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 6 of 112
46137V241
46137V241
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72201R775
72201R775
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00162Q718
00162Q718
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765889(+11.2%)
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921910840
MGV|921910840
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187876(+1.4%)
Value:
$24.2B(+4.6%)
464287465
EFA|464287465
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294704(-12.6%)
Value:
$24.1B(-5.5%)
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NFLX|64110L106
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WASTE MANAGEMENT INC
WM|94106L109
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101763(+1.1%)
Value:
$23.6B(+16.0%)
464288877
464288877
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396926(-13.9%)
Value:
$23.4B(-3.3%)
33741X102
33741X102
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678049(-6.3%)
Value:
$22.7B(-12.4%)
33734H106
33734H106
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507807(-6.6%)
Value:
$22.6B(-4.5%)
46434V621
DGRO|46434V621
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364715(+8.1%)
Value:
$22.5B(+8.8%)
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CRM|79466L302
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83944(+2.7%)
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$22.5B(-17.6%)
78464A508
SPYV|78464A508
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437088(+24.8%)
Value:
$22.3B(+24.6%)
46434V803
HEFA|46434V803
Shares:
604781(+19.8%)
Value:
$21.9B(+25.1%)