
$77.93 - $88.36 $30.5K - $34.5K
40.2K $3.21M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.41K
+ 5.15%
$64.18 - $70.42 $283K - $310K
89.9K $5.8M
AES
Aes Corp

Utilities
2.56K
+ 6.09%
$12.44 - $20.24 $31.8K - $51.8K
44.6K $573K
MMS
Maximus, Inc.

Industrials
869
+ 4.77%
$69.81 - $92.82 $60.7K - $80.7K
19.1K $1.43M
VICI
Vici Properties Inc.

Real Estate
408
+ 0.59%
$28.27 - $33.19 $11.5K - $13.5K
69.9K $2.04M
AEP
American Electric Power CO Inc

Utilities
3.08K
+ 5.68%
$90.91 - $102.21 $280K - $314K
57.2K $5.27M
ONTO
Onto Innovation Inc.

Technology
660
+ 6.9%
$158.54 - $225.02 $105K - $149K
10.2K $1.71M
MTH
Meritage Homes Corp

Consumer Cyclical
87
+ 1.35%
$151.91 - $205.12 $13.2K - $17.8K
6.52K $1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.8K
+ 1.23%
$88.59 - $94.57 $248K - $265K
230K $20.4M
ACGL
Arch Capital Group Ltd.

Financial Services
1.04K
+ 4.72%
$88.71 - $114.86 $91.9K - $119K
23K $2.12M
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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