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AVANTAX ADVISORY SERVICES, INC.13F | |
AVANTAX ADVISORY SERVICES, INC. | |
Last update 2025-05-06 | 2225 Stocks (171 new) |
Value $16.48 Bil | Turnover 7 % |
AVANTAX ADVISORY SERVICES, INC... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 1,866,910 | 1,049,016.4 | +4.23% | 6.360 | +0.26% | 0.190 | +25.36% | +6.55% | 618,966.2 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 10,388,329 | 963,933.0 | +0.08% | 5.850 | 0% | 4.110 | +32.68% | +6.12% | 27,258.4 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 9,233,202 | 913,348.3 | +2.66% | 5.540 | +0.14% | 0.730 | +1.38% | +3.20% | 127,749.8 | ||
SCHD | Schwab US Dividend Equity ETF | 27,640,926 | 772,840.2 | +6.30% | 4.690 | +0.28% | 1.060 | +13.44% | +1.89% | 71,172.7 | ||
VTV | Vanguard Value ETF | 3,302,372 | 570,451.7 | +4.91% | 3.460 | +0.16% | 0.410 | +16.54% | +6.40% | 132,187.2 | ||
IEFA | iShares Core MSCI EAFE ETF | 6,590,968 | 498,606.6 | +3.91% | 3.030 | +0.11% | 0.390 | +24.99% | +20.63% | 142,562.5 | ||
AAPL | Apple Inc | 1,252,066 | 278,121.4 | +4.26% | 1.690 | +0.07% | 0.010 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
VUG | Vanguard Growth ETF | 673,533 | 249,759.5 | +11.02% | 1.520 | +0.15% | 0.180 | +33.18% | +7.06% | 163,248.0 | ||
SPY | SPDR S&P 500 ETF Trust | 411,385 | 230,124.7 | +9.96% | 1.400 | +0.13% | 0.040 | +25.32% | +6.48% | 638,010.6 | ||
QQQ | INVESCO QQQ Trust | 469,678 | 220,241.6 | +16.92% | 1.340 | +0.19% | 0.080 | +32.90% | +8.32% | 354,740.4 |
AVANTAX ADVISORY SERVICES, INC.'s Historical Top Holdings Breakdowns
AVANTAX ADVISORY SERVICES, INC.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.28% | 27.01 ($27.88) 28.54 | $27.32 | -2.01% | Add 6.3% | 27,640,926 | 1,637,300 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.26% | 554.06 ($590.51) 615.85 | $623.33 | 5.56% | Add 4.23% | 1,866,910 | 75,776 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +0.26% | 51.45 ($55.7) 58.51 | $54.15 | -2.78% | Add 574.36% | 969,244 | 825,516 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.19% | 468.34 ($508.07) 539.52 | $552.34 | 8.71% | Add 16.92% | 469,678 | 67,974 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.16% | 167.73 ($174.39) 179.21 | $178.11 | 2.13% | Add 4.91% | 3,302,372 | 154,610 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.15% | 369.1 ($404.54) 427.61 | $438.32 | 8.35% | Add 11.02% | 673,533 | 66,856 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.14% | 169.43 ($177.82) 182.84 | $184.16 | 3.57% | Add 121.41% | 239,657 | 131,417 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-03-31 | Add Add | +0.14% | 95.85 ($97.76) 99.25 | $98.08 | 0.33% | Add 2.66% | 9,233,202 | 239,444 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Add Add | +0.14% | 24.91 ($27.39) 29.02 | $29.18 | 6.54% | Add 22.17% | 5,048,098 | 916,001 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.13% | 551.42 ($587.78) 612.93 | $620.34 | 5.54% | Add 9.96% | 411,385 | 37,274 |
AVANTAX ADVISORY SERVICES, INC. Total Holding History ($B)
AVANTAX ADVISORY SERVICES, INC.'s Asset Allocation
AVANTAX ADVISORY SERVICES, INC. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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AVANTAX ADVISORY SERVICES, INC.'s Hypothetical Growth since 2025-03-31
AVANTAX ADVISORY SERVICES, INC.'s Yearly Returns
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AVANTAX ADVISORY SERVICES, INC.'s Holdings Heat Map
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AVANTAX ADVISORY SERVICES, INC.'s Holdings Bubble Chart
AVANTAX ADVISORY SERVICES, INC. News
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