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 69 of 112
67092P300
67092P300
Shares:
15607(-2.3%)
Value:
$631.9M(+0.5%)
BALL Corp
BALL|058498106
Shares:
12132(+12.6%)
Value:
$631.7M(+6.3%)
78463X202
78463X202
Shares:
11593
Value:
$630.8M
ALLIANCEBERNSTEIN HOLDING L.P.
AB|01881G106
Shares:
16458(-1.6%)
Value:
$630.5M(+1.6%)
Hims & Hers Health, Inc.
HIMS|433000106
Shares:
21329(-19.4%)
Value:
$630.3M(-1.5%)
233051630
233051630
Shares:
23222(-13.7%)
Value:
$630.2M(-3.5%)
Lazard, Inc.
LAZ|52110M109
Shares:
14549(+2.6%)
Value:
$630.0M(-13.7%)
45782C524
45782C524
Shares:
19680(+11.8%)
Value:
$629.3M(+18.2%)
92189H201
92189H201
Shares:
13794
Value:
$627.8M
00039J103
00039J103
Shares:
12389(-15.5%)
Value:
$627.0M(-15.1%)
47804J859
47804J859
Shares:
17936(+36.6%)
Value:
$626.9M(+48.9%)
921946885
921946885
Shares:
9734(+4.5%)
Value:
$625.0M(+6.3%)
RENAISSANCERE HOLDINGS LTD
RNR|G7496G103
Shares:
2589(+7.7%)
Value:
$621.2M(+3.9%)
74348A541
74348A541
Shares:
9662(+89.3%)
Value:
$618.8M(+85.0%)
67092P607
67092P607
Shares:
16038(-3.8%)
Value:
$614.9M(-12.0%)
97717X594
97717X594
Shares:
14165(-18.8%)
Value:
$614.8M(-19.0%)
CHESAPEAKE UTILITIES CORP
CPK|165303108
Shares:
4785(-27.6%)
Value:
$614.6M(-23.4%)
LENNAR CORP /NEW/
LEN|526057104
Shares:
5345(+5.0%)
Value:
$613.5M(-11.6%)
EVEREST GROUP, LTD.
EG|G3223R108
Shares:
1685(-9.2%)
Value:
$612.2M(-9.0%)
46434V274
46434V274
Shares:
19781(+0.0%)
Value:
$610.1M(+7.4%)