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 88 of 112
Shares:
18623(+1.6%)
Value:
$342.5M(+3.8%)
33739P830
Shares:
17235
Value:
$342.5M
46141D203
Shares:
11984(+18.9%)
Value:
$342.0M(+15.3%)
46137V332
Shares:
11483(+1.8%)
Value:
$341.6M(+3.4%)
85207K107
Shares:
29433(+41.3%)
Value:
$341.4M(+69.8%)
02156V109
Shares:
15659
Value:
$338.7M
829658301
Shares:
5220(-17.7%)
Value:
$338.2M(-19.8%)
19762B202
Shares:
11421(+9.1%)
Value:
$337.3M(+8.8%)
47103U852
Shares:
7454(+0.7%)
Value:
$336.9M(+3.0%)
46434V696
Shares:
5411(-0.6%)
Value:
$336.8M(+1.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.1K | QoQ +2.61% (-206)YoY NEW(+8.1K) | All Managers (Combined) | $343.0K | YoY NEW(+$343.0K) | |
6.4K | YoY NEW(+6.4K) | All Managers (Combined) | $342.9K | YoY NEW(+$342.9K) | |
18.6K | QoQ +1.57% (+289)YoY NEW(+18.6K) | All Managers (Combined) | $342.5K | YoY NEW(+$342.5K) | |
(cusip33739P830)✕ | 17.2K | QoQ NEW(+17.2K) YoY NEW(+17.2K) | All Managers (Combined) | $342.5K | QoQ NEW(+$342.5K) YoY NEW(+$342.5K) |
(cusip46141D203)✕ | 12.0K | All Managers (Combined) | $342.0K | ||
(cusip46137V332)✕ | 11.5K | All Managers (Combined) | $341.6K | ||
(cusip85207K107)✕ | 29.4K | All Managers (Combined) | $341.4K | ||
Resmed Inc(RMDcusip761152107) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $340.5K | YoY NEW(+$340.5K) |
3.7K | QoQ +0.05% (-2) | All Managers (Combined) | $339.9K | ||
21.8K | All Managers (Combined) | $339.8K | |||
(cusip02156V109)✕ | 15.7K | QoQ NEW(+15.7K) YoY NEW(+15.7K) | All Managers (Combined) | $338.7K | QoQ NEW(+$338.7K) YoY NEW(+$338.7K) |
(cusip829658301)✕ | 5.2K | All Managers (Combined) | $338.2K | ||
15.0K | YoY NEW(+15.0K) | All Managers (Combined) | $337.6K | YoY NEW(+$337.6K) | |
(cusip19762B202)✕ | 11.4K | All Managers (Combined) | $337.3K | ||
(cusip47103U852)✕ | 7.5K | All Managers (Combined) | $336.9K | ||
(cusip46434V696)✕ | 5.4K | QoQ -0.58% (-32)YoY -9.08% (-541) | All Managers (Combined) | $336.8K | |
3.1K | QoQ -4.35% (-143)YoY NEW(+3.1K) | All Managers (Combined) | $336.4K | YoY NEW(+$336.4K) | |
2.2K | QoQ -9.28% (-229)YoY NEW(+2.2K) | All Managers (Combined) | $336.1K | YoY NEW(+$336.1K) | |
3.0K | YoY NEW(+3.0K) | All Managers (Combined) | $335.8K | YoY NEW(+$335.8K) | |
Aptargroup, Inc.(ATRcusip038336103) | 2.3K | YoY NEW(+2.3K) | All Managers (Combined) | $334.7K | YoY NEW(+$334.7K) |