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 38 of 112
746729508
746729508
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69374H634
69374H634
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48427(+504.6%)
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$2.0B(+524.8%)
464286681
464286681
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$2.0B(+186.7%)
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EGP|277276101
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Value:
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46138E362
46138E362
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39412(-4.5%)
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Value:
$2.0B(-1.0%)
Otis Worldwide Corp
OTIS|68902V107
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18974(-39.6%)
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$2.0B(-32.7%)
72201R718
72201R718
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20325(-0.5%)
Value:
$2.0B(+0.5%)
33738R407
33738R407
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102964(+5.5%)
Value:
$1.9B(-4.5%)
CMS ENERGY CORP
CMS|125896100
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Value:
$1.9B(+52.7%)
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15085(+7.8%)
Value:
$1.9B(-8.9%)
92189F411
92189F411
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114828(+5.4%)
Value:
$1.9B(+6.2%)
69374H436
69374H436
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52267(+13.4%)
Value:
$1.9B(+7.9%)
46641Q118
46641Q118
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34026(+45.5%)
Value:
$1.9B(+34.6%)