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 9 of 112
LINDE PLC
LIN|G54950103
Shares:
34236(+6.2%)
Value:
$15.9B(+18.1%)
INTUIT INC.
INTU|461202103
Shares:
25829(+6.3%)
Value:
$15.9B(+3.8%)
COMCAST CORP
CMCSA|20030N101
Shares:
419464(+6.1%)
Value:
$15.5B(+4.3%)
46138E354
46138E354
Shares:
206134(+7.3%)
Value:
$15.4B(+14.5%)
464287622
IWB|464287622
Shares:
49827(+54.0%)
Value:
$15.3B(+46.7%)
46429B663
46429B663
Shares:
125635(+3.7%)
Value:
$15.2B(+11.9%)
46137V480
46137V480
Shares:
299997(+4.4%)
Value:
$15.1B(-3.8%)
46137V449
46137V449
Shares:
144918(+31.0%)
Value:
$14.9B(+32.1%)
33739Q200
33739Q200
Shares:
303446(-0.3%)
Value:
$14.9B(+0.7%)
464287440
IEF|464287440
Shares:
155625(-21.8%)
Value:
$14.8B(-19.3%)
46436E718
46436E718
Shares:
146277(+23.6%)
Value:
$14.7B(+24.1%)
47804J107
47804J107
Shares:
217658(-0.1%)
Value:
$14.7B(-3.3%)
33738D101
33738D101
Shares:
388285(+4.3%)
Value:
$14.6B(+9.7%)
14020G101
14020G101
Shares:
423803(+6.5%)
Value:
$14.5B(-1.9%)
BlackRock, Inc.
BLK|09290D101
Shares:
15116(+2.5%)
Value:
$14.3B(-5.4%)
46654Q781
46654Q781
Shares:
224649
Value:
$14.3B
025072877
025072877
Shares:
163934(-2.3%)
Value:
$14.3B(-11.8%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
234200(+7.3%)
Value:
$14.3B(+15.7%)
69374H303
69374H303
Shares:
198962(+2.7%)
Value:
$14.1B(-1.5%)
233051200
DBEF|233051200
Shares:
325027(+21.2%)
Value:
$14.1B(+26.8%)