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 27 of 112
78468R788
78468R788
Shares:
81386(+228.7%)
Value:
$3.6B(+236.5%)
921937793
BLV|921937793
Shares:
50597(-4.9%)
Value:
$3.6B(-2.1%)
97717W109
97717W109
Shares:
46059(+12.3%)
Value:
$3.5B(+13.9%)
46137V233
46137V233
Shares:
76975(+12.3%)
Value:
$3.5B(+3.4%)
33737A108
33737A108
Shares:
31292(+28.3%)
Value:
$3.5B(+21.6%)
Energy Transfer LP
ET|29273V100
Shares:
190415(+4.2%)
Value:
$3.5B(-1.1%)
PACKAGING CORP OF AMERICA
PKG|695156109
Shares:
17868(+2.7%)
Value:
$3.5B(-9.7%)
United Homes Group, Inc.
UHG|91060H108
Shares:
1250365(+0.0%)
Value:
$3.5B(-33.8%)
33738R662
33738R662
Shares:
95225(+15.1%)
Value:
$3.5B(+24.2%)
METLIFE INC
MET|59156R108
Shares:
42904(+6.0%)
Value:
$3.4B(+4.0%)
LAM RESEARCH CORP
LRCX|512807306
Shares:
47336(+20.1%)
Value:
$3.4B(+20.9%)
97717W604
97717W604
Shares:
107665(+10.4%)
Value:
$3.4B(+2.7%)
46432F834
IXUS|46432F834
Shares:
49133(-0.2%)
Value:
$3.4B(+5.3%)
33939L829
33939L829
Shares:
117626(+0.1%)
Value:
$3.4B(+5.3%)
GENERAL MILLS INC
GIS|370334104
Shares:
57054(+9.8%)
Value:
$3.4B(+2.9%)
14019W109
14019W109
Shares:
139347(-0.3%)
Value:
$3.4B(-1.1%)
464287515
464287515
Shares:
38294(+111.4%)
Value:
$3.4B(+87.9%)
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
CHI|128117108
Shares:
354679(+4.3%)
Value:
$3.4B(-16.2%)
464288356
464288356
Shares:
60055(+11.7%)
Value:
$3.4B(+9.7%)
72201R866
72201R866
Shares:
65522(+13.4%)
Value:
$3.4B(+13.0%)