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 86 of 112
Shares:29.9K
Value:$366.5K
% of Portfolio:0.0% ($366.5K/$16.5B)
Shares:34.9K
Value:$364.2K
% of Portfolio:0.0% ($364.2K/$16.5B)
46138E644
Shares:7.9K
Value:$362.9K
% of Portfolio:0.0% ($362.9K/$16.5B)
45782C805
Shares:12.1K
Value:$362.2K
% of Portfolio:0.0% ($362.2K/$16.5B)
92189F387
Shares:16.0K
Value:$359.0K
% of Portfolio:0.0% ($359.0K/$16.5B)
45783Y855
Shares:11.4K
Value:$358.6K
% of Portfolio:0.0% ($358.6K/$16.5B)
37950E291
Shares:19.0K
Value:$357.7K
% of Portfolio:0.0% ($357.7K/$16.5B)
46431W853
Shares:13.5K
Value:$357.4K
% of Portfolio:0.0% ($357.4K/$16.5B)
90290T809
Shares:16.8K
Value:$356.4K
% of Portfolio:0.0% ($356.4K/$16.5B)
Shares:9.0K
Value:$355.4K
% of Portfolio:0.0% ($355.4K/$16.5B)
33740U695
Shares:10.3K
Value:$354.3K
% of Portfolio:0.0% ($354.3K/$16.5B)
Shares:44.5K
Value:$354.0K
% of Portfolio:0.0% ($354.0K/$16.5B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 29.9K | All Managers (Combined) | $366.5K | 0.0% ($366.5K/$16.5B) | |||
| 34.9K | All Managers (Combined) | $364.2K | 0.0% ($364.2K/$16.5B) | |||
Xylem Inc.(XYLcusip98419M100) | 3.0K | YoY NEW(+3.0K) | All Managers (Combined) | $364.2K | 0.0% ($364.2K/$16.5B) | YoY NEW(+$364.2K) |
(cusip46138E644)✕ | 7.9K | All Managers (Combined) | $362.9K | 0.0% ($362.9K/$16.5B) | ||
| 10.7K | All Managers (Combined) | $362.5K | 0.0% ($362.5K/$16.5B) | |||
(cusip45782C805)✕ | 12.1K | QoQ -0.30% (-37)YoY +7.02% (+796) | All Managers (Combined) | $362.2K | 0.0% ($362.2K/$16.5B) | |
Andersons, Inc.(ANDEcusip034164103) | 8.4K | QoQ -5.52% (-489)YoY +2.41% (-197) | All Managers (Combined) | $359.1K | 0.0% ($359.1K/$16.5B) | |
(cusip92189F387)✕ | 16.0K | All Managers (Combined) | $359.0K | 0.0% ($359.0K/$16.5B) | ||
| 3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $358.9K | 0.0% ($358.9K/$16.5B) | YoY NEW(+$358.9K) | |
(cusip45783Y855)✕ | 11.4K | YoY NEW(+11.4K) | All Managers (Combined) | $358.6K | 0.0% ($358.6K/$16.5B) | YoY NEW(+$358.6K) |
(cusip37950E291)✕ | 19.0K | All Managers (Combined) | $357.7K | 0.0% ($357.7K/$16.5B) | ||
(cusip46431W853)✕ | 13.5K | All Managers (Combined) | $357.4K | 0.0% ($357.4K/$16.5B) | ||
Samsara Inc.(IOTcusip79589L106) | 9.3K | QoQ NEW(+9.3K) YoY NEW(+9.3K) | All Managers (Combined) | $357.0K | 0.0% ($357.0K/$16.5B) | QoQ NEW(+$357.0K) YoY NEW(+$357.0K) |
| 3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $357.0K | 0.0% ($357.0K/$16.5B) | YoY NEW(+$357.0K) | |
(cusip90290T809)✕ | 16.8K | All Managers (Combined) | $356.4K | 0.0% ($356.4K/$16.5B) | ||
| 9.0K | YoY NEW(+9.0K) | All Managers (Combined) | $355.4K | 0.0% ($355.4K/$16.5B) | YoY NEW(+$355.4K) | |
(cusip33740U695)✕ | 10.3K | YoY NEW(+10.3K) | All Managers (Combined) | $354.3K | 0.0% ($354.3K/$16.5B) | YoY NEW(+$354.3K) |
| 44.5K | All Managers (Combined) | $354.0K | 0.0% ($354.0K/$16.5B) | |||
| 5.9K | QoQ +3.53% (+201)YoY NEW(+5.9K) | All Managers (Combined) | $353.7K | 0.0% ($353.7K/$16.5B) | YoY NEW(+$353.7K) | |
| 7.8K | YoY NEW(+7.8K) | All Managers (Combined) | $353.6K | 0.0% ($353.6K/$16.5B) | YoY NEW(+$353.6K) |