Avantax Advisory Services, Inc. Portfolio Holdings

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

Avantax Advisory Services, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $17.6 Billion distributed in 2359 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 $1.14B, Vanguard Russell 1000 Growth E with a value of $1.11B, Ishares Core U.S. Aggregate Bo with a value of $919M, Schwab Strategic Tr Us Dividen with a value of $754M, and Vanguard Value ETF with a value of $583M.

Examining the 13F form we can see an increase of $1.56B in the current position value, from $16B to 17.6B.

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

Portfolio value $17.6 Billion
ETFs: $12.6 Billion
Technology: $1.51 Billion
Financial Services: $765 Million
Consumer Cyclical: $471 Million
Healthcare: $440 Million
Industrials: $433 Million
Communication Services: $386 Million
Consumer Defensive: $325 Million
Other: $647 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.86 Million 0.03% of portfolio
35,634
Q2 2025 Added 4.05%
$0
$4.52 Million 0.03% of portfolio
89,968
Q2 2025 Added 19.59%
$0
$5.01 Million 0.03% of portfolio
102,130
Q2 2025 Reduced 39.58%
$0
$5.79 Million 0.03% of portfolio
96,875
Q2 2025 Reduced 8.13%
$0
$5.84 Million 0.03% of portfolio
66,939
Q2 2025 Reduced 3.45%
$0
$5.35 Million 0.03% of portfolio
24,449
Q2 2025 Reduced 3.05%
$0
$6.13 Million 0.03% of portfolio
51,463
Q2 2025 Reduced 2.58%
$0
$5.72 Million 0.03% of portfolio
25,439
Q2 2025 Reduced 1.57%
$105B
$5.73 Million 0.03% of portfolio
12,873
Q2 2025 Added 1.57%
$76.3B
$5.25 Million 0.03% of portfolio
83,512
Q2 2025 Added 7.96%
$0
$5.72 Million 0.03% of portfolio
113,748
Q2 2025 Reduced 25.42%
$46.9B
$5.45 Million 0.03% of portfolio
22,717
Q2 2025 Added 10.51%
$0
$2.98 Million 0.02% of portfolio
89,882
Q2 2025 Reduced 16.38%
$6.53B
$2.71 Million 0.02% of portfolio
20,451
Q2 2025 Added 10.02%
$77.2B
$4.3 Million 0.02% of portfolio
36,152
Q2 2025 Reduced 1.43%
$47.2B
$4.26 Million 0.02% of portfolio
32,205
Q2 2025 Added 22.51%
$0
$2.9 Million 0.02% of portfolio
59,356
Q2 2025 Added 4.5%
$0
$3.32 Million 0.02% of portfolio
78,092
Q2 2025 Added 4.33%
$0
$3.32 Million 0.02% of portfolio
37,278
Q2 2025 Added 39.78%
$0
$3 Million 0.02% of portfolio
42,612
Q2 2025 Reduced 0.43%
$25.8B
$2.68 Million 0.02% of portfolio
13,171
Q2 2025 Added 3.41%
$75.6B
$3.54 Million 0.02% of portfolio
64,036
Q2 2025 Added 10.27%
$53.2B
$3.89 Million 0.02% of portfolio
22,594
Q2 2025 Reduced 6.71%
$103B
$3.05 Million 0.02% of portfolio
101,931
Q2 2025 Added 11.24%
$116B
$3.86 Million 0.02% of portfolio
81,598
Q2 2025 Added 17.13%
$89.7B
$3.14 Million 0.02% of portfolio
10,206
Q2 2025 Reduced 1.64%
$0
$3.37 Million 0.02% of portfolio
320,756
Q2 2025 Reduced 9.56%
$64B
$3.32 Million 0.02% of portfolio
31,916
Q2 2025 Added 13.49%
$0
$4.27 Million 0.02% of portfolio
115,626
Q2 2025 Added 23.42%
$0
$2.9 Million 0.02% of portfolio
106,712
Q2 2025 Reduced 23.42%
$38.4B
$3.28 Million 0.02% of portfolio
17,702
Q2 2025 Reduced 6.29%
$24.5B
$4.2 Million 0.02% of portfolio
18,976
Q2 2025 Added 5.02%
$56.8B
$3.83 Million 0.02% of portfolio
15,741
Q2 2025 Added 33.8%
$1.1B
$3.67 Million 0.02% of portfolio
65,419
Q2 2025 Reduced 11.9%
$34.1B
$3.02 Million 0.02% of portfolio
38,691
Q2 2025 Added 12.8%
$54.9B
$3.3 Million 0.02% of portfolio
9,417
Q2 2025 Added 30.59%
$65B
$3.82 Million 0.02% of portfolio
42,079
Q2 2025 Reduced 10.19%
$117B
$3.99 Million 0.02% of portfolio
12,349
Q2 2025 Added 51.43%
$18.1B
$2.74 Million 0.02% of portfolio
108,140
Q2 2025 Added 6.01%
$58.2B
$3.04 Million 0.02% of portfolio
9,291
Q2 2025 Added 6.66%
$22.2B
$2.69 Million 0.02% of portfolio
12,327
Q2 2025 Added 16.08%
$46.2B
$2.68 Million 0.02% of portfolio
19,935
Q2 2025 Added 37.45%
$0
$2.88 Million 0.02% of portfolio
53,430
Q2 2025 Added 4.58%
$50.8B
$4.02 Million 0.02% of portfolio
71,148
Q2 2025 Added 5.92%
$14.5B
$3.53 Million 0.02% of portfolio
133,393
Q2 2025 Added 3.77%
$50.3B
$4.06 Million 0.02% of portfolio
224,186
Q2 2025 Added 17.74%
$46.8B
$3.04 Million 0.02% of portfolio
70,054
Q2 2025 Added 36.24%
$19B
$2.9 Million 0.02% of portfolio
19,685
Q2 2025 Added 4.54%
$26.2B
$4.15 Million 0.02% of portfolio
98,823
Q2 2025 Added 131.07%

Summary

  • Portfolio
  • No. of Stocks 2,359
  • Current Value $17.6 Billion
  • Prior Value $16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 228 stocks
  • Additional Purchases 1,270 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 820 stocks
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