Avantax-Advisory-Services

Filing Details

13F-HR2025-03-31
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
Manager Name
Avantax-Advisory-Services
Data Enrichment
62% identified
1,380 identified847 unidentified

Holdings

2,227 positions • $16.5B total value
Manager:
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Page 20 of 112
Bank of New York Mellon Corp
Shares:67.9K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$16.5B)
69374H808
Shares:209.0K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$16.5B)
46137V266
Shares:148.7K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$16.5B)
FISERV INC
Shares:25.6K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$16.5B)
46429B267
Shares:245.8K
Value:$5.7M
% of Portfolio:0.0% ($5.7M/$16.5B)
37954Y475
Shares:142.2K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$16.5B)
25434V708
Shares:170.2K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$16.5B)
92206C664
Shares:69.3K
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$16.5B)
BERKSHIRE HATHAWAY INC
Shares:7
Value:$5.6M
% of Portfolio:0.0% ($5.6M/$16.5B)
BECTON DICKINSON & CO
Shares:24.2K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$16.5B)
92204A207
Shares:25.2K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$16.5B)
SCHWAB CHARLES CORP
Shares:70.5K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$16.5B)
78464A201
Shares:66.4K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$16.5B)
922908512
Shares:34.2K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$16.5B)
33738D606
Shares:254.2K
Value:$5.5M
% of Portfolio:0.0% ($5.5M/$16.5B)
CITIGROUP INC
Shares:76.2K
Value:$5.4M
% of Portfolio:0.0% ($5.4M/$16.5B)
Intercontinental Exchange, Inc.
Shares:30.6K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$16.5B)
Shares:74.0K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$16.5B)
KLA CORP
Shares:7.7K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$16.5B)
33733B100
Shares:52.2K
Value:$5.3M
% of Portfolio:0.0% ($5.3M/$16.5B)