Avantax Advisory Services, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001303042
- Manager Name
- Avantax Advisory Services, Inc.
Data Enrichment
62% identified1,380 identified847 unidentified
Holdings
2,227 positions
Manager:
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Page 26 of 112
31609A305
Shares:
122797(+62.8%)
Value:
$3.9B(+45.0%)
464288703
Shares:
64446(+0.3%)
Value:
$3.8B(-6.2%)
922020805
Shares:
75229(+38.4%)
Value:
$3.8B(+42.6%)
464287291
Shares:
49514(-6.1%)
Value:
$3.8B(-16.1%)
003261203
Shares:
107484
Value:
$3.7B
47103U209
Shares:
52056(-9.8%)
Value:
$3.6B(-15.9%)
33733E302
Shares:
16238(-4.3%)
Value:
$3.6B(-12.6%)
33738D309
Shares:
78988(-0.1%)
Value:
$3.6B(-1.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip31609A305)✕ | 122.8K | YoY NEW(+122.8K) | All Managers (Combined) | $3.9M | YoY NEW(+$3.9M) |
Cigna Group(CIcusip125523100) | 11.7K | QoQ 0.00% (+1) | All Managers (Combined) | $3.9M | |
26.8K | All Managers (Combined) | $3.8M | |||
(cusip464288703)✕ | 64.4K | All Managers (Combined) | $3.8M | ||
58.3K | All Managers (Combined) | $3.8M | |||
64.5K | All Managers (Combined) | $3.8M | |||
67.2K | All Managers (Combined) | $3.8M | |||
(cusip922020805)✕ | 75.2K | All Managers (Combined) | $3.8M | ||
(cusip464287291)✕ | 49.5K | All Managers (Combined) | $3.8M | ||
Nike, Inc.(NKEcusip654106103) | 58.9K | All Managers (Combined) | $3.7M | ||
74.3K | All Managers (Combined) | $3.7M | |||
Fedex Corp(FDXcusip31428X106) | 15.1K | All Managers (Combined) | $3.7M | ||
Novartis Ag(NVScusip66987V109) | 33.0K | All Managers (Combined) | $3.7M | ||
(cusip003261203)✕ | 107.5K | QoQ NEW(+107.5K) | All Managers (Combined) | $3.7M | QoQ NEW(+$3.7M) |
75.6K | All Managers (Combined) | $3.7M | |||
20.7K | All Managers (Combined) | $3.7M | |||
(cusip47103U209)✕ | 52.1K | All Managers (Combined) | $3.6M | ||
36.6K | YoY NEW(+36.6K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) | |
(cusip33733E302)✕ | 16.2K | All Managers (Combined) | $3.6M | ||
(cusip33738D309)✕ | 79.0K | All Managers (Combined) | $3.6M |