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 77 of 112
316092832
Shares:
9763(+6.5%)
Value:
$487.6M(+3.5%)
33740F557
Shares:
18357(-29.4%)
Value:
$485.5M(-33.3%)
33734X127
Shares:
29238(+4.0%)
Value:
$483.0M(+5.1%)
46428R107
Shares:
20943(-0.1%)
Value:
$476.9M(+4.5%)
808524789
Shares:
20656(+55.6%)
Value:
$475.3M(+53.9%)
389930207
Shares:
13019
Value:
$475.1M
46435G474
Shares:
17726(+0.6%)
Value:
$474.9M(+0.9%)
46139W825
Shares:
22665(+57.4%)
Value:
$473.5M(+59.5%)
00888H109
Shares:
12743(-55.0%)
Value:
$472.5M(-56.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip316092832)✕ | 9.8K | All Managers (Combined) | $487.6K | ||
(cusip33740F557)✕ | 18.4K | All Managers (Combined) | $485.5K | ||
9.9K | QoQ -0.14% (-14)YoY +5.65% (+529) | All Managers (Combined) | $485.0K | ||
Waters Corp /De/(WATcusip941848103) | 1.3K | YoY NEW(+1.3K) | All Managers (Combined) | $484.7K | YoY NEW(+$484.7K) |
(cusip33734X127)✕ | 29.2K | All Managers (Combined) | $483.0K | ||
1.5K | QoQ -9.86% (-164)YoY NEW(+1.5K) | All Managers (Combined) | $482.8K | YoY NEW(+$482.8K) | |
Incyte Corp(INCYcusip45337C102) | 8.0K | All Managers (Combined) | $482.4K | ||
59.3K | All Managers (Combined) | $481.8K | |||
7.9K | All Managers (Combined) | $480.3K | |||
4.6K | All Managers (Combined) | $478.3K | |||
16.5K | YoY NEW(+16.5K) | All Managers (Combined) | $477.7K | YoY NEW(+$477.7K) | |
(cusip46428R107)✕ | 20.9K | All Managers (Combined) | $476.9K | ||
97.4K | All Managers (Combined) | $476.2K | |||
79.0K | All Managers (Combined) | $475.4K | |||
(cusip808524789)✕ | 20.7K | YoY NEW(+20.7K) | All Managers (Combined) | $475.3K | YoY NEW(+$475.3K) |
(cusip389930207)✕ | 13.0K | QoQ NEW(+13.0K) YoY NEW(+13.0K) | All Managers (Combined) | $475.1K | QoQ NEW(+$475.1K) YoY NEW(+$475.1K) |
(cusip46435G474)✕ | 17.7K | All Managers (Combined) | $474.9K | ||
(cusip46139W825)✕ | 22.7K | YoY NEW(+22.7K) | All Managers (Combined) | $473.5K | YoY NEW(+$473.5K) |
(cusip00888H109)✕ | 12.7K | All Managers (Combined) | $472.5K | ||
2.6K | QoQ -1.53% (-41)YoY NEW(+2.6K) | All Managers (Combined) | $471.4K | YoY NEW(+$471.4K) |