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.
Stock Holdings Table
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