Filer Name: AVANTAX ADVISORY SERVICES, INC.
CIK: 1303042
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 2,179
Portfolio Value: $15.92B

Avantax Advisory Services, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VONG US VANGUARD RUSSELL 1000 GROWTH 10,380,321 $1,072M 6.73% -0.4% -
IVV US ISHARES CORE S&P 500 ETF 1,791,134 $1,054M 6.62% 0.7% -
AGG US ISHARES CORE U.S. AGGREGATE 8,993,758 $871M 5.47% 3.0% -
SCHD US SCHWAB US DVD EQUITY ETF 26,003,626 $710M 4.46% 205.8% -
VTV US VANGUARD VALUE ETF 3,147,762 $533M 3.35% 8.2% -
IEFA US ISHARES CORE MSCI EAFE ETF 6,343,059 $446M 2.80% 3.1% -
AAPL US APPLE INC 1,200,955 $301M 1.89% 7.8% -
VUG US VANGUARD GROWTH ETF 606,677 $249M 1.56% 6.2% -
SPY US SPDR S&P 500 ETF TRUST 374,111 $219M 1.38% 2.7% -
NVDA US NVIDIA CORP 1,628,347 $219M 1.37% 2.6% -
QQQ US INVESCO QQQ TRUST SERIES 1 401,704 $205M 1.29% 5.6% -
MSFT US MICROSOFT CORP 464,370 $196M 1.23% 5.9% -
IWM US ISHARES RUSSELL 2000 ETF 866,569 $191M 1.20% 2.4% -
AMZN US AMAZON.COM INC 689,633 $151M 0.95% 3.4% -
COWZ US PACER US CASH COWS 100 ETF 2,633,540 $149M 0.93% 5.6% -
MUB US ISHARES NATIONAL MUNI BOND E 1,160,561 $124M 0.78% 18.6% -
SCHG US SCHWAB US LARGE-CAP GROWTH 4,132,097 $115M 0.72% 389.9% -
IEMG US ISHARES CORE MSCI EMERGING 2,160,932 $113M 0.71% 15.1% -
IWF US ISHARES RUSSELL 1000 GROWTH 263,344 $106M 0.66% 17.9% -
IJR US ISHARES CORE S&P SMALL-CAP E 908,657 $105M 0.66% 0.5% -
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