Avantax Advisory Services, Inc. Portfolio Holdings

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

Avantax Advisory Services, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $15.6 Billion distributed in 2179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $1.07B, Ishares Core S&P 500 ETF with a value of $1.05B, Ishares Core U.S. Aggregate Bo with a value of $871M, Schwab Strategic Tr Us Dividen with a value of $710M, and Vanguard Value ETF with a value of $533M.

Examining the 13F form we can see an increase of $619M in the current position value, from $14.9B to 15.6B.

Below you can find more details about Avantax Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $15.6 Billion
ETFs: $11.2 Billion
Technology: $1.25 Billion
Financial Services: $630 Million
Consumer Cyclical: $428 Million
Healthcare: $404 Million
Industrials: $375 Million
Communication Services: $318 Million
Consumer Defensive: $296 Million
Other: $582 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$14.9 Million 0.1% of portfolio
44,800
Q4 2024 Added 1.07%
$173B
$15.3 Million 0.1% of portfolio
24,302
Q4 2024 Added 6.57%
$100B
$13.8 Million 0.09% of portfolio
263,241
Q4 2024 Added 4.67%
$95.7B
$13.4 Million 0.09% of portfolio
73,251
Q4 2024 Reduced 4.69%
$207B
$14.6 Million 0.09% of portfolio
130,881
Q4 2024 Added 6.9%
$225B
$13.9 Million 0.09% of portfolio
110,257
Q4 2024 Added 2.09%
$161B
$13.1 Million 0.08% of portfolio
108,626
Q4 2024 Added 8.83%
$127B
$12.3 Million 0.08% of portfolio
218,223
Q4 2024 Added 18.09%
$212B
$12.5 Million 0.08% of portfolio
21,823
Q4 2024 Added 4.03%
$143B
$12.9 Million 0.08% of portfolio
56,921
Q4 2024 Added 3.72%
$203B
$11.9 Million 0.08% of portfolio
22,849
Q4 2024 Added 1.14%
$2.39B
$12.8 Million 0.08% of portfolio
44,098
Q4 2024 Reduced 4.82%
$297B
$12.5 Million 0.08% of portfolio
178,408
Q4 2024 Added 1.43%
$204B
$11.3 Million 0.07% of portfolio
25,369
Q4 2024 Reduced 6.55%
$69.2B
$11 Million 0.07% of portfolio
106,009
Q4 2024 Added 4.62%
$282B
$10.2 Million 0.07% of portfolio
14,765
Q4 2024 Reduced 0.93%
$71.9B
$11.4 Million 0.07% of portfolio
92,021
Q4 2024 Added 4.9%
$154B
$10.8 Million 0.07% of portfolio
43,767
Q4 2024 Added 2.82%
$122B
$10.4 Million 0.07% of portfolio
129,897
Q4 2024 Reduced 1.73%
$241B
$11.3 Million 0.07% of portfolio
93,715
Q4 2024 Added 4.74%
$62.4B
$10.2 Million 0.07% of portfolio
89,283
Q4 2024 Reduced 2.77%
$77.5B
$10.5 Million 0.07% of portfolio
54,475
Q4 2024 Added 2.5%
$188B
$10.8 Million 0.07% of portfolio
10,171
Q4 2024 Added 0.35%
$177B
$10.8 Million 0.07% of portfolio
55,331
Q4 2024 Added 24.95%
$145B
$10.3 Million 0.07% of portfolio
84,925
Q4 2024 Added 4.36%
$131B
$9.42 Million 0.06% of portfolio
32,175
Q4 2024 Added 7.35%
$77B
$10.1 Million 0.06% of portfolio
56,565
Q4 2024 Added 5.15%
$151B
$8.75 Million 0.06% of portfolio
38,108
Q4 2024 Added 2.91%
$145B
$9.49 Million 0.06% of portfolio
22,400
Q4 2024 Added 7.26%
$74.4B
$9.37 Million 0.06% of portfolio
76,440
Q4 2024 Reduced 0.26%
$0
$8.75 Million 0.06% of portfolio
402,736
Q4 2024 Added 3.52%
$143B
$8.94 Million 0.06% of portfolio
96,745
Q4 2024 Reduced 9.52%
$78.3B
$8.99 Million 0.06% of portfolio
81,424
Q4 2024 Added 20.54%
$138B
$9.7 Million 0.06% of portfolio
135,332
Q4 2024 Reduced 3.24%
$44.9B
$9.58 Million 0.06% of portfolio
95,401
Q4 2024 Added 8.54%
$148B
$9.26 Million 0.06% of portfolio
348,990
Q4 2024 Added 5.14%
$177B
$10.1 Million 0.06% of portfolio
65,802
Q4 2024 Added 12.28%
$174B
$9.93 Million 0.06% of portfolio
19,941
Q4 2024 Reduced 3.37%
$240B
$8.74 Million 0.06% of portfolio
139,443
Q4 2024 Reduced 0.56%
$93.9B
$9.03 Million 0.06% of portfolio
26,558
Q4 2024 Reduced 1.2%
$225B
$7.81 Million 0.05% of portfolio
26,315
Q4 2024 Added 6.32%
$21.3B
$7.72 Million 0.05% of portfolio
55,447
Q4 2024 Added 1.4%
$66.3B
$7.82 Million 0.05% of portfolio
2,443
Q4 2024 Added 2.35%
$104B
$7.35 Million 0.05% of portfolio
41,545
Q4 2024 Added 5.44%
$28.3B
$7.63 Million 0.05% of portfolio
34,532
Q4 2024 Reduced 0.07%
$82.4B
$7.68 Million 0.05% of portfolio
8,144
Q4 2024 Reduced 4.12%
$29.8B
$7.53 Million 0.05% of portfolio
178,014
Q4 2024 Added 3.74%
$226B
$7.15 Million 0.05% of portfolio
42,846
Q4 2024 Added 18.73%
$27.1B
$7.53 Million 0.05% of portfolio
71,623
Q4 2024 Reduced 4.9%

Summary

  • Portfolio
  • No. of Stocks 2,179
  • Current Value $15.6 Billion
  • Prior Value $14.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 188 stocks
  • Additional Purchases 1,162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 792 stocks
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