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
$4.2 Million 0.02% of portfolio
17,592
Q2 2025 Added 1.79%
$0
$3.45 Million 0.02% of portfolio
59,119
Q2 2025 Added 11.93%
$0
$3.94 Million 0.02% of portfolio
64,197
Q2 2025 Reduced 0.39%
$0
$4.18 Million 0.02% of portfolio
37,819
Q2 2025 Reduced 3.81%
$0
$3.73 Million 0.02% of portfolio
76,669
Q2 2025 Reduced 2.59%
$0
$2.95 Million 0.02% of portfolio
49,854
Q2 2025 Added 46.52%
$0
$3.52 Million 0.02% of portfolio
45,332
Q2 2025 Reduced 12.92%
$0
$3.48 Million 0.02% of portfolio
68,486
Q2 2025 Added 5.88%
$74.7B
$2.99 Million 0.02% of portfolio
28,270
Q2 2025 Added 15.13%
$63.3B
$3.95 Million 0.02% of portfolio
134,493
Q2 2025 Added 34.95%
$11B
$2.94 Million 0.02% of portfolio
6,078
Q2 2025 Reduced 8.6%
$107B
$3.06 Million 0.02% of portfolio
23,000
Q2 2025 Reduced 7.18%
$48.8B
$3.22 Million 0.02% of portfolio
44,871
Q2 2025 Added 15.55%
$10.5B
$3.41 Million 0.02% of portfolio
28,103
Q2 2025 Added 4.89%
$78.1B
$2.85 Million 0.02% of portfolio
670,415
Q2 2025 Reduced 6.79%
$94.1B
$2.94 Million 0.02% of portfolio
17,685
Q2 2025 Reduced 5.84%
$109B
$3.34 Million 0.02% of portfolio
4,556
Q2 2025 Added 7.55%
$65.4B
$3.49 Million 0.02% of portfolio
43,426
Q2 2025 Added 1.22%
$36.2B
$4.22 Million 0.02% of portfolio
67,317
Q2 2025 Added 4.45%
$87B
$3.31 Million 0.02% of portfolio
46,602
Q2 2025 Reduced 20.93%
$68.7B
$4.29 Million 0.02% of portfolio
16,752
Q2 2025 Added 0.96%
$285B
$4.34 Million 0.02% of portfolio
35,883
Q2 2025 Added 8.72%
$6.33B
$4 Million 0.02% of portfolio
44,411
Q2 2025 Added 1,457.73%
$0
$2.86 Million 0.02% of portfolio
83,953
Q2 2025 Added 13.57%
$0
$2.88 Million 0.02% of portfolio
72,870
Q2 2025 Added 39.42%
$0
$4.11 Million 0.02% of portfolio
134,683
Q2 2025 Added 15.32%
$20B
$3.51 Million 0.02% of portfolio
18,605
Q2 2025 Added 4.12%
$45.6B
$4.24 Million 0.02% of portfolio
29,168
Q2 2025 Added 8.6%
$3.93B
$3.77 Million 0.02% of portfolio
107,512
Q2 2025 Added 45.02%
$0
$3.6 Million 0.02% of portfolio
70,137
Q2 2025 Added 7.04%
$0
$2.64 Million 0.02% of portfolio
59,792
Q2 2025 Reduced 0.63%
$0
$3.19 Million 0.02% of portfolio
399,126
Q2 2025 Added 45.93%
$0
$2.75 Million 0.02% of portfolio
368,498
Q2 2025 Added 45.46%
$0
$2.91 Million 0.02% of portfolio
46,471
Q2 2025 Added 64.97%
$38.3B
$2.82 Million 0.02% of portfolio
26,209
Q2 2025 Added 16.98%
$51.5B
$3.75 Million 0.02% of portfolio
12,778
Q2 2025 Added 13.36%
$35.5B
$2.7 Million 0.02% of portfolio
17,634
Q2 2025 Added 0.03%
$71.2B
$3.14 Million 0.02% of portfolio
12,734
Q2 2025 Reduced 29.95%
$55.1B
$2.93 Million 0.02% of portfolio
5,177
Q2 2025 Added 20.45%
$78.6B
$4.39 Million 0.02% of portfolio
14,028
Q2 2025 Reduced 1.1%
$122B
$2.83 Million 0.02% of portfolio
58,628
Q2 2025 Added 10.87%
$0
$2.75 Million 0.02% of portfolio
108,885
Q2 2025 Added 0.75%
$108B
$2.92 Million 0.02% of portfolio
18,279
Q2 2025 Added 0.83%
$0
$3.95 Million 0.02% of portfolio
51,899
Q2 2025 Added 4.65%
$0
$3.18 Million 0.02% of portfolio
36,158
Q2 2025 Added 28.47%
$58.3B
$3.27 Million 0.02% of portfolio
20,366
Q2 2025 Added 6.1%
$0
$2.86 Million 0.02% of portfolio
138,554
Q2 2025 Added 9.92%
$36.8B
$2.68 Million 0.02% of portfolio
103,062
Q2 2025 Reduced 10.17%
$0
$2.71 Million 0.02% of portfolio
60,719
Q2 2025 Added 17.27%

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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email