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 7 of 112
46429B697
USMV|46429B697
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232942(+1.3%)
Value:
$21.8B(+6.8%)
33733E104
33733E104
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243329(-6.1%)
Value:
$21.8B(-4.1%)
RTX Corp
RTX|75513E101
Shares:
164596(-3.8%)
Value:
$21.8B(+10.1%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
51805(+2.7%)
Value:
$21.8B(+1.4%)
464287887
IJT|464287887
Shares:
173877(+2.8%)
Value:
$21.6B(-5.4%)
316092840
316092840
Shares:
433020(+49.5%)
Value:
$21.5B(+48.4%)
524682200
524682200
Shares:
301532(+0.1%)
Value:
$21.0B(-7.2%)
921937835
BND|921937835
Shares:
285255(-0.5%)
Value:
$21.0B(+1.7%)
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MRK|58933Y105
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229953(-0.3%)
Value:
$20.6B(-10.1%)
Chubb Ltd
CB|H1467J104
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67137(+5.8%)
Value:
$20.3B(+15.6%)
464287432
464287432
Shares:
218905(-23.7%)
Value:
$19.9B(-20.5%)
ENBRIDGE INC
ENB|29250N105
Shares:
446046(+3.6%)
Value:
$19.8B(+8.2%)
46137V597
46137V597
Shares:
505921(+23.3%)
Value:
$19.2B(+12.2%)
BANK OF AMERICA CORP /DE/
BAC|060505104
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458944(+5.8%)
Value:
$19.2B(+0.5%)
Air Products & Chemicals, Inc.
APD|009158106
Shares:
64363(+4.1%)
Value:
$19.0B(+5.9%)
92204A504
VHT|92204A504
Shares:
71376(+0.2%)
Value:
$18.9B(+4.6%)
Accenture plc
ACN|G1151C101
Shares:
60162(+4.7%)
Value:
$18.8B(-7.1%)
464285204
464285204
Shares:
316716(+105.1%)
Value:
$18.7B(+144.2%)
69374H105
69374H105
Shares:
356197(+10.3%)
Value:
$18.3B(+6.2%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
36793(-1.6%)
Value:
$18.3B(-5.9%)