Avantax-Advisory-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "JWN",
  null,
  null,
  "OSBC",
  null,
  null,
  null,
  null,
  "MMSI",
  "AXSM",
  "ENVX",
  "PINS",
  "SE",
  "SPSC",
  "ALKS",
  "INSM",
  "TREX",
  "HIO",
  "ARES",
  "FSV",
  "GFL.TO",
  "HLNE",
  "HOOD",
  "GTES",
  "PIPR",
  "AX",
  "INVA",
  "FLEX",
  "TEM",
  "VRNS",
  "MPWR",
  "FN",
  "ARGX",
  "GLOB",
  "LTH",
  "TRU",
  "JAZZ",
  null,
  "NOVT",
  "KTOS",
  null,
  "PLMR",
  null,
  null,
  "GDX",
  "RRX",
  "POOL",
  null,
  "IAG",
  null,
  "CCCS",
  null,
  null,
  null,
  "OSK",
  null,
  "MTW",
  "MORN",
  "NTR",
  "SNDR",
  "TROW",
  null,
  "NLY",
  "FTAI",
  "ITUB",
  "RJF",
  "AES",
  null,
  null,
  "ARW",
  "AAL",
  "AQN",
  "BROS",
  "BEP",
  "STRL",
  "ENTG",
  "AKAM",
  "GIL",
  "OLLI",
  "RBC",
  "EXAS",
  null,
  "HUM",
  "PRGS",
  "MP",
  null,
  "BEPC",
  null,
  null,
  "PCG",
  "AWR",
  "AVAV",
  null,
  "RF",
  "FTI",
  "RBA.TO",
  "ALSN",
  "QSR",
  "SMCI",
  "BCE",
  "ARI",
  "ONON",
  "ATR",
  "ARM",
  "GATX",
  "FWONK",
  "ASPN",
  "SNOW",
  "MU",
  null,
  "PATK",
  "JXN",
  "LBRT",
  "NXRT",
  "NVG",
  null,
  null,
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  "LEVI",
  "SSTK",
  "ZS",
  null,
  "ITT",
  null,
  null,
  null,
  null,
  "OTTR",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "REVG",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "PAA",
  "MWA",
  "MAIN",
  "MTRN",
  "SFNC",
  "JEF",
  null,
  null,
  null,
  "MTSI",
  "JLL",
  null,
  null,
  "VONG",
  null,
  "FIZZ",
  "ALL",
  null,
  "MOG-A",
  "GOOGL",
  "AVT",
  "PTCT",
  "AIN",
  "NHI",
  "PXF",
  "ASO",
  "VDE",
  "PEB",
  null,
  null,
  "RIG",
  "AXP",
  "JFR",
  "JQC",
  null,
  "GDXJ",
  null,
  "ALGM",
  null,
  "ADMA",
  "SCHH",
  null,
  "AFRM",
  "AIG",
  null,
  "TEAM",
  "ASML",
  "T",
  "GOLF",
  "BLK",
  null,
  "ASX",
  "GLTR",
  null,
  null,
  null,
  "AWP",
  "AYI",
  null,
  "EC",
  "AWF",
  "PLUS",
  null,
  null,
  null,
  null,
  null,
  "AROC",
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "ANDE",
  "LOW",
  null,
  null,
  "CLS",
  null,
  null,
  "AVEM",
  "BRO",
  "KMX",
  "ABR",
  "AGX",
  "CP.TO",
  "FCPT",
  "ARCC",
  "ASM",
  null,
  "GMAB",
  "FELE",
  "SAN",
  "BBDC",
  null,
  null,
  "BIDU",
  "FORM",
  "WRB",
  "GME",
  null,
  null,
  null,
  "ITGR",
  "BSX",
  null,
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UTF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  "LXP",
  null,
  null,
  null,
  "CCI",
  "COF",
  "CMI",
  "PHG",
  null,
  null,
  null,
  "JACK",
  "KFY",
  null,
  null,
  "HEQ",
  "LNC",
  null,
  "USA",
  null,
  null,
  null,
  null,
  "NSSC",
  "DUK",
  "PECO",
  "COOP",
  "NVEE",
  null,
  "EVT",
  "NTST",
  null,
  "D",
  "DEA",
  "DT",
  null,
  "NAD",
  null,
  null,
  "ETY",
  null,
  null,
  "TLK",
  null,
  "PTY",
  "ROKU",
  null,
  "PFS",
  "ESS",
  null,
  null,
  "PAGP",
  null,
  "EHC",
  "KWR",
  null,
  null,
  "EBAY",
  null,
  null,
  "UTG",
  "POWL",
  "RGTI",
  "PDI",
  null,
  "RYAAY",
  "PII",
  "PSEC",
  null,
  "PUBM",
  "REPX",
  null,
  "PHK",
  "PRVA",
  "WTRG",
  null,
  "FRT",
  "EQH",
  null,
  null,
  null,
  null,
  "SKYT",
  null,
  null,
  null,
  "EOG",
  "SXI",
  "QFIN",
  null,
  null,
  null,
  "SIGI",
  "TTGT",
  null,
  "UMH",
  "TTAN",
  "UEC",
  null,
  "EXPE",
  null,
  "EXPD",
  null,
  "FFIV",
  "UNF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ERH",
  null,
  null,
  null,
  "UTZ",
  null,
  null,
  "STNE",
  "AVDL",
  "LXFR",
  null,
  "HELE",
  null,
  "PNR",
  null,
  "NRK",
  null,
  null,
  "FERG",
  "LWLG",
  "MUJ",
  null,
  null,
  "IPAR",
  "DSU",
  null,
  "FCX",
  null,
  null,
  "BGT",
  "CION",
  "BFC",
  "PFN",
  "FITB",
  "IBKR",
  null,
  "EVF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SCLX",
  "WHF",
  "PHD",
  null,
  "SAR",
  null,
  null,
  null,
  null,
  "MNMD",
  null,
  "GD",
  null,
  null,
  "AOD",
  null,
  null,
  "GILD",
  null,
  "GIS",
  null,
  null,
  "ASPI",
  "HLT",
  null,
  "APLD",
  null,
  "AZUL",
  null,
  "BA-PA",
  "HON",
  null,
  "HD",
  null,
  "HPQ",
  "CRVO",
  "IBN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  "RPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNV",
  null,
  "FTF",
  null,
  null,
  "ETW",
  null,
  null,
  "FE",
  "UNP",
  null,
  null,
  null,
  null,
  "GGN",
  null,
  "QCOM",
  null,
  null,
  null,
  "GLPI",
  null,
  "GNT",
  "SCCO",
  null,
  null,
  null,
  "GEO",
  "FSCO",
  null,
  null,
  null,
  "FUBO",
  null,
  "LAMR",
  null,
  null,
  null,
  null,
  null,
  "ISRG",
  null,
  null,
  null,
  "GLP",
  "AGM",
  null,
  "FKWL",
  null,
  "HAFN",
  null,
  null,
  "HURN",
  "HEI-A",
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  null,
  null,
  "PDT",
  "EMXC",
  null,
  "CUBA",
  "GOF",
  "HLI",
  "HTD",
  null,
  "HMC",
  null,
  "HWM",
  "LEN",
  null,
  null,
  "ITW",
  null,
  "IDA",
  null,
  null,
  null,
  null,
  "INGR",
  null,
  "AMAT",
  null,
  null,
  null,
  "INVZ",
  "THM",
  "IIPR",
  "RIVN",
  "ING",
  "EMR",
  null,
  null,
  "INLX",
  null,
  null,
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "NBIX",
  null,
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LPSN",
  null,
  null,
  null,
  "LFST",
  null,
  null,
  null,
  "VVR",
  "OIA",
  "IVT",
  "HEFA",
  "IIM",
  "NXJ",
  "NXDT",
  null,
  null,
  null,
  null,
  "NUTX",
  null,
  "NAT",
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "PAGS",
  null,
  null,
  null,
  "IJH",
  "QUBT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "SA",
  null,
  null,
  null,
  "SHEN",
  null,
  "MCRB",
  null,
  null,
  null,
  null,
  null,
  null,
  "SWK",
  null,
  null,
  "REAX",
  "TNYA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UHG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NAC",
  "IQV",
  null,
  "LAC.TO",
  "DXYZ",
  null,
  "IONQ",
  null,
  null,
  "BBN",
  "IOVA",
  null,
  "IGA",
  "PMF",
  "PMM",
  null,
  "CHI",
  null,
  "MFM",
  null,
  "BOE",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "NDMO",
  null,
  null,
  null,
  null,
  null,
  "KNSL",
  null,
  "KGC",
  "KMI",
  null,
  null,
  "PIM",
  null,
  null,
  null,
  null,
  null,
  "LHX",
  null,
  "LRCX",
  "LAZ",
  "ICF",
  "IWS",
  null,
  null,
  "LIN",
  "PCN",
  null,
  null,
  null,
  "SCHY",
  null,
  null,
  null,
  null,
  null,
  null,
  "DHF",
  null,
  null,
  "EXG",
  null,
  null,
  null,
  null,
  null,
  "GGT",
  "VPV",
  "ENSG",
  "MAV",
  "MLAB",
  "NMS",
  "MPC",
  null,
  "PGP",
  null,
  "WDFC",
  "MMC",
  "TLRY",
  "SLF",
  null,
  null,
  "PWR",
  null,
  "MRVL",
  "SILA",
  null,
  null,
  null,
  null,
  null,
  "MIO",
  null,
  "MA",
  null,
  null,
  null,
  "EXEL",
  "MDT",
  "AESI",
  "MSFT",
  "MAA",
  "MFG",
  null,
  "MDLZ",
  "MUFG",
  "MS",
  "TMUS",
  "DUOL",
  "NEOG",
  "ENPH",
  "NDAQ",
  null,
  "ELF",
  "ESE",
  "EQIX",
  "ERIE",
  "EQT",
  "EXC",
  "EVRG",
  "EXPO",
  "FCNCA",
  "FICO",
  null,
  "FHN",
  null,
  "FIS",
  null,
  "FLS",
  "FTV",
  "GAB",
  "GE",
  null,
  "GPC",
  null,
  null,
  "HXL",
  "HQY",
  "GWRE",
  "NTRS",
  "NI",
  "HEI",
  "INCY",
  "HIG",
  "HES",
  "HOLX",
  "HRL",
  "NVS",
  "NU",
  "OXY",
  null,
  "OMC",
  "ODFL",
  null,
  null,
  "OMF",
  "SBI",
  "IGD",
  null,
  null,
  null,
  "ORLY",
  "ICLR",
  null,
  null,
  null,
  null,
  null,
  "EMN",
  "ADM",
  "PCAR",
  "ZIM",
  null,
  "SMR",
  "DLN",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "FPF",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  "DASH",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VHT",
  "AMH",
  null,
  null,
  "IRT",
  null,
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "REG",
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  null,
  "IWF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  null,
  "PNC",
  "IRM",
  null,
  null,
  "VGSH",
  null,
  "PGR",
  "IEMG",
  "IJK",
  "HTGC",
  null,
  null,
  "GBDC",
  "IVV",
  null,
  null,
  null,
  null,
  "PBR",
  null,
  "IYR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "BXSL",
  null,
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  null,
  "ENB",
  "INTC",
  "LDOS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  null,
  "VZ",
  null,
  null,
  "PSTG",
  "KEYS",
  null,
  "MGA",
  "LPLA",
  "MKC",
  "MPW",
  "NRO",
  "NMR",
  "JPC",
  "AMGN",
  "KVUE",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  null,
  "DGX",
  "PPG",
  null,
  "REGN",
  "IOT",
  null,
  "FNDX",
  null,
  "ROK",
  null,
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RS",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "STX",
  "SAP",
  null,
  null,
  null,
  "RITM",
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  null,
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "SSNC",
  null,
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TKO",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TW",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UTHR",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "ADUS",
  "PNFP",
  "MET",
  "UFPT",
  "AGYS",
  "SCVL",
  "PSMT",
  "VXF",
  "AGNC",
  "SOUN",
  "VV",
  "RCL",
  "FCFS",
  "ATNM",
  "PCTY",
  "MGNI",
  "VOE",
  "OGE",
  "HOMB",
  "SITE",
  "MRNA",
  "HYMC",
  "MBLY",
  "SCHW",
  "MNST",
  "LXRX",
  "MDU",
  "OSIS",
  "UMBF",
  "IVOO",
  "KE",
  "POR",
  "SHO",
  "TLN",
  "ALC",
  "AEIS",
  "PAG",
  "AB",
  "SPH",
  null,
  null,
  "SUN",
  "TCPC",
  null,
  null,
  "SCS",
  "ACWV",
  null,
  null,
  "PNW",
  "STAG",
  null,
  null,
  "VWO",
  "LKQ",
  "GDV",
  null,
  "JBL",
  "VSS",
  null,
  "BXMX",
  null,
  null,
  null,
  "SIVR",
  "NSA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IWV",
  "HR",
  null,
  null,
  null,
  null,
  "SBAC",
  null,
  null,
  null,
  "NJR",
  null,
  null,
  "TFIN",
  null,
  null,
  null,
  "TWO",
  null,
  null,
  "PRF",
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  "EFR",
  "NGG",
  null,
  null,
  null,
  null,
  null,
  "EXP",
  "HOUS",
  null,
  "CSWC",
  "DSL",
  "AEO",
  null,
  null,
  null,
  null,
  "EME",
  "APLE",
  "VIG",
  null,
  null,
  null,
  "LYG",
  null,
  "MRTN",
  null,
  null,
  null,
  "TTE",
  "TRGP",
  null,
  null,
  "TEF",
  null,
  "ATRO",
  "ACP",
  "MOD",
  null,
  "TOST",
  "TXT",
  "TSCO",
  "TRTX",
  "POWW",
  "BLIN",
  "PML",
  null,
  null,
  "RVPH",
  null,
  null,
  "NTNX",
  null,
  "OXM",
  null,
  "ULTA",
  "IWO",
  "XLB",
  "SU",
  "WY",
  null,
  "GMED",
  "GNL",
  "IWN",
  "PATH",
  null,
  "GDDY",
  null,
  "SNY",
  "IEF",
  "VIAV",
  null,
  "TSM",
  "IT",
  "SMG",
  "LRN",
  "GSK",
  null,
  "OHI",
  "GPN",
  null,
  "RMD",
  null,
  "PR",
  null,
  null,
  "ETR",
  "BN.TO",
  "FSK",
  "GPI",
  "VTR",
  null,
  "VYM",
  "AHR",
  "GEF",
  null,
  null,
  "DD",
  "VRTX",
  "MGC",
  null,
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "GPK",
  "LOPE",
  "VRT",
  "HASI",
  "MEDP",
  "R",
  null,
  "MUR",
  "SAIA",
  "RRC",
  "MMS",
  "MTDR",
  "PRGO",
  "SLGN",
  "LFUS",
  "LECO",
  "ST",
  "PVH",
  "MKSI",
  "RGLD",
  "NFG",
  "MLI",
  "PSN",
  "MSA",
  null,
  "UGI",
  "VOYA",
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "THC",
  "VNOM",
  "SWX",
  "VNT",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "SF",
  "ACGL",
  "STWD",
  "TMHC",
  "BLD",
  null,
  null,
  "AVY",
  "USFD",
  "ALB",
  "SNX",
  "AFL",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "X",
  "EL",
  null,
  "SDY",
  "FI",
  "EPAM",
  "DRI",
  null,
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "VVV",
  "F",
  "GNRC",
  "DECK",
  "WEC",
  "EQR",
  null,
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "AIZ",
  null,
  "NCLH",
  "OPCH",
  "TTC",
  "DHY",
  null,
  null,
  null,
  "GSLC",
  "CAH",
  "AEP",
  "BKR",
  "SGOL",
  "DORM",
  "FBK",
  "EVLV",
  "ES",
  "FDP",
  "IAUX",
  "HWKN",
  "HROW",
  "IIIV",
  "HSTM",
  "OMAB",
  "HCKT",
  "HYLN",
  null,
  "IDCC",
  null,
  "IPG",
  "IBP",
  null,
  null,
  null,
  "HMN",
  "INVH",
  "NSP",
  null,
  "KNF",
  "LKFN",
  "KFRC",
  null,
  "IDXX",
  "BIPC",
  "KLIC",
  null,
  null,
  "LSTR",
  "RHP",
  "IEX",
  "UA",
  null,
  "AOS",
  "RACE",
  "PEG",
  "FDS",
  "NVO",
  "DHI",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "NEA",
  "SCHB",
  null,
  "NIO",
  null,
  null,
  "CHY",
  null,
  null,
  null,
  null,
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  "PFG",
  null,
  "LUV",
  null,
  null,
  null,
  "PLUG",
  "IVZ",
  "OVV",
  "SBRA",
  null,
  "LMAT",
  null,
  "SQM",
  "ESGD",
  null,
  "COLD",
  "DKS",
  "HII",
  "AMC",
  null,
  "AL",
  "KD",
  "FNB",
  "REXR",
  "TPL",
  "HIMS",
  "ARMK",
  null,
  null,
  null,
  null,
  "AAON",
  "DOX",
  "ELS",
  null,
  "EGP",
  "CEF",
  "HDB",
  "NTES",
  "OGS",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  "RGA",
  null,
  "DKNG",
  "ACM",
  "VEU",
  "VPL",
  null,
  null,
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  null,
  "VNQI",
  "BLV",
  null,
  null,
  "VYMI",
  null,
  "VALE",
  "VMI",
  null,
  "MGK",
  null,
  "VONE",
  "VOOV",
  null,
  "VXUS",
  "VOOG",
  null,
  "VIOG",
  "VGLT",
  "VTWO",
  "VBK",
  "BNDX",
  null,
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  null,
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VCEL",
  null,
  "VSAT",
  "VLTO",
  "VERX",
  "VTV",
  "VEEV",
  "VRSN",
  "VCTR",
  "VTRS",
  "V",
  null,
  null,
  "VST",
  "VIST",
  "VICI",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WSBC",
  null,
  "WES",
  "WCC",
  "WFG",
  "WBS",
  "WFC",
  "WST",
  "WELL",
  null,
  null,
  "WSM",
  "WHR",
  "WING",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  null,
  "WSC",
  "WWD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WSFS",
  "WPC",
  "WH",
  "WYNN",
  "XEL",
  "WK",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "ZLAB",
  "Z",
  "XYL",
  "ZBRA",
  null,
  "IUSG",
  null,
  null,
  "ENS",
  "SOLV",
  "ADC",
  null,
  null,
  "LNT",
  null,
  "ESTC",
  "EXPI",
  null,
  "JJSF",
  "DTE",
  null,
  null,
  "DY",
  "ADT",
  "OC",
  "POWI",
  "ORC",
  "GRMN",
  "ONTO",
  "NXST",
  null,
  "DNN",
  "FNF",
  "NOG",
  "G",
  "FR",
  "FOXA",
  "MTB",
  "JHG",
  "CNQ",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  null,
  "DVY",
  "CHKP",
  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "IHG",
  "EXLS",
  "ALRM",
  "SCHA",
  "HIW",
  "JD",
  "JBHT",
  "LW",
  "KRC",
  "MSCI",
  "MTZ",
  "JKHY",
  null,
  "KVYO",
  "LVS",
  "EIX",
  "NSC",
  "KIM",
  "KEY",
  "NOK",
  "LUMN",
  "NDSN",
  "INFY",
  null,
  "JCI",
  "NXPI",
  "HST",
  null,
  "LH",
  "MOH",
  "MFC",
  "NZF",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "NWN",
  "MNDY",
  null,
  "TER",
  "SO",
  "TAK",
  "USPH",
  null,
  "TTD",
  "ON",
  null,
  "UFPI",
  "SON",
  "SBSW",
  "STBA",
  "SJM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  "PFGC",
  null,
  "BPOP",
  "OKTA",
  "OTIS",
  "PB",
  "PSX",
  null,
  "SSD",
  "OPEN",
  "ROL",
  "CRM",
  "RNR",
  "SWKS",
  "PENN",
  "STN",
  "RPRX",
  "RBLX",
  "SCI",
  null,
  null,
  "TDY",
  "SUI",
  "UFCS",
  null,
  "RDDT",
  "SANM",
  "SYY",
  "PTEN",
  "DIA",
  "ORI",
  null,
  "SEE",
  null,
  null,
  "SPOT",
  null,
  null,
  null,
  "LII",
  "MANH",
  "LYV",
  null,
  null,
  null,
  null,
  "TNL",
  "IXUS",
  "MTUM",
  "LYB",
  null,
  "HALO",
  "LNTH",
  null,
  "IUSV",
  null,
  null,
  "UHS",
  null,
  "GEV",
  "ZWS",
  "MELI",
  "TRI.TO",
  "OLED",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  "PEGA",
  "HESM",
  null,
  "MTH",
  null,
  "NVT",
  null,
  "IRMD",
  "SPYV",
  null,
  null,
  "EXR",
  "GWW",
  null,
  "ESGU",
  null,
  "NTAP",
  null,
  "PSA",
  "PZZA",
  "UDR",
  null,
  "SYF",
  "NUE",
  "NRG",
  null,
  null,
  "EG",
  "PAYC",
  "FDX",
  null,
  "AME",
  null,
  "ALLY",
  null,
  "STE",
  "KMB",
  "LULU",
  "AUR",
  "AVNT",
  "ALV",
  "ADP",
  "AZO",
  "BCPC",
  "AVTR",
  "AVA",
  "AXS",
  "BALL",
  "BAC",
  null,
  "BBVA",
  "BNS",
  "BANF",
  "BMO",
  "BCS",
  "BK",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BSY",
  "BRBR",
  "BBAI",
  "BHP",
  "BKH",
  null,
  "BB",
  "BJ",
  "BIO",
  "BLKB",
  "BBY",
  "BMRN",
  "TECH",
  "BL",
  "BLFS",
  null,
  null,
  null,
  "BA",
  "BAH",
  null,
  "OWL",
  "EAT",
  "BWA",
  "BMY",
  "BFAM",
  "BTI",
  "BRT",
  "BC",
  "BF-B",
  "BIP",
  "BLDR",
  "BAM.TO",
  "BNL",
  "BR",
  "BG",
  "CBT",
  "BFST",
  "BWXT",
  "BXP",
  "BURL",
  "CWT",
  "CALM",
  "CZR",
  "CCJ",
  null,
  "CM",
  "CPB",
  "CNI",
  "CDNS",
  "CPT",
  "CWST",
  "CVNA",
  "CARR",
  "CCL",
  "CBOE",
  "CVCO",
  "CBRE",
  "CDW",
  "CBZ",
  "CAVA",
  "CASY",
  "CX",
  "CNC",
  "CNP",
  "CERT",
  "CELH",
  "CF",
  "CHX",
  "CPK",
  "CRL",
  "CHE",
  "CVX",
  "CIM",
  "GTLS",
  "LNG",
  "CHTR",
  "CINF",
  "CB",
  "CHRD",
  "CRUS",
  "CMG",
  "CHH",
  "CHD",
  "CTAS",
  "CSCO",
  "CFG",
  "NET",
  "C",
  "CLX",
  "CMTG",
  "YOU",
  "KOF",
  "CME",
  null,
  "COKE",
  "KO",
  "CCEP",
  "CGNX",
  "CDE",
  "CMA",
  "COHR",
  "COIN",
  "CNS",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "CBU",
  "CAG",
  "COP",
  "CVLT",
  "CNOB",
  "CFLT",
  "CNXC",
  "ROAD",
  "CWCO",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "GLW",
  "CTVA",
  "CSGP",
  "CPNG",
  "CRDO",
  "CRAI",
  "CUZ",
  "CRH",
  "CR",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CSWI",
  "CSGS",
  "CW",
  "CYBR",
  "DHR",
  "DDOG",
  "DVA",
  "DELL",
  "DAR",
  "DE",
  "DGII",
  "DENN",
  "DB",
  "DSGX",
  "DVN",
  "FANG",
  "DAL",
  "DXCM",
  null,
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DFS",
  "DLR",
  "DOCU",
  "DBRG",
  "DCI",
  "DPZ",
  "DV",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "IJJ",
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "VOD",
  "TRNO",
  "TTEK",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: avantax-advisory-services
Manager Name: Avantax-Advisory-Services

Data Enrichment

62% identified

1,380 identified847 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,227 positions • $16.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 97 of 112

Sort by:

RYDER SYSTEM INC

R|783549108

Shares:1.9K

Value:$266.6K

% of Portfolio:0.0% ($266.6K/$16.5B)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:5.0K

Value:$266.4K

% of Portfolio:0.0% ($266.4K/$16.5B)

NAPCO SECURITY TECHNOLOGIES, INC

NSSC|630402105

Shares:11.6K

Value:$266.4K

% of Portfolio:0.0% ($266.4K/$16.5B)

WhiteHorse Finance, Inc.

WHF|96524V106

Shares:27.6K

Value:$265.9K

% of Portfolio:0.0% ($265.9K/$16.5B)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:3.0K

Value:$265.3K

% of Portfolio:0.0% ($265.3K/$16.5B)

35473P629

Shares:11.1K

Value:$265.1K

% of Portfolio:0.0% ($265.1K/$16.5B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:784

Value:$264.9K

% of Portfolio:0.0% ($264.9K/$16.5B)

Academy Sports & Outdoors, Inc.

ASO|00402L107

Shares:5.8K

Value:$264.7K

% of Portfolio:0.0% ($264.7K/$16.5B)

SARATOGA INVESTMENT CORP.

SAR|80349A208

Shares:10.4K

Value:$263.0K

% of Portfolio:0.0% ($263.0K/$16.5B)

45782C359

Shares:9.9K

Value:$262.2K

% of Portfolio:0.0% ($262.2K/$16.5B)

89628W401

Shares:9.2K

Value:$262.2K

% of Portfolio:0.0% ($262.2K/$16.5B)

Global Net Lease, Inc.

GNL|379378201

Shares:32.6K

Value:$261.9K

% of Portfolio:0.0% ($261.9K/$16.5B)

26922A289

Shares:6.1K

Value:$260.9K

% of Portfolio:0.0% ($260.9K/$16.5B)

35473P553

Shares:12.1K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$16.5B)

464288851

Shares:2.8K

Value:$260.1K

% of Portfolio:0.0% ($260.1K/$16.5B)

UGI CORP /PA/

UGI|902681105

Shares:7.9K

Value:$259.9K

% of Portfolio:0.0% ($259.9K/$16.5B)

316092501

Shares:3.7K

Value:$259.7K

% of Portfolio:0.0% ($259.7K/$16.5B)

Invesco Pennsylvania Value Municipal Income Trust

VPV|46132K109

Shares:25.4K

Value:$258.4K

% of Portfolio:0.0% ($258.4K/$16.5B)

808524698

Shares:11.4K

Value:$256.7K

% of Portfolio:0.0% ($256.7K/$16.5B)

HEALTHSTREAM INC

HSTM|42222N103

Shares:8.0K

Value:$256.4K

% of Portfolio:0.0% ($256.4K/$16.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
RYDER SYSTEM INC(Rcusip783549108)	1.9K	QoQ +7.54% (-130) YoY +10.22% (+172)	All Managers (Combined)	$266.6K	0.0% ($266.6K/$16.5B)	QoQ -1.40% (-$3.8K) YoY +31.85% (+$64.4K)
Lamb Weston Holdings, Inc.(LWcusip513272104)	5.0K	QoQ +0.42% (-21) YoY +31.31% (-1.2K)	All Managers (Combined)	$266.4K	0.0% ($266.4K/$16.5B)	QoQ -19.90% (-$66.2K) YoY -34.28% (-$139.0K)
NAPCO SECURITY TECHNOLOGIES, INC(NSSCcusip630402105)	11.6K	QoQ +19.55% (-1.9K) YoY NEW(+11.6K)	All Managers (Combined)	$266.4K	0.0% ($266.4K/$16.5B)	QoQ -22.60% (-$77.8K) YoY NEW(+$266.4K)
WhiteHorse Finance, Inc.(WHFcusip96524V106)	27.6K	QoQ -5.44% (-1.6K) YoY +29.93% (+6.3K)	All Managers (Combined)	$265.9K	0.0% ($265.9K/$16.5B)	QoQ -5.73% (-$16.2K) YoY +1.12% (+$3.0K)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$265.3K	0.0% ($265.3K/$16.5B)	QoQ NEW(+$265.3K) YoY NEW(+$265.3K)
(cusip35473P629)✕	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$265.1K	0.0% ($265.1K/$16.5B)	QoQ NEW(+$265.1K) YoY NEW(+$265.1K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	784	QoQ +9.34% (+67) YoY NEW(+784)	All Managers (Combined)	$264.9K	0.0% ($264.9K/$16.5B)	QoQ +17.90% (+$40.2K) YoY NEW(+$264.9K)
Academy Sports & Outdoors, Inc.(ASOcusip00402L107)	5.8K	QoQ -9.05% (-578) YoY +1.87% (-107)	All Managers (Combined)	$264.7K	0.0% ($264.7K/$16.5B)	QoQ -27.90% (-$102.4K) YoY -31.19% (-$120.0K)
SARATOGA INVESTMENT CORP.(SARcusip80349A208)	10.4K	QoQ 0.00% (+0) YoY -8.87% (-1.0K)	All Managers (Combined)	$263.0K	0.0% ($263.0K/$16.5B)	QoQ +5.89% (+$14.6K) YoY -0.51% (-$1.3K)
(cusip45782C359)✕	9.9K	QoQ 0.00% (+0) YoY +11.07% (+985)	All Managers (Combined)	$262.2K	0.0% ($262.2K/$16.5B)	QoQ +2.57% (+$6.6K) YoY +17.38% (+$38.8K)
(cusip89628W401)✕	9.2K	QoQ +0.03% (-3) YoY NEW(+9.2K)	All Managers (Combined)	$262.2K	0.0% ($262.2K/$16.5B)	QoQ -1.05% (-$2.8K) YoY NEW(+$262.2K)
Global Net Lease, Inc.(GNLcusip379378201)	32.6K	QoQ +69.21% (+13.3K) YoY +206.73% (+22.0K)	All Managers (Combined)	$261.9K	0.0% ($261.9K/$16.5B)	QoQ +86.37% (+$121.4K) YoY +217.39% (+$179.4K)
(cusip26922A289)✕	6.1K	QoQ +3.73% (-221) YoY +14.51% (+778)	All Managers (Combined)	$260.9K	0.0% ($260.9K/$16.5B)	QoQ -7.46% (-$21.1K) YoY +24.54% (+$51.4K)
(cusip35473P553)✕	12.1K	QoQ NEW(+12.1K) YoY NEW(+12.1K)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$16.5B)	QoQ NEW(+$260.1K) YoY NEW(+$260.1K)
(cusip464288851)✕	2.8K	QoQ -27.80% (-1.1K) YoY -59.22% (-4.0K)	All Managers (Combined)	$260.1K	0.0% ($260.1K/$16.5B)	QoQ -23.83% (-$81.4K) YoY -63.95% (-$461.5K)
UGI CORP /PA/(UGIcusip902681105)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$259.9K	0.0% ($259.9K/$16.5B)	QoQ NEW(+$259.9K) YoY NEW(+$259.9K)
(cusip316092501)✕	3.7K	QoQ +10.27% (+348) YoY NEW(+3.7K)	All Managers (Combined)	$259.7K	0.0% ($259.7K/$16.5B)	QoQ +11.62% (+$27.1K) YoY NEW(+$259.7K)
Invesco Pennsylvania Value Municipal Income Trust(VPVcusip46132K109)	25.4K	QoQ 0.00% (-0) YoY NEW(+25.4K)	All Managers (Combined)	$258.4K	0.0% ($258.4K/$16.5B)	QoQ -0.97% (-$2.5K) YoY NEW(+$258.4K)
(cusip808524698)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$256.7K	0.0% ($256.7K/$16.5B)	QoQ NEW(+$256.7K) YoY NEW(+$256.7K)
HEALTHSTREAM INC(HSTMcusip42222N103)	8.0K	QoQ NEW(+8.0K) YoY NEW(+8.0K)	All Managers (Combined)	$256.4K	0.0% ($256.4K/$16.5B)	QoQ NEW(+$256.4K) YoY NEW(+$256.4K)