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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$427B
$5.59 Million 0.03% of portfolio
7
Q2 2024 Reduced 12.5%
$229B
$4.77 Million 0.03% of portfolio
1,036
Q1 2025 Added 15.5%
$287B
$2.71 Million 0.02% of portfolio
20,484
Q1 2025 Added 6.0%
$260B
$3.68 Million 0.02% of portfolio
33,005
Q1 2025 Added 10.24%
$236B
$3.65 Million 0.02% of portfolio
20,694
Q1 2025 Added 5.87%
$250B
$904,000 0.01% of portfolio
15,751
Q1 2025 Added 12.72%

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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