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
FXU
First Tr Exchange Traded Fd Ut

ETFs
-814
- 3.63%
$37.15 - $41.12 $30.2K - $33.5K
21.6K $818K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-1.8K
- 11.9%
$7.17 - $12.28 $12.9K - $22.2K
13.4K $98K
HMC
Honda Motor CO LTD

Consumer Cyclical
-556
- 6.46%
$23.7 - $32.62 $13.2K - $18.1K
8.05K $229K
AROC
Archrock, Inc.

Energy
-22.6K
- 20.28%
$19.92 - $26.66 $450K - $603K
88.9K $2.21M
MMLG
First Tr Exc Viii First Multi

Technology
-2.53K
- 13.59%
$28.07 - $31.89 $70.9K - $80.6K
16.1K $485K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-718
- 8.35%
$105.85 - $112.84 $76K - $81K
7.88K $868K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-202
- 1.19%
$74.69 - $79.24 $15.1K - $16K
16.8K $1.26M
IEX
Idex Corp

Industrials
-167
- 11.55%
$202.75 - $236.06 $33.9K - $39.4K
1.28K $267K
TOST
Toast, Inc.

Technology
-4.09K
- 31.3%
$27.43 - $43.54 $112K - $178K
8.98K $327K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.05K
- 2.9%
$11.42 - $12.5 $12K - $13.2K
35.2K $405K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-1.32K
- 11.85%
$38.01 - $39.08 $50.1K - $51.5K
9.8K $382K
LECO
Lincoln Electric Holdings Inc

Industrials
-106
- 2.16%
$187.47 - $219.94 $19.9K - $23.3K
4.81K $900K
CMC
Commercial Metals CO

Basic Materials
-174
- 2.79%
$49.22 - $63.32 $8.56K - $11K
6.06K $300K
AZPN
Aspen Technology, Inc.

Technology
-243
- 13.43%
$231.19 - $253.16 $56.2K - $61.5K
1.57K $391K
TPIF
Timothy Plan Intl ETF (De)

ETFs
-223
- 1.46%
$26.38 - $28.72 $5.88K - $6.4K
15K $398K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-108
- 0.34%
$50.02 - $51.24 $5.4K - $5.53K
31.8K $1.59M
OVV
Ovintiv Inc.

Energy
-1.46K
- 16.87%
$37.74 - $46.71 $55.1K - $68.2K
7.2K $291K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-952
- 9.4%
$47.96 - $55.17 $45.7K - $52.5K
9.17K $471K
ADT
Adt Inc.

Industrials
-4.35K
- 22.81%
$6.71 - $8.14 $29.2K - $35.4K
14.7K $101K
XCEM
Columbia ETF Tr Ii

ETFs
-178
- 1.67%
$29.6 - $32.67 $5.27K - $5.82K
10.5K $310K
KFY
Korn Ferry

Industrials
-51
- 1.19%
$66.56 - $79.4 $3.39K - $4.05K
4.23K $285K
SIGI
Selective Insurance Group Inc

Financial Services
-408
- 9.91%
$90.05 - $102.09 $36.7K - $41.7K
3.71K $347K
ADUS
Addus Home Care Corp

Healthcare
-141
- 5.67%
$118.27 - $133.01 $16.7K - $18.8K
2.34K $293K
GEOS
Geospace Technologies Corp

Energy
-2.98K
- 17.38%
N/A
14.2K $177K
VOD
Vodafone Group Public LTD CO

Communication Services
-861
- 4.53%
$8.37 - $9.95 $7.21K - $8.57K
18.1K $154K
YMAR
First Tr Ex Tr Viii Cboe Vest
-447
- 2.57%
$22.79 - $24.1 $10.2K - $10.8K
17K $386K
HLI
Houlihan Lokey, Inc.

Financial Services
-746
- 12.41%
$158.81 - $190.49 $118K - $142K
5.26K $914K
PSCT
Invesco S&P Smallcap Informati

ETFs
-642
- 2.22%
$45.45 - $51.38 $29.2K - $33K
28.3K $1.35M
SUM
Summit Materials, Inc.

Basic Materials
-3.27K
- 28.81%
$36.82 - $51.66 $121K - $169K
8.09K $409K
TEF
Telefonica S A

Communication Services
-3.94K
- 17.43%
$4.02 - $4.88 $15.8K - $19.2K
18.7K $75K
FSS
Federal Signal Corp

Industrials
-333
- 11.2%
$81.56 - $99.7 $27.2K - $33.2K
2.64K $243K
POWL
Powell Industries Inc

Industrials
-146
- 10.36%
$221.65 - $352.37 $32.4K - $51.4K
1.26K $279K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-420
- 8.36%
$51.82 - $54.2 $21.8K - $22.8K
4.6K $238K
DOX
Amdocs LTD

Technology
-87
- 0.81%
$82.94 - $92.86 $7.22K - $8.08K
10.6K $902K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-313
- 1.9%
$42.7 - $46.33 $13.4K - $14.5K
16.2K $693K
UMH
Umh Properties, Inc.

Real Estate
-602
- 2.3%
$18.21 - $19.85 $11K - $11.9K
25.6K $483K
REVG
Rev Group, Inc.

Industrials
-2.57K
- 19.41%
$26.35 - $35.23 $67.8K - $90.6K
10.7K $340K
MANH
Manhattan Associates Inc

Technology
-54
- 3.32%
$263.36 - $309.78 $14.2K - $16.7K
1.57K $425K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-568
- 10.66%
$49.39 - $52.31 $28.1K - $29.7K
4.76K $236K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-238
- 2.18%
$23.11 - $25.17 $5.5K - $5.99K
10.7K $246K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
-210
- 2.85%
$39.39 - $43.09 $8.27K - $9.05K
7.16K $284K
RMD
Resmed Inc

Healthcare
-52
- 4.41%
$228.69 - $256.07 $11.9K - $13.3K
1.13K $257K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-17
- 0.2%
$108.28 - $117.54 $1.84K - $2K
8.57K $932K
FILL
Ishares Inc Msci Global Energy

ETFs
-284
- 2.47%
$22.16 - $26.33 $6.29K - $7.48K
11.2K $256K
BL
Blackline, Inc.

Technology
-1.36K
- 14.06%
$53.92 - $64.91 $73.4K - $88.4K
8.32K $505K
STWD
Starwood Property Trust, Inc.

Real Estate
-713
- 6.59%
$18.95 - $20.37 $13.5K - $14.5K
10.1K $191K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-495
- 3.13%
$31.99 - $33.51 $15.8K - $16.6K
15.3K $494K
BOTZ
Global X Fds

ETFs
-279
- 0.29%
$31.11 - $34.18 $8.68K - $9.54K
96.1K $3.07M
AVA
Avista Corp

Utilities
-374
- 5.65%
$35.46 - $39.23 $13.3K - $14.7K
6.25K $228K
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