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
$70.9B
$1.6 Million 0.01% of portfolio
11,284
Q2 2025 Reduced 9.45%
$34.2B
$2.6 Million 0.01% of portfolio
28,587
Q2 2025 Added 8.48%
$3.72B
$1.62 Million 0.01% of portfolio
65,425
Q2 2025 Added 1.8%
$24.2B
$1.73 Million 0.01% of portfolio
9,980
Q2 2025 Added 29.26%
$0
$1.41 Million 0.01% of portfolio
27,985
Q2 2025 Added 7.62%
$0
$2.64 Million 0.01% of portfolio
17,889
Q2 2025 Added 6.92%
$23.8B
$1.8 Million 0.01% of portfolio
173,850
Q2 2025 Reduced 4.85%
$4.88B
$1.33 Million 0.01% of portfolio
28,454
Q2 2025 New
$1.23B
$1.23 Million 0.01% of portfolio
36,785
Q2 2025 Reduced 14.78%
$53.1B
$1.75 Million 0.01% of portfolio
7,132
Q2 2025 Added 35.64%
$12.9B
$1.89 Million 0.01% of portfolio
10,762
Q2 2025 Added 13.78%
$45.1B
$1.06 Million 0.01% of portfolio
27,588
Q2 2025 Added 5.25%
$4.65B
$1.21 Million 0.01% of portfolio
7,609
Q2 2025 Added 0.13%
$109B
$1.38 Million 0.01% of portfolio
90,009
Q2 2025 Added 27.96%
$164B
$1.21 Million 0.01% of portfolio
146,103
Q2 2025 Added 72.46%
$84.7B
$896,000 0.01% of portfolio
8,103
Q2 2025 Added 11.72%
$20.6B
$1.23 Million 0.01% of portfolio
16,769
Q2 2025 Reduced 7.77%
$7.33B
$1.42 Million 0.01% of portfolio
5,877
Q2 2025 Added 7.11%
$12.2B
$1.04 Million 0.01% of portfolio
9,643
Q2 2025 Added 13.92%
$0
$1.66 Million 0.01% of portfolio
24,626
Q2 2025 Added 3.39%
$0
$1.65 Million 0.01% of portfolio
71,866
Q2 2025 Added 11.99%
$30.3B
$1.31 Million 0.01% of portfolio
22,901
Q2 2025 Reduced 28.33%
$5.64B
$1.05 Million 0.01% of portfolio
8,531
Q2 2025 Reduced 0.02%
$36B
$2.58 Million 0.01% of portfolio
10,620
Q2 2025 Reduced 8.66%
$27.1B
$1.48 Million 0.01% of portfolio
13,368
Q2 2025 Added 12.97%
$17.3B
$985,000 0.01% of portfolio
6,838
Q2 2025 Reduced 4.18%
$10.9B
$887,000 0.01% of portfolio
13,160
Q2 2025 Added 21.96%
$3.89B
$1.67 Million 0.01% of portfolio
22,299
Q2 2025 Added 1.35%
$37.5B
$1.61 Million 0.01% of portfolio
21,722
Q2 2025 Reduced 19.01%
$72.2B
$1.52 Million 0.01% of portfolio
21,412
Q2 2025 Added 4.22%
$36.2B
$1.08 Million 0.01% of portfolio
34,364
Q2 2025 Added 11.85%
$41.1B
$1.8 Million 0.01% of portfolio
10,721
Q2 2025 Added 14.64%
$30.8B
$1.54 Million 0.01% of portfolio
54,933
Q2 2025 Added 28.32%
$4.54B
$1.51 Million 0.01% of portfolio
13,044
Q2 2025 Added 4.32%
$20.7B
$1.15 Million 0.01% of portfolio
2,249
Q2 2025 Added 11.5%
$26B
$1.03 Million 0.01% of portfolio
4,401
Q2 2025 Added 8.72%
$48.3B
$1.86 Million 0.01% of portfolio
13,282
Q2 2025 Reduced 17.24%
$19.6B
$1.55 Million 0.01% of portfolio
8,676
Q2 2025 Reduced 9.61%
$20.2B
$1.09 Million 0.01% of portfolio
20,165
Q2 2025 Added 16.15%
$24.7B
$987,000 0.01% of portfolio
26,872
Q2 2025 Added 8.96%
$21.3B
$1.4 Million 0.01% of portfolio
14,549
Q2 2025 Reduced 1.08%
$25.3B
$2.46 Million 0.01% of portfolio
16,528
Q2 2025 Reduced 4.06%
$6.47B
$1.9 Million 0.01% of portfolio
18,223
Q2 2025 Reduced 4.06%
$24.4B
$1.65 Million 0.01% of portfolio
36,886
Q2 2025 Reduced 2.06%
$14.8B
$1.69 Million 0.01% of portfolio
14,048
Q2 2025 Reduced 11.63%
$60.5B
$2.04 Million 0.01% of portfolio
10,407
Q2 2025 Added 55.28%
$21.5B
$2 Million 0.01% of portfolio
28,857
Q2 2025 Added 12.12%
$17.3B
$1.28 Million 0.01% of portfolio
13,276
Q2 2025 Added 4.08%
$0
$1.33 Million 0.01% of portfolio
20,452
Q2 2025 Added 2.46%

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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