Avantax Advisory Services, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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

2,227 positions
Manager:
SEC
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Page 78 of 112
46434G848
46434G848
Shares:
13088(+10.8%)
Value:
$469.6M(+13.7%)
FRESH DEL MONTE PRODUCE INC
FDP|G36738105
Shares:
15222
Value:
$469.3M
SONOCO PRODUCTS CO
SON|835495102
Shares:
9924(+8.4%)
Value:
$468.8M(+4.8%)
TC ENERGY CORP
TRP|87807B107
Shares:
9908(+3.6%)
Value:
$467.8M(+5.1%)
GATX CORP
GATX|361448103
Shares:
3012(+2.1%)
Value:
$467.7M(+2.3%)
COHEN & STEERS, INC.
CNS|19247A100
Shares:
5823(+2.3%)
Value:
$467.3M(-11.1%)
46090A887
46090A887
Shares:
9301(+43.6%)
Value:
$466.2M(+43.6%)
46435U663
46435U663
Shares:
12132(+1.8%)
Value:
$466.0M(-7.0%)
Brookfield Asset Management Ltd.
BAM.TO|113004105
Shares:
9607(+1.9%)
Value:
$465.5M(-8.9%)
KFORCE INC
KFRC|493732101
Shares:
9491(-0.7%)
Value:
$464.0M(-14.3%)
PTC THERAPEUTICS, INC.
PTCT|69366J200
Shares:
9104(+0.0%)
Value:
$463.9M(+12.9%)
Axos Financial, Inc.
AX|05465C100
Shares:
7188(+0.9%)
Value:
$463.8M(-6.8%)
IDACORP INC
IDA|451107106
Shares:
3981(-11.8%)
Value:
$462.7M(-6.2%)
Healthcare Realty Trust Inc
HR|42226K105
Shares:
27292(-0.1%)
Value:
$461.2M(-0.4%)
monday.com Ltd.
MNDY|M7S64H106
Shares:
1894(-7.4%)
Value:
$460.5M(-4.4%)
BARCLAYS PLC
BCS|06738E204
Shares:
29983(+0.6%)
Value:
$460.5M(+16.2%)
INNOVATIVE INDUSTRIAL PROPERTIES INC
IIPR|45781V101
Shares:
8503(-10.9%)
Value:
$459.9M(-27.7%)
46435G847
46435G847
Shares:
13721(-10.5%)
Value:
$458.8M(-7.1%)
LAKELAND FINANCIAL CORP
LKFN|511656100
Shares:
7711(+5.6%)
Value:
$458.3M(-8.7%)
ELECTRONIC ARTS INC.
EA|285512109
Shares:
3170(-65.5%)
Value:
$458.1M(-65.9%)