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
$167B
$7.18 Million 0.04% of portfolio
78,658
Q2 2025 Added 11.63%
$0
$7.09 Million 0.04% of portfolio
171,293
Q2 2025 Added 6.94%
$0
$6.3 Million 0.04% of portfolio
245,931
Q2 2025 Added 1.24%
$0
$6.89 Million 0.04% of portfolio
77,643
Q2 2025 Added 16.87%
$132B
$7.39 Million 0.04% of portfolio
9,636
Q2 2025 Added 9.89%
$93.3B
$7.85 Million 0.04% of portfolio
85,691
Q2 2025 Added 0.61%
$56.1B
$7.87 Million 0.04% of portfolio
182,978
Q2 2025 Added 10.95%
$67.3B
$6.93 Million 0.04% of portfolio
153,221
Q2 2025 Added 3.7%
$60.9B
$7.18 Million 0.04% of portfolio
53,431
Q2 2025 Reduced 3.73%
$0
$6.35 Million 0.04% of portfolio
22,260
Q2 2025 Added 98.24%
$0
$7.7 Million 0.04% of portfolio
27,426
Q2 2025 Reduced 20.0%
$0
$7.2 Million 0.04% of portfolio
40,811
Q2 2025 Reduced 4.56%
$36.3B
$6.25 Million 0.04% of portfolio
59,939
Q2 2025 Added 9.82%
$76.9B
$6.62 Million 0.04% of portfolio
43,032
Q2 2025 Added 6.33%
$0
$7.54 Million 0.04% of portfolio
166,507
Q2 2025 Reduced 5.96%
$0
$6.61 Million 0.04% of portfolio
103,286
Q2 2025 Reduced 0.33%
$55.6B
$4.75 Million 0.03% of portfolio
23,573
Q2 2025 Added 3.08%
$60.1B
$6.01 Million 0.03% of portfolio
57,923
Q2 2025 Added 0.1%
$72.4B
$4.59 Million 0.03% of portfolio
46,515
Q2 2025 Reduced 31.02%
$116B
$5.42 Million 0.03% of portfolio
22,784
Q2 2025 Reduced 12.55%
$166B
$5.81 Million 0.03% of portfolio
16,603
Q2 2025 Added 4.25%
$0
$4.77 Million 0.03% of portfolio
217,211
Q2 2025 Added 16.74%
$50B
$5.22 Million 0.03% of portfolio
6,310
Q2 2025 Added 1.38%
$440B
$5.1 Million 0.03% of portfolio
7
Q2 2024 Reduced 12.5%
$109B
$6.13 Million 0.03% of portfolio
40,993
Q2 2025 Reduced 4.13%
$137B
$5.34 Million 0.03% of portfolio
49,719
Q2 2025 Added 16.67%
$0
$6.11 Million 0.03% of portfolio
271,468
Q2 2025 Added 6.01%
$19.1B
$5.9 Million 0.03% of portfolio
26,451
Q2 2025 Added 7.47%
$97.6B
$6.04 Million 0.03% of portfolio
21,900
Q2 2025 Added 12.71%
$42.3B
$4.72 Million 0.03% of portfolio
45,906
Q2 2025 Added 5.26%
$74.6B
$6.03 Million 0.03% of portfolio
184,762
Q2 2025 Added 8.06%
$48.4B
$4.87 Million 0.03% of portfolio
27,910
Q2 2025 Added 4.13%
$0
$6.1 Million 0.03% of portfolio
170,197
Q2 2025 Added 0.01%
$0
$5.03 Million 0.03% of portfolio
75,052
Q2 2025 Reduced 2.26%
$67B
$4.93 Million 0.03% of portfolio
158,879
Q2 2025 Added 6.47%
$10.7B
$6.12 Million 0.03% of portfolio
164,675
Q2 2025 Added 9.82%
$17.8B
$4.59 Million 0.03% of portfolio
66,612
Q2 2025 Reduced 0.53%
$0
$4.58 Million 0.03% of portfolio
204,588
Q2 2025 Added 0.31%
$0
$4.57 Million 0.03% of portfolio
68,886
Q2 2025 Reduced 5.77%
$0
$4.41 Million 0.03% of portfolio
36,294
Q2 2025 Reduced 4.91%
$0
$4.67 Million 0.03% of portfolio
33,558
Q2 2025 Added 7.24%
$0
$4.46 Million 0.03% of portfolio
208,074
Q2 2025 Reduced 18.14%
$0
$5.25 Million 0.03% of portfolio
125,343
Q2 2025 Reduced 30.1%
$0
$5.56 Million 0.03% of portfolio
51,506
Q2 2025 Reduced 1.28%
$0
$5.97 Million 0.03% of portfolio
239,994
Q2 2025 Added 2.94%
$0
$4.43 Million 0.03% of portfolio
183,772
Q2 2025 Reduced 1.54%
$91.4B
$5.69 Million 0.03% of portfolio
19,513
Q2 2025 Added 9.17%
$0
$4.73 Million 0.03% of portfolio
185,402
Q2 2025 Added 6.51%
$64.6B
$4.81 Million 0.03% of portfolio
62,729
Q2 2025 Added 0.71%

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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