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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92647X822

21013

Value:

$515.5M

HUBSPOT INC

HUBS|443573100

902(+68.0%)

Value:

$515.4M(+37.8%)

Performance Food Group Co

PFGC|71377A103

6541(-10.8%)

Value:

$514.3M(-17.0%)

EPLUS INC

PLUS|294268107

8417(-6.0%)

Value:

$513.7M(-22.4%)

78464A797

9688(+10.8%)

Value:

$513.1M(+5.8%)

Certara, Inc.

CERT|15687V109

51788(+53.0%)

Value:

$512.7M(+42.2%)

ALIGN TECHNOLOGY INC

ALGN|016255101

3221(+22.2%)

Value:

$511.7M(-6.9%)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

1384(+27.8%)

Value:

$510.1M(+37.4%)

REAVES UTILITY INCOME FUND

UTG|756158101

15668(-20.6%)

Value:

$509.8M(-18.4%)

Celsius Holdings, Inc.

CELH|15118V207

14227(+74.4%)

Value:

$506.8M(+135.9%)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

33698(+19.5%)

Value:

$505.8M(+10.2%)

TORONTO DOMINION BANK

TD|891160509

8417(-6.6%)

Value:

$504.5M(+5.2%)

CAMDEN PROPERTY TRUST

CPT|133131102

4119(-9.8%)

Value:

$503.8M(-4.9%)

MOLINA HEALTHCARE, INC.

MOH|60855R100

1528(+7.9%)

Value:

$503.3M(+22.1%)

U S PHYSICAL THERAPY INC /NV

USPH|90337L108

6950(-8.4%)

Value:

$502.9M(-25.3%)

Warner Bros. Discovery, Inc.

WBD|934423104

46840(+20.4%)

Value:

$502.6M(+22.3%)

SUMITOMO MITSUI FINANCIAL GROUP, INC.

SMFG|86562M209

32499(+22.7%)

Value:

$502.4M(+30.9%)

45782C532

14646

Value:

$502.4M

Enovix Corp

ENVX|293594107

68284(+13.5%)

Value:

$501.2M(-23.4%)

PINTEREST, INC.

PINS|72352L106

16165(-1.4%)

Value:

$501.1M(+5.4%)

Instrument	Shares		Other Manager	Value
(cusip92647X822)✕	21.0K	QoQ NEW(+21.0K) YoY NEW(+21.0K)	All Managers (Combined)	$515.5K	QoQ NEW(+$515.5K) YoY NEW(+$515.5K)
Hubspot Inc(HUBScusip443573100)	902	QoQ +67.97% (+365) YoY +154.80% (+548)	All Managers (Combined)	$515.4K	QoQ +37.75% (+$141.3K) YoY +132.38% (+$293.6K)
Performance Food Group Co(PFGCcusip71377A103)	6.5K	QoQ -10.78% (-791) YoY NEW(+6.5K)	All Managers (Combined)	$514.3K	QoQ -17.03% (-$105.6K) YoY NEW(+$514.3K)
Eplus Inc(PLUScusip294268107)	8.4K	QoQ -6.04% (-542) YoY NEW(+8.4K)	All Managers (Combined)	$513.7K	QoQ -22.39% (-$148.2K) YoY NEW(+$513.7K)
(cusip78464A797)✕	9.7K	QoQ +10.77% (+942) YoY +5.56% (+511)	All Managers (Combined)	$513.1K	QoQ +5.75% (+$27.9K) YoY +18.70% (+$80.8K)
Certara, Inc.(CERTcusip15687V109)	51.8K	QoQ +52.96% (+17.9K) YoY NEW(+51.8K)	All Managers (Combined)	$512.7K	QoQ +42.18% (+$152.1K) YoY NEW(+$512.7K)
Align Technology Inc(ALGNcusip016255101)	3.2K	QoQ +22.23% (-586) YoY +388.03% (+2.6K)	All Managers (Combined)	$511.7K	QoQ -6.87% (-$37.8K) YoY +136.62% (+$295.5K)
Charter Communications, Inc. /Mo/(CHTRcusip16119P108)	1.4K	QoQ +27.79% (+301) YoY NEW(+1.4K)	All Managers (Combined)	$510.1K	QoQ +37.39% (+$138.8K) YoY NEW(+$510.1K)
Reaves Utility Income Fund(UTGcusip756158101)	15.7K	QoQ -20.56% (-4.1K) YoY NEW(+15.7K)	All Managers (Combined)	$509.8K	QoQ -18.43% (-$115.2K) YoY NEW(+$509.8K)
Celsius Holdings, Inc.(CELHcusip15118V207)	14.2K	QoQ +74.43% (+6.1K) YoY NEW(+14.2K)	All Managers (Combined)	$506.8K	QoQ +135.89% (+$291.9K) YoY NEW(+$506.8K)
Huntington Bancshares Inc /Md/(HBANcusip446150104)	33.7K	QoQ +19.47% (+5.5K) YoY +199.61% (+22.5K)	All Managers (Combined)	$505.8K	QoQ +10.22% (+$46.9K) YoY +222.37% (+$348.9K)
Toronto Dominion Bank(TDcusip891160509)	8.4K	QoQ -6.58% (-593) YoY -39.52% (-5.5K)	All Managers (Combined)	$504.5K	QoQ +5.17% (-$24.8K) YoY -39.96% (-$335.9K)
Camden Property Trust(CPTcusip133131102)	4.1K	QoQ -9.76% (-446) YoY +35.40% (+1.1K)	All Managers (Combined)	$503.8K	QoQ -4.88% (-$25.9K) YoY +68.30% (+$204.5K)
Molina Healthcare, Inc.(MOHcusip60855R100)	1.5K	QoQ +7.90% (+112) YoY NEW(+1.5K)	All Managers (Combined)	$503.3K	QoQ +22.12% (+$91.2K) YoY NEW(+$503.3K)
U S Physical Therapy Inc /Nv(USPHcusip90337L108)	7.0K	QoQ -8.44% (-641) YoY NEW(+7.0K)	All Managers (Combined)	$502.9K	QoQ -25.32% (-$170.5K) YoY NEW(+$502.9K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	46.8K	QoQ +20.44% (+8.0K) YoY +20.01% (+7.8K)	All Managers (Combined)	$502.6K	QoQ +22.27% (+$91.5K) YoY +47.51% (+$161.9K)
Sumitomo Mitsui Financial Group, Inc.(SMFGcusip86562M209)	32.5K	QoQ +22.66% (+6.0K) YoY NEW(+32.5K)	All Managers (Combined)	$502.4K	QoQ +30.87% (+$118.5K) YoY NEW(+$502.4K)
(cusip45782C532)✕	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$502.4K	QoQ NEW(+$502.4K) YoY NEW(+$502.4K)
Enovix Corp(ENVXcusip293594107)	68.3K	QoQ +13.50% (-8.1K) YoY +160.75% (+42.1K)	All Managers (Combined)	$501.2K	QoQ -23.35% (-$152.8K) YoY +138.94% (+$291.4K)
Pinterest, Inc.(PINScusip72352L106)	16.2K	QoQ -1.42% (-233) YoY +28.25% (+3.6K)	All Managers (Combined)	$501.1K	QoQ +5.37% (-$25.6K) YoY +14.67% (+$64.1K)