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
$35.1B
$5.26 Million 0.03% of portfolio
110,794
Q4 2024 Added 9.5%
$80.7B
$4.4 Million 0.03% of portfolio
12,873
Q4 2024 Added 4.99%
$43.3B
$4.28 Million 0.03% of portfolio
24,149
Q4 2024 Added 0.33%
$19.8B
$4.68 Million 0.03% of portfolio
116,501
Q4 2024 Added 3.61%
$16.9B
$5.01 Million 0.03% of portfolio
66,126
Q4 2024 Added 107.0%
$67.5B
$4.61 Million 0.03% of portfolio
147,084
Q4 2024 Added 13.16%
$10.6B
$5.21 Million 0.03% of portfolio
143,452
Q4 2024 Added 6.79%
$15.7B
$4.5 Million 0.03% of portfolio
73,068
Q4 2024 Added 0.67%
$54B
$4.17 Million 0.03% of portfolio
14,835
Q4 2024 Added 1.13%
$69.2B
$5.19 Million 0.03% of portfolio
18,293
Q4 2024 Added 2.89%
$75.8B
$4.84 Million 0.03% of portfolio
18,381
Q4 2024 Added 0.03%
$50.7B
$4.46 Million 0.03% of portfolio
4,231
Q4 2024 Added 1.51%
$134B
$3.89 Million 0.03% of portfolio
60,943
Q4 2024 Reduced 0.22%
$70.9B
$4.64 Million 0.03% of portfolio
18,297
Q4 2024 Added 11.94%
$0
$3.9 Million 0.03% of portfolio
86,778
Q4 2024 Added 13.22%
$88.6B
$5.31 Million 0.03% of portfolio
35,664
Q4 2024 Reduced 0.62%
$70.3B
$5.28 Million 0.03% of portfolio
11,418
Q4 2024 Added 44.77%
$70.2B
$3.92 Million 0.03% of portfolio
51,754
Q4 2024 Reduced 12.86%
$44.8B
$4.27 Million 0.03% of portfolio
20,556
Q4 2024 Reduced 15.3%
$17.5B
$3.92 Million 0.03% of portfolio
17,396
Q4 2024 Added 3.72%
$94.3B
$4.71 Million 0.03% of portfolio
44,591
Q4 2024 Reduced 18.31%
$38.2B
$4.74 Million 0.03% of portfolio
15,006
Q4 2024 Added 20.89%
$36B
$5.04 Million 0.03% of portfolio
94,391
Q4 2024 Added 3.64%
$94.3B
$4.45 Million 0.03% of portfolio
75,670
Q4 2024 Added 5.4%
$301B
$5.38 Million 0.03% of portfolio
21,835
Q4 2024 Added 19.54%
$138B
$4.49 Million 0.03% of portfolio
60,692
Q4 2024 Reduced 0.54%
$99.6B
$4.52 Million 0.03% of portfolio
42,526
Q4 2024 Added 2.02%
$162B
$4.49 Million 0.03% of portfolio
79,191
Q4 2024 Added 4.58%
$27.2B
$3.97 Million 0.03% of portfolio
67,343
Q4 2024 Reduced 1.27%
$46B
$3.91 Million 0.03% of portfolio
14,184
Q4 2024 Reduced 0.32%
$126B
$4.62 Million 0.03% of portfolio
11,471
Q4 2024 Reduced 8.29%
$34.2B
$5.15 Million 0.03% of portfolio
54,747
Q4 2024 Added 3.19%
$68.2B
$5.14 Million 0.03% of portfolio
40,779
Q4 2024 Added 0.1%
$71.4B
$3.94 Million 0.03% of portfolio
72,740
Q4 2024 Reduced 25.65%
$44.4B
$5.08 Million 0.03% of portfolio
19,698
Q4 2024 Added 18.72%
$69.6B
$4.19 Million 0.03% of portfolio
25,701
Q4 2024 Reduced 5.27%
$45B
$3.01 Million 0.02% of portfolio
22,881
Q4 2024 Added 86.68%
$28.4B
$2.89 Million 0.02% of portfolio
13,159
Q4 2024 Added 0.01%
$39.8B
$3.43 Million 0.02% of portfolio
5,774
Q4 2024 Reduced 8.13%
$56.6B
$3.1 Million 0.02% of portfolio
57,775
Q4 2024 Added 7.05%
$30.3B
$2.98 Million 0.02% of portfolio
35,052
Q4 2024 Added 17.79%
$136B
$3.25 Million 0.02% of portfolio
36,416
Q4 2024 Added 24.99%
$86.8B
$2.68 Million 0.02% of portfolio
90,666
Q4 2024 Added 4.37%
$95B
$2.56 Million 0.02% of portfolio
70,462
Q4 2024 Reduced 6.82%
$36.4B
$2.53 Million 0.02% of portfolio
11,211
Q4 2024 Reduced 0.92%
$71.4B
$3.72 Million 0.02% of portfolio
12,374
Q4 2024 Added 22.53%
$67.2B
$2.48 Million 0.02% of portfolio
24,478
Q4 2024 Reduced 7.01%
$38.4B
$3.18 Million 0.02% of portfolio
17,182
Q4 2024 Added 2.09%
$27B
$2.92 Million 0.02% of portfolio
15,636
Q4 2024 Added 87.89%

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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