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 8 of 112
808524839
808524839
Shares:
789936(-12.7%)
Value:
$18.3B(-10.9%)
25434V302
25434V302
Shares:
697754(+3.5%)
Value:
$18.1B(+5.6%)
464288604
464288604
Shares:
398979(+1.1%)
Value:
$18.0B(-7.9%)
AMERICAN TOWER CORP /MA/
AMT|03027X100
Shares:
80633(+10.1%)
Value:
$17.5B(+30.6%)
81369Y803
XLK|81369Y803
Shares:
84933(+13.6%)
Value:
$17.5B(+0.8%)
CONOCOPHILLIPS
COP|20825C104
Shares:
166477(+7.7%)
Value:
$17.5B(+14.1%)
78464A474
78464A474
Shares:
580771(+13.6%)
Value:
$17.5B(+14.5%)
464287150
ITOT|464287150
Shares:
142103(-9.5%)
Value:
$17.3B(-14.1%)
92204A405
VFH|92204A405
Shares:
144728(-2.1%)
Value:
$17.3B(-1.0%)
33739Q408
33739Q408
Shares:
287831(-0.3%)
Value:
$17.2B(-0.2%)
464287101
464287101
Shares:
62505(+71.7%)
Value:
$16.9B(+61.0%)
ORACLE CORP
ORCL|68389X105
Shares:
119767(+12.6%)
Value:
$16.7B(-5.5%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
276294(+5.0%)
Value:
$16.6B(+20.5%)
81369Y605
81369Y605
Shares:
332177(+5.9%)
Value:
$16.5B(+9.2%)
464288588
464288588
Shares:
172859(-7.6%)
Value:
$16.2B(-5.5%)
CATERPILLAR INC
CAT|149123101
Shares:
49091(+3.5%)
Value:
$16.2B(-5.9%)
46138G698
46138G698
Shares:
162409(+5.5%)
Value:
$16.1B(+7.0%)
464287598
IWD|464287598
Shares:
85096(-43.2%)
Value:
$16.0B(-42.2%)
Philip Morris International Inc.
PM|718172109
Shares:
100761(+7.5%)
Value:
$16.0B(+41.8%)
33740F805
33740F805
Shares:
364132(-19.1%)
Value:
$16.0B(-17.5%)