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
$8.41 Million 0.05% of portfolio
287,201
Q2 2025 Added 5.14%
$0
$9.08 Million 0.05% of portfolio
183,297
Q2 2025 Added 4.75%
$0
$9.19 Million 0.05% of portfolio
32,309
Q2 2025 Reduced 2.46%
$0
$9.11 Million 0.05% of portfolio
32,906
Q2 2025 Added 0.4%
$0
$8.9 Million 0.05% of portfolio
132,336
Q2 2025 Reduced 20.21%
$0
$9.04 Million 0.05% of portfolio
113,718
Q2 2025 Reduced 7.79%
$86.2B
$6.28 Million 0.04% of portfolio
41,259
Q2 2025 Added 3.64%
$0
$7.72 Million 0.04% of portfolio
76,574
Q2 2025 Reduced 16.66%
$265B
$7.62 Million 0.04% of portfolio
109,029
Q2 2025 Added 4.77%
$85.7B
$6.34 Million 0.04% of portfolio
69,590
Q2 2025 Added 2.45%
$142B
$6.89 Million 0.04% of portfolio
143,182
Q2 2025 Added 12.05%
$204B
$7.16 Million 0.04% of portfolio
1,236
Q2 2025 Added 19.31%
$50B
$6.25 Million 0.04% of portfolio
85,332
Q2 2025 Added 6.15%
$187B
$6.35 Million 0.04% of portfolio
74,616
Q2 2025 Reduced 2.1%
$73.6B
$7.87 Million 0.04% of portfolio
149,693
Q2 2025 Added 11.55%
$85.8B
$7.68 Million 0.04% of portfolio
19,752
Q2 2025 Added 9.38%
$73.2B
$6.45 Million 0.04% of portfolio
8,105
Q2 2025 Reduced 0.77%
$29.9B
$7.1 Million 0.04% of portfolio
172,577
Q2 2025 Reduced 1.32%
$0
$6.44 Million 0.04% of portfolio
129,342
Q2 2025 Reduced 79.19%
$0
$6.54 Million 0.04% of portfolio
72,564
Q2 2025 Added 8.43%
$0
$6.68 Million 0.04% of portfolio
85,016
Q2 2025 Reduced 18.71%
$0
$6.81 Million 0.04% of portfolio
138,682
Q2 2025 Reduced 19.19%
$0
$6.65 Million 0.04% of portfolio
105,330
Q2 2025 Added 1.94%
$0
$7.62 Million 0.04% of portfolio
140,217
Q2 2025 Added 13.08%
$0
$7.27 Million 0.04% of portfolio
186,782
Q2 2025 Added 31.33%
$0
$6.29 Million 0.04% of portfolio
144,336
Q2 2025 Added 5.88%
$0
$6.76 Million 0.04% of portfolio
147,787
Q2 2025 Reduced 0.62%
$0
$6.73 Million 0.04% of portfolio
107,207
Q2 2025 Added 5.6%
$0
$7.16 Million 0.04% of portfolio
165,940
Q2 2025 Added 7.08%
$0
$6.23 Million 0.04% of portfolio
75,168
Q2 2025 Reduced 15.72%
$0
$7.83 Million 0.04% of portfolio
153,329
Q2 2025 New
$0
$6.63 Million 0.04% of portfolio
83,245
Q2 2025 Added 1.08%
$0
$7.12 Million 0.04% of portfolio
164,817
Q2 2025 Added 3.55%
$0
$6.45 Million 0.04% of portfolio
40,861
Q2 2025 Added 44.83%
$0
$7.27 Million 0.04% of portfolio
55,042
Q2 2025 Reduced 16.44%
$0
$7.55 Million 0.04% of portfolio
149,028
Q2 2025 Reduced 0.81%
$151B
$6.44 Million 0.04% of portfolio
7,190
Q2 2025 Reduced 7.15%
$0
$7.55 Million 0.04% of portfolio
231,842
Q2 2025 Added 83.38%
$0
$7.89 Million 0.04% of portfolio
197,978
Q2 2025 Reduced 0.26%
$102B
$6.5 Million 0.04% of portfolio
29,723
Q2 2025 Added 1.46%
$84.5B
$7.18 Million 0.04% of portfolio
106,535
Q2 2025 Added 8.69%
$17.8B
$6.44 Million 0.04% of portfolio
159,526
Q2 2025 Added 0.37%
$27.3B
$6.34 Million 0.04% of portfolio
49,981
Q2 2025 Added 36.38%
$96.8B
$7.31 Million 0.04% of portfolio
10,461
Q2 2025 Added 4.74%
$0
$6.19 Million 0.04% of portfolio
61,518
Q2 2025 Reduced 12.91%
$142B
$7.92 Million 0.04% of portfolio
29,666
Q2 2025 Added 2.63%
$63.4B
$6.35 Million 0.04% of portfolio
16,793
Q2 2025 Added 4.23%
$36.4B
$6.4 Million 0.04% of portfolio
111,076
Q2 2025 Reduced 0.9%
$324B
$6.87 Million 0.04% of portfolio
22,604
Q2 2025 Added 3.16%

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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