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
$29.2B
$1.08 Million 0.01% of portfolio
2,010
Q2 2025 Added 34.18%
$3.21B
$1.76 Million 0.01% of portfolio
70,735
Q2 2025 Reduced 3.4%
$958M
$952,000 0.01% of portfolio
41,125
Q2 2025 Added 2.8%
$36.3B
$2.41 Million 0.01% of portfolio
24,045
Q2 2025 Added 4.77%
$22.8B
$1.45 Million 0.01% of portfolio
8,923
Q2 2025 Added 7.43%
$5.07B
$2.19 Million 0.01% of portfolio
20,621
Q2 2025 Reduced 13.51%
$44.4B
$1.91 Million 0.01% of portfolio
25,674
Q2 2025 Added 23.31%
$30.7B
$1.71 Million 0.01% of portfolio
21,294
Q2 2025 Added 2.68%
$49.7B
$1.1 Million 0.01% of portfolio
36,775
Q2 2025 Added 43.81%
$20B
$927,000 0.01% of portfolio
10,012
Q2 2025 Reduced 3.22%
$20.7B
$1.24 Million 0.01% of portfolio
2,541
Q2 2025 Added 21.58%
$52.7B
$1.39 Million 0.01% of portfolio
10,777
Q2 2025 Reduced 0.64%
$4.83B
$1.62 Million 0.01% of portfolio
42,827
Q2 2025 Added 8.43%
$39B
$2.25 Million 0.01% of portfolio
18,367
Q2 2025 Reduced 25.37%
$36.9B
$1.78 Million 0.01% of portfolio
36,245
Q2 2025 Added 17.07%
$8.1B
$1.49 Million 0.01% of portfolio
14,613
Q2 2025 Added 0.52%
$54.5B
$1.55 Million 0.01% of portfolio
15,332
Q2 2025 Added 2.9%
$24.9B
$1.15 Million 0.01% of portfolio
8,335
Q2 2025 Reduced 5.74%
$11.8B
$907,000 0.01% of portfolio
4,589
Q2 2025 Added 32.17%
$1.25B
$1.84 Million 0.01% of portfolio
52,665
Q2 2025 Reduced 2.58%
$0
$2.35 Million 0.01% of portfolio
54,980
Q2 2025 Added 32.58%
$0
$1.57 Million 0.01% of portfolio
45,403
Q2 2025 Added 16.86%
$0
$1.01 Million 0.01% of portfolio
21,048
Q2 2025 Added 29.55%
$0
$1.49 Million 0.01% of portfolio
35,159
Q2 2025 Added 10.53%
$0
$1.1 Million 0.01% of portfolio
11,153
Q2 2025 Added 0.9%
$13.7B
$1.44 Million 0.01% of portfolio
18,448
Q2 2025 Added 3.87%
$22.4B
$1.43 Million 0.01% of portfolio
12,486
Q2 2025 Added 18.22%
$95.2B
$1.05 Million 0.01% of portfolio
4,264
Q2 2025 Added 8.83%
$22.7B
$1.33 Million 0.01% of portfolio
7,237
Q2 2025 Added 14.46%
$27.2B
$1.92 Million 0.01% of portfolio
14,502
Q2 2025 Reduced 1.38%
$36.9B
$1.45 Million 0.01% of portfolio
21,182
Q2 2025 Added 24.7%
$1.93B
$1.9 Million 0.01% of portfolio
27,796
Q2 2025 Reduced 32.98%
$7.24B
$1.85 Million 0.01% of portfolio
11,061
Q2 2025 Reduced 1.65%
$48.6B
$1.73 Million 0.01% of portfolio
23,200
Q2 2025 Reduced 9.03%
$77.5B
$2.33 Million 0.01% of portfolio
8,631
Q2 2025 Added 9.57%
$19.9B
$1.88 Million 0.01% of portfolio
36,522
Q2 2025 Reduced 0.61%
$45.7B
$1.01 Million 0.01% of portfolio
12,928
Q2 2025 Added 20.74%
$8.22B
$971,000 0.01% of portfolio
11,522
Q2 2025 Added 19.6%
$31.6B
$1.86 Million 0.01% of portfolio
3,470
Q2 2025 Added 0.12%
$12.2B
$1.22 Million 0.01% of portfolio
9,973
Q2 2025 Reduced 0.81%
$4.45B
$1.57 Million 0.01% of portfolio
18,251
Q2 2025 Reduced 1.75%
$9.73B
$1.23 Million 0.01% of portfolio
7,952
Q2 2025 Added 3.61%
$12.5B
$2.29 Million 0.01% of portfolio
28,433
Q2 2025 Added 43.45%
$10.6B
$1.05 Million 0.01% of portfolio
5,655
Q2 2025 Reduced 2.78%
$28.2B
$1.35 Million 0.01% of portfolio
5,206
Q2 2025 Added 2.42%
$18.2B
$1.58 Million 0.01% of portfolio
28,190
Q2 2025 Added 21.72%
$23.3B
$1.82 Million 0.01% of portfolio
26,938
Q2 2025 Added 3.41%
$5.35B
$1.56 Million 0.01% of portfolio
8,117
Q2 2025 Reduced 1.27%
$17.7B
$1.58 Million 0.01% of portfolio
5,808
Q2 2025 Added 5.2%

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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