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 66 of 112
74348A814
74348A814
Shares:
21526
Value:
$704.2M
BWX Technologies, Inc.
BWXT|05605H100
Shares:
7136(+2.0%)
Value:
$704.0M(-9.6%)
464287788
464287788
Shares:
6236(+6.7%)
Value:
$703.8M(+8.8%)
464289420
464289420
Shares:
8540(+115.5%)
Value:
$701.8M(+124.0%)
464288596
464288596
Shares:
6726(+68.6%)
Value:
$700.4M(+71.8%)
DICK'S SPORTING GOODS, INC.
DKS|253393102
Shares:
3472(+14.4%)
Value:
$699.8M(+0.8%)
HUNT J B TRANSPORT SERVICES INC
JBHT|445658107
Shares:
4726(+9.4%)
Value:
$699.2M(-5.2%)
Pebblebrook Hotel Trust
PEB|70509V100
Shares:
68857(+81.4%)
Value:
$697.5M(+35.6%)
DEXCOM INC
DXCM|252131107
Shares:
10201(+42.0%)
Value:
$696.6M(+24.7%)
464287770
464287770
Shares:
8841(+21.1%)
Value:
$694.5M(+22.3%)
BANK OF MONTREAL /CAN/
BMO|063671101
Shares:
7253(+7.5%)
Value:
$692.7M(+5.8%)
315912808
315912808
Shares:
10176(+73.3%)
Value:
$692.6M(+55.1%)
HOULIHAN LOKEY, INC.
HLI|441593100
Shares:
4286(-18.6%)
Value:
$692.1M(-24.3%)
92189F791
GDXJ|92189F791
Shares:
12079(+24.7%)
Value:
$690.9M(+66.8%)
46438G596
46438G596
Shares:
29702(+3.8%)
Value:
$689.1M(-2.6%)
AGILYSYS INC
AGYS|00847J105
Shares:
9470(+25.5%)
Value:
$687.0M(-30.9%)
Ferguson Enterprises Inc. /DE/
FERG|31488V107
Shares:
4286(-23.4%)
Value:
$686.7M(-29.3%)
Vertex, Inc.
VERX|92538J106
Shares:
19584(+30.9%)
Value:
$685.6M(-14.1%)
66538H633
66538H633
Shares:
28865(+11.5%)
Value:
$685.5M(+13.0%)
PRINCIPAL FINANCIAL GROUP INC
PFG|74251V102
Shares:
8100(+12.9%)
Value:
$683.4M(+23.0%)