Avantax Advisory Services, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001303042
- Manager Name
- Avantax Advisory Services, Inc.
Data Enrichment
62% identified1,380 identified847 unidentified
Holdings
2,227 positions
Manager:
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Page 70 of 112
97717Y857
Shares:
12229(+67.0%)
Value:
$606.8M(+66.8%)
354921108
Shares:
12598
Value:
$601.7M
46138G870
Shares:
24762(-4.7%)
Value:
$600.2M(-4.5%)
808524714
Shares:
24239(+6.0%)
Value:
$597.2M(+7.1%)
45782C664
Shares:
14280(+0.0%)
Value:
$596.6M(-2.6%)
46138J817
Shares:
25805(-23.7%)
Value:
$594.8M(-23.8%)
37954Y871
Shares:
25873(+19.7%)
Value:
$593.0M(+2.4%)
46436E759
Shares:
8806(-20.1%)
Value:
$593.0M(-16.7%)
47804J842
Shares:
15901(+19.9%)
Value:
$592.7M(+12.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.0K | QoQ +5.21% (+197)YoY NEW(+4.0K) | All Managers (Combined) | $607.8K | YoY NEW(+$607.8K) | |
Valvoline Inc(VVVcusip92047W101) | 17.5K | YoY NEW(+17.5K) | All Managers (Combined) | $607.6K | YoY NEW(+$607.6K) |
(cusip97717Y857)✕ | 12.2K | YoY NEW(+12.2K) | All Managers (Combined) | $606.8K | YoY NEW(+$606.8K) |
25.6K | YoY NEW(+25.6K) | All Managers (Combined) | $603.3K | YoY NEW(+$603.3K) | |
(cusip354921108)✕ | 12.6K | QoQ NEW(+12.6K) YoY NEW(+12.6K) | All Managers (Combined) | $601.7K | QoQ NEW(+$601.7K) YoY NEW(+$601.7K) |
3.1K | QoQ +0.85% (+26)YoY NEW(+3.1K) | All Managers (Combined) | $601.3K | YoY NEW(+$601.3K) | |
Cognex Corp(CGNXcusip192422103) | 20.1K | All Managers (Combined) | $600.7K | ||
17.5K | All Managers (Combined) | $600.5K | |||
(cusip46138G870)✕ | 24.8K | All Managers (Combined) | $600.2K | ||
(cusip808524714)✕ | 24.2K | All Managers (Combined) | $597.2K | ||
Okta, Inc.(OKTAcusip679295105) | 5.7K | All Managers (Combined) | $596.9K | ||
7.1K | QoQ -0.84% (-60)YoY NEW(+7.1K) | All Managers (Combined) | $596.6K | YoY NEW(+$596.6K) | |
(cusip45782C664)✕ | 14.3K | QoQ 0.00% (-0) | All Managers (Combined) | $596.6K | |
1.9K | YoY NEW(+1.9K) | All Managers (Combined) | $595.9K | YoY NEW(+$595.9K) | |
(cusip46138J817)✕ | 25.8K | All Managers (Combined) | $594.8K | ||
9.3K | QoQ -4.55% (-445)YoY NEW(+9.3K) | All Managers (Combined) | $594.8K | YoY NEW(+$594.8K) | |
14.5K | QoQ -0.82% (-121)YoY NEW(+14.5K) | All Managers (Combined) | $594.1K | YoY NEW(+$594.1K) | |
(cusip37954Y871)✕ | 25.9K | All Managers (Combined) | $593.0K | ||
(cusip46436E759)✕ | 8.8K | All Managers (Combined) | $593.0K | ||
(cusip47804J842)✕ | 15.9K | All Managers (Combined) | $592.7K |