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 21 of 112
ANALOG DEVICES INC
ADI|032654105
Shares:
26053(+15.1%)
Value:
$5.3B(+9.3%)
03073E105
03073E105
Shares:
18891(+9.9%)
Value:
$5.3B(+36.1%)
921910873
MGC|921910873
Shares:
25846(+4.1%)
Value:
$5.2B(-1.4%)
CME GROUP INC.
CME|12572Q105
Shares:
19431(+5.1%)
Value:
$5.2B(+20.1%)
464288513
464288513
Shares:
65262(+6.3%)
Value:
$5.1B(+6.6%)
37954Y673
37954Y673
Shares:
136319(+5.4%)
Value:
$5.1B(-1.6%)
CARRIER GLOBAL Corp
CARR|14448C104
Shares:
80387(-11.8%)
Value:
$5.1B(-18.1%)
922042874
VGK|922042874
Shares:
72585(+32.2%)
Value:
$5.1B(+46.3%)
33733E823
33733E823
Shares:
171300(+6.9%)
Value:
$5.1B(+1.3%)
ENTERPRISE PRODUCTS PARTNERS L.P.
EPD|293792107
Shares:
149226(+1.4%)
Value:
$5.1B(+10.4%)
Motorola Solutions, Inc.
MSI|620076307
Shares:
11556(+1.2%)
Value:
$5.1B(-4.1%)
CINTAS CORP
CTAS|172908105
Shares:
24612(+9.8%)
Value:
$5.1B(+23.5%)
CSX CORP
CSX|126408103
Shares:
170985(-5.4%)
Value:
$5.0B(-13.7%)
72201R817
72201R817
Shares:
51985(+23.1%)
Value:
$5.0B(+25.3%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
14138(+9.8%)
Value:
$5.0B(+13.2%)
464288646
464288646
Shares:
94126(+26.3%)
Value:
$4.9B(+27.9%)
33738R118
33738R118
Shares:
66922(-5.3%)
Value:
$4.9B(-11.2%)
Arista Networks, Inc.
ANET|040413205
Shares:
63045(+13.5%)
Value:
$4.9B(-20.4%)
464287648
IWO|464287648
Shares:
19110(-19.0%)
Value:
$4.9B(-28.1%)
46435G425
ESGU|46435G425
Shares:
40023(-25.7%)
Value:
$4.9B(-29.7%)