Avantax Advisory Services, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
1,380 identified847 unidentified

Holdings

2,227 positions
Manager:
SEC
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Page 86 of 112
Eaton Vance Senior Floating-Rate Trust
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46138E644
46138E644
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Value:
$362.9M(+27.7%)
CRISPR Therapeutics AG
CRSP|H17182108
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10651(+55.8%)
Value:
$362.5M(+34.7%)
45782C805
45782C805
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12131(-0.3%)
Value:
$362.2M(-3.5%)
Andersons, Inc.
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8364(-5.5%)
Value:
$359.1M(+0.1%)
92189F387
92189F387
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15963(+38.3%)
Value:
$359.0M(+38.4%)
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3152(+19.7%)
Value:
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45783Y855
45783Y855
Shares:
11427(-69.2%)
Value:
$358.6M(-69.3%)
37950E291
37950E291
Shares:
18989(+0.8%)
Value:
$357.7M(+5.3%)
46431W853
46431W853
Shares:
13501(+10.2%)
Value:
$357.4M(+15.3%)
Samsara Inc.
IOT|79589L106
Shares:
9314
Value:
$357.0M
ARROW ELECTRONICS, INC.
ARW|042735100
Shares:
3438(+18.6%)
Value:
$357.0M(+8.8%)
90290T809
90290T809
Shares:
16796(-3.3%)
Value:
$356.4M(+5.7%)
NexPoint Residential Trust, Inc.
NXRT|65341D102
Shares:
8990(-12.2%)
Value:
$355.4M(-16.8%)
33740U695
33740U695
Shares:
10319(-20.3%)
Value:
$354.3M(-21.8%)
Nuveen Preferred & Income Opportunities Fund
JPC|67073B106
Shares:
44473(-12.3%)
Value:
$354.0M(-11.2%)
Taylor Morrison Home Corp
TMHC|87724P106
Shares:
5891(+3.5%)
Value:
$353.7M(+1.6%)
UDR, Inc.
UDR|902653104
Shares:
7828(+11.4%)
Value:
$353.6M(+15.9%)