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
$286B
$27.9 Million 0.16% of portfolio
395,006
Q2 2025 Added 7.34%
$550B
$27.4 Million 0.16% of portfolio
48,813
Q2 2025 Added 0.7%
$778B
$27.7 Million 0.16% of portfolio
126,825
Q2 2025 Added 5.89%
$0
$27.3 Million 0.16% of portfolio
322,425
Q2 2025 Reduced 1.38%
$259B
$26.7 Million 0.15% of portfolio
90,441
Q2 2025 Reduced 5.7%
$235B
$24.8 Million 0.14% of portfolio
182,452
Q2 2025 Added 1.03%
$158B
$25 Million 0.14% of portfolio
89,636
Q2 2025 Reduced 3.87%
$187B
$25.1 Million 0.14% of portfolio
868,887
Q2 2025 Reduced 4.89%
$400B
$25.4 Million 0.14% of portfolio
535,935
Q2 2025 Added 16.78%
$0
$23.8 Million 0.14% of portfolio
457,765
Q2 2025 Added 5.71%
$0
$24.8 Million 0.14% of portfolio
701,789
Q2 2025 Added 3.5%
$0
$24.3 Million 0.14% of portfolio
765,271
Q2 2025 Added 68.47%
$0
$24.5 Million 0.14% of portfolio
274,321
Q2 2025 Reduced 6.92%
$0
$24.3 Million 0.14% of portfolio
182,966
Q2 2025 Added 5.23%
$135B
$24.9 Million 0.14% of portfolio
53,687
Q2 2025 Added 1.46%
$191B
$24.6 Million 0.14% of portfolio
185,961
Q2 2025 Added 2.55%
$240B
$23.8 Million 0.14% of portfolio
87,331
Q2 2025 Added 4.03%
$0
$24.8 Million 0.14% of portfolio
56,270
Q2 2025 Added 8.62%
$346B
$24.1 Million 0.14% of portfolio
77,338
Q2 2025 Added 11.25%
$0
$24.2 Million 0.14% of portfolio
328,790
Q2 2025 Added 15.26%
$90.3B
$24 Million 0.14% of portfolio
104,814
Q2 2025 Added 3.0%
$0
$23.7 Million 0.13% of portfolio
583,425
Q2 2025 Added 37.66%
$0
$22.1 Million 0.13% of portfolio
543,852
Q2 2025 Added 7.5%
$0
$23.7 Million 0.13% of portfolio
370,607
Q2 2025 Added 1.62%
$0
$22.3 Million 0.13% of portfolio
237,558
Q2 2025 Added 1.98%
$0
$23 Million 0.13% of portfolio
289,647
Q2 2025 Reduced 3.94%
$0
$23.7 Million 0.13% of portfolio
466,086
Q2 2025 Added 30.85%
$0
$23.2 Million 0.13% of portfolio
91,443
Q2 2025 Added 7.66%
$0
$23.1 Million 0.13% of portfolio
441,220
Q2 2025 Added 0.95%
$0
$23.3 Million 0.13% of portfolio
177,487
Q2 2025 Reduced 5.53%
$99.3B
$21.6 Million 0.12% of portfolio
476,483
Q2 2025 Added 6.82%
$185B
$21.9 Million 0.12% of portfolio
27,759
Q2 2025 Added 7.47%
$64.6B
$21.3 Million 0.12% of portfolio
341,605
Q2 2025 Added 7.86%
$0
$20.9 Million 0.12% of portfolio
218,586
Q2 2025 Added 40.46%
$219B
$21 Million 0.12% of portfolio
264,814
Q2 2025 Added 15.16%
$241B
$20.4 Million 0.12% of portfolio
111,741
Q2 2025 Added 10.9%
$0
$21.7 Million 0.12% of portfolio
932,303
Q2 2025 Added 18.02%
$59.6B
$18.9 Million 0.11% of portfolio
67,111
Q2 2025 Added 4.27%
$265B
$19.5 Million 0.11% of portfolio
50,185
Q2 2025 Added 2.23%
$150B
$19.7 Million 0.11% of portfolio
55,236
Q2 2025 Added 17.88%
$0
$19.7 Million 0.11% of portfolio
408,846
Q2 2025 Added 21.23%
$0
$20 Million 0.11% of portfolio
447,429
Q2 2025 Reduced 11.89%
$0
$19.2 Million 0.11% of portfolio
183,781
Q2 2025 Added 13.16%
$0
$18.7 Million 0.11% of portfolio
169,949
Q2 2025 Added 17.27%
$0
$18.8 Million 0.11% of portfolio
212,969
Q2 2025 Reduced 2.71%
$0
$19.6 Million 0.11% of portfolio
144,878
Q2 2025 Added 1.95%
$0
$18.8 Million 0.11% of portfolio
378,433
Q2 2025 Reduced 5.15%
$0
$20.2 Million 0.11% of portfolio
75,924
Q2 2025 Added 21.47%
$3.09B
$19.9 Million 0.11% of portfolio
49,309
Q2 2025 Added 2.68%

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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