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
Search and click to pin securities to the top
Page 33 of 112
HORMEL FOODS CORP /DE/
HRL|440452100
Shares:
83606(+16.7%)
Value:
$2.6B(+15.1%)
HEICO CORP
HEI|422806109
Shares:
9619(+1.6%)
Value:
$2.6B(+14.2%)
Dutch Bros Inc.
BROS|26701L100
Shares:
41473(-0.7%)
Value:
$2.6B(+17.0%)
26922A198
26922A198
Shares:
126243(+1.4%)
Value:
$2.6B(-0.3%)
HOME BANCSHARES INC
HOMB|436893200
Shares:
90198(+43.5%)
Value:
$2.5B(+43.3%)
CINCINNATI FINANCIAL CORP
CINF|172062101
Shares:
17227(+6.3%)
Value:
$2.5B(+9.3%)
CONSOLIDATED EDISON INC
ED|209115104
Shares:
22950(-7.5%)
Value:
$2.5B(+14.6%)
Fidelity National Financial, Inc.
FNF|31620R303
Shares:
38979(+1.3%)
Value:
$2.5B(+17.4%)
ARCH CAPITAL GROUP LTD.
ACGL|G0450A105
Shares:
26352(+14.7%)
Value:
$2.5B(+19.5%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
4298(+10.3%)
Value:
$2.5B(+25.0%)
808524607
SCHA|808524607
Shares:
108074(+22.0%)
Value:
$2.5B(+10.5%)
97717W307
DLN|97717W307
Shares:
31718(+6.3%)
Value:
$2.5B(+8.5%)
921946810
VIGI|921946810
Shares:
30250(-71.5%)
Value:
$2.5B(-70.4%)
GE Vernova Inc.
GEV|36828A101
Shares:
8202(+10.3%)
Value:
$2.5B(+2.4%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
22404(+10.2%)
Value:
$2.5B(+3.8%)
NUCOR CORP
NUE|670346105
Shares:
20785(+16.4%)
Value:
$2.5B(+20.0%)
VICI PROPERTIES INC.
VICI|925652109
Shares:
76515(+9.4%)
Value:
$2.5B(+22.2%)
WATSCO INC
WSO|942622200
Shares:
4909(+7.1%)
Value:
$2.5B(+14.9%)
MITSUBISHI UFJ FINANCIAL GROUP INC
MUFG|606822104
Shares:
181276(-20.7%)
Value:
$2.5B(-7.8%)
abrdn Gold ETF Trust
SGOL|00326A104
Shares:
82613(-1.0%)
Value:
$2.5B(+17.9%)