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 14 of 112
464287879
464287879
Shares:
97429(+4.1%)
Value:
$9.5B(-6.5%)
46429B689
EFAV|46429B689
Shares:
120497(+12.3%)
Value:
$9.4B(+23.8%)
PFIZER INC
PFE|717081103
Shares:
369411(+5.8%)
Value:
$9.4B(+1.1%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
46558(+8.7%)
Value:
$9.3B(+30.4%)
SOUTHERN CO
SO|842587107
Shares:
99123(+1.1%)
Value:
$9.1B(+13.0%)
ONEOK INC /NEW/
OKE|682680103
Shares:
91659(-3.9%)
Value:
$9.1B(-5.0%)
ServiceNow, Inc.
NOW|81762P102
Shares:
11390(+12.0%)
Value:
$9.1B(-15.9%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
25934(-2.3%)
Value:
$9.1B(+0.3%)
UNITED PARCEL SERVICE INC
UPS|911312106
Shares:
82326(+27.3%)
Value:
$9.1B(+11.0%)
09789C861
09789C861
Shares:
180806(-2.7%)
Value:
$9.0B(-2.3%)
DANAHER CORP /DE/
DHR|235851102
Shares:
43641(+14.5%)
Value:
$8.9B(+2.3%)
Shell plc
SHEL|780259305
Shares:
121610(-12.8%)
Value:
$8.9B(+2.0%)
46137V613
PRF|46137V613
Shares:
219723(+4.5%)
Value:
$8.9B(+4.7%)
ATMOS ENERGY CORP
ATO|049560105
Shares:
57427(+3.6%)
Value:
$8.9B(+14.9%)
464288869
464288869
Shares:
79017(+8.6%)
Value:
$8.8B(-7.6%)
NASDAQ, INC.
NDAQ|631103108
Shares:
115145(+5.1%)
Value:
$8.7B(+3.1%)
Uber Technologies, Inc
UBER|90353T100
Shares:
119556(+19.8%)
Value:
$8.7B(+44.8%)
92206C730
VONE|92206C730
Shares:
34281(+43.4%)
Value:
$8.7B(+36.5%)
33737K205
33737K205
Shares:
102210(-2.0%)
Value:
$8.7B(-2.5%)
33739Q705
33739Q705
Shares:
171623(-9.5%)
Value:
$8.7B(-9.0%)