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 16 of 112
BOEING CO
BA|097023105
Shares:
46302(+11.4%)
Value:
$7.9B(+7.4%)
92189F437
92189F437
Shares:
273154(+8.8%)
Value:
$7.9B(+9.6%)
Elevance Health, Inc.
ELV|036752103
Shares:
18058(+14.8%)
Value:
$7.9B(+35.4%)
336917109
336917109
Shares:
179330(+25.7%)
Value:
$7.8B(+35.6%)
92189F106
GDX|92189F106
Shares:
168159(+12.3%)
Value:
$7.7B(+52.3%)
97717Y527
97717Y527
Shares:
152520(+36.2%)
Value:
$7.7B(+36.2%)
ASTRAZENECA PLC
AZN|046353108
Shares:
104069(+2.1%)
Value:
$7.6B(+14.6%)
74349Y753
74349Y753
Shares:
171617
Value:
$7.6B
464288760
464288760
Shares:
49800(-38.4%)
Value:
$7.6B(-35.1%)
46434V860
46434V860
Shares:
150241(+63.9%)
Value:
$7.6B(+64.5%)
PUBLIC SERVICE ENTERPRISE GROUP INC
PEG|744573106
Shares:
92294(+0.9%)
Value:
$7.6B(-1.7%)
66538H591
66538H591
Shares:
147028(+13.9%)
Value:
$7.5B(+5.8%)
97717W315
97717W315
Shares:
177060(+5.8%)
Value:
$7.5B(+10.0%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
28122(-1.9%)
Value:
$7.4B(+7.7%)
46138E214
46138E214
Shares:
247797(+6.8%)
Value:
$7.4B(+12.9%)
464287457
464287457
Shares:
89191(-10.4%)
Value:
$7.4B(-9.6%)
VALERO ENERGY CORP/TX
VLO|91913Y100
Shares:
55499(+11.6%)
Value:
$7.3B(+20.2%)
92204A876
92204A876
Shares:
42760(-1.2%)
Value:
$7.3B(+3.3%)
464287606
IJK|464287606
Shares:
87514(+5.2%)
Value:
$7.3B(-3.6%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
29295(+1.8%)
Value:
$7.1B(+16.9%)