Avantax-Advisory-Services

Filing Details

13F-HR2025-03-31
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
Manager Name
Avantax-Advisory-Services
Data Enrichment
62% identified
1,380 identified847 unidentified

Holdings

2,227 positions • $16.5B total value
Manager:
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Page 27 of 112
78468R788
Shares:81.4K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$16.5B)
921937793
Shares:50.6K
Value:$3.6M
% of Portfolio:0.0% ($3.6M/$16.5B)
97717W109
Shares:46.1K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$16.5B)
46137V233
Shares:77.0K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$16.5B)
33737A108
Shares:31.3K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$16.5B)
Energy Transfer LP
Shares:190.4K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$16.5B)
PACKAGING CORP OF AMERICA
Shares:17.9K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$16.5B)
United Homes Group, Inc.
Shares:1.3M
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$16.5B)
33738R662
Shares:95.2K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$16.5B)
METLIFE INC
Shares:42.9K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
LAM RESEARCH CORP
Shares:47.3K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
97717W604
Shares:107.7K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
46432F834
Shares:49.1K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
33939L829
Shares:117.6K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
GENERAL MILLS INC
Shares:57.1K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
14019W109
Shares:139.3K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
464287515
Shares:38.3K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND
Shares:354.7K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
464288356
Shares:60.1K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)
72201R866
Shares:65.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$16.5B)