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
$22.6B
$1.17 Million 0.01% of portfolio
6,213
Q4 2024 Added 15.94%
$2.27B
$1.78 Million 0.01% of portfolio
112,935
Q4 2024 Added 396.59%
$25.9B
$1.68 Million 0.01% of portfolio
13,904
Q4 2024 Added 18.91%
$30.1B
$1.31 Million 0.01% of portfolio
17,229
Q4 2024 Added 15.62%
$2.31B
$2.19 Million 0.01% of portfolio
41,767
Q4 2024 Added 8.11%
$12.4B
$781,000 0.01% of portfolio
14,382
Q4 2024 Added 5.27%
$6.97B
$1.46 Million 0.01% of portfolio
9,069
Q4 2024 Reduced 2.82%
$9.21B
$940,000 0.01% of portfolio
10,296
Q4 2024 Added 1.65%
$36.4B
$1.26 Million 0.01% of portfolio
20,336
Q4 2024 Added 0.51%
$68B
$1.67 Million 0.01% of portfolio
7,118
Q4 2024 Reduced 1.89%
$7.4B
$1 Million 0.01% of portfolio
10,131
Q4 2024 New
$40.5B
$1.34 Million 0.01% of portfolio
9,192
Q4 2024 Reduced 0.05%
$18.1B
$1.41 Million 0.01% of portfolio
3,105
Q4 2024 Added 4.16%
$10.3B
$907,000 0.01% of portfolio
9,831
Q4 2024 Reduced 0.14%
$3.36B
$1.69 Million 0.01% of portfolio
18,238
Q4 2024 Reduced 0.43%
$7.1B
$953,000 0.01% of portfolio
7,177
Q4 2024 Reduced 2.45%
$10.6B
$1.19 Million 0.01% of portfolio
6,391
Q4 2024 Added 0.58%
$27.1B
$1.15 Million 0.01% of portfolio
4,499
Q3 2024 Added 23.8%
$73.1B
$1.21 Million 0.01% of portfolio
51,148
Q4 2024 Reduced 8.24%
$17.6B
$854,000 0.01% of portfolio
18,121
Q4 2024 Reduced 18.57%
$25.8B
$1.85 Million 0.01% of portfolio
25,842
Q4 2024 Added 1.37%
$3.91B
$1.08 Million 0.01% of portfolio
8,137
Q4 2024 Reduced 1.24%
$17.7B
$1.46 Million 0.01% of portfolio
5,334
Q4 2024 Added 1.31%
$19.9B
$1.07 Million 0.01% of portfolio
18,577
Q4 2024 Added 1.5%
$47B
$1.74 Million 0.01% of portfolio
46,288
Q4 2024 Added 4.36%
$1.48B
$2.1 Million 0.01% of portfolio
47,252
Q4 2024 Reduced 1.71%
$4B
$1.68 Million 0.01% of portfolio
18,884
Q4 2024 Reduced 5.39%
$48.2B
$1.84 Million 0.01% of portfolio
922
Q4 2024 Reduced 32.06%
$1.91B
$1.77 Million 0.01% of portfolio
34,452
Q4 2024 Reduced 11.11%
$80.4B
$1.83 Million 0.01% of portfolio
4,300
Q4 2024 Reduced 6.83%
$17.1B
$2.16 Million 0.01% of portfolio
38,494
Q4 2024 Added 2.09%
$13.6B
$918,000 0.01% of portfolio
5,210
Q4 2024 Added 105.52%
$5.69B
$1.31 Million 0.01% of portfolio
12,602
Q4 2024 Added 33.82%
$24B
$1.92 Million 0.01% of portfolio
48,326
Q4 2024 Added 15.15%
$7.6B
$884,000 0.01% of portfolio
4,888
Q4 2024 Reduced 4.96%
$14.3B
$2.28 Million 0.01% of portfolio
59,440
Q4 2024 Reduced 7.44%
$38B
$2.31 Million 0.01% of portfolio
233,546
Q4 2024 Reduced 13.97%
$1.94B
$1.21 Million 0.01% of portfolio
27,428
Q4 2024 Added 27.93%
$75.8B
$1.34 Million 0.01% of portfolio
14,235
Q4 2024 Added 11.74%
$2.3B
$1.18 Million 0.01% of portfolio
43,434
Q4 2024 Added 1.72%
$32.8B
$1.34 Million 0.01% of portfolio
11,411
Q4 2024 Added 5.69%
$4.01B
$1.66 Million 0.01% of portfolio
16,994
Q4 2024 Added 2.75%
$12.8B
$1.28 Million 0.01% of portfolio
26,510
Q4 2024 Reduced 4.19%
$8.73B
$830,000 0.01% of portfolio
19,325
Q4 2024 Reduced 11.32%
$7.47B
$1.36 Million 0.01% of portfolio
28,949
Q4 2024 Added 0.19%
$1.73B
$1.26 Million 0.01% of portfolio
27,144
Q4 2024 Reduced 0.07%
$5.47B
$1.69 Million 0.01% of portfolio
20,462
Q4 2024 Added 14.13%
$46.5B
$1.33 Million 0.01% of portfolio
17,881
Q4 2024 Added 4.98%
$0
$1.18 Million 0.01% of portfolio
77,306
Q4 2024 Added 3.17%

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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