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
$7.22B
$1.29 Million 0.01% of portfolio
29,246
Q2 2025 Reduced 12.35%
$1.49B
$1.47 Million 0.01% of portfolio
27,831
Q2 2025 Added 2.68%
$0
$2.28 Million 0.01% of portfolio
36,426
Q2 2025 Added 10.18%
$0
$1.07 Million 0.01% of portfolio
27,560
Q2 2025 Added 6.52%
$0
$1.01 Million 0.01% of portfolio
36,243
Q2 2025 Added 77.22%
$0
$2.18 Million 0.01% of portfolio
146,111
Q2 2025 Added 392.65%
$4.36B
$1.32 Million 0.01% of portfolio
22,301
Q2 2025 Added 14.72%
$20.4B
$890,000 0.01% of portfolio
4,947
Q2 2025 Added 25.18%
$0
$1.03 Million 0.01% of portfolio
10,271
Q2 2025 New
$0
$1.95 Million 0.01% of portfolio
16,103
Q2 2025 Added 97.41%
$66B
$1.46 Million 0.01% of portfolio
17,222
Q2 2025 Reduced 75.75%
$0
$1.17 Million 0.01% of portfolio
78,710
Q2 2025 Added 2.39%
$585M
$1.18 Million 0.01% of portfolio
46,303
Q2 2025 Added 2.12%
$19.9B
$938,000 0.01% of portfolio
46,038
Q2 2025 Reduced 6.03%
$4.41B
$1.29 Million 0.01% of portfolio
9,081
Q2 2025 Added 9.67%
$0
$2.57 Million 0.01% of portfolio
67,049
Q2 2025 Reduced 3.03%
$3.5B
$1.56 Million 0.01% of portfolio
10,992
Q2 2025 Reduced 6.42%
$7.65B
$1.07 Million 0.01% of portfolio
10,191
Q2 2025 Reduced 3.09%
$10.2B
$1.83 Million 0.01% of portfolio
96,468
Q2 2025 Added 36.78%
$11B
$915,000 0.01% of portfolio
5,081
Q2 2025 Reduced 1.7%
$28.2B
$2.18 Million 0.01% of portfolio
13,159
Q2 2025 Added 4.16%
$31.4B
$918,000 0.01% of portfolio
44,905
Q2 2025 Reduced 10.18%
$5.22B
$2.04 Million 0.01% of portfolio
36,150
Q2 2025 Added 16.46%
$70.2B
$2.03 Million 0.01% of portfolio
7,611
Q2 2025 Added 29.04%
$10.7B
$1.06 Million 0.01% of portfolio
21,229
Q2 2025 Reduced 0.47%
$13B
$2.1 Million 0.01% of portfolio
69,391
Q2 2025 Reduced 17.0%
$76.5B
$2.42 Million 0.01% of portfolio
12,997
Q2 2025 Added 24.72%
$26.4B
$2.01 Million 0.01% of portfolio
82,217
Q2 2025 Added 43.34%
$263B
$1.39 Million 0.01% of portfolio
22,818
Q2 2025 Added 44.87%
$21.9B
$1.18 Million 0.01% of portfolio
2,880
Q2 2025 Added 8.72%
$22.5B
$899,000 0.01% of portfolio
53,647
Q2 2025 Added 59.2%
$11.3B
$2.42 Million 0.01% of portfolio
10,022
Q2 2025 Added 19.82%
$12.2B
$1.76 Million 0.01% of portfolio
10,004
Q2 2025 Added 802.07%
$51.3B
$1.18 Million 0.01% of portfolio
2,192
Q2 2025 Reduced 0.36%
$90.4B
$2.13 Million 0.01% of portfolio
97,299
Q2 2025 Added 7.17%
$0
$970,000 0.01% of portfolio
30,387
Q2 2025 Added 8.35%
$0
$1.01 Million 0.01% of portfolio
27,148
Q2 2025 Added 23.23%
$0
$1.86 Million 0.01% of portfolio
46,033
Q2 2025 Reduced 2.65%
$0
$1.14 Million 0.01% of portfolio
25,880
Q2 2025 Reduced 0.44%
$0
$1.89 Million 0.01% of portfolio
43,212
Q2 2025 Added 0.02%
$0
$1.27 Million 0.01% of portfolio
33,290
Q2 2025 Reduced 3.39%
$0
$1.26 Million 0.01% of portfolio
34,691
Q2 2025 Added 136.86%
$0
$1.19 Million 0.01% of portfolio
36,835
Q2 2025 Added 10.29%
$1.74B
$901,000 0.01% of portfolio
14,993
Q2 2025 Reduced 15.93%
$6.27B
$1.12 Million 0.01% of portfolio
20,253
Q2 2025 Added 228.52%
$16.3B
$1.78 Million 0.01% of portfolio
37,953
Q2 2025 Added 3.09%
$0
$1.71 Million 0.01% of portfolio
18,686
Q2 2025 Added 0.05%
$0
$1.26 Million 0.01% of portfolio
25,119
Q2 2025 Added 170.07%
$2.36B
$2.43 Million 0.01% of portfolio
93,071
Q2 2025 Added 8.49%

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