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
$1.34B
$3.65 Million 0.02% of portfolio
60,595
Q4 2024 Added 14.98%
$17.2B
$2.52 Million 0.02% of portfolio
15,510
Q4 2024 Added 6.31%
$36B
$2.41 Million 0.02% of portfolio
31,384
Q4 2024 Added 90.6%
$20.6B
$2.43 Million 0.02% of portfolio
95,225
Q4 2024 Added 7.53%
$44.9B
$3.14 Million 0.02% of portfolio
34,569
Q4 2024 Reduced 13.76%
$39.7B
$2.69 Million 0.02% of portfolio
7,706
Q4 2024 Reduced 3.74%
$19.8B
$2.48 Million 0.02% of portfolio
75,848
Q4 2024 Added 13.01%
$44.3B
$3.49 Million 0.02% of portfolio
64,769
Q4 2024 Added 5.05%
$21.9B
$3.21 Million 0.02% of portfolio
40,194
Q4 2024 Added 0.98%
$53.3B
$3.58 Million 0.02% of portfolio
182,783
Q4 2024 Added 12.68%
$18.9B
$2.76 Million 0.02% of portfolio
18,439
Q4 2024 Reduced 2.11%
$46.7B
$2.43 Million 0.02% of portfolio
33,839
Q4 2024 Reduced 2.48%
$7.58B
$2.51 Million 0.02% of portfolio
22,462
Q4 2024 Added 2.97%
$45.3B
$3.46 Million 0.02% of portfolio
42,781
Q4 2024 Reduced 5.19%
$79.5B
$3.03 Million 0.02% of portfolio
24,223
Q4 2024 Added 2.96%
$47B
$2.78 Million 0.02% of portfolio
73,121
Q4 2024 Reduced 11.45%
$63.3B
$3.67 Million 0.02% of portfolio
68,805
Q4 2024 Reduced 0.68%
$16.1B
$3.27 Million 0.02% of portfolio
27,990
Q4 2024 Reduced 10.01%
$96.2B
$2.41 Million 0.02% of portfolio
8,045
Q4 2024 Reduced 0.8%
$77.7B
$3.5 Million 0.02% of portfolio
174,393
Q4 2024 Reduced 3.99%
$60.9B
$2.5 Million 0.02% of portfolio
91,099
Q4 2024 Reduced 24.06%
$11.1B
$2.91 Million 0.02% of portfolio
6,264
Q4 2024 Reduced 6.27%
$88.9B
$3.49 Million 0.02% of portfolio
23,626
Q4 2024 Added 23.19%
$89.9B
$3.81 Million 0.02% of portfolio
6,051
Q4 2024 Added 0.43%
$41.8B
$3.79 Million 0.02% of portfolio
18,037
Q4 2024 Added 3.3%
$9.49B
$2.94 Million 0.02% of portfolio
24,131
Q4 2024 Added 4.75%
$63.7B
$2.44 Million 0.02% of portfolio
17,495
Q4 2024 Reduced 4.12%
$106B
$3.4 Million 0.02% of portfolio
1,999
Q4 2024 Reduced 0.05%
$57.9B
$3.31 Million 0.02% of portfolio
40,455
Q4 2024 Added 9.04%
$21.3B
$3.89 Million 0.02% of portfolio
67,786
Q4 2024 Added 9.43%
$74.8B
$3.43 Million 0.02% of portfolio
40,728
Q4 2024 Reduced 0.17%
$146B
$2.68 Million 0.02% of portfolio
228,642
Q4 2024 Added 8.45%
$0
$3.24 Million 0.02% of portfolio
162,519
Q4 2024 New
$30.8B
$3.55 Million 0.02% of portfolio
67,480
Q4 2024 Added 2.68%
$50.9B
$3.89 Million 0.02% of portfolio
16,561
Q4 2024 Reduced 0.32%
$238B
$2.91 Million 0.02% of portfolio
29,938
Q4 2024 Added 10.46%
$87.3B
$3.11 Million 0.02% of portfolio
2,625
Q4 2024 Added 20.52%
$41B
$2.91 Million 0.02% of portfolio
31,420
Q4 2024 Added 3.68%
$6.74B
$2.64 Million 0.02% of portfolio
28,635
Q4 2024 Added 6.68%
$52.2B
$3.34 Million 0.02% of portfolio
23,820
Q4 2024 Added 1.62%
$0
$3.54 Million 0.02% of portfolio
192,899
Q4 2024 Reduced 24.62%
$26.3B
$2.41 Million 0.02% of portfolio
74,158
Q4 2024 Added 6.11%
$37B
$2.41 Million 0.02% of portfolio
20,339
Q4 2024 Added 7.09%
$52B
$2.98 Million 0.02% of portfolio
9,967
Q4 2024 Reduced 12.43%
$28.7B
$2.56 Million 0.02% of portfolio
16,453
Q4 2024 Reduced 12.03%
$76.9B
$3.39 Million 0.02% of portfolio
16,860
Q4 2024 Reduced 3.31%
$49.1B
$3.08 Million 0.02% of portfolio
13,362
Q4 2024 Added 1.18%
$49.8B
$3.17 Million 0.02% of portfolio
82,740
Q4 2024 Added 36.27%
$49.2B
$2.5 Million 0.02% of portfolio
14,504
Q4 2024 Added 11.41%

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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