Avantax Advisory Services, Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

2,227 positions • $16,481,539.079K total value

2,227 positions

Manager:

SEC FilingSEC DataHachi Filing

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GOLDMAN SACHS GROUP INC

GS|38141G104

23458(+7.5%)

Value:

$12.8B(+2.5%)

Eaton Corp plc

ETN|G29183103

46859(+4.6%)

Value:

$12.7B(-14.3%)

464288281

140539(+12.5%)

Value:

$12.7B(+14.4%)

69374H709

334336(+22.6%)

Value:

$12.4B(+34.4%)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

22996(-1.7%)

Value:

$12.3B(-7.9%)

464287234

EEM|464287234

280149(+6.9%)

Value:

$12.2B(+11.8%)

092528603

233595(-29.9%)

Value:

$12.2B(-29.4%)

46431W507

240305(+19.0%)

Value:

$12.2B(+19.8%)

AFLAC INC

AFL|001055102

109374(+3.2%)

Value:

$12.2B(+10.9%)

464287127

155493(-3.3%)

Value:

$12.0B(-7.9%)

ADVANCED MICRO DEVICES INC

AMD|007903107

116256(+7.0%)

Value:

$11.9B(-9.0%)

81369Y209

81584(+10.8%)

Value:

$11.9B(+17.6%)

25434V500

198456(+151.9%)

Value:

$11.9B(+131.3%)

Phillips 66

PSX|718546104

94085(+5.4%)

Value:

$11.6B(+14.2%)

INTUITIVE SURGICAL INC

ISRG|46120E602

23334(+2.1%)

Value:

$11.6B(-3.1%)

69374H428

242288(+56.3%)

Value:

$11.4B(+54.8%)

TJX COMPANIES INC /DE/

TJX|872540109

93516(+10.1%)

Value:

$11.4B(+11.0%)

316092857

413873(+14.5%)

Value:

$11.4B(+16.4%)

DEERE & CO

DE|244199105

23599(+5.3%)

Value:

$11.1B(+16.7%)

QUALCOMM INC/DE

QCOM|747525103

72028(+9.5%)

Value:

$11.1B(+9.4%)

Instrument	Shares		Other Manager	Value
Goldman Sachs Group Inc(GScusip38141G104)	23.5K	QoQ +7.49% (+1.6K) YoY +59.12% (+8.7K)	All Managers (Combined)	$12.8M	QoQ +2.55% (+$319.0K) YoY +108.12% (+$6.7M)
Eaton Corp Plc(ETNcusipG29183103)	46.9K	QoQ +4.59% (-2.1K) YoY +140.14% (+27.3K)	All Managers (Combined)	$12.7M	QoQ -14.32% (-$2.1M) YoY +108.76% (+$6.6M)
(cusip464288281)✕	140.5K	QoQ +12.48% (+15.6K) YoY +49.05% (+46.3K)	All Managers (Combined)	$12.7M	QoQ +14.44% (+$1.6M) YoY +50.58% (+$4.3M)
(cusip69374H709)✕	334.3K	QoQ +22.60% (+61.6K) YoY +52.02% (+114.4K)	All Managers (Combined)	$12.4M	QoQ +34.38% (+$3.2M) YoY +62.00% (+$4.7M)
Spdr S&P Midcap 400 Etf Trust(MDYcusip78467Y107)	23.0K	QoQ -1.70% (-400) YoY +8.00% (+1.7K)	All Managers (Combined)	$12.3M	QoQ -7.94% (-$1.1M) YoY +3.55% (+$421.7K)
(EEMcusip464287234)	280.1K	QoQ +6.94% (+18.2K) YoY +99.33% (+139.6K)	All Managers (Combined)	$12.2M	QoQ +11.75% (+$1.3M) YoY +112.04% (+$6.5M)
(cusip092528603)✕	233.6K	QoQ -29.92% (-99.8K) YoY +197.47% (+155.1K)	All Managers (Combined)	$12.2M	QoQ -29.44% (-$5.1M) YoY +197.02% (+$8.1M)
(cusip46431W507)✕	240.3K	QoQ +18.96% (+38.3K) YoY +88.30% (+112.7K)	All Managers (Combined)	$12.2M	QoQ +19.83% (+$2.0M) YoY +89.83% (+$5.8M)
Aflac Inc(AFLcusip001055102)	109.4K	QoQ +3.17% (+3.4K) YoY +18.69% (+17.2K)	All Managers (Combined)	$12.2M	QoQ +10.90% (+$1.2M) YoY +53.70% (+$4.2M)
(cusip464287127)✕	155.5K	QoQ -3.29% (-5.3K) YoY -0.01% (-28)	All Managers (Combined)	$12.0M	QoQ -7.94% (-$1.0M) YoY +6.59% (-$742.7K)
Advanced Micro Devices Inc(AMDcusip007903107)	116.3K	QoQ +7.02% (-7.6K) YoY +2225.12% (+111.3K)	All Managers (Combined)	$11.9M	QoQ -8.96% (-$1.2M) YoY +31973.38% (+$11.9M)
(cusip81369Y209)✕	81.6K	QoQ +10.81% (+8.0K) YoY -64.12% (-145.8K)	All Managers (Combined)	$11.9M	QoQ +17.61% (+$1.8M) YoY -64.54% (-$21.7M)
(cusip25434V500)✕	198.5K	QoQ +151.94% (+119.7K) YoY +287.55% (+147.2K)	All Managers (Combined)	$11.9M	QoQ +131.31% (+$6.7M) YoY +271.45% (+$8.7M)
Phillips 66(PSXcusip718546104)	94.1K	QoQ +5.37% (+4.8K) YoY +111.79% (+49.7K)	All Managers (Combined)	$11.6M	QoQ +14.21% (+$1.4M) YoY +60.10% (+$4.4M)
Intuitive Surgical Inc(ISRGcusip46120E602)	23.3K	QoQ +2.12% (-485) YoY +133.45% (+13.3K)	All Managers (Combined)	$11.6M	QoQ -3.09% (-$369.6K) YoY +189.70% (+$7.6M)
(cusip69374H428)✕	242.3K	QoQ +56.32% (+87.3K) YoY +189.89% (+158.7K)	All Managers (Combined)	$11.4M	QoQ +54.84% (+$4.0M) YoY +187.02% (+$7.4M)
Tjx Companies Inc /De/(TJXcusip872540109)	93.5K	QoQ +10.11% (+8.6K) YoY +284.25% (+69.2K)	All Managers (Combined)	$11.4M	QoQ +11.01% (+$1.1M) YoY +361.47% (+$8.9M)
(cusip316092857)✕	413.9K	QoQ +14.52% (+52.5K) YoY +23.26% (+78.1K)	All Managers (Combined)	$11.4M	QoQ +16.43% (+$1.6M) YoY +29.78% (+$2.6M)
Deere & Co(DEcusip244199105)	23.6K	QoQ +5.35% (+1.2K) YoY +39.74% (+6.7K)	All Managers (Combined)	$11.1M	QoQ +16.70% (+$1.6M) YoY +59.68% (+$4.1M)
Qualcomm Inc/De(QCOMcusip747525103)	72.0K	QoQ +9.46% (+6.2K) YoY +199.21% (+48.0K)	All Managers (Combined)	$11.1M	QoQ +9.45% (+$955.6K) YoY +171.48% (+$7.0M)