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
$3.48 Million 0.02% of portfolio
82,011
Q2 2025 Added 0.77%
$39.9B
$3.21 Million 0.02% of portfolio
42,318
Q2 2025 Added 58.46%
$41.6B
$3.17 Million 0.02% of portfolio
32,184
Q2 2025 Reduced 27.45%
$93.6B
$3.38 Million 0.02% of portfolio
10,217
Q2 2025 Reduced 12.98%
$254B
$3.97 Million 0.02% of portfolio
23,038
Q2 2025 Added 11.33%
$153B
$4.21 Million 0.02% of portfolio
68,822
Q2 2025 Added 5.74%
$65.8B
$3.91 Million 0.02% of portfolio
5,190
Q2 2025 Reduced 0.67%
$0
$3.85 Million 0.02% of portfolio
9,712
Q2 2025 Added 2.24%
$0
$2.9 Million 0.02% of portfolio
28,697
Q2 2025 Added 0.49%
$0
$3.09 Million 0.02% of portfolio
16,050
Q2 2025 Reduced 0.27%
$0
$4.29 Million 0.02% of portfolio
55,307
Q2 2025 Reduced 23.8%
$0
$2.66 Million 0.02% of portfolio
47,321
Q2 2025 Reduced 18.24%
$0
$3.05 Million 0.02% of portfolio
51,930
Q2 2025 Added 3.44%
$0
$3.29 Million 0.02% of portfolio
15,769
Q2 2025 Added 1.12%
$0
$4.13 Million 0.02% of portfolio
45,792
Q2 2025 Added 51.38%
$0
$3.07 Million 0.02% of portfolio
17,925
Q2 2025 Reduced 20.46%
$27.2B
$3.81 Million 0.02% of portfolio
60,365
Q2 2025 Reduced 7.67%
$86B
$3.78 Million 0.02% of portfolio
19,523
Q2 2025 Added 13.26%
$0
$2.74 Million 0.02% of portfolio
33,339
Q2 2025 Added 5.11%
$0
$3.18 Million 0.02% of portfolio
100,168
Q2 2025 Reduced 6.96%
$0
$3.83 Million 0.02% of portfolio
48,196
Q2 2025 Added 4.64%
$13.9B
$4.3 Million 0.02% of portfolio
68,981
Q2 2025 Reduced 1.87%
$44.8B
$3.21 Million 0.02% of portfolio
47,196
Q2 2025 Added 12.04%
$67.2B
$3.66 Million 0.02% of portfolio
23,472
Q2 2025 Reduced 12.34%
$5.45B
$1.4 Million 0.01% of portfolio
19,008
Q2 2025 Reduced 2.67%
$2.03B
$940,000 0.01% of portfolio
6,809
Q2 2025 Added 4.5%
$2.23B
$1.89 Million 0.01% of portfolio
54,851
Q2 2025 Added 42.09%
$2.87B
$2.02 Million 0.01% of portfolio
111,176
Q2 2025 Added 2.63%
$9.84B
$1.12 Million 0.01% of portfolio
106,088
Q2 2025 Added 16.71%
$41.7B
$967,000 0.01% of portfolio
8,202
Q2 2025 Reduced 29.32%
$2.76B
$991,000 0.01% of portfolio
8,649
Q2 2025 Reduced 8.67%
$5.6B
$1.15 Million 0.01% of portfolio
125,335
Q2 2025 Reduced 1.98%
$7.06B
$1.36 Million 0.01% of portfolio
23,294
Q2 2025 Added 3.34%
$14.4B
$2.12 Million 0.01% of portfolio
23,384
Q2 2025 Added 5.06%
$1.76B
$1.25 Million 0.01% of portfolio
17,812
Q2 2025 Added 12.1%
$421B
$2.05 Million 0.01% of portfolio
18,090
Q2 2025 Reduced 11.69%
$34.2B
$1.79 Million 0.01% of portfolio
743,873
Q2 2025 Added 0.63%
$10B
$1.04 Million 0.01% of portfolio
11,382
Q2 2025 Added 2.39%
$26.8B
$2.43 Million 0.01% of portfolio
25,254
Q2 2025 Added 11.73%
$0
$1.82 Million 0.01% of portfolio
31,194
Q2 2025 Added 0.78%
$0
$1.13 Million 0.01% of portfolio
16,614
Q2 2025 Reduced 3.5%
$0
$1.06 Million 0.01% of portfolio
9,683
Q2 2025 Added 0.82%
$11.3B
$1.24 Million 0.01% of portfolio
34,254
Q2 2025 Reduced 2.12%
$63.9B
$1.66 Million 0.01% of portfolio
19,434
Q2 2025 Added 12.07%
$25.6B
$1.76 Million 0.01% of portfolio
12,654
Q2 2025 Reduced 7.63%
$3.64B
$967,000 0.01% of portfolio
58,158
Q2 2025 Reduced 4.15%
$51.2B
$1.96 Million 0.01% of portfolio
3,665
Q2 2025 Added 42.11%
$32.6B
$1.43 Million 0.01% of portfolio
4,068
Q2 2025 Added 16.2%
$75.6B
$1.74 Million 0.01% of portfolio
4,871
Q2 2025 Reduced 7.27%

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
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