Avantax Advisory Services, Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

2,227 positions • $16,481,539.079K total value

2,227 positions

Manager:

SEC FilingSEC DataHachi Filing

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46138J643

155621(+12.2%)

Value:

$3.2B(+13.4%)

46138J783

161264(+6.6%)

Value:

$3.2B(+7.2%)

464288166

28861(-10.2%)

Value:

$3.2B(-8.9%)

Airbnb, Inc.

ABNB|009066101

26288(+14.9%)

Value:

$3.1B(+4.4%)

46137V498

49908(+23.4%)

Value:

$3.1B(+17.2%)

DEVON ENERGY CORP/DE

DVN|25179M103

83675(+10.3%)

Value:

$3.1B(+26.1%)

14020V108

93684(+2.2%)

Value:

$3.1B(-2.4%)

BP PLC

BP|055622104

91630(+1.1%)

Value:

$3.1B(+15.5%)

46428Q109

98683(+11.9%)

Value:

$3.1B(+31.7%)

032108409

74851(+53.4%)

Value:

$3.1B(+54.5%)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

26792(+11.0%)

Value:

$3.0B(+3.8%)

46438F101

65062(+199.6%)

Value:

$3.0B(+164.3%)

92204A603

12265(-2.2%)

Value:

$3.0B(-4.8%)

33734X176

22851(-20.1%)

Value:

$3.0B(-28.8%)

33739G103

65496(+3.1%)

Value:

$3.0B(-0.0%)

37954Y715

105594(+9.9%)

Value:

$3.0B(-2.1%)

Texas Pacific Land Corp

TPL|88262P102

2253(+79.1%)

Value:

$3.0B(+114.6%)

XCEL ENERGY INC

XEL|98389B100

42125(+20.6%)

Value:

$3.0B(+26.4%)

Fidelity National Information Services, Inc.

FIS|31620M106

39921(-6.7%)

Value:

$3.0B(-13.7%)

46137V779

44254

Value:

$3.0B

Instrument	Shares		Other Manager	Value
(cusip46138J643)✕	155.6K	QoQ +12.17% (+16.9K) YoY +102.08% (+78.6K)	All Managers (Combined)	$3.2M	QoQ +13.40% (+$374.3K) YoY +104.90% (+$1.6M)
(cusip46138J783)✕	161.3K	QoQ +6.61% (+10.0K) YoY +41.92% (+47.6K)	All Managers (Combined)	$3.2M	QoQ +7.22% (+$212.8K) YoY +44.13% (+$967.3K)
(cusip464288166)✕	28.9K	QoQ -10.17% (-3.3K) YoY -78.87% (-107.8K)	All Managers (Combined)	$3.2M	QoQ -8.94% (-$310.3K) YoY -78.60% (-$11.6M)
Airbnb, Inc.(ABNBcusip009066101)	26.3K	QoQ +14.89% (+3.4K) YoY +495.28% (+21.9K)	All Managers (Combined)	$3.1M	QoQ +4.44% (+$133.5K) YoY +331.08% (+$2.4M)
(cusip46137V498)✕	49.9K	QoQ +23.45% (+9.5K) YoY +486.25% (+41.4K)	All Managers (Combined)	$3.1M	QoQ +17.18% (+$459.2K) YoY +509.86% (+$2.6M)
Devon Energy Corp/De(DVNcusip25179M103)	83.7K	QoQ +10.31% (+7.8K) YoY +12.73% (-9.5K)	All Managers (Combined)	$3.1M	QoQ +26.06% (+$646.9K) YoY -15.97% (-$595.1K)
(cusip14020V108)✕	93.7K	QoQ +2.22% (-2.0K) YoY +88.58% (+44.0K)	All Managers (Combined)	$3.1M	QoQ -2.36% (-$75.9K) YoY +102.13% (+$1.6M)
Bp Plc(BPcusip055622104)	91.6K	QoQ +1.06% (+964) YoY -6.38% (-6.2K)	All Managers (Combined)	$3.1M	QoQ +15.52% (+$416.1K) YoY -16.04% (-$591.8K)
(cusip46428Q109)✕	98.7K	QoQ +11.89% (+10.5K) YoY +29.84% (+22.7K)	All Managers (Combined)	$3.1M	QoQ +31.69% (+$736.1K) YoY +76.86% (+$1.3M)
(cusip032108409)✕	74.9K	QoQ +53.38% (+26.1K) YoY +56.78% (+27.1K)	All Managers (Combined)	$3.1M	QoQ +54.48% (+$1.1M) YoY +64.41% (+$1.2M)
Lamar Advertising Co/New(LAMRcusip512816109)	26.8K	QoQ +11.02% (+2.7K) YoY +66.33% (+10.7K)	All Managers (Combined)	$3.0M	QoQ +3.76% (+$110.7K) YoY +58.49% (+$1.1M)
(cusip46438F101)✕	65.1K	QoQ +199.57% (+43.3K) YoY NEW(+65.1K)	All Managers (Combined)	$3.0M	QoQ +164.33% (+$1.9M) YoY NEW(+$3.0M)
(cusip92204A603)✕	12.3K	QoQ -2.18% (-274) YoY -12.99% (-1.8K)	All Managers (Combined)	$3.0M	QoQ -4.82% (-$153.8K) YoY -11.78% (-$405.5K)
(cusip33734X176)✕	22.9K	QoQ -20.07% (-5.7K) YoY +2.26% (+507)	All Managers (Combined)	$3.0M	QoQ -28.84% (-$1.2M) YoY +0.31% (+$9.6K)
(cusip33739G103)✕	65.5K	QoQ +3.13% (-2.0K) YoY +16.99% (+9.5K)	All Managers (Combined)	$3.0M	QoQ -0.02% (-$765) YoY +6.68% (+$189.4K)
(cusip37954Y715)✕	105.6K	QoQ +9.87% (-9.5K) YoY +29.25% (+23.9K)	All Managers (Combined)	$3.0M	QoQ -2.13% (-$65.5K) YoY +15.64% (+$406.5K)
Texas Pacific Land Corp(TPLcusip88262P102)	2.3K	QoQ +79.09% (+995) YoY +123.06% (+1.2K)	All Managers (Combined)	$3.0M	QoQ +114.57% (+$1.6M) YoY +411.06% (+$2.4M)
Xcel Energy Inc(XELcusip98389B100)	42.1K	QoQ +20.55% (+7.2K) YoY +162.39% (+26.1K)	All Managers (Combined)	$3.0M	QoQ +26.39% (+$622.7K) YoY +245.57% (+$2.1M)
Fidelity National Information Services, Inc.(FIScusip31620M106)	39.9K	QoQ -6.68% (-2.9K) YoY +2.23% (+871)	All Managers (Combined)	$3.0M	QoQ -13.71% (-$474.1K) YoY +2.91% (+$84.6K)
(cusip46137V779)✕	44.3K	QoQ NEW(+44.3K) YoY NEW(+44.3K)	All Managers (Combined)	$3.0M	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)