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 92 of 112
00888H836
Shares:
9732(+19.0%)
Value:
$301.7M(+15.8%)
Shares:
12598(+1.7%)
Value:
$301.5M(+10.5%)
33740U505
Shares:
6874(-13.2%)
Value:
$298.4M(-15.5%)
46138E651
Shares:
7415(+0.0%)
Value:
$297.6M(+2.8%)
Shares:
35818(-2.5%)
Value:
$295.5M(-4.5%)
35473P835
Shares:
17794(-0.2%)
Value:
$294.0M(+16.5%)
25434V740
Shares:
10864
Value:
$293.9M
46435U556
Shares:
9330
Value:
$293.4M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.6K | QoQ +8.29% (+503)YoY NEW(+6.6K) | All Managers (Combined) | $302.1K | YoY NEW(+$302.1K) | |
(cusip00888H836)✕ | 9.7K | YoY NEW(+9.7K) | All Managers (Combined) | $301.7K | YoY NEW(+$301.7K) |
12.6K | QoQ +1.71% (+213)YoY NEW(+12.6K) | All Managers (Combined) | $301.5K | YoY NEW(+$301.5K) | |
24.2K | QoQ +4.30% (-999)YoY NEW(+24.2K) | All Managers (Combined) | $301.3K | YoY NEW(+$301.3K) | |
15.6K | YoY NEW(+15.6K) | All Managers (Combined) | $300.6K | YoY NEW(+$300.6K) | |
7.4K | QoQ +6.74% (-469)YoY NEW(+7.4K) | All Managers (Combined) | $300.3K | YoY NEW(+$300.3K) | |
Pegasystems Inc(PEGAcusip705573103) | 4.3K | QoQ -6.06% (-278)YoY NEW(+4.3K) | All Managers (Combined) | $299.5K | YoY NEW(+$299.5K) |
(cusip33740U505)✕ | 6.9K | All Managers (Combined) | $298.4K | ||
29.8K | All Managers (Combined) | $297.6K | |||
(cusip46138E651)✕ | 7.4K | QoQ +0.04% (+3) | All Managers (Combined) | $297.6K | |
21.7K | QoQ NEW(+21.7K) YoY NEW(+21.7K) | All Managers (Combined) | $296.8K | QoQ NEW(+$296.8K) YoY NEW(+$296.8K) | |
6.1K | QoQ +7.56% (+427)YoY NEW(+6.1K) | All Managers (Combined) | $296.6K | YoY NEW(+$296.6K) | |
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $295.9K | YoY NEW(+$295.9K) | |
2.5K | All Managers (Combined) | $295.7K | |||
35.8K | All Managers (Combined) | $295.5K | |||
Tapestry, Inc.(TPRcusip876030107) | 4.2K | YoY NEW(+4.2K) | All Managers (Combined) | $294.3K | YoY NEW(+$294.3K) |
(cusip35473P835)✕ | 17.8K | All Managers (Combined) | $294.0K | ||
(cusip25434V740)✕ | 10.9K | QoQ NEW(+10.9K) YoY NEW(+10.9K) | All Managers (Combined) | $293.9K | QoQ NEW(+$293.9K) YoY NEW(+$293.9K) |
(cusip46435U556)✕ | 9.3K | QoQ NEW(+9.3K) YoY NEW(+9.3K) | All Managers (Combined) | $293.4K | QoQ NEW(+$293.4K) YoY NEW(+$293.4K) |
25.6K | All Managers (Combined) | $293.4K |