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
$77.6B
$4.87 Million 0.03% of portfolio
19,703
Q2 2025 Added 10.01%
$0
$5.25 Million 0.03% of portfolio
111,783
Q2 2025 Added 10.75%
$154B
$4.52 Million 0.03% of portfolio
201,636
Q2 2025 Reduced 4.28%
$89B
$6.05 Million 0.03% of portfolio
32,953
Q2 2025 Added 7.52%
$0
$4.54 Million 0.03% of portfolio
96,902
Q2 2025 Added 6.46%
$0
$4.74 Million 0.03% of portfolio
69,685
Q2 2025 Added 39.63%
$0
$4.48 Million 0.03% of portfolio
80,438
Q2 2025 Added 33.94%
$0
$5.54 Million 0.03% of portfolio
72,847
Q2 2025 Added 3.15%
$0
$5.32 Million 0.03% of portfolio
39,300
Q2 2025 Reduced 1.81%
$0
$4.42 Million 0.03% of portfolio
47,853
Q2 2025 Reduced 3.35%
$0
$4.71 Million 0.03% of portfolio
202,734
Q2 2025 Added 44.27%
$0
$4.87 Million 0.03% of portfolio
209,321
Q2 2025 Added 18.78%
$0
$5.53 Million 0.03% of portfolio
68,627
Q2 2025 Added 5.16%
$0
$5.05 Million 0.03% of portfolio
47,327
Q2 2025 Added 11.98%
$0
$4.67 Million 0.03% of portfolio
88,567
Q2 2025 Reduced 5.91%
$0
$4.63 Million 0.03% of portfolio
60,956
Q2 2025 Added 4.77%
$0
$5.01 Million 0.03% of portfolio
17,538
Q2 2025 Reduced 8.23%
$0
$6.1 Million 0.03% of portfolio
67,030
Q2 2025 Reduced 23.41%
$0
$5.8 Million 0.03% of portfolio
94,836
Q2 2025 Added 1.95%
$0
$5.46 Million 0.03% of portfolio
237,437
Q2 2025 Reduced 3.41%
$0
$4.51 Million 0.03% of portfolio
87,669
Q2 2025 Added 9.98%
$40.4B
$5.25 Million 0.03% of portfolio
40,742
Q2 2025 Reduced 3.21%
$58.7B
$5.2 Million 0.03% of portfolio
20,723
Q2 2025 Added 6.51%
$0
$4.58 Million 0.03% of portfolio
85,364
Q2 2025 Reduced 7.4%
$110B
$5.84 Million 0.03% of portfolio
2,233
Q2 2025 Added 3.67%
$214B
$5.37 Million 0.03% of portfolio
43,557
Q2 2025 Reduced 7.24%
$77.1B
$5.2 Million 0.03% of portfolio
12,364
Q2 2025 Added 6.99%
$98.2B
$5.96 Million 0.03% of portfolio
11,927
Q2 2025 Added 3.91%
$135B
$6.16 Million 0.03% of portfolio
89,178
Q2 2025 Reduced 3.91%
$59.3B
$4.65 Million 0.03% of portfolio
21,289
Q2 2025 Reduced 0.14%
$32.3B
$6.05 Million 0.03% of portfolio
74,115
Q2 2025 Reduced 19.14%
$0
$6.04 Million 0.03% of portfolio
173,212
Q2 2025 Added 27.86%
$0
$4.46 Million 0.03% of portfolio
155,346
Q2 2025 Reduced 25.68%
$88B
$4.43 Million 0.03% of portfolio
59,659
Q2 2025 Added 2.35%
$0
$5.94 Million 0.03% of portfolio
61,041
Q2 2025 Added 17.42%
$107B
$5.77 Million 0.03% of portfolio
54,855
Q2 2025 Added 4.05%
$110B
$4.99 Million 0.03% of portfolio
85,502
Q2 2025 Added 9.1%
$0
$4.62 Million 0.03% of portfolio
189,182
Q2 2025 Reduced 6.97%
$29.3B
$5.49 Million 0.03% of portfolio
72,392
Q2 2025 Reduced 2.23%
$198B
$5.39 Million 0.03% of portfolio
46,695
Q2 2025 Added 10.96%
$0
$5.73 Million 0.03% of portfolio
134,538
Q2 2025 Reduced 4.36%
$0
$4.49 Million 0.03% of portfolio
153,331
Q2 2025 Reduced 5.07%
$0
$4.63 Million 0.03% of portfolio
53,328
Q2 2025 Added 28.23%
$74.8B
$5.01 Million 0.03% of portfolio
9,773
Q2 2025 Added 7.6%
$0
$5.84 Million 0.03% of portfolio
150,212
Q2 2025 Added 29.59%
$173B
$4.77 Million 0.03% of portfolio
69,544
Q2 2025 Added 5.83%
$0
$6.11 Million 0.03% of portfolio
119,783
Q2 2025 Added 2.39%
$0
$4.46 Million 0.03% of portfolio
85,713
Q2 2025 Reduced 49.03%
$0
$4.53 Million 0.03% of portfolio
65,179
Q2 2025 Added 28.82%

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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