Avantax Advisory Services, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified1,380 identified847 unidentified
Holdings
2,227 positions
Manager:
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Page 104 of 112
45782C318
Shares:
5989(-3.1%)
Value:
$214.4M(-3.4%)
381430545
Shares:
1816
Value:
$214.1M
464289883
Shares:
5650
Value:
$212.6M
33740F615
Shares:
5624
Value:
$211.9M
92647N766
Shares:
2505(+0.0%)
Value:
$211.5M(-0.6%)
46435G839
Shares:
6563(-64.1%)
Value:
$211.3M(-63.9%)
25434V781
Shares:
7228
Value:
$210.5M
00888H703
Shares:
5976(+0.0%)
Value:
$210.0M(-2.6%)
72201R205
Shares:
3878(-11.9%)
Value:
$209.5M(-9.0%)
97717Y543
Shares:
11024
Value:
$209.4M
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 5.3K | YoY +0.49% (-26) | All Managers (Combined) | $215.3K | ||
Duolingo, Inc.(DUOLcusip26603R106) | 693 | QoQ NEW(+693) YoY NEW(+693) | All Managers (Combined) | $215.2K | QoQ NEW(+$215.2K) YoY NEW(+$215.2K) |
(cusip45782C318)✕ | 6.0K | All Managers (Combined) | $214.4K | ||
(cusip381430545)✕ | 1.8K | QoQ NEW(+1.8K) YoY NEW(+1.8K) | All Managers (Combined) | $214.1K | QoQ NEW(+$214.1K) YoY NEW(+$214.1K) |
| 24.7K | QoQ +0.55% (+136)YoY NEW(+24.7K) | All Managers (Combined) | $214.0K | YoY NEW(+$214.0K) | |
| 27.0K | YoY NEW(+27.0K) | All Managers (Combined) | $213.5K | YoY NEW(+$213.5K) | |
(cusip464289883)✕ | 5.7K | QoQ NEW(+5.7K) YoY NEW(+5.7K) | All Managers (Combined) | $212.6K | QoQ NEW(+$212.6K) YoY NEW(+$212.6K) |
(cusip33740F615)✕ | 5.6K | QoQ NEW(+5.6K) YoY NEW(+5.6K) | All Managers (Combined) | $211.9K | QoQ NEW(+$211.9K) YoY NEW(+$211.9K) |
(cusip92647N766)✕ | 2.5K | All Managers (Combined) | $211.5K | ||
| 2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $211.5K | QoQ NEW(+$211.5K) YoY NEW(+$211.5K) | |
(cusip46435G839)✕ | 6.6K | All Managers (Combined) | $211.3K | ||
Topbuild Corp(BLDcusip89055F103) | 692 | QoQ NEW(+692) YoY NEW(+692) | All Managers (Combined) | $211.0K | QoQ NEW(+$211.0K) YoY NEW(+$211.0K) |
(cusip25434V781)✕ | 7.2K | QoQ NEW(+7.2K) YoY NEW(+7.2K) | All Managers (Combined) | $210.5K | QoQ NEW(+$210.5K) YoY NEW(+$210.5K) |
(cusip00888H703)✕ | 6.0K | QoQ 0.00% (-0)YoY NEW(+6.0K) | All Managers (Combined) | $210.0K | YoY NEW(+$210.0K) |
Polaris Inc.(PIIcusip731068102) | 5.1K | All Managers (Combined) | $209.5K | ||
(cusip72201R205)✕ | 3.9K | All Managers (Combined) | $209.5K | ||
(cusip97717Y543)✕ | 11.0K | QoQ NEW(+11.0K) YoY NEW(+11.0K) | All Managers (Combined) | $209.4K | QoQ NEW(+$209.4K) YoY NEW(+$209.4K) |
| 4.6K | QoQ NEW(+4.6K) YoY NEW(+4.6K) | All Managers (Combined) | $209.4K | QoQ NEW(+$209.4K) YoY NEW(+$209.4K) | |
| 7.5K | QoQ +8.38% (-583)YoY NEW(+7.5K) | All Managers (Combined) | $209.4K | YoY NEW(+$209.4K) | |
| 1.8K | YoY NEW(+1.8K) | All Managers (Combined) | $208.9K | YoY NEW(+$208.9K) |