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 96 of 112
464286343
Shares:
10909(-2.7%)
Value:
$271.3M(+6.0%)
46641Q753
Shares:
6548(-15.5%)
Value:
$271.2M(-19.0%)
33939L696
Shares:
2017(+0.0%)
Value:
$271.0M(-2.5%)
25434V872
Shares:
6429(-8.5%)
Value:
$270.4M(-6.8%)
33740F631
Shares:
7093(-27.6%)
Value:
$269.3M(-29.7%)
33740U406
Shares:
6878
Value:
$269.2M
33740F565
Shares:
11533
Value:
$269.0M
45783Y111
Shares:
10885(+0.0%)
Value:
$268.8M(-0.8%)
92647N782
Shares:
3916(+0.0%)
Value:
$268.3M(-0.6%)
00888H695
Shares:
8975(+0.0%)
Value:
$268.0M(-2.4%)
808524730
Shares:
8692(-19.9%)
Value:
$267.7M(-15.1%)
33740F623
Shares:
6031(+11.7%)
Value:
$267.5M(+7.9%)
887432326
Shares:
7100(+2.7%)
Value:
$267.1M(+6.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $271.6K | YoY NEW(+$271.6K) | |
(cusip464286343)✕ | 10.9K | QoQ -2.67% (-300)YoY NEW(+10.9K) | All Managers (Combined) | $271.3K | YoY NEW(+$271.3K) |
(cusip46641Q753)✕ | 6.5K | All Managers (Combined) | $271.2K | ||
(cusip33939L696)✕ | 2.0K | QoQ 0.00% (-0)YoY -1.41% (-29) | All Managers (Combined) | $271.0K | |
| 26.1K | QoQ NEW(+26.1K) YoY NEW(+26.1K) | All Managers (Combined) | $270.6K | QoQ NEW(+$270.6K) YoY NEW(+$270.6K) | |
(cusip25434V872)✕ | 6.4K | QoQ -8.49% (-597)YoY NEW(+6.4K) | All Managers (Combined) | $270.4K | YoY NEW(+$270.4K) |
| 12.7K | All Managers (Combined) | $269.7K | |||
| 1.8K | QoQ +0.51% (+9)YoY NEW(+1.8K) | All Managers (Combined) | $269.4K | YoY NEW(+$269.4K) | |
Avista Corp(AVAcusip05379B107) | 6.4K | QoQ +2.97% (+186)YoY NEW(+6.4K) | All Managers (Combined) | $269.3K | YoY NEW(+$269.3K) |
(cusip33740F631)✕ | 7.1K | All Managers (Combined) | $269.3K | ||
(cusip33740U406)✕ | 6.9K | QoQ NEW(+6.9K) | All Managers (Combined) | $269.2K | QoQ NEW(+$269.2K) |
| 27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $269.2K | YoY NEW(+$269.2K) | |
(cusip33740F565)✕ | 11.5K | QoQ NEW(+11.5K) YoY NEW(+11.5K) | All Managers (Combined) | $269.0K | QoQ NEW(+$269.0K) YoY NEW(+$269.0K) |
(cusip45783Y111)✕ | 10.9K | QoQ 0.00% (-0)YoY NEW(+10.9K) | All Managers (Combined) | $268.8K | YoY NEW(+$268.8K) |
(cusip92647N782)✕ | 3.9K | QoQ 0.00% (-0)YoY +6.12% (+226) | All Managers (Combined) | $268.3K | |
| 516 | YoY NEW(+516) | All Managers (Combined) | $268.3K | YoY NEW(+$268.3K) | |
(cusip00888H695)✕ | 9.0K | QoQ 0.00% (-0)YoY NEW(+9.0K) | All Managers (Combined) | $268.0K | YoY NEW(+$268.0K) |
(cusip808524730)✕ | 8.7K | YoY NEW(+8.7K) | All Managers (Combined) | $267.7K | YoY NEW(+$267.7K) |
(cusip33740F623)✕ | 6.0K | All Managers (Combined) | $267.5K | ||
(cusip887432326)✕ | 7.1K | All Managers (Combined) | $267.1K |