Avantax-Advisory-Services
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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
- Manager Name
- Avantax-Advisory-Services
Data Enrichment
62% identified1,380 identified847 unidentified
Holdings
2,227 positions • $16.5B total value
Manager:
Search and click to pin securities to the top
Page 81 of 112
Shares:4.1K
Value:$432.0K
% of Portfolio:0.0% ($432.0K/$16.5B)
46436E312
Shares:17.2K
Value:$430.2K
% of Portfolio:0.0% ($430.2K/$16.5B)
025072281
Shares:6.9K
Value:$430.2K
% of Portfolio:0.0% ($430.2K/$16.5B)
Shares:25.1K
Value:$428.5K
% of Portfolio:0.0% ($428.5K/$16.5B)
Shares:34.4K
Value:$427.3K
% of Portfolio:0.0% ($427.3K/$16.5B)
46139W783
Shares:20.8K
Value:$426.7K
% of Portfolio:0.0% ($426.7K/$16.5B)
Shares:229
Value:$425.2K
% of Portfolio:0.0% ($425.2K/$16.5B)
Shares:14.1K
Value:$424.8K
% of Portfolio:0.0% ($424.8K/$16.5B)
46435UAA9
Shares:17.4K
Value:$421.6K
% of Portfolio:0.0% ($421.6K/$16.5B)
37954Y343
Shares:7.9K
Value:$421.5K
% of Portfolio:0.0% ($421.5K/$16.5B)
Shares:50.5K
Value:$421.5K
% of Portfolio:0.0% ($421.5K/$16.5B)
00888H794
Shares:14.1K
Value:$421.1K
% of Portfolio:0.0% ($421.1K/$16.5B)
33740F573
Shares:17.6K
Value:$421.1K
% of Portfolio:0.0% ($421.1K/$16.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 4.1K | QoQ -8.57% (-382)YoY NEW(+4.1K) | All Managers (Combined) | $432.0K | 0.0% ($432.0K/$16.5B) | YoY NEW(+$432.0K) | |
| 6.8K | YoY NEW(+6.8K) | All Managers (Combined) | $431.9K | 0.0% ($431.9K/$16.5B) | YoY NEW(+$431.9K) | |
| 17.5K | YoY NEW(+17.5K) | All Managers (Combined) | $431.1K | 0.0% ($431.1K/$16.5B) | YoY NEW(+$431.1K) | |
| 5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $430.3K | 0.0% ($430.3K/$16.5B) | YoY NEW(+$430.3K) | |
(cusip46436E312)✕ | 17.2K | All Managers (Combined) | $430.2K | 0.0% ($430.2K/$16.5B) | ||
(cusip025072281)✕ | 6.9K | All Managers (Combined) | $430.2K | 0.0% ($430.2K/$16.5B) | ||
| 25.1K | YoY NEW(+25.1K) | All Managers (Combined) | $428.5K | 0.0% ($428.5K/$16.5B) | YoY NEW(+$428.5K) | |
| 34.4K | All Managers (Combined) | $427.3K | 0.0% ($427.3K/$16.5B) | |||
(cusip46139W783)✕ | 20.8K | YoY NEW(+20.8K) | All Managers (Combined) | $426.7K | 0.0% ($426.7K/$16.5B) | YoY NEW(+$426.7K) |
Utz Brands, Inc.(UTZcusip918090101) | 30.2K | YoY NEW(+30.2K) | All Managers (Combined) | $425.7K | 0.0% ($425.7K/$16.5B) | YoY NEW(+$425.7K) |
| 229 | QoQ +12.80% (-26)YoY NEW(+229) | All Managers (Combined) | $425.2K | 0.0% ($425.2K/$16.5B) | YoY NEW(+$425.2K) | |
| 5.3K | All Managers (Combined) | $425.2K | 0.0% ($425.2K/$16.5B) | |||
| 14.1K | YoY NEW(+14.1K) | All Managers (Combined) | $424.8K | 0.0% ($424.8K/$16.5B) | YoY NEW(+$424.8K) | |
(cusip46435UAA9)✕ | 17.4K | YoY NEW(+17.4K) | All Managers (Combined) | $421.6K | 0.0% ($421.6K/$16.5B) | YoY NEW(+$421.6K) |
POPULAR, INC.(BPOPcusip733174700) | 4.6K | QoQ +7.21% (+307)YoY NEW(+4.6K) | All Managers (Combined) | $421.6K | 0.0% ($421.6K/$16.5B) | YoY NEW(+$421.6K) |
(cusip37954Y343)✕ | 7.9K | All Managers (Combined) | $421.5K | 0.0% ($421.5K/$16.5B) | ||
| 50.5K | YoY NEW(+50.5K) | All Managers (Combined) | $421.5K | 0.0% ($421.5K/$16.5B) | YoY NEW(+$421.5K) | |
(cusip00888H794)✕ | 14.1K | YoY NEW(+14.1K) | All Managers (Combined) | $421.1K | 0.0% ($421.1K/$16.5B) | YoY NEW(+$421.1K) |
(cusip33740F573)✕ | 17.6K | QoQ +3.49% (+594)YoY NEW(+17.6K) | All Managers (Combined) | $421.1K | 0.0% ($421.1K/$16.5B) | YoY NEW(+$421.1K) |
| 9.1K | QoQ +1.55% (-139)YoY NEW(+9.1K) | All Managers (Combined) | $420.5K | 0.0% ($420.5K/$16.5B) | YoY NEW(+$420.5K) |