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:
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Page 82 of 112
46140H304
Shares:
21268(-2.2%)
Value:
$416.9M(+3.3%)
464287796
Shares:
8444(+9.3%)
Value:
$416.3M(+18.2%)
003261104
Shares:
19333(-81.1%)
Value:
$414.9M(-79.5%)
464288323
Shares:
7866(+10.1%)
Value:
$414.1M(+8.9%)
464287754
Shares:
3181(+20.7%)
Value:
$414.1M(+17.6%)
45782C748
Shares:
11167(-16.1%)
Value:
$413.3M(-17.3%)
233051143
Shares:
8145(+0.0%)
Value:
$410.8M(-5.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
15.7K | All Managers (Combined) | $419.2K | |||
17.3K | QoQ NEW(+17.3K) YoY NEW(+17.3K) | All Managers (Combined) | $418.6K | QoQ NEW(+$418.6K) YoY NEW(+$418.6K) | |
12.7K | QoQ +0.90% (-113)YoY NEW(+12.7K) | All Managers (Combined) | $417.7K | YoY NEW(+$417.7K) | |
13.4K | QoQ +0.63% (+85)YoY NEW(+13.4K) | All Managers (Combined) | $417.1K | YoY NEW(+$417.1K) | |
Gartner Inc(ITcusip366651107) | 994 | YoY NEW(+994) | All Managers (Combined) | $417.0K | YoY NEW(+$417.0K) |
(cusip46140H304)✕ | 21.3K | All Managers (Combined) | $416.9K | ||
(cusip464287796)✕ | 8.4K | QoQ +9.27% (+717)YoY -5.32% (-475) | All Managers (Combined) | $416.3K | |
Viatris Inc(VTRScusip92556V106) | 47.7K | All Managers (Combined) | $415.7K | ||
10.3K | YoY NEW(+10.3K) | All Managers (Combined) | $415.5K | YoY NEW(+$415.5K) | |
Pricesmart Inc(PSMTcusip741511109) | 4.7K | QoQ +1.54% (-72)YoY NEW(+4.7K) | All Managers (Combined) | $415.4K | YoY NEW(+$415.4K) |
14.2K | All Managers (Combined) | $415.0K | |||
(cusip003261104)✕ | 19.3K | All Managers (Combined) | $414.9K | ||
(cusip464288323)✕ | 7.9K | All Managers (Combined) | $414.1K | ||
(cusip464287754)✕ | 3.2K | All Managers (Combined) | $414.1K | ||
Perrigo Co Plc(PRGOcusipG97822103) | 14.7K | YoY NEW(+14.7K) | All Managers (Combined) | $413.3K | YoY NEW(+$413.3K) |
3.9K | All Managers (Combined) | $413.3K | |||
(cusip45782C748)✕ | 11.2K | All Managers (Combined) | $413.3K | ||
Roblox Corp(RBLXcusip771049103) | 7.0K | QoQ +9.86% (+633)YoY -3.88% (-285) | All Managers (Combined) | $410.8K | |
34.3K | All Managers (Combined) | $410.8K | |||
(cusip233051143)✕ | 8.1K | QoQ 0.00% (-0) | All Managers (Combined) | $410.8K |