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 84 of 112
Shares:
35283(+10.0%)
Value:
$396.9M(+11.8%)
45782C276
Shares:
6606(-1.7%)
Value:
$396.5M(-6.0%)
46138E206
Shares:
16617(+0.0%)
Value:
$396.3M(-3.4%)
N72482206
Shares:
9869
Value:
$396.2M
45782C649
Shares:
11489(+0.0%)
Value:
$395.4M(-2.2%)
464289859
Shares:
5141
Value:
$393.3M
78464A300
Shares:
4996(+73.8%)
Value:
$391.7M(+56.1%)
92189H748
Shares:
7407(+65.9%)
Value:
$391.4M(+66.1%)
35473P769
Shares:
10459(-63.6%)
Value:
$385.3M(-64.6%)
97717W208
Shares:
3869(+2.6%)
Value:
$383.6M(+9.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
35.3K | YoY NEW(+35.3K) | All Managers (Combined) | $396.9K | YoY NEW(+$396.9K) | |
(cusip45782C276)✕ | 6.6K | All Managers (Combined) | $396.5K | ||
(cusip46138E206)✕ | 16.6K | QoQ 0.00% (-0)YoY +2.46% (-400) | All Managers (Combined) | $396.3K | |
(cusipN72482206)✕ | 9.9K | QoQ NEW(+9.9K) YoY NEW(+9.9K) | All Managers (Combined) | $396.2K | QoQ NEW(+$396.2K) YoY NEW(+$396.2K) |
3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $396.0K | YoY NEW(+$396.0K) | |
(cusip45782C649)✕ | 11.5K | QoQ 0.00% (-0) | All Managers (Combined) | $395.4K | |
2.4K | QoQ +3.51% (+80)YoY NEW(+2.4K) | All Managers (Combined) | $394.4K | YoY NEW(+$394.4K) | |
27.0K | QoQ NEW(+27.0K) YoY NEW(+27.0K) | All Managers (Combined) | $394.3K | QoQ NEW(+$394.3K) YoY NEW(+$394.3K) | |
(cusip464289859)✕ | 5.1K | QoQ NEW(+5.1K) YoY NEW(+5.1K) | All Managers (Combined) | $393.3K | QoQ NEW(+$393.3K) YoY NEW(+$393.3K) |
36.2K | All Managers (Combined) | $393.1K | |||
15.1K | YoY NEW(+15.1K) | All Managers (Combined) | $392.0K | YoY NEW(+$392.0K) | |
(cusip78464A300)✕ | 5.0K | All Managers (Combined) | $391.7K | ||
(cusip92189H748)✕ | 7.4K | YoY NEW(+7.4K) | All Managers (Combined) | $391.4K | YoY NEW(+$391.4K) |
7.7K | YoY NEW(+7.7K) | All Managers (Combined) | $391.1K | YoY NEW(+$391.1K) | |
Netstreit Corp.(NTSTcusip64119V303) | 24.6K | YoY NEW(+24.6K) | All Managers (Combined) | $390.2K | YoY NEW(+$390.2K) |
4.0K | YoY NEW(+4.0K) | All Managers (Combined) | $388.7K | YoY NEW(+$388.7K) | |
(cusip35473P769)✕ | 10.5K | All Managers (Combined) | $385.3K | ||
(cusip97717W208)✕ | 3.9K | All Managers (Combined) | $383.6K | ||
Borgwarner Inc(BWAcusip099724106) | 13.3K | All Managers (Combined) | $379.8K | ||
Stride, Inc.(LRNcusip86333M108) | 3.0K | YoY NEW(+3.0K) | All Managers (Combined) | $379.8K | YoY NEW(+$379.8K) |