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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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