Avantax Advisory Services, Inc. Portfolio Holdings

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

Avantax Advisory Services, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $17.6 Billion distributed in 2359 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $1.14B, Vanguard Russell 1000 Growth E with a value of $1.11B, Ishares Core U.S. Aggregate Bo with a value of $919M, Schwab Strategic Tr Us Dividen with a value of $754M, and Vanguard Value ETF with a value of $583M.

Examining the 13F form we can see an increase of $1.56B in the current position value, from $16B to 17.6B.

Below you can find more details about Avantax Advisory Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $17.6 Billion
ETFs: $12.6 Billion
Technology: $1.51 Billion
Financial Services: $765 Million
Consumer Cyclical: $471 Million
Healthcare: $440 Million
Industrials: $433 Million
Communication Services: $386 Million
Consumer Defensive: $325 Million
Other: $647 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.2 Million 0.07% of portfolio
382,478
Q2 2025 Added 70.92%
$96.4B
$13.1 Million 0.07% of portfolio
111,040
Q2 2025 Added 3.2%
$75.4B
$12.1 Million 0.07% of portfolio
90,513
Q2 2025 Reduced 0.9%
$0
$13.1 Million 0.07% of portfolio
298,695
Q2 2025 Reduced 17.97%
$328B
$12.3 Million 0.07% of portfolio
47,732
Q2 2025 Added 2.52%
$156B
$12 Million 0.07% of portfolio
107,883
Q2 2025 Added 14.95%
$132B
$12.6 Million 0.07% of portfolio
54,065
Q2 2025 Reduced 10.76%
$0
$12.1 Million 0.07% of portfolio
108,008
Q2 2025 Added 65.97%
$0
$12.1 Million 0.07% of portfolio
112,584
Q2 2025 Added 1.91%
$0
$12.8 Million 0.07% of portfolio
245,514
Q2 2025 Reduced 18.16%
$0
$13 Million 0.07% of portfolio
150,982
Q2 2025 Reduced 2.9%
$0
$12.9 Million 0.07% of portfolio
266,574
Q2 2025 Reduced 4.85%
$0
$12.4 Million 0.07% of portfolio
89,685
Q2 2025 Added 2.79%
$0
$12.1 Million 0.07% of portfolio
64,274
Q2 2025 Added 29.06%
$0
$11.9 Million 0.07% of portfolio
211,192
Q2 2025 Added 8.91%
$0
$12.1 Million 0.07% of portfolio
248,358
Q2 2025 Added 22.05%
$29.5B
$11.8 Million 0.07% of portfolio
167,989
Q2 2025 Added 122.28%
$168B
$11.8 Million 0.07% of portfolio
170,382
Q2 2025 Added 13.6%
$0
$12.5 Million 0.07% of portfolio
329,086
Q2 2025 Reduced 1.57%
$0
$11.6 Million 0.07% of portfolio
243,483
Q2 2025 Added 0.49%
$187B
$11.7 Million 0.07% of portfolio
73,585
Q2 2025 Added 2.16%
$0
$13 Million 0.07% of portfolio
119,830
Q2 2025 Added 466.55%
$0
$12.2 Million 0.07% of portfolio
90,623
Q2 2025 Added 11.08%
$169B
$11.8 Million 0.07% of portfolio
11,457
Q2 2025 Added 0.59%
$0
$12 Million 0.07% of portfolio
125,512
Q2 2025 Added 1.81%
$0
$12.1 Million 0.07% of portfolio
93,366
Q2 2025 Reduced 13.94%
$170B
$12.2 Million 0.07% of portfolio
98,721
Q2 2025 Added 5.57%
$181B
$11.6 Million 0.07% of portfolio
123,995
Q2 2025 Added 3.71%
$0
$11.8 Million 0.07% of portfolio
91,983
Q2 2025 Added 9.91%
$0
$12 Million 0.07% of portfolio
173,690
Q2 2025 Added 10.16%
$0
$12.1 Million 0.07% of portfolio
150,724
Q2 2025 Added 2.38%
$0
$13.1 Million 0.07% of portfolio
102,976
Q2 2025 Reduced 28.85%
$0
$11.8 Million 0.07% of portfolio
32,194
Q2 2025 Added 42.91%
$72.3B
$10.8 Million 0.06% of portfolio
102,068
Q2 2025 Reduced 6.68%
$104B
$11.3 Million 0.06% of portfolio
36,681
Q2 2025 Added 6.43%
$73.2B
$10.2 Million 0.06% of portfolio
2,742
Q2 2025 Added 8.29%
$114B
$9.9 Million 0.06% of portfolio
47,234
Q2 2025 Added 2.01%
$99.5B
$10.1 Million 0.06% of portfolio
218,152
Q2 2025 Reduced 6.85%
$113B
$10.8 Million 0.06% of portfolio
120,861
Q2 2025 Reduced 27.4%
$115B
$10.1 Million 0.06% of portfolio
19,898
Q2 2025 Added 40.74%
$103B
$10.5 Million 0.06% of portfolio
152,792
Q2 2025 Reduced 4.96%
$160B
$9.69 Million 0.06% of portfolio
49,031
Q2 2025 Added 12.35%
$64.7B
$9.88 Million 0.06% of portfolio
82,628
Q2 2025 Added 5.76%
$0
$10.9 Million 0.06% of portfolio
404,892
Q2 2025 Reduced 2.17%
$0
$11.1 Million 0.06% of portfolio
622,473
Q2 2025 Added 11.44%
$0
$9.73 Million 0.06% of portfolio
100,056
Q2 2025 Reduced 2.11%
$136B
$9.99 Million 0.06% of portfolio
26,089
Q2 2025 Added 223.0%
$0
$9.99 Million 0.06% of portfolio
83,923
Q2 2025 Added 3.24%
$0
$10 Million 0.06% of portfolio
91,401
Q2 2025 Reduced 2.38%

Summary

  • Portfolio
  • No. of Stocks 2,359
  • Current Value $17.6 Billion
  • Prior Value $16 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 228 stocks
  • Additional Purchases 1,270 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 820 stocks
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