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 28 of 112
Public Storage
PSA|74460D109
Shares:
11272(+13.1%)
Value:
$3.4B(+13.0%)
46138J825
46138J825
Shares:
162808(-22.0%)
Value:
$3.4B(-21.9%)
General Motors Co
GM|37045V100
Shares:
71131(+3.4%)
Value:
$3.3B(-8.7%)
92204A884
92204A884
Shares:
22536(-1.8%)
Value:
$3.3B(-6.0%)
69374H568
69374H568
Shares:
116794(-1.8%)
Value:
$3.3B(-4.3%)
92206C847
VGLT|92206C847
Shares:
57879(+7.0%)
Value:
$3.3B(+11.4%)
FASTENAL CO
FAST|311900104
Shares:
42767(+26.4%)
Value:
$3.3B(+36.3%)
78464A821
78464A821
Shares:
41588(+14.4%)
Value:
$3.3B(+4.7%)
00039J830
00039J830
Shares:
92517(-2.2%)
Value:
$3.3B(-2.6%)
33738R811
33738R811
Shares:
43470(+0.3%)
Value:
$3.3B(-13.2%)
47103U845
47103U845
Shares:
64685(+32.1%)
Value:
$3.3B(+32.1%)
UNITED RENTALS, INC.
URI|911363109
Shares:
5225(+8.1%)
Value:
$3.3B(-3.8%)
AXON ENTERPRISE, INC.
AXON|05464C101
Shares:
6224(+7.8%)
Value:
$3.3B(-4.6%)
46429B655
46429B655
Shares:
63976(+17.3%)
Value:
$3.3B(+17.7%)
46436E528
46436E528
Shares:
140527(+98.6%)
Value:
$3.3B(+99.2%)
464287523
464287523
Shares:
17283(+0.9%)
Value:
$3.3B(-11.9%)
Kinsale Capital Group, Inc.
KNSL|49714P108
Shares:
6650(+6.2%)
Value:
$3.2B(+11.1%)
SIMON PROPERTY GROUP INC /DE/
SPG|828806109
Shares:
19195(+32.3%)
Value:
$3.2B(+27.6%)
921932505
VOOG|921932505
Shares:
9499(+34.9%)
Value:
$3.2B(+23.3%)
46434G863
46434G863
Shares:
90853(+2.4%)
Value:
$3.2B(+7.2%)