Avantax Advisory Services, Inc. Portfolio Holdings

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

Avantax Advisory Services, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $15.6 Billion distributed in 2179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Russell 1000 Growth E with a value of $1.07B, Ishares Core S&P 500 ETF with a value of $1.05B, Ishares Core U.S. Aggregate Bo with a value of $871M, Schwab Strategic Tr Us Dividen with a value of $710M, and Vanguard Value ETF with a value of $533M.

Examining the 13F form we can see an increase of $619M in the current position value, from $14.9B to 15.6B.

Below you can find more details about Avantax Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $15.6 Billion
ETFs: $11.2 Billion
Technology: $1.25 Billion
Financial Services: $630 Million
Consumer Cyclical: $428 Million
Healthcare: $404 Million
Industrials: $375 Million
Communication Services: $318 Million
Consumer Defensive: $296 Million
Other: $582 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27.7B
$7.26 Million 0.05% of portfolio
38,610
Q4 2024 Reduced 6.15%
$35.5B
$8.47 Million 0.05% of portfolio
109,546
Q4 2024 Added 2.42%
$131B
$7.04 Million 0.05% of portfolio
81,853
Q4 2024 Reduced 8.33%
$50.2B
$7.94 Million 0.05% of portfolio
43,640
Q4 2024 Added 113.61%
$41.6B
$7.73 Million 0.05% of portfolio
91,452
Q4 2024 Added 3.42%
$100B
$8.07 Million 0.05% of portfolio
97,989
Q4 2024 Reduced 1.73%
$93.5B
$7.3 Million 0.05% of portfolio
80,135
Q4 2024 Reduced 0.24%
$131B
$7.66 Million 0.05% of portfolio
21,273
Q4 2024 Added 4.35%
$326B
$8.27 Million 0.05% of portfolio
37,478
Q4 2024 Added 5.22%
$77.2B
$7.61 Million 0.05% of portfolio
20,612
Q4 2024 Added 1.84%
$135B
$7.88 Million 0.05% of portfolio
34,556
Q4 2024 Reduced 4.19%
$70.3B
$8.16 Million 0.05% of portfolio
64,682
Q4 2024 Reduced 21.12%
$118B
$6.29 Million 0.04% of portfolio
38,661
Q4 2024 Reduced 1.25%
$209B
$6.68 Million 0.04% of portfolio
101,896
Q4 2024 Reduced 5.1%
$118B
$5.59 Million 0.04% of portfolio
114,515
Q4 2024 Added 1.19%
$92.5B
$6.74 Million 0.04% of portfolio
39,106
Q4 2024 Added 9.53%
$58.2B
$5.83 Million 0.04% of portfolio
180,710
Q4 2024 Added 13.02%
$88.3B
$5.74 Million 0.04% of portfolio
127,891
Q4 2024 Reduced 20.54%
$102B
$5.81 Million 0.04% of portfolio
15,726
Q4 2024 Reduced 12.14%
$109B
$6.11 Million 0.04% of portfolio
28,788
Q4 2024 Added 5.93%
$92.3B
$5.57 Million 0.04% of portfolio
93,324
Q4 2024 Reduced 3.14%
$52.8B
$5.98 Million 0.04% of portfolio
100,646
Q4 2024 Added 0.77%
$15.9B
$5.87 Million 0.04% of portfolio
159,633
Q4 2024 Added 7.95%
$83.2B
$6.49 Million 0.04% of portfolio
13,823
Q4 2024 Reduced 9.32%
$72.1B
$6.12 Million 0.04% of portfolio
9,616
Q4 2024 Added 1.65%
$70.5B
$5.63 Million 0.04% of portfolio
66,017
Q4 2024 Reduced 2.23%
$155B
$6.74 Million 0.04% of portfolio
28,136
Q4 2024 Reduced 11.46%
$22.4B
$5.84 Million 0.04% of portfolio
66,631
Q4 2024 Added 3.01%
$42.9B
$6.22 Million 0.04% of portfolio
46,007
Q4 2024 Added 1.22%
$60B
$6.91 Million 0.04% of portfolio
28,673
Q4 2024 Added 5.88%
$47.6B
$6.87 Million 0.04% of portfolio
158,410
Q4 2024 Added 11.11%
$149B
$6.02 Million 0.04% of portfolio
99,757
Q4 2024 Added 3.62%
$56.8B
$6.76 Million 0.04% of portfolio
141,405
Q4 2024 Reduced 8.49%
$42.4B
$6.1 Million 0.04% of portfolio
49,746
Q4 2024 Added 1.61%
$72B
$5.27 Million 0.03% of portfolio
40,790
Q4 2024 Added 4.85%
$52.6B
$4.64 Million 0.03% of portfolio
24,078
Q4 2024 Added 3.21%
$55.3B
$5.27 Million 0.03% of portfolio
57,183
Q4 2024 Added 5.68%
$38.7B
$4.09 Million 0.03% of portfolio
58,930
Q4 2024 Added 8.23%
$90.7B
$4.81 Million 0.03% of portfolio
22,628
Q4 2024 Reduced 0.22%
$69.5B
$4.47 Million 0.03% of portfolio
13,806
Q4 2024 Reduced 16.86%
$61.7B
$4.87 Million 0.03% of portfolio
63,431
Q4 2024 Added 6.89%
$56.7B
$4.21 Million 0.03% of portfolio
18,560
Q4 2024 Added 48.44%
$467B
$4.77 Million 0.03% of portfolio
7
Q2 2024 Reduced 12.5%
$182B
$4.46 Million 0.03% of portfolio
897
Q4 2024 Added 21.38%
$0
$4.06 Million 0.03% of portfolio
339,899
Q4 2024 Added 2.72%
$20.9B
$4.1 Million 0.03% of portfolio
22,424
Q4 2024 Added 13.83%
$122B
$4.94 Million 0.03% of portfolio
70,158
Q4 2024 Added 5.74%
$94.4B
$4.29 Million 0.03% of portfolio
18,486
Q4 2024 Added 1.69%
$79.7B
$5.16 Million 0.03% of portfolio
56,782
Q4 2024 Added 6.42%

Summary

  • Portfolio
  • No. of Stocks 2,179
  • Current Value $15.6 Billion
  • Prior Value $14.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 188 stocks
  • Additional Purchases 1,162 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 792 stocks
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