AA

AVANTAX ADVISORY SERVICES, INC.

13F
AVANTAX ADVISORY SERVICES, INC.
Last update 2025-05-06 2225 Stocks (171 new)
Value $16.48 Bil Turnover 7 %
Countries:
Top Holdings: IVV(6.36%)VONG(5.85%)AGG(5.54%)SCHD(4.69%)VTV(3.46%)
Summary Stock Picks Current Portfolio
AVANTAX ADVISORY SERVICES, INC... Top Holdings of 2025-03-31 View Full List
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
+16.06%
+6.83%
628,804.2
 
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
+22.28%
+7.34%
27,615.1
 
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
+0.92%
+2.86%
127,509.8
 
SCHD
Schwab US Dividend Equity ETF
27,640,926
772,840.2
+6.30%
4.690
+0.28%
1.060
+6.70%
+0.21%
70,078.3
 
VTV
Vanguard Value ETF
3,302,372
570,451.7
+4.91%
3.460
+0.16%
0.410
+8.46%
+5.19%
131,706.9
 
IEFA
iShares Core MSCI EAFE ETF
6,590,968
498,606.6
+3.91%
3.030
+0.11%
0.390
+11.80%
+19.02%
140,660.4
 
AAPL
Apple Inc
1,252,066
278,121.4
+4.26%
1.690
+0.07%
0.010
+3.58%
-16.29%
3,123,230.6
Hardware
VUG
Vanguard Growth ETF
673,533
249,759.5
+11.02%
1.520
+0.15%
0.180
+22.75%
+8.48%
165,550.4
 
SPY
SPDR S&P 500 ETF Trust
411,385
230,124.7
+9.96%
1.400
+0.13%
0.040
+16.07%
+6.79%
637,713.5
 
QQQ
INVESCO QQQ Trust
469,678
220,241.6
+16.92%
1.340
+0.19%
0.080
+21.69%
+9.18%
354,881.2
 

AVANTAX ADVISORY SERVICES, INC.'s Historical Top Holdings Breakdowns

AVANTAX ADVISORY SERVICES, INC.'s Top Stock Picks View Full List
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
$26.87
-3.62%
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
$624.99
5.84%
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
$54.49
-2.17%
Add 574.36%
969,244
825,516
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.19%
●
468.34 ($508.07) 539.52
$556.72
9.58%
Add 16.92%
469,678
67,974
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.16%
●
167.73 ($174.39) 179.21
$176.09
0.97%
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
$444.16
9.79%
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
$182.05
2.38%
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
$97.75
-0.01%
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
$29.47
7.59%
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
$622.14
5.85%
Add 9.96%
411,385
37,274

AVANTAX ADVISORY SERVICES, INC. Total Holding History ($B)

To

AVANTAX ADVISORY SERVICES, INC.'s Asset Allocation

To

AVANTAX ADVISORY SERVICES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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AVANTAX ADVISORY SERVICES, INC.'s Hypothetical Growth since 2025-03-31

AVANTAX ADVISORY SERVICES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

AVANTAX ADVISORY SERVICES, INC.'s Holdings Heat Map

Size field:

AVANTAX ADVISORY SERVICES, INC.'s Holdings Bubble Chart

AVANTAX ADVISORY SERVICES, INC. News

  • 1

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