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
$111B
$3.58 Million 0.02% of portfolio
8,013
Q4 2024 Added 28.29%
$101B
$3.24 Million 0.02% of portfolio
11,740
Q4 2024 Added 3.45%
$22.3B
$2.73 Million 0.02% of portfolio
23,228
Q4 2024 Reduced 4.42%
$173B
$3.46 Million 0.02% of portfolio
50,364
Q4 2024 Reduced 14.08%
$241B
$3.8 Million 0.02% of portfolio
19,546
Q4 2024 Added 65.67%
$17.7B
$2.9 Million 0.02% of portfolio
50,520
Q4 2024 Reduced 18.5%
$41B
$3.4 Million 0.02% of portfolio
4,833
Q4 2024 Reduced 0.25%
$48.1B
$2.35 Million 0.02% of portfolio
17,009
Q4 2024 Added 2.04%
$12.9B
$3.47 Million 0.02% of portfolio
63,624
Q4 2024 Added 0.82%
$38.4B
$2.36 Million 0.02% of portfolio
34,942
Q4 2024 Added 13.9%
$4.38B
$1.82 Million 0.01% of portfolio
15,499
Q4 2024 Reduced 1.69%
$4.18B
$1.82 Million 0.01% of portfolio
106,373
Q4 2024 Added 8.25%
$3.24B
$2.16 Million 0.01% of portfolio
18,700
Q4 2024 Added 3.31%
$30.3B
$1.57 Million 0.01% of portfolio
11,708
Q4 2024 Added 0.17%
$1.74B
$994,000 0.01% of portfolio
7,547
Q4 2024 Added 10.5%
$55.3B
$1.71 Million 0.01% of portfolio
21,926
Q4 2024 Added 10.84%
$14.4B
$2.12 Million 0.01% of portfolio
23,352
Q4 2024 Added 19.21%
$2.51B
$828,000 0.01% of portfolio
13,633
Q4 2024 Reduced 1.97%
$1.97B
$1.03 Million 0.01% of portfolio
12,874
Q4 2024 Reduced 19.73%
$6.2B
$1.46 Million 0.01% of portfolio
17,019
Q4 2024 Added 81.25%
$45.4B
$2.26 Million 0.01% of portfolio
26,650
Q4 2024 Reduced 11.26%
$288B
$1.64 Million 0.01% of portfolio
19,324
Q4 2024 Added 10.4%
$8.54B
$1.1 Million 0.01% of portfolio
10,175
Q4 2024 Added 0.7%
$10.1B
$902,000 0.01% of portfolio
10,605
Q4 2024 Reduced 0.81%
$25.5B
$2.09 Million 0.01% of portfolio
23,403
Q4 2024 Added 2.99%
$12.8B
$1.29 Million 0.01% of portfolio
34,604
Q4 2024 Added 5.14%
$61.7B
$1.1 Million 0.01% of portfolio
15,136
Q4 2024 Added 4.45%
$27B
$1.68 Million 0.01% of portfolio
13,509
Q4 2024 Reduced 9.07%
$49.6B
$1.29 Million 0.01% of portfolio
2,421
Q4 2024 Added 6.09%
$36.2B
$896,000 0.01% of portfolio
4,971
Q4 2024 Added 35.38%
$133B
$1.07 Million 0.01% of portfolio
21,394
Q4 2024 Reduced 27.23%
$26.4B
$1.15 Million 0.01% of portfolio
3,401
Q4 2024 Added 1.89%
$76B
$1.77 Million 0.01% of portfolio
4,935
Q4 2024 Reduced 46.26%
$76.1B
$1.66 Million 0.01% of portfolio
10,065
Q4 2024 Added 18.22%
$34.2B
$2.12 Million 0.01% of portfolio
22,970
Q4 2024 Added 4.72%
$3.74B
$2.21 Million 0.01% of portfolio
88,867
Q4 2024 Reduced 20.28%
$0
$2.32 Million 0.01% of portfolio
105,866
Q4 2024 Added 2.55%
$24.3B
$1.28 Million 0.01% of portfolio
7,227
Q4 2024 Added 12.05%
$17.3B
$1.92 Million 0.01% of portfolio
190,343
Q4 2024 Added 1.43%
$3B
$861,000 0.01% of portfolio
36,049
Q4 2024 Added 0.07%
$53.1B
$1.23 Million 0.01% of portfolio
5,020
Q4 2024 Added 6.63%
$13.9B
$1.58 Million 0.01% of portfolio
8,436
Q4 2024 Added 7.18%
$39B
$918,000 0.01% of portfolio
22,396
Q4 2024 Added 38.23%
$5.19B
$1.37 Million 0.01% of portfolio
8,415
Q4 2024 Added 3.04%
$960M
$1.09 Million 0.01% of portfolio
10,998
Q4 2024 Added 2.93%
$35.6B
$928,000 0.01% of portfolio
59,873
Q4 2024 Reduced 28.09%
$18.3B
$1.08 Million 0.01% of portfolio
18,527
Q4 2024 Added 2.91%
$5.87B
$1.42 Million 0.01% of portfolio
4,336
Q4 2024 Reduced 23.94%
$16B
$792,000 0.01% of portfolio
8,872
Q4 2024 Reduced 9.72%

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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