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
$819M
$1.44 Million 0.01% of portfolio
46,927
Q4 2024 Added 2.51%
$20.5B
$1.05 Million 0.01% of portfolio
38,486
Q4 2024 Reduced 3.44%
$5.14B
$1.1 Million 0.01% of portfolio
7,446
Q4 2024 Reduced 8.75%
$37.5B
$1.77 Million 0.01% of portfolio
16,195
Q4 2024 Reduced 1.35%
$2.56B
$1.55 Million 0.01% of portfolio
12,646
Q4 2024 Reduced 19.03%
$7.14B
$925,000 0.01% of portfolio
9,645
Q4 2024 Added 23.37%
$10.2B
$1.24 Million 0.01% of portfolio
65,151
Q4 2024 Added 144.11%
$13.3B
$2.25 Million 0.01% of portfolio
9,463
Q4 2024 Added 34.38%
$808M
$803,000 0.01% of portfolio
13,428
Q4 2024 New
$12.5B
$866,000 0.01% of portfolio
4,941
Q4 2024 Reduced 0.42%
$24.5B
$1.89 Million 0.01% of portfolio
11,179
Q4 2024 Reduced 34.32%
$19.5B
$1.03 Million 0.01% of portfolio
48,129
Q4 2024 Added 4.44%
$4.39B
$1.87 Million 0.01% of portfolio
29,855
Q4 2024 Reduced 5.2%
$56.9B
$1.32 Million 0.01% of portfolio
5,351
Q4 2024 Added 4.15%
$5.43B
$1.78 Million 0.01% of portfolio
62,868
Q4 2024 Added 14.33%
$16.7B
$2.25 Million 0.01% of portfolio
71,659
Q4 2024 Added 4.33%
$51.2B
$964,000 0.01% of portfolio
8,820
Q4 2024 Added 24.81%
$24.6B
$1.6 Million 0.01% of portfolio
48,999
Q4 2024 Reduced 21.14%
$18.2B
$991,000 0.01% of portfolio
2,366
Q4 2024 Reduced 0.25%
$8.77B
$1.49 Million 0.01% of portfolio
7,865
Q4 2024 Added 47.87%
$11.4B
$1.95 Million 0.01% of portfolio
9,317
Q4 2024 Added 17.12%
$70.3B
$1.31 Million 0.01% of portfolio
83,890
Q4 2024 Reduced 7.46%
$29B
$970,000 0.01% of portfolio
10,727
Q4 2024 Added 90.06%
$3B
$866,000 0.01% of portfolio
11,179
Q4 2024 Reduced 14.57%
$14.5B
$985,000 0.01% of portfolio
5,581
Q4 2024 Reduced 1.95%
$16.5B
$1.8 Million 0.01% of portfolio
33,365
Q4 2024 Reduced 0.12%
$20.6B
$1.63 Million 0.01% of portfolio
50,968
Q4 2024 Reduced 5.89%
$5.13B
$2.17 Million 0.01% of portfolio
52,023
Q4 2024 Reduced 5.35%
$26.7B
$1.67 Million 0.01% of portfolio
8,483
Q4 2024 Reduced 15.27%
$10.6B
$1.95 Million 0.01% of portfolio
13,625
Q4 2024 Reduced 0.79%
$9.81B
$1.1 Million 0.01% of portfolio
14,088
Q4 2024 Added 77.68%
$52.9B
$1.67 Million 0.01% of portfolio
21,189
Q4 2024 Added 24.04%
$13.3B
$1.33 Million 0.01% of portfolio
77,711
Q4 2024 Added 7.92%
$24.2B
$919,000 0.01% of portfolio
5,722
Q4 2024 Added 4.99%
$36.1B
$896,000 0.01% of portfolio
29,205
Q4 2024 Reduced 5.04%
$51B
$1.54 Million 0.01% of portfolio
25,145
Q4 2024 Added 0.56%
$19B
$1.25 Million 0.01% of portfolio
8,646
Q4 2024 Added 33.28%
$1.89B
$1.36 Million 0.01% of portfolio
14,806
Q4 2024 Added 0.52%
$19.7B
$1.12 Million 0.01% of portfolio
1,831
Q4 2024 Reduced 0.7%
$10.3B
$900,000 0.01% of portfolio
4,805
Q4 2024 Reduced 2.16%
$3.81B
$1.63 Million 0.01% of portfolio
6,925
Q4 2024 Reduced 12.56%
$63.4B
$1.72 Million 0.01% of portfolio
632,127
Q4 2024 Added 4.01%
$30.7B
$1.51 Million 0.01% of portfolio
3,947
Q4 2024 Added 2.23%
$268M
$1.01 Million 0.01% of portfolio
77,331
Q4 2024 Reduced 16.46%
$18.5B
$1.64 Million 0.01% of portfolio
22,092
Q4 2024 Reduced 19.59%
$4.01B
$920,000 0.01% of portfolio
15,713
Q4 2024 Reduced 24.08%
$71.5B
$2.31 Million 0.01% of portfolio
8,278
Q4 2024 Added 0.69%
$13.9B
$1.89 Million 0.01% of portfolio
25,999
Q4 2024 Reduced 2.09%
$4.08B
$1.43 Million 0.01% of portfolio
19,097
Q4 2024 Added 4.77%

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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