Avantax-Advisory-Services
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified1,380 identified847 unidentified
Holdings
2,227 positions • $16.5B total value
Manager:
Search and click to pin securities to the top
Page 33 of 112
26922A198
Shares:126.2K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$16.5B)
Shares:39.0K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$16.5B)
Shares:181.3K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$16.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 83.6K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$16.5B) | |||
HEICO CORP(HEIcusip422806109) | 9.6K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$16.5B) | ||
Dutch Bros Inc.(BROScusip26701L100) | 41.5K | QoQ -0.70% (-294)YoY NEW(+41.5K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$16.5B) | YoY NEW(+$2.6M) |
(cusip26922A198)✕ | 126.2K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$16.5B) | ||
| 90.2K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
| 17.2K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
| 22.9K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
| 39.0K | QoQ +1.25% (+485)YoY NEW(+39.0K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | YoY NEW(+$2.5M) | |
| 26.4K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
| 4.3K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
| 108.1K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
| 31.7K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
| 30.3K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
GE Vernova Inc.(GEVcusip36828A101) | 8.2K | YoY NEW(+8.2K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | YoY NEW(+$2.5M) |
| 22.4K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
NUCOR CORP(NUEcusip670346105) | 20.8K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | ||
| 76.5K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | |||
WATSCO INC(WSOcusip942622200) | 4.9K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | ||
| 181.3K | YoY NEW(+181.3K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) | YoY NEW(+$2.5M) | |
| 82.6K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$16.5B) |