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 23 of 112
CROWN CASTLE INC.
CCI|22822V101
Shares:
43610(+26.1%)
Value:
$4.5B(+44.9%)
33939L605
33939L605
Shares:
186650
Value:
$4.5B
316092337
316092337
Shares:
203956(+5.5%)
Value:
$4.5B(-6.8%)
09789C788
09789C788
Shares:
89622(+0.1%)
Value:
$4.5B(+0.4%)
Ventas, Inc.
VTR|92276F100
Shares:
65377(-2.9%)
Value:
$4.5B(+13.3%)
808524201
SCHX|808524201
Shares:
203359(-9.2%)
Value:
$4.5B(-13.5%)
DOW INC.
DOW|260557103
Shares:
128545(+10.3%)
Value:
$4.5B(-4.0%)
464288612
464288612
Shares:
42265(-31.2%)
Value:
$4.5B(-30.0%)
464287341
464287341
Shares:
106353(-7.8%)
Value:
$4.5B(+1.6%)
33738D796
33738D796
Shares:
214611(+1.1%)
Value:
$4.5B(+2.6%)
45783Y814
45783Y814
Shares:
100933(+16.3%)
Value:
$4.5B(+14.2%)
Kenvue Inc.
KVUE|49177J102
Shares:
185321(+4.3%)
Value:
$4.4B(+17.1%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
17911(-2.1%)
Value:
$4.4B(-4.3%)
W. P. Carey Inc.
WPC|92936U109
Shares:
70297(+10.5%)
Value:
$4.4B(+28.0%)
AMPHENOL CORP /DE/
APH|032095101
Shares:
67436(+14.4%)
Value:
$4.4B(+8.1%)
Zoetis Inc.
ZTS|98978V103
Shares:
26777(+4.2%)
Value:
$4.4B(+5.3%)
REPUBLIC SERVICES, INC.
RSG|760759100
Shares:
18178(+7.8%)
Value:
$4.4B(+29.8%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
46852(-17.5%)
Value:
$4.4B(-14.9%)
092528843
092528843
Shares:
88352
Value:
$4.4B
46138J791
46138J791
Shares:
223358(-6.5%)
Value:
$4.4B(-6.3%)