Avantax Advisory Services, Inc.

Filing Details

13F-HR2025-03-31
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
Manager Name
Avantax Advisory Services, Inc.
Data Enrichment
62% identified
1,380 identified847 unidentified

Holdings

2,227 positions
Manager:
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Page 81 of 112
PINNACLE FINANCIAL PARTNERS INC
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17217(+17.1%)
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$427.3M(+0.7%)
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30237(+7.1%)
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FIRST CITIZENS BANCSHARES INC /DE/
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$425.2M(-1.0%)
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Life Time Group Holdings, Inc.
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14066(+29.5%)
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46435UAA9
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17438(+95.0%)
Value:
$421.6M(+96.8%)
POPULAR, INC.
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4564(+7.2%)
Value:
$421.6M(+5.3%)
37954Y343
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7919(+10.5%)
Value:
$421.5M(+19.1%)
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC.
Shares:
50481(-6.8%)
Value:
$421.5M(-7.7%)
00888H794
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14061(+31.5%)
Value:
$421.1M(+29.4%)
33740F573
Shares:
17567(+3.5%)
Value:
$421.1M(+8.8%)
Travel & Leisure Co.
Shares:
9083(+1.6%)
Value:
$420.5M(-6.8%)