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 86 of 112
46138E644
Shares:
7948(+11.1%)
Value:
$362.9M(+27.7%)
45782C805
Shares:
12131(-0.3%)
Value:
$362.2M(-3.5%)
92189F387
Shares:
15963(+38.3%)
Value:
$359.0M(+38.4%)
45783Y855
Shares:
11427(-69.2%)
Value:
$358.6M(-69.3%)
37950E291
Shares:
18989(+0.8%)
Value:
$357.7M(+5.3%)
46431W853
Shares:
13501(+10.2%)
Value:
$357.4M(+15.3%)
90290T809
Shares:
16796(-3.3%)
Value:
$356.4M(+5.7%)
33740U695
Shares:
10319(-20.3%)
Value:
$354.3M(-21.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
29.9K | All Managers (Combined) | $366.5K | |||
34.9K | All Managers (Combined) | $364.2K | |||
Xylem Inc.(XYLcusip98419M100) | 3.0K | YoY NEW(+3.0K) | All Managers (Combined) | $364.2K | YoY NEW(+$364.2K) |
(cusip46138E644)✕ | 7.9K | All Managers (Combined) | $362.9K | ||
10.7K | All Managers (Combined) | $362.5K | |||
(cusip45782C805)✕ | 12.1K | QoQ -0.30% (-37)YoY +7.02% (+796) | All Managers (Combined) | $362.2K | |
Andersons, Inc.(ANDEcusip034164103) | 8.4K | QoQ -5.52% (-489)YoY +2.41% (-197) | All Managers (Combined) | $359.1K | |
(cusip92189F387)✕ | 16.0K | All Managers (Combined) | $359.0K | ||
3.2K | YoY NEW(+3.2K) | All Managers (Combined) | $358.9K | YoY NEW(+$358.9K) | |
(cusip45783Y855)✕ | 11.4K | YoY NEW(+11.4K) | All Managers (Combined) | $358.6K | YoY NEW(+$358.6K) |
(cusip37950E291)✕ | 19.0K | All Managers (Combined) | $357.7K | ||
(cusip46431W853)✕ | 13.5K | All Managers (Combined) | $357.4K | ||
Samsara Inc.(IOTcusip79589L106) | 9.3K | QoQ NEW(+9.3K) YoY NEW(+9.3K) | All Managers (Combined) | $357.0K | QoQ NEW(+$357.0K) YoY NEW(+$357.0K) |
3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $357.0K | YoY NEW(+$357.0K) | |
(cusip90290T809)✕ | 16.8K | All Managers (Combined) | $356.4K | ||
9.0K | YoY NEW(+9.0K) | All Managers (Combined) | $355.4K | YoY NEW(+$355.4K) | |
(cusip33740U695)✕ | 10.3K | YoY NEW(+10.3K) | All Managers (Combined) | $354.3K | YoY NEW(+$354.3K) |
44.5K | All Managers (Combined) | $354.0K | |||
5.9K | QoQ +3.53% (+201)YoY NEW(+5.9K) | All Managers (Combined) | $353.7K | YoY NEW(+$353.7K) | |
7.8K | YoY NEW(+7.8K) | All Managers (Combined) | $353.6K | YoY NEW(+$353.6K) |