Avantax Advisory Services, Inc.

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: 0001303042
Manager Name: Avantax Advisory Services, Inc.

Data Enrichment

62% identified

1,380 identified847 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,227 positions • $16,481,539.079K total value

2,227 positions

Manager:

SEC FilingSEC DataHachi Filing

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VERISIGN INC/CA

VRSN|92343E102

2244(+28.8%)

Value:

$569.7M(+58.0%)

00039J202

22692

Value:

$569.3M

Banco Santander, S.A.

SAN|05964H105

84717(+11.4%)

Value:

$567.6M(+63.7%)

78463X459

8691(+0.0%)

Value:

$565.9M(+4.9%)

Globant S.A.

GLOB|L44385109

4804(+48.3%)

Value:

$565.5M(-18.6%)

922042866

VPL|922042866

7789(+1.8%)

Value:

$564.4M(+3.9%)

PRICE T ROWE GROUP INC

TROW|74144T108

6142(+20.8%)

Value:

$564.3M(-1.8%)

46432F859

11652

Value:

$563.4M

HORACE MANN EDUCATORS CORP /DE/

HMN|440327104

13172(-1.0%)

Value:

$562.8M(+7.8%)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

3102(+14.3%)

Value:

$562.6M(+9.3%)

Brookfield Renewable Partners L.P.

BEP|G16258108

25373(+5.0%)

Value:

$562.3M(+2.1%)

46436E130

21995(+15.6%)

Value:

$562.2M(+17.7%)

92189H409

10972(-4.2%)

Value:

$561.6M(-5.5%)

Coupang, Inc.

CPNG|22266T109

25572(+11.8%)

Value:

$560.8M(+11.5%)

35473P488

27255(+28.8%)

Value:

$560.5M(+31.7%)

MDU RESOURCES GROUP INC

MDU|552690109

33112(+74.0%)

Value:

$559.9M(+63.3%)

Otter Tail Corp

OTTR|689648103

6964(+3.4%)

Value:

$559.7M(+12.5%)

78468R796

12226(+2.0%)

Value:

$559.3M(-3.0%)

46090A697

11363(+76.8%)

Value:

$559.2M(+72.8%)

MARKEL GROUP INC.

MKL|570535104

299(+0.0%)

Value:

$559.0M(+8.3%)

Instrument	Shares		Other Manager	Value
Verisign Inc/Ca(VRSNcusip92343E102)	2.2K	QoQ +28.81% (+502) YoY +75.58% (+966)	All Managers (Combined)	$569.7K	QoQ +58.01% (+$209.2K) YoY +135.21% (+$327.5K)
(cusip00039J202)✕	22.7K	QoQ NEW(+22.7K) YoY NEW(+22.7K)	All Managers (Combined)	$569.3K	QoQ NEW(+$569.3K) YoY NEW(+$569.3K)
Banco Santander, S.A.(SANcusip05964H105)	84.7K	QoQ +11.40% (+8.7K) YoY +526.55% (+71.2K)	All Managers (Combined)	$567.6K	QoQ +63.68% (+$220.8K) YoY +767.32% (+$502.2K)
(cusip78463X459)✕	8.7K	QoQ 0.00% (+0) YoY -12.28% (-1.2K)	All Managers (Combined)	$565.9K	QoQ +4.86% (+$26.3K) YoY -4.78% (-$28.4K)
Globant S.A.(GLOBcusipL44385109)	4.8K	QoQ +48.31% (-1.6K) YoY NEW(+4.8K)	All Managers (Combined)	$565.5K	QoQ -18.57% (-$129.0K) YoY NEW(+$565.5K)
(VPLcusip922042866)	7.8K	QoQ +1.83% (+140) YoY +65.54% (+3.1K)	All Managers (Combined)	$564.4K	QoQ +3.87% (+$21.0K) YoY +57.78% (+$206.7K)
Price T Rowe Group Inc(TROWcusip74144T108)	6.1K	QoQ +20.83% (-1.1K) YoY +164.05% (+3.8K)	All Managers (Combined)	$564.3K	QoQ -1.83% (-$10.5K) YoY +98.96% (+$280.7K)
(cusip46432F859)✕	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$563.4K	QoQ NEW(+$563.4K) YoY NEW(+$563.4K)
Horace Mann Educators Corp /De/(HMNcusip440327104)	13.2K	QoQ -1.03% (-138) YoY NEW(+13.2K)	All Managers (Combined)	$562.8K	QoQ +7.79% (-$40.7K) YoY NEW(+$562.8K)
Westinghouse Air Brake Technologies Corp(WABcusip929740108)	3.1K	QoQ +14.25% (+387) YoY NEW(+3.1K)	All Managers (Combined)	$562.6K	QoQ +9.28% (+$47.8K) YoY NEW(+$562.6K)
Brookfield Renewable Partners L.P.(BEPcusipG16258108)	25.4K	QoQ +5.05% (+1.2K) YoY +22.42% (+4.6K)	All Managers (Combined)	$562.3K	QoQ +2.15% (+$11.9K) YoY +16.78% (+$80.8K)
(cusip46436E130)✕	22.0K	QoQ +15.61% (+3.0K) YoY +92.49% (+10.6K)	All Managers (Combined)	$562.2K	QoQ +17.72% (+$84.7K) YoY +93.10% (+$271.1K)
(cusip92189H409)✕	11.0K	QoQ -4.15% (-476) YoY -16.37% (-2.1K)	All Managers (Combined)	$561.6K	QoQ -5.50% (-$32.7K) YoY -18.09% (-$124.1K)
Coupang, Inc.(CPNGcusip22266T109)	25.6K	QoQ +11.75% (+2.7K) YoY NEW(+25.6K)	All Managers (Combined)	$560.8K	QoQ +11.50% (+$57.8K) YoY NEW(+$560.8K)
(cusip35473P488)✕	27.3K	QoQ +28.83% (+6.1K) YoY NEW(+27.3K)	All Managers (Combined)	$560.5K	QoQ +31.68% (+$134.9K) YoY NEW(+$560.5K)
Mdu Resources Group Inc(MDUcusip552690109)	33.1K	QoQ +74.04% (+14.1K) YoY +250.13% (+23.7K)	All Managers (Combined)	$559.9K	QoQ +63.32% (+$217.1K) YoY +134.95% (+$321.6K)
Otter Tail Corp(OTTRcusip689648103)	7.0K	QoQ +3.38% (+228) YoY +23.56% (+1.3K)	All Managers (Combined)	$559.7K	QoQ +12.52% (+$62.3K) YoY +14.94% (+$72.8K)
(cusip78468R796)✕	12.2K	QoQ +2.05% (-246) YoY NEW(+12.2K)	All Managers (Combined)	$559.3K	QoQ -3.03% (-$17.5K) YoY NEW(+$559.3K)
(cusip46090A697)✕	11.4K	QoQ +76.85% (+4.9K) YoY NEW(+11.4K)	All Managers (Combined)	$559.2K	QoQ +72.78% (+$235.5K) YoY NEW(+$559.2K)
Markel Group Inc.(MKLcusip570535104)	299	QoQ 0.00% (+0) YoY +56.54% (+108)	All Managers (Combined)	$559.0K	QoQ +8.30% (+$42.9K) YoY +92.36% (+$268.4K)