Avantax-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  null,
  null,
  null,
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  "JWN",
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  "TRGP",
  null,
  null,
  "TEF",
  null,
  "ATRO",
  "ACP",
  "MOD",
  null,
  "TOST",
  "TXT",
  "TSCO",
  "TRTX",
  "POWW",
  "BLIN",
  "PML",
  null,
  null,
  "RVPH",
  null,
  null,
  "NTNX",
  null,
  "OXM",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GMED",
  "GNL",
  "IWN",
  "PATH",
  null,
  "GDDY",
  null,
  "SNY",
  "IEF",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "LRN",
  "GSK",
  null,
  "OHI",
  "GPN",
  null,
  "RMD",
  null,
  "PR",
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "GPI",
  "VTR",
  null,
  "VYM",
  "AHR",
  "GEF",
  null,
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GPK",
  "LOPE",
  "VRT",
  "HASI",
  "MEDP",
  "R",
  null,
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "MTDR",
  "PRGO",
  "SLGN",
  "LFUS",
  "LECO",
  "ST",
  "PVH",
  "MKSI",
  "RGLD",
  "NFG",
  "MLI",
  "PSN",
  "MSA",
  null,
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "VNT",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "SF",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  null,
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "EL",
  null,
  "SDY",
  "FI",
  "EPAM",
  "DRI",
  null,
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  null,
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "AIZ",
  null,
  "NCLH",
  "OPCH",
  "TTC",
  "DHY",
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "DORM",
  "FBK",
  "EVLV",
  "ES",
  "FDP",
  "IAUX",
  "HWKN",
  "HROW",
  "IIIV",
  "HSTM",
  "OMAB",
  "HCKT",
  "HYLN",
  null,
  "IDCC",
  null,
  "IPG",
  "IBP",
  null,
  null,
  null,
  "HMN",
  "INVH",
  "NSP",
  null,
  "KNF",
  "LKFN",
  "KFRC",
  null,
  "IDXX",
  "BIPC",
  "KLIC",
  null,
  null,
  "LSTR",
  "RHP",
  "IEX",
  "UA",
  null,
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  "CHY",
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "IVZ",
  "OVV",
  "SBRA",
  null,
  "LMAT",
  null,
  "SQM",
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "AMC",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  null,
  null,
  null,
  "AAON",
  "DOX",
  "ELS",
  null,
  "EGP",
  "CEF",
  "HDB",
  "NTES",
  "OGS",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  null,
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  null,
  "VYMI",
  null,
  "VALE",
  "VMI",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VIOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  null,
  "VSAT",
  "VLTO",
  "VERX",
  "VTV",
  "VEEV",
  "VRSN",
  "VCTR",
  "VTRS",
  "V",
  null,
  null,
  "VST",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  null,
  "WES",
  "WCC",
  "WFG",
  "WBS",
  "WFC",
  "WST",
  "WELL",
  null,
  null,
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  null,
  "WSC",
  "WWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WSFS",
  "WPC",
  "WH",
  "WYNN",
  "XEL",
  "WK",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "ZLAB",
  "Z",
  "XYL",
  "ZBRA",
  null,
  "IUSG",
  null,
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "ESTC",
  "EXPI",
  null,
  "JJSF",
  "DTE",
  null,
  null,
  "DY",
  "ADT",
  "OC",
  "POWI",
  "ORC",
  "GRMN",
  "ONTO",
  "NXST",
  null,
  "DNN",
  "FNF",
  "NOG",
  "G",
  "FR",
  "FOXA",
  "MTB",
  "JHG",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "IHG",
  "EXLS",
  "ALRM",
  "SCHA",
  "HIW",
  "JD",
  "JBHT",
  "LW",
  "KRC",
  "MSCI",
  "MTZ",
  "JKHY",
  null,
  "KVYO",
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "NDSN",
  "INFY",
  null,
  "JCI",
  "NXPI",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "NWN",
  "MNDY",
  null,
  "TER",
  "SO",
  "TAK",
  "USPH",
  null,
  "TTD",
  "ON",
  null,
  "UFPI",
  "SON",
  "SBSW",
  "STBA",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "PFGC",
  null,
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "PSX",
  null,
  "SSD",
  "OPEN",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  "TDY",
  "SUI",
  "UFCS",
  null,
  "RDDT",
  "SANM",
  "SYY",
  "PTEN",
  "DIA",
  "ORI",
  null,
  "SEE",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  null,
  "HALO",
  "LNTH",
  null,
  "IUSV",
  null,
  null,
  "UHS",
  null,
  "GEV",
  "ZWS",
  "MELI",
  "TRI.TO",
  "OLED",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "PEGA",
  "HESM",
  null,
  "MTH",
  null,
  "NVT",
  null,
  "IRMD",
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  "PZZA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "AUR",
  "AVNT",
  "ALV",
  "ADP",
  "AZO",
  "BCPC",
  "AVTR",
  "AVA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BBVA",
  "BNS",
  "BANF",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BRBR",
  "BBAI",
  "BHP",
  "BKH",
  null,
  "BB",
  "BJ",
  "BIO",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BLFS",
  null,
  null,
  null,
  "BA",
  "BAH",
  null,
  "OWL",
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BTI",
  "BRT",
  "BC",
  "BF-B",
  "BIP",
  "BLDR",
  "BAM.TO",
  "BNL",
  "BR",
  "BG",
  "CBT",
  "BFST",
  "BWXT",
  "BXP",
  "BURL",
  "CWT",
  "CALM",
  "CZR",
  "CCJ",
  null,
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CWST",
  "CVNA",
  "CARR",
  "CCL",
  "CBOE",
  "CVCO",
  "CBRE",
  "CDW",
  "CBZ",
  "CAVA",
  "CASY",
  "CX",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CF",
  "CHX",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "CIM",
  "GTLS",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CMTG",
  "YOU",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "CGNX",
  "CDE",
  "CMA",
  "COHR",
  "COIN",
  "CNS",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CVLT",
  "CNOB",
  "CFLT",
  "CNXC",
  "ROAD",
  "CWCO",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRDO",
  "CRAI",
  "CUZ",
  "CRH",
  "CR",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "CSGS",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DAR",
  "DE",
  "DGII",
  "DENN",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "DBRG",
  "DCI",
  "DPZ",
  "DV",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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: avantax-advisory-services
Manager Name: Avantax-Advisory-Services

Data Enrichment

62% identified

1,380 identified847 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,227 positions • $16.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 8 of 112

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808524839

Shares:789.9K

Value:$18.3M

% of Portfolio:0.1% ($18.3M/$16.5B)

25434V302

Shares:697.8K

Value:$18.1M

% of Portfolio:0.1% ($18.1M/$16.5B)

464288604

Shares:399.0K

Value:$18.0M

% of Portfolio:0.1% ($18.0M/$16.5B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:80.6K

Value:$17.5M

% of Portfolio:0.1% ($17.5M/$16.5B)

81369Y803

XLK|81369Y803

Shares:84.9K

Value:$17.5M

% of Portfolio:0.1% ($17.5M/$16.5B)

CONOCOPHILLIPS

COP|20825C104

Shares:166.5K

Value:$17.5M

% of Portfolio:0.1% ($17.5M/$16.5B)

78464A474

Shares:580.8K

Value:$17.5M

% of Portfolio:0.1% ($17.5M/$16.5B)

464287150

ITOT|464287150

Shares:142.1K

Value:$17.3M

% of Portfolio:0.1% ($17.3M/$16.5B)

92204A405

VFH|92204A405

Shares:144.7K

Value:$17.3M

% of Portfolio:0.1% ($17.3M/$16.5B)

33739Q408

Shares:287.8K

Value:$17.2M

% of Portfolio:0.1% ($17.2M/$16.5B)

464287101

Shares:62.5K

Value:$16.9M

% of Portfolio:0.1% ($16.9M/$16.5B)

ORACLE CORP

ORCL|68389X105

Shares:119.8K

Value:$16.7M

% of Portfolio:0.1% ($16.7M/$16.5B)

ALTRIA GROUP, INC.

MO|02209S103

Shares:276.3K

Value:$16.6M

% of Portfolio:0.1% ($16.6M/$16.5B)

81369Y605

Shares:332.2K

Value:$16.5M

% of Portfolio:0.1% ($16.5M/$16.5B)

464288588

Shares:172.9K

Value:$16.2M

% of Portfolio:0.1% ($16.2M/$16.5B)

CATERPILLAR INC

CAT|149123101

Shares:49.1K

Value:$16.2M

% of Portfolio:0.1% ($16.2M/$16.5B)

46138G698

Shares:162.4K

Value:$16.1M

% of Portfolio:0.1% ($16.1M/$16.5B)

464287598

IWD|464287598

Shares:85.1K

Value:$16.0M

% of Portfolio:0.1% ($16.0M/$16.5B)

Philip Morris International Inc.

PM|718172109

Shares:100.8K

Value:$16.0M

% of Portfolio:0.1% ($16.0M/$16.5B)

33740F805

Shares:364.1K

Value:$16.0M

% of Portfolio:0.1% ($16.0M/$16.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524839)✕	789.9K	QoQ -12.68% (-114.8K) YoY +246.35% (+561.9K)	All Managers (Combined)	$18.3M	0.1% ($18.3M/$16.5B)	QoQ -10.92% (-$2.2M) YoY +74.38% (+$7.8M)
(cusip25434V302)✕	697.8K	QoQ +3.45% (+23.3K) YoY +73.11% (+294.7K)	All Managers (Combined)	$18.1M	0.1% ($18.1M/$16.5B)	QoQ +5.57% (+$954.0K) YoY +81.31% (+$8.1M)
(cusip464288604)✕	399.0K	QoQ +1.13% (-4.5K) YoY +25.92% (+82.1K)	All Managers (Combined)	$18.0M	0.1% ($18.0M/$16.5B)	QoQ -7.88% (-$1.5M) YoY +21.81% (+$3.2M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	80.6K	QoQ +10.07% (+7.4K) YoY +158.47% (+49.4K)	All Managers (Combined)	$17.5M	0.1% ($17.5M/$16.5B)	QoQ +30.59% (+$4.1M) YoY +184.64% (+$11.4M)
(XLKcusip81369Y803)	84.9K	QoQ +13.56% (+10.1K) YoY -59.29% (-123.7K)	All Managers (Combined)	$17.5M	0.1% ($17.5M/$16.5B)	QoQ +0.84% (+$147.1K) YoY -59.64% (-$25.9M)
CONOCOPHILLIPS(COPcusip20825C104)	166.5K	QoQ +7.74% (+12.0K) YoY +57.30% (+60.6K)	All Managers (Combined)	$17.5M	0.1% ($17.5M/$16.5B)	QoQ +14.10% (+$2.2M) YoY +29.79% (+$4.0M)
(cusip78464A474)✕	580.8K	QoQ +13.63% (+69.7K) YoY +60.46% (+218.8K)	All Managers (Combined)	$17.5M	0.1% ($17.5M/$16.5B)	QoQ +14.54% (+$2.2M) YoY +62.24% (+$6.7M)
(ITOTcusip464287150)	142.1K	QoQ -9.46% (-14.9K) YoY -6.11% (-9.3K)	All Managers (Combined)	$17.3M	0.1% ($17.3M/$16.5B)	QoQ -14.11% (-$2.8M) YoY -0.65% (-$114.1K)
(VFHcusip92204A405)	144.7K	QoQ -2.13% (-3.2K) YoY -6.41% (-9.9K)	All Managers (Combined)	$17.3M	0.1% ($17.3M/$16.5B)	QoQ -0.97% (-$170.0K) YoY +9.20% (-$1.5M)
(cusip33739Q408)✕	287.8K	QoQ -0.35% (-1.0K) YoY -20.57% (-74.5K)	All Managers (Combined)	$17.2M	0.1% ($17.2M/$16.5B)	QoQ -0.23% (-$41.2K) YoY -20.27% (-$4.4M)
(cusip464287101)✕	62.5K	QoQ +71.66% (+26.1K) YoY +226.63% (+43.4K)	All Managers (Combined)	$16.9M	0.1% ($16.9M/$16.5B)	QoQ +60.95% (+$6.4M) YoY +257.55% (+$12.2M)
ORACLE CORP(ORCLcusip68389X105)	119.8K	QoQ +12.59% (-13.4K) YoY +112.93% (+63.5K)	All Managers (Combined)	$16.7M	0.1% ($16.7M/$16.5B)	QoQ -5.53% (-$981.1K) YoY +137.00% (+$9.7M)
ALTRIA GROUP, INC.(MOcusip02209S103)	276.3K	QoQ +4.95% (+13.1K) YoY +163.15% (+171.3K)	All Managers (Combined)	$16.6M	0.1% ($16.6M/$16.5B)	QoQ +20.47% (+$2.8M) YoY +262.08% (+$12.0M)
(cusip81369Y605)✕	332.2K	QoQ +5.94% (+18.6K) YoY -28.50% (-132.4K)	All Managers (Combined)	$16.5M	0.1% ($16.5M/$16.5B)	QoQ +9.18% (+$1.4M) YoY -15.44% (-$3.0M)
(cusip464288588)✕	172.9K	QoQ -7.58% (-14.2K) YoY +40.11% (+49.5K)	All Managers (Combined)	$16.2M	0.1% ($16.2M/$16.5B)	QoQ -5.46% (-$937.9K) YoY +42.17% (+$4.8M)
CATERPILLAR INC(CATcusip149123101)	49.1K	QoQ +3.51% (-1.7K) YoY +39.54% (+13.9K)	All Managers (Combined)	$16.2M	0.1% ($16.2M/$16.5B)	QoQ -5.89% (-$1.0M) YoY +25.59% (+$3.3M)
(cusip46138G698)✕	162.4K	QoQ +5.52% (+8.5K) YoY +22.53% (+29.9K)	All Managers (Combined)	$16.1M	0.1% ($16.1M/$16.5B)	QoQ +7.05% (+$1.1M) YoY +29.87% (+$3.7M)
(IWDcusip464287598)	85.1K	QoQ -43.16% (-64.6K) YoY +20.69% (+14.6K)	All Managers (Combined)	$16.0M	0.1% ($16.0M/$16.5B)	QoQ -42.23% (-$11.7M) YoY +26.79% (+$3.4M)
Philip Morris International Inc.(PMcusip718172109)	100.8K	QoQ +7.51% (+7.0K) YoY +105.19% (+51.7K)	All Managers (Combined)	$16.0M	0.1% ($16.0M/$16.5B)	QoQ +41.80% (+$4.7M) YoY +255.48% (+$11.5M)
(cusip33740F805)✕	364.1K	QoQ -19.10% (-86.0K) YoY -36.89% (-212.9K)	All Managers (Combined)	$16.0M	0.1% ($16.0M/$16.5B)	QoQ -17.46% (-$3.4M) YoY -36.54% (-$9.2M)