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 35 of 112
78464A706
78464A706
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16569(+149.7%)
Value:
$2.3B(+164.4%)
33739P301
33739P301
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48414(-13.5%)
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$2.3B(-14.4%)
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VRSK|92345Y106
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7721(-45.6%)
Value:
$2.3B(-41.2%)
YUM BRANDS INC
YUM|988498101
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14593(+2.3%)
Value:
$2.3B(+20.0%)
78464A128
78464A128
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12490(+207.3%)
Value:
$2.3B(+206.9%)
J M SMUCKER Co
SJM|832696405
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19206(+14.8%)
Value:
$2.3B(+23.5%)
AMEREN CORP
AEE|023608102
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22603(-3.4%)
Value:
$2.3B(+8.8%)
66538H179
66538H179
Shares:
165011(+14.8%)
Value:
$2.3B(+13.1%)
46140H106
46140H106
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85787(+742.5%)
Value:
$2.3B(+734.6%)
97717X578
97717X578
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72670(+2.8%)
Value:
$2.2B(+4.2%)
Dell Technologies Inc.
DELL|24703L202
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24610(+94.9%)
Value:
$2.2B(+54.1%)
337344105
337344105
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18466(-7.6%)
Value:
$2.2B(-10.6%)
46429B747
46429B747
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21378(+27.6%)
Value:
$2.2B(+31.2%)
ExlService Holdings, Inc.
EXLS|302081104
Shares:
46851(-0.8%)
Value:
$2.2B(+5.5%)
808524755
FNDF|808524755
Shares:
61146(+2.9%)
Value:
$2.2B(+12.0%)
DARDEN RESTAURANTS INC
DRI|237194105
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10619(+16.8%)
Value:
$2.2B(+30.0%)
81369Y407
81369Y407
Shares:
11162(+11.8%)
Value:
$2.2B(-1.6%)
FEDERAL REALTY INVESTMENT TRUST
FRT|313745101
Shares:
22421(-0.2%)
Value:
$2.2B(-12.8%)
33740F276
33740F276
Shares:
106841(+6.3%)
Value:
$2.2B(+10.7%)
EDISON INTERNATIONAL
EIX|281020107
Shares:
36745(-8.6%)
Value:
$2.2B(-32.5%)