Avantax Advisory Services, Inc. Portfolio Holdings

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025

Avantax Advisory Services, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $16 Billion distributed in 2227 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.05B, Vanguard Russell 1000 Growth E with a value of $964M, Ishares Core U.S. Aggregate Bo with a value of $913M, Schwab Strategic Tr Us Dividen with a value of $773M, and Vanguard Value ETF with a value of $570M.

Examining the 13F form we can see an increase of $474M in the current position value, from $15.6B to 16B.

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

Portfolio value $16 Billion
ETFs: $11.6 Billion
Technology: $1.17 Billion
Financial Services: $701 Million
Healthcare: $459 Million
Consumer Cyclical: $413 Million
Industrials: $379 Million
Consumer Defensive: $320 Million
Communication Services: $320 Million
Other: $652 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.5B
$2.53 Million 0.02% of portfolio
26,352
Q1 2025 Added 14.72%
$28.2B
$2.73 Million 0.02% of portfolio
12,737
Q1 2025 Reduced 3.21%
$53.3B
$3.27 Million 0.02% of portfolio
6,224
Q1 2025 Added 7.79%
$65B
$2.75 Million 0.02% of portfolio
58,073
Q1 2025 Added 0.52%
$98.4B
$3.1 Million 0.02% of portfolio
91,630
Q1 2025 Added 1.06%
$115B
$2.88 Million 0.02% of portfolio
69,664
Q1 2025 Reduced 1.13%
$36.5B
$2.82 Million 0.02% of portfolio
11,627
Q1 2025 Added 3.71%
$87.1B
$2.64 Million 0.02% of portfolio
10,376
Q1 2025 Reduced 16.15%
$0
$3.4 Million 0.02% of portfolio
354,679
Q1 2025 Added 4.35%
$70.5B
$2.74 Million 0.02% of portfolio
28,122
Q1 2025 Added 14.89%
$38.4B
$3.5 Million 0.02% of portfolio
18,891
Q1 2025 Added 9.95%
$60.3B
$2.72 Million 0.02% of portfolio
11,765
Q1 2025 Added 13.06%
$1.52B
$3.73 Million 0.02% of portfolio
74,253
Q1 2025 Added 22.54%
$23.8B
$2.54 Million 0.02% of portfolio
17,227
Q1 2025 Added 6.32%
$39B
$2.62 Million 0.02% of portfolio
34,300
Q1 2025 Added 9.29%
$35.8B
$2.54 Million 0.02% of portfolio
22,950
Q1 2025 Reduced 7.53%
$48B
$2.73 Million 0.02% of portfolio
8,711
Q1 2025 Added 13.04%
$21.7B
$3.13 Million 0.02% of portfolio
83,675
Q1 2025 Added 10.32%
$49.1B
$3.84 Million 0.02% of portfolio
26,802
Q1 2025 Added 10.99%
$47.6B
$3.77 Million 0.02% of portfolio
67,173
Q1 2025 Added 3.71%
$2.51B
$2.56 Million 0.02% of portfolio
41,473
Q1 2025 Reduced 0.7%
$54B
$3.54 Million 0.02% of portfolio
190,415
Q1 2025 Added 4.18%
$20.1B
$2.8 Million 0.02% of portfolio
18,830
Q1 2025 Added 2.12%
$25.8B
$3.32 Million 0.02% of portfolio
42,767
Q1 2025 Added 26.38%
$60.9B
$3.69 Million 0.02% of portfolio
15,147
Q1 2025 Added 2.1%
$14.7B
$2.54 Million 0.02% of portfolio
38,979
Q1 2025 Added 1.26%
$48.3B
$2.98 Million 0.02% of portfolio
39,921
Q1 2025 Reduced 6.69%
$79.5B
$3.21 Million 0.02% of portfolio
25,634
Q1 2025 Added 5.83%
$46.9B
$2.83 Million 0.02% of portfolio
281,901
Q1 2025 Added 20.7%
$65.2B
$2.79 Million 0.02% of portfolio
73,700
Q1 2025 Added 0.79%
$30.3B
$3.41 Million 0.02% of portfolio
57,054
Q1 2025 Added 9.77%
$75.8B
$3.35 Million 0.02% of portfolio
71,131
Q1 2025 Added 3.38%
$17.6B
$2.95 Million 0.02% of portfolio
24,786
Q1 2025 Reduced 11.45%
$9.25B
$2.74 Million 0.02% of portfolio
61,994
Q1 2025 Added 114.15%
$109B
$2.79 Million 0.02% of portfolio
8,077
Q1 2025 Added 0.4%
$17.7B
$2.57 Million 0.02% of portfolio
9,619
Q1 2025 Added 1.65%
$6.05B
$2.55 Million 0.02% of portfolio
90,198
Q1 2025 Added 43.47%
$16.3B
$2.59 Million 0.02% of portfolio
83,606
Q1 2025 Added 16.67%
$63.7B
$2.84 Million 0.02% of portfolio
99,665
Q1 2025 Added 9.4%
$11.2B
$3.24 Million 0.02% of portfolio
6,650
Q1 2025 Added 6.16%
$120B
$2.86 Million 0.02% of portfolio
24,779
Q1 2025 Added 4.88%
$51.7B
$2.63 Million 0.02% of portfolio
38,834
Q1 2025 Added 54.44%
$11B
$3.05 Million 0.02% of portfolio
26,792
Q1 2025 Added 11.03%
$10.4B
$2.65 Million 0.02% of portfolio
62,232
Q1 2025 Added 617.54%
$69.7B
$2.75 Million 0.02% of portfolio
719,229
Q1 2025 Added 13.78%
$87.6B
$2.74 Million 0.02% of portfolio
18,781
Q1 2025 Added 7.35%
$103B
$2.85 Million 0.02% of portfolio
4,236
Q1 2025 Added 19.09%
$62.1B
$3.44 Million 0.02% of portfolio
42,904
Q1 2025 Added 6.05%
$40.9B
$3.66 Million 0.02% of portfolio
75,577
Q1 2025 Added 11.49%

Summary

  • Portfolio
  • No. of Stocks 2,227
  • Current Value $16 Billion
  • Prior Value $15.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 172 stocks
  • Additional Purchases 1,358 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 647 stocks
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