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
$1.81 Million 0.01% of portfolio
45,039
Q2 2025 Added 8.29%
$0
$2.23 Million 0.01% of portfolio
75,352
Q2 2025 New
$40.7B
$1.47 Million 0.01% of portfolio
13,779
Q2 2025 Added 17.0%
$1.5B
$1.09 Million 0.01% of portfolio
104,245
Q2 2025 Added 1.51%
$10.2B
$978,000 0.01% of portfolio
4,239
Q2 2025 Reduced 3.79%
$11.4B
$1.19 Million 0.01% of portfolio
11,500
Q2 2025 Added 11.41%
$4.84B
$1.56 Million 0.01% of portfolio
97,153
Q2 2025 Added 25.26%
$0
$909,000 0.01% of portfolio
42,007
Q2 2025 Reduced 4.84%
$15.3B
$900,000 0.01% of portfolio
7,119
Q2 2025 Reduced 3.41%
$30.6B
$1.18 Million 0.01% of portfolio
17,701
Q2 2025 Added 116.9%
$42.6B
$2.13 Million 0.01% of portfolio
137,959
Q2 2025 Added 20.7%
$42B
$1.18 Million 0.01% of portfolio
4,848
Q2 2025 Added 31.17%
$34.5B
$1.68 Million 0.01% of portfolio
9,623
Q2 2025 Reduced 8.78%
$26.6B
$1.99 Million 0.01% of portfolio
3,890
Q2 2025 Added 4.57%
$20.5B
$1.14 Million 0.01% of portfolio
6,501
Q2 2025 Added 9.56%
$20.7B
$1.08 Million 0.01% of portfolio
12,022
Q2 2025 Added 21.72%
$10.9B
$2.07 Million 0.01% of portfolio
11,067
Q2 2025 Reduced 1.23%
$23.2B
$2.53 Million 0.01% of portfolio
35,199
Q2 2025 Added 11.84%
$142B
$884,000 0.01% of portfolio
12,040
Q2 2025 Added 43.04%
$6.02B
$2.53 Million 0.01% of portfolio
48,008
Q2 2025 Added 9.23%
$69.3B
$1.47 Million 0.01% of portfolio
969
Q2 2025 Reduced 1.12%
$5.55B
$899,000 0.01% of portfolio
16,538
Q2 2025 Added 1.92%
$1.57B
$1.06 Million 0.01% of portfolio
16,550
Q2 2025 Added 30.2%
$21B
$2.41 Million 0.01% of portfolio
4,071
Q2 2025 Added 2.18%
$126B
$1.94 Million 0.01% of portfolio
57,244
Q2 2025 Added 16.39%
$28.1B
$1.07 Million 0.01% of portfolio
2,297
Q2 2025 Reduced 16.01%
$31.6B
$988,000 0.01% of portfolio
12,418
Q2 2025 Added 16.24%
$6.49B
$2.41 Million 0.01% of portfolio
15,578
Q2 2025 Added 43.3%
$0
$2.07 Million 0.01% of portfolio
127,289
Q2 2025 Added 10.85%
$0
$2.15 Million 0.01% of portfolio
84,124
Q2 2025 Reduced 17.4%
$0
$946,000 0.01% of portfolio
20,824
Q2 2025 Added 50.96%
$0
$1.45 Million 0.01% of portfolio
46,602
Q2 2025 Added 40.06%
$0
$935,000 0.01% of portfolio
8,909
Q2 2025 Added 0.3%
$0
$1.05 Million 0.01% of portfolio
7,828
Q2 2025 Reduced 0.77%
$0
$1.36 Million 0.01% of portfolio
17,958
Q2 2025 Added 2.62%
$0
$2.34 Million 0.01% of portfolio
50,594
Q2 2025 Reduced 0.68%
$0
$2.28 Million 0.01% of portfolio
26,719
Q2 2025 Added 9.81%
$0
$1.65 Million 0.01% of portfolio
6,049
Q2 2025 Added 2.44%
$0
$2 Million 0.01% of portfolio
15,573
Q2 2025 Added 16.57%
$0
$1.11 Million 0.01% of portfolio
6,415
Q2 2025 Added 0.08%
$0
$2.39 Million 0.01% of portfolio
6,609
Q2 2025 Reduced 64.66%
$0
$1.62 Million 0.01% of portfolio
8,291
Q2 2025 Added 2.32%
$40.3B
$2.59 Million 0.01% of portfolio
9,006
Q2 2025 Added 1.23%
$38.2B
$2.53 Million 0.01% of portfolio
8,125
Q2 2025 Added 5.23%
$1.2B
$946,000 0.01% of portfolio
26,784
Q2 2025 Added 36.76%
$32.7B
$2.27 Million 0.01% of portfolio
26,186
Q2 2025 Added 6.23%
$29.8B
$2.37 Million 0.01% of portfolio
72,722
Q2 2025 Reduced 4.96%
$0
$1.57 Million 0.01% of portfolio
24,647
Q2 2025 Reduced 19.33%
$40.1B
$1.85 Million 0.01% of portfolio
7,078
Q2 2025 Added 9.28%

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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