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 3 of 112
25434V666
25434V666
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46654Q203
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464289438
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46434V613
46434V613
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1035156(+1.5%)
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46138G649
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244230(-2.0%)
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808524409
808524409
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1758801(+6.9%)
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464287721
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327183(-9.6%)
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$45.9B(-20.4%)
46641Q837
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$45.3B(+28.5%)
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45925(+8.4%)
Value:
$43.4B(+11.9%)
CHEVRON CORP
CVX|166764100
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259353(+16.5%)
Value:
$43.4B(+34.6%)
46432F339
QUAL|46432F339
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253563(+14.1%)
Value:
$43.3B(+9.5%)
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26922A321
26922A321
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772734(+2.8%)
Value:
$41.9B(+1.5%)
46137V357
RSP|46137V357
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239657(+121.4%)
Value:
$41.5B(+118.9%)