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 74 of 112
00888H208
Shares:
16765(+20.8%)
Value:
$538.0M(+18.1%)
92189H805
Shares:
13500(-26.5%)
Value:
$533.6M(-25.5%)
33740U471
Shares:
25951
Value:
$531.8M
46138E222
Shares:
11950(+86.6%)
Value:
$527.7M(+102.7%)
464288562
Shares:
6102(+9.3%)
Value:
$527.3M(+16.6%)
37954Y269
Shares:
20451(+7.0%)
Value:
$525.6M(-2.1%)
25434V831
Shares:
15831
Value:
$524.6M
37954Y384
Shares:
16098(+9.6%)
Value:
$520.6M(+10.5%)
16411Q101
Shares:
7819(+5.1%)
Value:
$516.3M(+30.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.3K | All Managers (Combined) | $538.8K | |||
Transunion(TRUcusip89400J107) | 6.5K | YoY NEW(+6.5K) | All Managers (Combined) | $538.1K | YoY NEW(+$538.1K) |
(cusip00888H208)✕ | 16.8K | All Managers (Combined) | $538.0K | ||
6.9K | QoQ -4.86% (-355)YoY NEW(+6.9K) | All Managers (Combined) | $535.5K | YoY NEW(+$535.5K) | |
(cusip92189H805)✕ | 13.5K | All Managers (Combined) | $533.6K | ||
(cusip33740U471)✕ | 26.0K | QoQ NEW(+26.0K) YoY NEW(+26.0K) | All Managers (Combined) | $531.8K | QoQ NEW(+$531.8K) YoY NEW(+$531.8K) |
21.7K | All Managers (Combined) | $530.4K | |||
5.0K | All Managers (Combined) | $528.9K | |||
20.2K | All Managers (Combined) | $528.1K | |||
Suncor Energy Inc(SUcusip867224107) | 13.6K | QoQ -6.76% (-989)YoY NEW(+13.6K) | All Managers (Combined) | $527.7K | YoY NEW(+$527.7K) |
(cusip46138E222)✕ | 11.9K | YoY NEW(+11.9K) | All Managers (Combined) | $527.7K | YoY NEW(+$527.7K) |
(cusip464288562)✕ | 6.1K | All Managers (Combined) | $527.3K | ||
(cusip37954Y269)✕ | 20.5K | All Managers (Combined) | $525.6K | ||
(cusip25434V831)✕ | 15.8K | QoQ NEW(+15.8K) YoY NEW(+15.8K) | All Managers (Combined) | $524.6K | QoQ NEW(+$524.6K) YoY NEW(+$524.6K) |
14.2K | YoY NEW(+14.2K) | All Managers (Combined) | $524.5K | YoY NEW(+$524.5K) | |
9.2K | YoY NEW(+9.2K) | All Managers (Combined) | $523.1K | YoY NEW(+$523.1K) | |
6.7K | QoQ +2.12% (+140)YoY NEW(+6.7K) | All Managers (Combined) | $523.0K | YoY NEW(+$523.0K) | |
(cusip37954Y384)✕ | 16.1K | All Managers (Combined) | $520.6K | ||
Nordstrom Inc(JWNcusip655664100) | 21.3K | QoQ +0.44% (+95)YoY NEW(+21.3K) | All Managers (Combined) | $520.2K | YoY NEW(+$520.2K) |
(cusip16411Q101)✕ | 7.8K | All Managers (Combined) | $516.3K |