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 36 of 112
MCCORMICK & CO INC
MKC|579780206
Shares:
26254(+0.4%)
Value:
$2.2B(+8.4%)
HERSHEY CO
HSY|427866108
Shares:
12634(+13.0%)
Value:
$2.2B(+14.1%)
ADMA BIOLOGICS, INC.
ADMA|000899104
Shares:
108327(+1.8%)
Value:
$2.1B(+17.8%)
46138E107
46138E107
Shares:
77007(-46.7%)
Value:
$2.1B(-45.2%)
26923G806
26923G806
Shares:
33099
Value:
$2.1B
464287739
IYR|464287739
Shares:
22308(+9.7%)
Value:
$2.1B(+12.9%)
46138J577
46138J577
Shares:
115050(+33.0%)
Value:
$2.1B(+34.3%)
46138J619
46138J619
Shares:
39950(-0.5%)
Value:
$2.1B(-2.1%)
Targa Resources Corp.
TRGP|87612G101
Shares:
10549(+14.4%)
Value:
$2.1B(+28.5%)
Northwest Natural Holding Co
NWN|66765N105
Shares:
49435(+1.7%)
Value:
$2.1B(+9.8%)
MARRIOTT INTERNATIONAL INC /MD/
MAR|571903202
Shares:
8858(+7.0%)
Value:
$2.1B(-8.6%)
37954Y293
37954Y293
Shares:
33059(+350.8%)
Value:
$2.1B(+375.0%)
33734X143
33734X143
Shares:
20352(-8.8%)
Value:
$2.1B(-9.3%)
69374H683
69374H683
Shares:
71732(+4.0%)
Value:
$2.1B(+9.9%)
CBRE GROUP, INC.
CBRE|12504L109
Shares:
16048(+9.2%)
Value:
$2.1B(+8.8%)
Aon plc
AON|G0403H108
Shares:
5253(+6.4%)
Value:
$2.1B(+18.3%)
46138G631
46138G631
Shares:
72096(-8.0%)
Value:
$2.1B(-13.6%)
33737J117
33737J117
Shares:
51122(-22.0%)
Value:
$2.1B(-11.1%)
337345102
337345102
Shares:
11997(-13.5%)
Value:
$2.1B(-20.3%)
33740U703
33740U703
Shares:
82821(-34.5%)
Value:
$2.1B(-36.0%)