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 22 of 112
GENERAL DYNAMICS CORP
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17874(-2.8%)
Value:
$4.9B(+0.6%)
46435G326
46435G326
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70623(-21.5%)
Value:
$4.9B(-16.1%)
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Value:
$4.8B(+34.5%)
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WDAY|98138H101
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20557(+4.4%)
Value:
$4.8B(-5.5%)
INTEL CORP
INTC|458140100
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210656(+20.8%)
Value:
$4.8B(+36.8%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
1036(+15.5%)
Value:
$4.8B(+7.1%)
GSK plc
GSK|37733W204
Shares:
122800(+18.5%)
Value:
$4.8B(+35.7%)
PIMCO Dynamic Income Fund
PDI|72201Y101
Shares:
239846(+24.3%)
Value:
$4.7B(+34.2%)
ALLSTATE CORP
ALL|020002101
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22869(-5.0%)
Value:
$4.7B(+2.0%)
78468R101
78468R101
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161519(+15.1%)
Value:
$4.7B(+16.0%)
RIO TINTO PLC
RIO|767204100
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78368(+3.6%)
Value:
$4.7B(+5.8%)
69374H204
69374H204
Shares:
135471(+6.3%)
Value:
$4.7B(-0.3%)
33739P103
33739P103
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73101(+17.7%)
Value:
$4.7B(+14.6%)
518416409
518416409
Shares:
92187(+0.4%)
Value:
$4.7B(+0.1%)
25434V401
25434V401
Shares:
76791(+10.0%)
Value:
$4.6B(+4.3%)
TARGET CORP
TGT|87612E106
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44363(-3.6%)
Value:
$4.6B(-25.6%)
389637109
389637109
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71009(+297.1%)
Value:
$4.6B(+249.6%)
WILLIAMS COMPANIES, INC.
WMB|969457100
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77358(+6.3%)
Value:
$4.6B(+17.4%)
Evergy, Inc.
EVRG|30034W106
Shares:
66965(-8.3%)
Value:
$4.6B(+2.7%)
33735K108
33735K108
Shares:
34634(-26.7%)
Value:
$4.6B(-30.3%)