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
$11.3 Million 0.06% of portfolio
135,984
Q2 2025 Added 2.1%
$0
$10 Million 0.06% of portfolio
119,045
Q2 2025 Reduced 1.21%
$0
$11.3 Million 0.06% of portfolio
240,128
Q2 2025 Added 36.07%
$0
$9.87 Million 0.06% of portfolio
139,399
Q2 2025 Added 1,495.87%
$0
$10.6 Million 0.06% of portfolio
310,540
Q2 2025 Reduced 0.63%
$44.1B
$11.1 Million 0.06% of portfolio
123,868
Q2 2025 Added 7.58%
$65.2B
$10.9 Million 0.06% of portfolio
53,145
Q2 2025 Added 12.03%
$144B
$10.3 Million 0.06% of portfolio
423,497
Q2 2025 Added 14.64%
$63.2B
$11.4 Million 0.06% of portfolio
95,431
Q2 2025 Added 1.43%
$76.8B
$10.8 Million 0.06% of portfolio
57,949
Q2 2025 Added 2.99%
$157B
$11.3 Million 0.06% of portfolio
21,457
Q2 2025 Added 4.12%
$282B
$9.78 Million 0.06% of portfolio
41,027
Q2 2025 Added 8.43%
$98.8B
$9.82 Million 0.06% of portfolio
22,452
Q2 2025 Added 9.44%
$0
$11.1 Million 0.06% of portfolio
143,702
Q2 2025 Added 10.59%
$0
$11 Million 0.06% of portfolio
132,725
Q2 2025 Added 12.35%
$162B
$8.55 Million 0.05% of portfolio
22,093
Q2 2025 Reduced 11.44%
$242B
$8.35 Million 0.05% of portfolio
26,170
Q2 2025 Added 1.82%
$187B
$8.69 Million 0.05% of portfolio
47,454
Q2 2025 Added 15.5%
$24.6B
$8.91 Million 0.05% of portfolio
57,832
Q2 2025 Added 0.71%
$0
$8.13 Million 0.05% of portfolio
220,971
Q2 2025 Added 173.5%
$0
$8.54 Million 0.05% of portfolio
112,936
Q2 2025 Added 15.86%
$0
$9.1 Million 0.05% of portfolio
438,738
Q2 2025 Added 7.23%
$64.6B
$8.53 Million 0.05% of portfolio
26,655
Q2 2025 Added 16.25%
$0
$9.57 Million 0.05% of portfolio
219,119
Q2 2025 Added 29.06%
$0
$8.83 Million 0.05% of portfolio
528,084
Q2 2025 Added 9.39%
$0
$8.8 Million 0.05% of portfolio
266,910
Q2 2025 Added 7.71%
$0
$9.15 Million 0.05% of portfolio
216,358
Q2 2025 Reduced 1.53%
$0
$9.31 Million 0.05% of portfolio
72,404
Q2 2025 Added 3.42%
$30.6B
$8.74 Million 0.05% of portfolio
85,172
Q2 2025 Added 15.26%
$0
$8.28 Million 0.05% of portfolio
163,667
Q2 2025 Added 30.24%
$0
$8.88 Million 0.05% of portfolio
95,862
Q2 2025 Reduced 31.79%
$0
$9.25 Million 0.05% of portfolio
72,443
Q2 2025 Reduced 8.32%
$0
$9.48 Million 0.05% of portfolio
39,429
Q2 2025 Reduced 1.5%
$0
$8.55 Million 0.05% of portfolio
77,731
Q2 2025 Added 45.19%
$147B
$8.73 Million 0.05% of portfolio
39,369
Q2 2025 Reduced 14.48%
$32.5B
$8.08 Million 0.05% of portfolio
41,666
Q2 2025 Added 4.19%
$78.9B
$9.25 Million 0.05% of portfolio
119,521
Q2 2025 Added 27.19%
$0
$9.03 Million 0.05% of portfolio
155,435
Q2 2025 Added 5.72%
$40.8B
$7.97 Million 0.05% of portfolio
94,720
Q2 2025 Added 2.63%
$267B
$8.89 Million 0.05% of portfolio
126,300
Q2 2025 Added 3.86%
$87.5B
$9 Million 0.05% of portfolio
26,222
Q2 2025 Added 1.11%
$105B
$9.33 Million 0.05% of portfolio
101,609
Q2 2025 Added 2.51%
$0
$9.23 Million 0.05% of portfolio
127,027
Q2 2025 Reduced 17.24%
$0
$8.32 Million 0.05% of portfolio
104,770
Q2 2025 Added 19.05%
$142B
$9.35 Million 0.05% of portfolio
23,629
Q2 2025 Added 6.24%
$210B
$9.55 Million 0.05% of portfolio
23,553
Q2 2025 Reduced 35.99%
$66.3B
$8.14 Million 0.05% of portfolio
30,407
Q2 2025 Added 8.13%
$143B
$8.61 Million 0.05% of portfolio
37,438
Q2 2025 Added 3.36%
$62.9B
$9.52 Million 0.05% of portfolio
94,361
Q2 2025 Added 14.62%

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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