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
$2.2 Million 0.01% of portfolio
17,808
Q2 2025 Reduced 18.57%
$0
$1.48 Million 0.01% of portfolio
13,949
Q2 2025 Reduced 7.88%
$0
$2.43 Million 0.01% of portfolio
18,067
Q2 2025 Added 6.45%
$0
$2.04 Million 0.01% of portfolio
32,629
Q2 2025 Added 8.01%
$0
$2.01 Million 0.01% of portfolio
21,183
Q2 2025 Reduced 5.04%
$0
$2.3 Million 0.01% of portfolio
21,991
Q2 2025 Added 27.31%
$0
$2.15 Million 0.01% of portfolio
42,370
Q2 2025 Added 5.35%
$0
$1.89 Million 0.01% of portfolio
26,761
Q2 2025 Added 5.39%
$0
$1.96 Million 0.01% of portfolio
39,797
Q2 2025 Added 68.61%
$0
$1.7 Million 0.01% of portfolio
33,711
Q2 2025 Reduced 0.8%
$0
$1.22 Million 0.01% of portfolio
18,660
Q2 2025 Added 49.78%
$0
$1.45 Million 0.01% of portfolio
31,267
Q2 2025 Added 32.68%
$0
$1.02 Million 0.01% of portfolio
21,501
Q2 2025 Added 56.56%
$0
$1.2 Million 0.01% of portfolio
23,482
Q2 2025 Reduced 56.84%
$26.1B
$1.26 Million 0.01% of portfolio
5,759
Q2 2025 Added 20.03%
$0
$1.19 Million 0.01% of portfolio
17,584
Q2 2025 Reduced 6.77%
$28.2B
$1.15 Million 0.01% of portfolio
14,496
Q2 2025 Reduced 6.74%
$16B
$1.31 Million 0.01% of portfolio
75,006
Q2 2025 Added 23.4%
$28.5B
$1.38 Million 0.01% of portfolio
8,423
Q2 2025 Added 29.62%
$679M
$1.24 Million 0.01% of portfolio
64,530
Q2 2025 Added 1.8%
$30.8B
$938,000 0.01% of portfolio
36,337
Q2 2025 Added 19.24%
$11.9B
$1.9 Million 0.01% of portfolio
40,928
Q2 2025 Added 23.62%
$20.3B
$1.5 Million 0.01% of portfolio
18,532
Q2 2025 Added 52.59%
$25.7B
$1.06 Million 0.01% of portfolio
6,727
Q2 2025 Added 12.14%
$1.89B
$1.26 Million 0.01% of portfolio
15,177
Q2 2025 Added 0.94%
$30.3B
$1.09 Million 0.01% of portfolio
9,895
Q2 2025 Added 85.13%
$13.2B
$1.11 Million 0.01% of portfolio
5,373
Q2 2025 Reduced 50.21%
$6.19B
$2.04 Million 0.01% of portfolio
9,005
Q2 2025 Added 16.83%
$7.75B
$2.3 Million 0.01% of portfolio
62,071
Q2 2025 Reduced 0.26%
$25.1B
$1.14 Million 0.01% of portfolio
3,048
Q2 2025 Added 30.26%
$20.5B
$1.02 Million 0.01% of portfolio
4,305
Q2 2025 Added 29.4%
$342M
$1.06 Million 0.01% of portfolio
87,426
Q2 2025 Reduced 0.36%
$14.6B
$1.75 Million 0.01% of portfolio
30,322
Q2 2025 Reduced 66.96%
$4.15B
$1.03 Million 0.01% of portfolio
17,421
Q2 2025 Added 12.02%
$39.4B
$1.14 Million 0.01% of portfolio
2,084
Q2 2025 Added 38.47%
$14.7B
$1.82 Million 0.01% of portfolio
28,287
Q2 2025 Added 6.22%
$16.7B
$1.76 Million 0.01% of portfolio
23,203
Q2 2025 Reduced 11.62%
$2.43B
$1.32 Million 0.01% of portfolio
19,641
Q2 2025 Added 14.39%
$180B
$2.6 Million 0.01% of portfolio
189,693
Q2 2025 Added 4.64%
$42.5B
$2.48 Million 0.01% of portfolio
3,386
Q2 2025 Reduced 1.77%
$88.7B
$2.39 Million 0.01% of portfolio
4,756
Q2 2025 Added 30.23%
$9.56B
$1.04 Million 0.01% of portfolio
3,302
Q2 2025 Added 11.59%
$3.9B
$1.02 Million 0.01% of portfolio
42,314
Q2 2025 Added 4.01%
$16.4B
$1.01 Million 0.01% of portfolio
5,971
Q2 2025 Added 15.74%
$54.6B
$1.07 Million 0.01% of portfolio
14,383
Q2 2025 Reduced 0.54%
$67.6B
$2.34 Million 0.01% of portfolio
40,086
Q2 2025 Added 94.19%
$0
$1.16 Million 0.01% of portfolio
28,119
Q2 2025 Reduced 2.83%
$1.55B
$2.05 Million 0.01% of portfolio
51,559
Q2 2025 Added 4.3%
$4.84B
$1.05 Million 0.01% of portfolio
84,788
Q2 2025 Added 3.37%

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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