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 5 of 112
47804J206
47804J206
Shares:
591762(+1.1%)
Value:
$33.9B(-3.0%)
33738R506
33738R506
Shares:
578290(+2.9%)
Value:
$33.9B(+1.9%)
69374H857
69374H857
Shares:
889492(-4.6%)
Value:
$33.4B(-18.7%)
316188309
316188309
Shares:
719615(+11.2%)
Value:
$32.9B(+13.1%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
705132(+4.0%)
Value:
$32.0B(+18.0%)
74348A467
74348A467
Shares:
310081(+1.8%)
Value:
$31.7B(+4.5%)
33739N108
33739N108
Shares:
621617(+2.8%)
Value:
$31.3B(+1.6%)
922908629
VO|922908629
Shares:
118582(+6.1%)
Value:
$30.7B(+3.9%)
81369Y506
81369Y506
Shares:
326934(+47.4%)
Value:
$30.6B(+60.8%)
464287119
464287119
Shares:
374302(-0.8%)
Value:
$30.3B(-10.4%)
AMGEN INC
AMGN|031162100
Shares:
93240(+7.2%)
Value:
$29.0B(+28.1%)
464287663
IUSV|464287663
Shares:
311196(+1.8%)
Value:
$28.7B(+1.5%)
09290C103
09290C103
Shares:
572552(+8.9%)
Value:
$27.9B(+3.6%)
464287689
IWV|464287689
Shares:
87573(+46.1%)
Value:
$27.8B(+38.8%)
Palantir Technologies Inc.
PLTR|69608A108
Shares:
324089(+10.0%)
Value:
$27.4B(+22.8%)
PEPSICO INC
PEP|713448108
Shares:
181334(+30.9%)
Value:
$27.2B(+29.1%)
46137V472
46137V472
Shares:
295613(-3.7%)
Value:
$27.1B(-10.5%)
464287671
IUSG|464287671
Shares:
212302(+6.1%)
Value:
$27.0B(-3.3%)
Mastercard Inc
MA|57636Q104
Shares:
48474(+9.1%)
Value:
$26.6B(+13.5%)
COCA COLA CO
KO|191216100
Shares:
368004(+2.7%)
Value:
$26.4B(+18.1%)