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:
Search and click to pin securities to the top
Page 81 of 112
46436E312
Shares:
17217(+17.1%)
Value:
$430.2M(+19.1%)
025072281
Shares:
6899(-34.0%)
Value:
$430.2M(-37.8%)
46139W783
Shares:
20831(+61.4%)
Value:
$426.7M(+63.5%)
46435UAA9
Shares:
17438(+95.0%)
Value:
$421.6M(+96.8%)
37954Y343
Shares:
7919(+10.5%)
Value:
$421.5M(+19.1%)
Shares:
50481(-6.8%)
Value:
$421.5M(-7.7%)
00888H794
Shares:
14061(+31.5%)
Value:
$421.1M(+29.4%)
33740F573
Shares:
17567(+3.5%)
Value:
$421.1M(+8.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.1K | QoQ -8.57% (-382)YoY NEW(+4.1K) | All Managers (Combined) | $432.0K | YoY NEW(+$432.0K) | |
6.8K | YoY NEW(+6.8K) | All Managers (Combined) | $431.9K | YoY NEW(+$431.9K) | |
17.5K | YoY NEW(+17.5K) | All Managers (Combined) | $431.1K | YoY NEW(+$431.1K) | |
5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $430.3K | YoY NEW(+$430.3K) | |
(cusip46436E312)✕ | 17.2K | All Managers (Combined) | $430.2K | ||
(cusip025072281)✕ | 6.9K | All Managers (Combined) | $430.2K | ||
25.1K | YoY NEW(+25.1K) | All Managers (Combined) | $428.5K | YoY NEW(+$428.5K) | |
34.4K | All Managers (Combined) | $427.3K | |||
(cusip46139W783)✕ | 20.8K | YoY NEW(+20.8K) | All Managers (Combined) | $426.7K | YoY NEW(+$426.7K) |
Utz Brands, Inc.(UTZcusip918090101) | 30.2K | YoY NEW(+30.2K) | All Managers (Combined) | $425.7K | YoY NEW(+$425.7K) |
229 | QoQ +12.80% (-26)YoY NEW(+229) | All Managers (Combined) | $425.2K | YoY NEW(+$425.2K) | |
5.3K | All Managers (Combined) | $425.2K | |||
14.1K | YoY NEW(+14.1K) | All Managers (Combined) | $424.8K | YoY NEW(+$424.8K) | |
(cusip46435UAA9)✕ | 17.4K | YoY NEW(+17.4K) | All Managers (Combined) | $421.6K | YoY NEW(+$421.6K) |
Popular, Inc.(BPOPcusip733174700) | 4.6K | QoQ +7.21% (+307)YoY NEW(+4.6K) | All Managers (Combined) | $421.6K | YoY NEW(+$421.6K) |
(cusip37954Y343)✕ | 7.9K | All Managers (Combined) | $421.5K | ||
50.5K | YoY NEW(+50.5K) | All Managers (Combined) | $421.5K | YoY NEW(+$421.5K) | |
(cusip00888H794)✕ | 14.1K | YoY NEW(+14.1K) | All Managers (Combined) | $421.1K | YoY NEW(+$421.1K) |
(cusip33740F573)✕ | 17.6K | QoQ +3.49% (+594)YoY NEW(+17.6K) | All Managers (Combined) | $421.1K | YoY NEW(+$421.1K) |
9.1K | QoQ +1.55% (-139)YoY NEW(+9.1K) | All Managers (Combined) | $420.5K | YoY NEW(+$420.5K) |