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 48 of 112
46138E230
46138E230
Shares:
44493(+1.9%)
Value:
$1.3B(+11.0%)
78468R523
78468R523
Shares:
13508(+0.9%)
Value:
$1.3B(+1.2%)
Hilton Worldwide Holdings Inc.
HLT|43300A203
Shares:
5898(+10.2%)
Value:
$1.3B(+1.5%)
46435U549
46435U549
Shares:
28178(+26.1%)
Value:
$1.3B(+29.0%)
BIO-RAD LABORATORIES, INC.
BIO|090572207
Shares:
5487(+26.5%)
Value:
$1.3B(-6.2%)
CARPENTER TECHNOLOGY CORP
CRS|144285103
Shares:
7339(+15.6%)
Value:
$1.3B(+23.4%)
92206C813
92206C813
Shares:
17500(+4.8%)
Value:
$1.3B(+6.4%)
HACKETT GROUP, INC.
HCKT|404609109
Shares:
45341(-3.4%)
Value:
$1.3B(-8.1%)
American Homes 4 Rent
AMH|02665T306
Shares:
34995(+1.1%)
Value:
$1.3B(+2.2%)
46137V639
46137V639
Shares:
32548
Value:
$1.3B
14021D107
14021D107
Shares:
42530(+12.9%)
Value:
$1.3B(+11.8%)
25434V724
25434V724
Shares:
31809(+1.2%)
Value:
$1.3B(+1.9%)
Corteva, Inc.
CTVA|22052L104
Shares:
20821(+4.7%)
Value:
$1.3B(+15.7%)
ESCO TECHNOLOGIES INC
ESE|296315104
Shares:
8221(+1.0%)
Value:
$1.3B(+20.7%)
OMEGA HEALTHCARE INVESTORS INC
OHI|681936100
Shares:
34262(-1.8%)
Value:
$1.3B(-1.3%)
AMERICOLD REALTY TRUST
COLD|03064D108
Shares:
60679(+95.4%)
Value:
$1.3B(+96.0%)
BERKLEY W R CORP
WRB|084423102
Shares:
18181(-1.9%)
Value:
$1.3B(+19.3%)
464286772
464286772
Shares:
23939(+15.3%)
Value:
$1.3B(+22.4%)
CARDINAL HEALTH INC
CAH|14149Y108
Shares:
9352(+16.4%)
Value:
$1.3B(+35.6%)
Snowflake Inc.
SNOW|833445109
Shares:
8807(-19.4%)
Value:
$1.3B(-23.7%)