13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001303042
Total reported value
$18.2B
$18.2B
2227 檔
23.5%
At the close of Q1 2025, Avantax Advisory Services, Inc. disclosed equity holdings valued at approximately $18.2B, spread across 2227 reported holdings.
In Q1 2025, Avantax Advisory Services, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.36% | — | +4.23% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.85% | — | +0.08% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.54% | — | +2.66% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.69% | — | +6.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.46% | — | +4.91% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.03% | — | +3.91% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.69% | — | +4.26% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.52% | — | +11.02% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | — | +9.96% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | — | +16.92% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.16% | — | +8.23% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | — | +5.25% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.09% | — | +3.87% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | — | +5.92% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.84% | — | -4.17% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.77% | — | +22.17% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | — | -6.98% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.67% | — | -5.39% | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.66% | — | +5.42% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | +12.13% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.65% | — | +12.24% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | — | +15.67% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.59% | — | +1.73% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | — | +2.21% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.56% | — | +9.37% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | — | +4.94% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.52% | — | +0.34% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | — | +9.54% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | — | +0.74% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | — | +9.32% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | +3.72% | |
| 32 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.44% | — | -5.95% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | — | +4.89% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | — | +9.43% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | — | +0.67% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | — | +21.35% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | — | +2.89% | |
| 38 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.36% | — | +16.50% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | — | +7.49% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | — | +2.85% | |
| 41 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.32% | — | +30.72% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | — | +6.74% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.30% | — | +574.36% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.30% | — | -3.17% | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.29% | — | +1.54% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.29% | — | -2.04% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.28% | — | +6.88% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | — | +9.72% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | — | +2.28% | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.28% | — | +6.42% |
According to official SEC Form 13F filings, Avantax Advisory Services, Inc. reported a total U.S. public equity portfolio value of $18.2B across 2227 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VONG, AGG) accounted for 23.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $1.0B
During Q1 2025, Avantax Advisory Services, Inc.'s top holdings by market value included IVV (6.4%)、VONG (5.8%)、AGG (5.5%). The largest single position, IVV, represented 6.4% of total portfolio value.
In Q1 2025, Avantax Advisory Services, Inc. made 50 total portfolio adjustments, initiating 50 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.