Avantax-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  null,
  null,
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  "JWN",
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  "TRGP",
  null,
  null,
  "TEF",
  null,
  "ATRO",
  "ACP",
  "MOD",
  null,
  "TOST",
  "TXT",
  "TSCO",
  "TRTX",
  "POWW",
  "BLIN",
  "PML",
  null,
  null,
  "RVPH",
  null,
  null,
  "NTNX",
  null,
  "OXM",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GMED",
  "GNL",
  "IWN",
  "PATH",
  null,
  "GDDY",
  null,
  "SNY",
  "IEF",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "LRN",
  "GSK",
  null,
  "OHI",
  "GPN",
  null,
  "RMD",
  null,
  "PR",
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "GPI",
  "VTR",
  null,
  "VYM",
  "AHR",
  "GEF",
  null,
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GPK",
  "LOPE",
  "VRT",
  "HASI",
  "MEDP",
  "R",
  null,
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "MTDR",
  "PRGO",
  "SLGN",
  "LFUS",
  "LECO",
  "ST",
  "PVH",
  "MKSI",
  "RGLD",
  "NFG",
  "MLI",
  "PSN",
  "MSA",
  null,
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "VNT",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "SF",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  null,
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "EL",
  null,
  "SDY",
  "FI",
  "EPAM",
  "DRI",
  null,
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  null,
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "AIZ",
  null,
  "NCLH",
  "OPCH",
  "TTC",
  "DHY",
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "DORM",
  "FBK",
  "EVLV",
  "ES",
  "FDP",
  "IAUX",
  "HWKN",
  "HROW",
  "IIIV",
  "HSTM",
  "OMAB",
  "HCKT",
  "HYLN",
  null,
  "IDCC",
  null,
  "IPG",
  "IBP",
  null,
  null,
  null,
  "HMN",
  "INVH",
  "NSP",
  null,
  "KNF",
  "LKFN",
  "KFRC",
  null,
  "IDXX",
  "BIPC",
  "KLIC",
  null,
  null,
  "LSTR",
  "RHP",
  "IEX",
  "UA",
  null,
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  "CHY",
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "IVZ",
  "OVV",
  "SBRA",
  null,
  "LMAT",
  null,
  "SQM",
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "AMC",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  null,
  null,
  null,
  "AAON",
  "DOX",
  "ELS",
  null,
  "EGP",
  "CEF",
  "HDB",
  "NTES",
  "OGS",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  null,
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  null,
  "VYMI",
  null,
  "VALE",
  "VMI",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VIOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  null,
  "VSAT",
  "VLTO",
  "VERX",
  "VTV",
  "VEEV",
  "VRSN",
  "VCTR",
  "VTRS",
  "V",
  null,
  null,
  "VST",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  null,
  "WES",
  "WCC",
  "WFG",
  "WBS",
  "WFC",
  "WST",
  "WELL",
  null,
  null,
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  null,
  "WSC",
  "WWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WSFS",
  "WPC",
  "WH",
  "WYNN",
  "XEL",
  "WK",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "ZLAB",
  "Z",
  "XYL",
  "ZBRA",
  null,
  "IUSG",
  null,
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "ESTC",
  "EXPI",
  null,
  "JJSF",
  "DTE",
  null,
  null,
  "DY",
  "ADT",
  "OC",
  "POWI",
  "ORC",
  "GRMN",
  "ONTO",
  "NXST",
  null,
  "DNN",
  "FNF",
  "NOG",
  "G",
  "FR",
  "FOXA",
  "MTB",
  "JHG",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "IHG",
  "EXLS",
  "ALRM",
  "SCHA",
  "HIW",
  "JD",
  "JBHT",
  "LW",
  "KRC",
  "MSCI",
  "MTZ",
  "JKHY",
  null,
  "KVYO",
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "NDSN",
  "INFY",
  null,
  "JCI",
  "NXPI",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "NWN",
  "MNDY",
  null,
  "TER",
  "SO",
  "TAK",
  "USPH",
  null,
  "TTD",
  "ON",
  null,
  "UFPI",
  "SON",
  "SBSW",
  "STBA",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "PFGC",
  null,
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "PSX",
  null,
  "SSD",
  "OPEN",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  "TDY",
  "SUI",
  "UFCS",
  null,
  "RDDT",
  "SANM",
  "SYY",
  "PTEN",
  "DIA",
  "ORI",
  null,
  "SEE",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  null,
  "HALO",
  "LNTH",
  null,
  "IUSV",
  null,
  null,
  "UHS",
  null,
  "GEV",
  "ZWS",
  "MELI",
  "TRI.TO",
  "OLED",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "PEGA",
  "HESM",
  null,
  "MTH",
  null,
  "NVT",
  null,
  "IRMD",
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  "PZZA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "AUR",
  "AVNT",
  "ALV",
  "ADP",
  "AZO",
  "BCPC",
  "AVTR",
  "AVA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BBVA",
  "BNS",
  "BANF",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BRBR",
  "BBAI",
  "BHP",
  "BKH",
  null,
  "BB",
  "BJ",
  "BIO",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BLFS",
  null,
  null,
  null,
  "BA",
  "BAH",
  null,
  "OWL",
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BTI",
  "BRT",
  "BC",
  "BF-B",
  "BIP",
  "BLDR",
  "BAM.TO",
  "BNL",
  "BR",
  "BG",
  "CBT",
  "BFST",
  "BWXT",
  "BXP",
  "BURL",
  "CWT",
  "CALM",
  "CZR",
  "CCJ",
  null,
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CWST",
  "CVNA",
  "CARR",
  "CCL",
  "CBOE",
  "CVCO",
  "CBRE",
  "CDW",
  "CBZ",
  "CAVA",
  "CASY",
  "CX",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CF",
  "CHX",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "CIM",
  "GTLS",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CMTG",
  "YOU",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "CGNX",
  "CDE",
  "CMA",
  "COHR",
  "COIN",
  "CNS",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CVLT",
  "CNOB",
  "CFLT",
  "CNXC",
  "ROAD",
  "CWCO",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRDO",
  "CRAI",
  "CUZ",
  "CRH",
  "CR",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "CSGS",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DAR",
  "DE",
  "DGII",
  "DENN",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "DBRG",
  "DCI",
  "DPZ",
  "DV",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: avantax-advisory-services
Manager Name: Avantax-Advisory-Services

Data Enrichment

62% identified

1,380 identified847 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,227 positions • $16.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 112

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46429B697

USMV|46429B697

Shares:232.9K

Value:$21.8M

% of Portfolio:0.1% ($21.8M/$16.5B)

33733E104

Shares:243.3K

Value:$21.8M

% of Portfolio:0.1% ($21.8M/$16.5B)

RTX Corp

RTX|75513E101

Shares:164.6K

Value:$21.8M

% of Portfolio:0.1% ($21.8M/$16.5B)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:51.8K

Value:$21.8M

% of Portfolio:0.1% ($21.8M/$16.5B)

464287887

IJT|464287887

Shares:173.9K

Value:$21.6M

% of Portfolio:0.1% ($21.6M/$16.5B)

316092840

Shares:433.0K

Value:$21.5M

% of Portfolio:0.1% ($21.5M/$16.5B)

524682200

Shares:301.5K

Value:$21.0M

% of Portfolio:0.1% ($21.0M/$16.5B)

921937835

BND|921937835

Shares:285.3K

Value:$21.0M

% of Portfolio:0.1% ($21.0M/$16.5B)

Merck & Co., Inc.

MRK|58933Y105

Shares:230.0K

Value:$20.6M

% of Portfolio:0.1% ($20.6M/$16.5B)

Chubb Ltd

CB|H1467J104

Shares:67.1K

Value:$20.3M

% of Portfolio:0.1% ($20.3M/$16.5B)

464287432

Shares:218.9K

Value:$19.9M

% of Portfolio:0.1% ($19.9M/$16.5B)

ENBRIDGE INC

ENB|29250N105

Shares:446.0K

Value:$19.8M

% of Portfolio:0.1% ($19.8M/$16.5B)

46137V597

Shares:505.9K

Value:$19.2M

% of Portfolio:0.1% ($19.2M/$16.5B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:458.9K

Value:$19.2M

% of Portfolio:0.1% ($19.2M/$16.5B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:64.4K

Value:$19.0M

% of Portfolio:0.1% ($19.0M/$16.5B)

92204A504

VHT|92204A504

Shares:71.4K

Value:$18.9M

% of Portfolio:0.1% ($18.9M/$16.5B)

Accenture plc

ACN|G1151C101

Shares:60.2K

Value:$18.8M

% of Portfolio:0.1% ($18.8M/$16.5B)

464285204

Shares:316.7K

Value:$18.7M

% of Portfolio:0.1% ($18.7M/$16.5B)

69374H105

Shares:356.2K

Value:$18.3M

% of Portfolio:0.1% ($18.3M/$16.5B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:36.8K

Value:$18.3M

% of Portfolio:0.1% ($18.3M/$16.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(USMVcusip46429B697)	232.9K	QoQ +1.26% (+2.9K) YoY -5.47% (-13.5K)	All Managers (Combined)	$21.8M	0.1% ($21.8M/$16.5B)	QoQ +6.81% (+$1.4M) YoY +5.92% (-$1.2M)
(cusip33733E104)✕	243.3K	QoQ -6.07% (-15.7K) YoY -8.63% (-23.0K)	All Managers (Combined)	$21.8M	0.1% ($21.8M/$16.5B)	QoQ -4.12% (-$938.7K) YoY -4.38% (-$999.2K)
RTX Corp(RTXcusip75513E101)	164.6K	QoQ -3.78% (-6.5K) YoY +44.11% (+50.4K)	All Managers (Combined)	$21.8M	0.1% ($21.8M/$16.5B)	QoQ +10.13% (-$2.0M) YoY +95.73% (+$10.7M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	51.8K	QoQ +2.72% (+1.4K) YoY +12.60% (+5.8K)	All Managers (Combined)	$21.8M	0.1% ($21.8M/$16.5B)	QoQ +1.36% (+$293.3K) YoY +18.87% (+$3.5M)
(IJTcusip464287887)	173.9K	QoQ +2.81% (-4.8K) YoY +34.87% (+45.0K)	All Managers (Combined)	$21.6M	0.1% ($21.6M/$16.5B)	QoQ -5.44% (-$1.2M) YoY +28.44% (+$4.8M)
(cusip316092840)✕	433.0K	QoQ +49.46% (+143.3K) YoY +204.02% (+290.6K)	All Managers (Combined)	$21.5M	0.1% ($21.5M/$16.5B)	QoQ +48.44% (+$7.0M) YoY +232.80% (+$15.0M)
(cusip524682200)✕	301.5K	QoQ +0.07% (-229) YoY -15.38% (-54.8K)	All Managers (Combined)	$21.0M	0.1% ($21.0M/$16.5B)	QoQ -7.21% (-$1.6M) YoY -11.98% (-$2.9M)
(BNDcusip921937835)	285.3K	QoQ -0.45% (-1.3K) YoY +13.37% (+33.7K)	All Managers (Combined)	$21.0M	0.1% ($21.0M/$16.5B)	QoQ +1.67% (-$345.2K) YoY +14.65% (+$2.7M)
Merck & Co., Inc.(MRKcusip58933Y105)	230.0K	QoQ -0.33% (-765) YoY +66.07% (+91.5K)	All Managers (Combined)	$20.6M	0.1% ($20.6M/$16.5B)	QoQ -10.07% (-$2.3M) YoY +12.97% (+$2.4M)
Chubb Ltd(CBcusipH1467J104)	67.1K	QoQ +5.77% (+3.7K) YoY +57.69% (+24.6K)	All Managers (Combined)	$20.3M	0.1% ($20.3M/$16.5B)	QoQ +15.60% (+$2.7M) YoY +83.77% (+$9.2M)
(cusip464287432)✕	218.9K	QoQ -23.71% (-68.1K) YoY +51.88% (+74.8K)	All Managers (Combined)	$19.9M	0.1% ($19.9M/$16.5B)	QoQ -20.48% (-$5.1M) YoY +46.12% (+$6.3M)
ENBRIDGE INC(ENBcusip29250N105)	446.0K	QoQ +3.61% (+15.6K) YoY +124.12% (+247.0K)	All Managers (Combined)	$19.8M	0.1% ($19.8M/$16.5B)	QoQ +8.21% (+$1.5M) YoY +174.48% (+$12.6M)
(cusip46137V597)✕	505.9K	QoQ +23.27% (+95.5K) YoY +72.37% (+212.4K)	All Managers (Combined)	$19.2M	0.1% ($19.2M/$16.5B)	QoQ +12.16% (+$2.1M) YoY +66.14% (+$7.6M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	458.9K	QoQ +5.80% (+25.2K) YoY +65.12% (+181.0K)	All Managers (Combined)	$19.2M	0.1% ($19.2M/$16.5B)	QoQ +0.45% (+$87.1K) YoY +81.71% (+$8.6M)
Air Products & Chemicals, Inc.(APDcusip009158106)	64.4K	QoQ +4.12% (+2.5K) YoY +158.68% (+39.5K)	All Managers (Combined)	$19.0M	0.1% ($19.0M/$16.5B)	QoQ +5.87% (+$1.1M) YoY +214.89% (+$13.0M)
(VHTcusip92204A504)	71.4K	QoQ +0.24% (+171) YoY -11.42% (-9.2K)	All Managers (Combined)	$18.9M	0.1% ($18.9M/$16.5B)	QoQ +4.60% (+$831.5K) YoY -13.32% (-$2.9M)
Accenture plc(ACNcusipG1151C101)	60.2K	QoQ +4.74% (-2.7K) YoY +54.54% (+21.2K)	All Managers (Combined)	$18.8M	0.1% ($18.8M/$16.5B)	QoQ -7.08% (-$1.4M) YoY +39.13% (+$5.3M)
(cusip464285204)✕	316.7K	QoQ +105.07% (+162.3K) YoY +810.26% (+281.9K)	All Managers (Combined)	$18.7M	0.1% ($18.7M/$16.5B)	QoQ +144.22% (+$11.0M) YoY +1177.52% (+$17.2M)
(cusip69374H105)✕	356.2K	QoQ +10.32% (+33.3K) YoY +42.42% (+106.1K)	All Managers (Combined)	$18.3M	0.1% ($18.3M/$16.5B)	QoQ +6.21% (+$1.1M) YoY +53.55% (+$6.4M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	36.8K	QoQ -1.65% (-621) YoY +61.80% (+14.1K)	All Managers (Combined)	$18.3M	0.1% ($18.3M/$16.5B)	QoQ -5.93% (-$1.2M) YoY +38.53% (+$5.1M)