Avantax Advisory Services, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
2,227
Total Value
16481539079
Accession Number
0001085146-25-002657
Form Type
13F-HR
CIK
0001303042
Manager Name
Avantax Advisory Services, Inc.
Data Enrichment
62% identified
1,380 identified847 unidentified

Holdings

2,227 positions
Manager:
SEC
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Page 100 of 112
46436E726
46436E726
Shares:
11105(-0.0%)
Value:
$241.2M(+1.6%)
Huron Consulting Group Inc.
HURN|447462102
Shares:
1680(-1.9%)
Value:
$241.0M(+13.2%)
KINROSS GOLD CORP
KGC|496902404
Shares:
19101(+20.4%)
Value:
$240.9M(+63.8%)
Affirm Holdings, Inc.
AFRM|00827B106
Shares:
5309(-5.0%)
Value:
$239.9M(-29.5%)
46138E875
46138E875
Shares:
6300(-22.5%)
Value:
$239.9M(-18.7%)
SILGAN HOLDINGS INC
SLGN|827048109
Shares:
4681(+0.5%)
Value:
$239.3M(-1.3%)
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY|27828N102
Shares:
16765(-0.7%)
Value:
$239.1M(-5.2%)
GREIF, INC
GEF|397624107
Shares:
4345(-8.4%)
Value:
$238.9M(-17.6%)
09290C608
09290C608
Shares:
5172(-11.7%)
Value:
$238.9M(-6.3%)
PUTNAM MANAGED MUNICIPAL INCOME TRUST
PMM|746823103
Shares:
38940(-29.2%)
Value:
$238.7M(-27.4%)
Guidewire Software, Inc.
GWRE|40171V100
Shares:
1274(-11.9%)
Value:
$238.7M(-2.1%)
IRADIMED CORP
IRMD|46266A109
Shares:
4546(+15.2%)
Value:
$238.6M(+9.9%)
45782C334
45782C334
Shares:
5000(-3.0%)
Value:
$238.5M(-8.2%)
CALIFORNIA WATER SERVICE GROUP
CWT|130788102
Shares:
4914
Value:
$238.1M
46435G219
46435G219
Shares:
5289(+2.5%)
Value:
$238.1M(+4.0%)
CervoMed Inc.
CRVO|15713L109
Shares:
25984
Value:
$237.8M
Ally Financial Inc.
ALLY|02005N100
Shares:
6516(+12.2%)
Value:
$237.6M(+13.6%)
GROUP 1 AUTOMOTIVE INC
GPI|398905109
Shares:
622(-29.9%)
Value:
$237.5M(-36.5%)
BOEING CO
BA-PA|097023204
Shares:
3959(+6.6%)
Value:
$236.9M(+4.7%)
Simpson Manufacturing Co., Inc.
SSD|829073105
Shares:
1506(-13.5%)
Value:
$236.5M(-18.1%)