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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464287614
IWF|464287614
Shares:
295588(+12.2%)
Value:
$106.7B(+0.9%)
464287408
IVE|464287408
Shares:
542286(+15.7%)
Value:
$103.3B(+15.5%)
464287804
IJR|464287804
Shares:
924395(+1.7%)
Value:
$96.7B(-7.7%)
922908363
VOO|922908363
Shares:
186945(+2.2%)
Value:
$96.1B(-2.5%)
464287309
IVW|464287309
Shares:
986934(+9.4%)
Value:
$91.6B(+0.0%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
758146(+4.9%)
Value:
$90.2B(+16.0%)
464287499
IWR|464287499
Shares:
1016849(+0.3%)
Value:
$86.5B(-3.4%)
922908553
VNQ|922908553
Shares:
914342(+9.5%)
Value:
$82.8B(+11.3%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
323350(+0.7%)
Value:
$79.3B(+3.1%)
922908751
VB|922908751
Shares:
342042(+9.3%)
Value:
$75.8B(+0.9%)
922908769
VTI|922908769
Shares:
267423(+3.7%)
Value:
$73.5B(-1.6%)
92189F643
92189F643
Shares:
818048(-6.0%)
Value:
$72.0B(-10.7%)
Meta Platforms, Inc.
META|30303M102
Shares:
120899(+4.9%)
Value:
$69.7B(+3.3%)
921932703
VOOV|921932703
Shares:
372911(+9.4%)
Value:
$68.7B(+9.2%)
VISA INC.
V|92826C839
Shares:
194818(+0.7%)
Value:
$68.3B(+11.6%)
46641Q332
46641Q332
Shares:
1192929(+21.4%)
Value:
$68.2B(+20.5%)
Walmart Inc.
WMT|931142103
Shares:
707791(+2.9%)
Value:
$62.1B(-0.0%)
25434V815
25434V815
Shares:
2122497(+16.5%)
Value:
$59.7B(+6.5%)
Alphabet Inc.
GOOGL|02079K305
Shares:
355163(+7.5%)
Value:
$54.9B(-12.2%)
921943858
VEA|921943858
Shares:
1062751(+2.8%)
Value:
$54.0B(+9.3%)