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CIK: 0001303042
Total reported value
$18.2B
$18.2B
2179 檔
23.3%
During the Q4 2024 filing period, Avantax Advisory Services, Inc. (CIK: 0001303042) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $18.2B across 2179 reported positions.
During Q4 2024, Avantax Advisory Services, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2179 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.73% | — | -0.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.62% | — | +0.69% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.47% | — | +3.02% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.46% | — | +205.84% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.35% | — | +8.16% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.80% | — | +3.10% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.89% | — | +7.84% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.56% | — | +6.21% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.38% | — | +2.71% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | — | +2.62% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.29% | — | +5.58% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | — | +5.89% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | — | +2.41% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | — | +3.44% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.93% | — | +5.58% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | — | +18.56% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | — | +389.85% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | — | +15.14% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | — | +17.87% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | — | +0.48% | |
| 21 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.63% | — | +4.39% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | — | +2.17% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.58% | — | +13.38% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.56% | — | +1.74% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | — | +2.41% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | +10.34% | |
| 27 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.51% | — | +18.24% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | — | +7.19% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | +2.30% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.47% | — | +8.57% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | — | +8.99% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | — | +2.15% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | — | +7.84% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.39% | — | +28.65% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | — | +6.57% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.39% | — | +7.52% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | — | +2.22% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | — | +6.31% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | — | +6.94% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | — | -0.07% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.36% | — | +3.44% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.36% | — | +14.00% | |
| 43 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.35% | — | +0.50% | |
| 44 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.35% | — | +20.36% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.33% | — | +10.25% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.31% | — | +3.16% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.31% | — | +29.50% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.29% | — | -8.96% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.27% | — | +349.62% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.26% | — | +1.53% |
According to official SEC Form 13F filings, Avantax Advisory Services, Inc. reported a total U.S. public equity portfolio value of $18.2B across 2179 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VONG, IVV, AGG) accounted for 23.3% of total reported equity market value during Q4 2024.
During Q4 2024, Avantax Advisory Services, Inc.'s top holdings by market value included VONG (6.7%)、IVV (6.6%)、AGG (5.5%). The largest single position, VONG, represented 6.7% of total portfolio value.
In Q4 2024, Avantax Advisory Services, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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