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 17 of 112
M&T BANK CORP
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39992(+3.6%)
Value:
$7.1B(-1.5%)
72201R833
72201R833
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70635(+15.5%)
Value:
$7.1B(+15.8%)
ENTERGY CORP /DE/
ETR|29364G103
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82751(+25.1%)
Value:
$7.1B(+41.1%)
921910816
MGK|921910816
Shares:
22527(+13.9%)
Value:
$7.0B(+2.4%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
25701(-2.3%)
Value:
$6.9B(-11.5%)
025072604
AVEM|025072604
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114910(+7.8%)
Value:
$6.9B(+10.3%)
Trane Technologies plc
TT|G8994E103
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20516(-0.5%)
Value:
$6.9B(-9.2%)
FIFTH THIRD BANCORP
FITB|316773100
Shares:
174891(-1.8%)
Value:
$6.9B(-8.9%)
92204A306
VDE|92204A306
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52826(-2.2%)
Value:
$6.9B(+4.6%)
TRUIST FINANCIAL CORP
TFC|89832Q109
Shares:
164921(+4.1%)
Value:
$6.8B(-1.2%)
78464A839
78464A839
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88008(+4.6%)
Value:
$6.8B(+0.5%)
81369Y860
81369Y860
Shares:
160171(+6.4%)
Value:
$6.7B(+9.5%)
98149E303
98149E303
Shares:
107974(+1.3%)
Value:
$6.7B(+20.6%)
EQUINIX INC
EQIX|29444U700
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8168(+0.3%)
Value:
$6.7B(-13.3%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
98015(+5.0%)
Value:
$6.7B(+19.3%)
46434V407
46434V407
Shares:
154965(-0.0%)
Value:
$6.6B(-0.2%)
35473P884
35473P884
Shares:
124003(-3.8%)
Value:
$6.6B(-6.1%)
REALTY INCOME CORP
O|756109104
Shares:
112086(+18.7%)
Value:
$6.5B(+29.0%)
LyondellBasell Industries N.V.
LYB|N53745100
Shares:
91763(+315.4%)
Value:
$6.5B(+293.7%)
NOVO NORDISK A S
NVO|670100205
Shares:
92809(+13.4%)
Value:
$6.4B(-8.5%)