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 4 of 112
69344A107
69344A107
Shares:
791668(+37.0%)
Value:
$39.4B(+37.5%)
464288307
464288307
Shares:
546122(+1.1%)
Value:
$39.0B(-4.4%)
921946406
VYM|921946406
Shares:
296726(+6.6%)
Value:
$38.3B(+7.7%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
132758(+12.3%)
Value:
$38.3B(+33.6%)
HOME DEPOT, INC.
HD|437076102
Shares:
103504(+3.5%)
Value:
$37.9B(-2.5%)
464287507
IJH|464287507
Shares:
642433(+3.4%)
Value:
$37.5B(-3.1%)
464287572
464287572
Shares:
382953(+3.1%)
Value:
$36.9B(-1.5%)
464288885
EFG|464288885
Shares:
365309(-27.2%)
Value:
$36.5B(-24.9%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
69520(+2.3%)
Value:
$36.4B(+5.9%)
97717X669
97717X669
Shares:
455392(+8.7%)
Value:
$36.4B(+7.3%)
92204A702
VGT|92204A702
Shares:
65467(+4.5%)
Value:
$35.5B(-8.8%)
921937827
BSV|921937827
Shares:
453068(-9.7%)
Value:
$35.5B(-8.5%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
213330(+10.1%)
Value:
$35.4B(+26.2%)
14020W106
14020W106
Shares:
975213(+11.3%)
Value:
$34.8B(+12.4%)
808524805
SCHF|808524805
Shares:
1754172(+0.0%)
Value:
$34.7B(+6.9%)
00162Q395
00162Q395
Shares:
824816(+6.7%)
Value:
$34.7B(+2.6%)
922042858
VWO|922042858
Shares:
764916(+17.5%)
Value:
$34.6B(+20.7%)
921908844
VIG|921908844
Shares:
178179(-2.5%)
Value:
$34.6B(-3.5%)
MCDONALDS CORP
MCD|580135101
Shares:
109173(+5.7%)
Value:
$34.1B(+13.9%)
78468R663
78468R663
Shares:
370749(+10.1%)
Value:
$34.0B(+10.4%)