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
$5.62B
$1.31 Million 0.01% of portfolio
8,315
Q2 2025 Added 0.58%
$37.7B
$1.75 Million 0.01% of portfolio
10,886
Q2 2025 Added 55.14%
$53.1B
$1.25 Million 0.01% of portfolio
91,184
Q2 2025 Added 9.91%
$34.3B
$2.56 Million 0.01% of portfolio
19,744
Q2 2025 Reduced 5.01%
$1.67B
$1.4 Million 0.01% of portfolio
35,429
Q2 2025 Added 15.53%
$0
$1.23 Million 0.01% of portfolio
145,407
Q2 2025 Added 1.28%
$16B
$1.05 Million 0.01% of portfolio
14,330
Q2 2025 Added 27.25%
$39.3B
$1.05 Million 0.01% of portfolio
25,101
Q2 2025 Reduced 0.71%
$9.17B
$903,000 0.01% of portfolio
20,369
Q2 2025 Reduced 44.34%
$7.8B
$1.87 Million 0.01% of portfolio
14,180
Q2 2025 Added 2.35%
$9.32B
$1.23 Million 0.01% of portfolio
33,612
Q2 2025 Reduced 1.9%
$15.6B
$1.87 Million 0.01% of portfolio
26,020
Q2 2025 Added 35.49%
$6.03B
$952,000 0.01% of portfolio
9,437
Q2 2025 Reduced 3.44%
$37.3B
$2.19 Million 0.01% of portfolio
22,133
Q2 2025 Added 16.65%
$18.1B
$1.42 Million 0.01% of portfolio
84,029
Q2 2025 Added 13.62%
$32.3B
$2.32 Million 0.01% of portfolio
24,368
Q2 2025 Added 46.03%
$0
$1.06 Million 0.01% of portfolio
26,510
Q2 2025 Reduced 1.61%
$0
$1.68 Million 0.01% of portfolio
52,008
Q2 2025 Added 344.74%
$0
$1.16 Million 0.01% of portfolio
30,907
Q2 2025 Added 3.23%
$0
$2.3 Million 0.01% of portfolio
79,453
Q2 2025 Added 10.76%
$0
$1.07 Million 0.01% of portfolio
54,378
Q2 2025 Reduced 4.43%
$0
$1.15 Million 0.01% of portfolio
23,395
Q2 2025 Reduced 4.57%
$1.47B
$1.24 Million 0.01% of portfolio
25,375
Q2 2025 Added 75.45%
$8.89B
$1.88 Million 0.01% of portfolio
26,128
Q2 2025 Reduced 0.67%
$2.22B
$1.1 Million 0.01% of portfolio
11,889
Q2 2025 Added 14.88%
$12B
$1.13 Million 0.01% of portfolio
4,888
Q2 2025 Added 2.82%
$2.58B
$1.01 Million 0.01% of portfolio
56,299
Q2 2025 Reduced 0.64%
$3.77B
$1.96 Million 0.01% of portfolio
144,186
Q2 2025 Added 1.93%
$75.7B
$2.33 Million 0.01% of portfolio
186,259
Q2 2025 Added 29.26%
$0
$1.21 Million 0.01% of portfolio
29,003
Q2 2025 Added 1.13%
$0
$2.46 Million 0.01% of portfolio
129,718
Q2 2025 Reduced 45.92%
$0
$1.95 Million 0.01% of portfolio
20,312
Q2 2025 Reduced 0.06%
$0
$2.07 Million 0.01% of portfolio
41,349
Q2 2025 Added 19.39%
$10.4B
$1.33 Million 0.01% of portfolio
14,882
Q2 2025 Reduced 2.95%
$3.27B
$1.1 Million 0.01% of portfolio
56,811
Q2 2025 Added 16.84%
$23.1B
$1.11 Million 0.01% of portfolio
9,783
Q2 2025 Reduced 22.87%
$27.4B
$2.45 Million 0.01% of portfolio
72,373
Q2 2025 Reduced 4.16%
$0
$985,000 0.01% of portfolio
11,849
Q2 2025 Reduced 23.25%
$4.19B
$1.06 Million 0.01% of portfolio
24,504
Q2 2025 Added 14.86%
$645M
$1.19 Million 0.01% of portfolio
62,206
Q2 2025 Added 82.39%
$15.6B
$1.29 Million 0.01% of portfolio
9,426
Q2 2025 Added 4.85%
$7.21B
$1.51 Million 0.01% of portfolio
6,131
Q2 2025 Reduced 0.03%
$60.5B
$1.34 Million 0.01% of portfolio
2,551
Q2 2025 Added 40.24%
$22.6B
$1.87 Million 0.01% of portfolio
79,477
Q2 2025 Added 12.74%
$85.9B
$1.97 Million 0.01% of portfolio
36,324
Q2 2025 Added 5.99%
$5.33B
$1.01 Million 0.01% of portfolio
85,404
Q2 2025 Added 216.78%
$116B
$2.16 Million 0.01% of portfolio
23,056
Q2 2025 Reduced 7.03%
$38.5B
$2.35 Million 0.01% of portfolio
7,060
Q2 2025 Reduced 1.49%
$11.1B
$925,000 0.01% of portfolio
10,533
Q2 2025 Added 0.79%

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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