Avantax Advisory Services, Inc.

Filing Details

13F-HR2025-03-31
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
Manager Name
Avantax Advisory Services, Inc.
Data Enrichment
62% identified
1,380 identified847 unidentified

Holdings

2,227 positions
Manager:
Search and click to pin securities to the top
Page 64 of 112
46435GAA0
Shares:
30417(+18.1%)
Value:
$736.4M(+18.8%)
ROKU, INC
Shares:
10450(-7.8%)
Value:
$736.1M(-12.6%)
Triumph Financial, Inc.
Shares:
12711(-0.3%)
Value:
$734.7M(-36.6%)
BLACKBAUD INC
Shares:
11816(+1.8%)
Value:
$733.2M(-14.5%)
VIAVI SOLUTIONS INC.
Shares:
65359(-55.4%)
Value:
$731.4M(-50.6%)
Expedia Group, Inc.
Shares:
4351(+19.9%)
Value:
$731.4M(+8.2%)
TechnipFMC plc
Shares:
23027(+5.0%)
Value:
$729.7M(+15.0%)
Natera, Inc.
Shares:
5159(-8.4%)
Value:
$729.5M(-18.2%)
Palomar Holdings, Inc.
Shares:
5316(-8.9%)
Value:
$728.7M(+18.2%)
POOL CORP
Shares:
2285(+26.4%)
Value:
$727.4M(+18.0%)
CARMAX INC
Shares:
9323(+17.5%)
Value:
$726.4M(+11.9%)
BXP, Inc.
Shares:
10790(+14.2%)
Value:
$725.0M(+3.2%)
INSMED Inc
Shares:
9497(+5.9%)
Value:
$724.5M(+17.0%)
NATIONAL FUEL GAS CO
Shares:
9143(-25.5%)
Value:
$724.1M(-2.7%)
ROYAL GOLD INC
Shares:
4425(+0.6%)
Value:
$723.6M(+24.7%)
Blackstone Secured Lending Fund
Shares:
22359(-8.6%)
Value:
$723.6M(-8.4%)
FEDERAL AGRICULTURAL MORTGAGE CORP
Shares:
3857(+11.0%)
Value:
$723.3M(+5.7%)
FIRST SOLAR, INC.
Shares:
5705(+9.5%)
Value:
$721.3M(-21.4%)
46138E867
Shares:
39668(-31.8%)
Value:
$721.2M(-35.5%)
Dorman Products, Inc.
Shares:
5973(-9.8%)
Value:
$720.0M(-16.0%)