Avantax Advisory Services, Inc.

13F Filings History

Latest 13F report
Q2 2025 - Aug 8, 2025
Value $
$18.2B
Signature - Title
Landry Watson - Advisory Compliance Consultant
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Avantax Advisory Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avantax Advisory Services, Inc. reported 2359 stock holdings with total value $18.2B as of Q2 2025. Top holdings included IVV, VONG, AGG, SCHD, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 2,359 $18.2B +$993M -$477M +$516M IVV, VONG, AGG, SCHD, VTV 13F-HR 8/8/2025, 03:25 PM
Q1 2025 2,227 $16.5B +$1.28B -$338M +$943M IVV, VONG, AGG, SCHD, VTV 13F-HR 5/6/2025, 03:05 PM
Q4 2024 2,179 $15.9B +$1.62B -$277M +$1.35B VONG, IVV, AGG, SCHD, VTV 13F-HR 2/7/2025, 05:32 PM
Q3 2024 2,119 $15.2B +$1.34B -$898M +$440M IVV, VONG, AGG, SCHD, VTV 13F-HR 11/13/2024, 05:15 PM
Q2 2024 2,071 $14B +$2.93B -$221M +$2.71B VONG, IVV, SCHD, BSV, IEFA 13F-HR 8/9/2024, 12:44 PM
Q1 2024 1,635 $11.3B +$1.11B -$551M +$561M VONG, IVV, SCHD, IEFA, BSV 13F-HR 5/8/2024, 10:19 AM
Q4 2023 1,569 $10.1B +$696M -$381M +$315M VONG, IVV, SCHD, BSV, AGG 13F-HR 2/7/2024, 05:30 PM
Q3 2023 1,641 $8.93B +$1.24B -$745M +$498M VONG, IVV, SCHD, BSV, AGG 13F-HR 11/7/2023, 08:28 PM
Q2 2023 1,504 $8.75B +$450M -$144M +$307M IVV, SCHD, JPST, BSV, VONG 13F-HR 8/11/2023, 04:42 PM
Q1 2023 1,481 $8.16B +$614M -$232M +$382M IVV, SCHD, JPST, BSV, VONG 13F-HR 4/28/2023, 04:55 PM
Q4 2022 1,414 $7.5B +$1.04B -$474M +$568M IVV, SCHD, JPST, BSV, VONG 13F-HR 2/13/2023, 03:27 PM
Q3 2022 1,325 $6.49B +$453M -$126M +$328M IVV, JPST, BSV, SCHD, IWM 13F-HR 11/1/2022, 07:55 PM
Q2 2022 1,295 $6.63B +$606M -$252M +$353M IVV, JPST, BSV, SCHD, IWM 13F-HR 8/1/2022, 05:50 PM
Q1 2022 1,274 $7.26B +$1.36B -$353M +$1B IVV, JPST, BSV, SCHD, IWM 13F-HR 4/26/2022, 05:36 PM
Q4 2021 1,242 $6.63B +$428M -$145M +$283M IVV, AGG, SCHD, IWM, NXTG 13F-HR 1/21/2022, 06:08 PM
Q3 2021 1,175 $6B +$663M -$89.6M +$573M IVV, AGG, NXTG, SCHD, IWM 13F-HR 10/20/2021, 09:44 PM
Q2 2021 1,136 $5.51B +$747M -$75.7M +$671M IVV, AGG, NXTG, IWM, IEFA 13F-HR 7/29/2021, 03:37 PM
Q1 2021 1,027 $4.66B +$431M -$194M +$238M IVV, NXTG, AGG, IWM, IEFA 13F-HR 5/13/2021, 01:00 PM
Q4 2020 932 $4.21B +$69.1M -$2.58B -$2.51B IVV, NXTG, AGG, IWM, RODM 13F-HR 1/22/2021, 04:18 PM
Q3 2020 1,372 $6.22B +$2.68B -$39.3M +$2.64B IVV, AGG, NXTG, IWM, AAPL 13F-HR 10/14/2020, 12:40 PM
Q2 2020 850 $3.47B +$340M -$746M -$405M IVV, NXTG, AGG, IWM, RODM 13F-HR 8/5/2020, 07:55 PM
Q1 2020 800 $3.35B +$243M -$197M +$46M IVV, IWM, AGG, IWR, LRGE 13F-HR 4/30/2020, 04:24 PM
Q4 2019 827 $3.88B +$1.69B -$10.2M +$1.68B IVV, IWM, IWR, AGG, LRGE 13F-HR 2/14/2020, 09:58 AM
Q3 2019 566 $2.47B +$247M -$20.2M +$227M VRAI, VPC, IWM, IWR, LRGE 13F-HR 11/8/2019, 12:48 PM
Q2 2019 514 $1.64B +$235M -$10.7M +$224M IWM, IWR, RODM, PXH, DEM 13F-HR 8/6/2019, 09:27 AM
Q1 2019 484 $1.88B +$1.22B -$11.2M +$1.21B VRAI, IWM, VPC, IWR, RODM 13F-HR 5/13/2019, 11:28 AM
Q4 2018 405 $595M AAPL, IVV, IWM, RODM, IWR 13F-HR 2/13/2019, 02:18 PM