
AVANTAX ADVISORY SERVICES, INC.
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | CLS | 26K | $4.13M |
![]() | GRAB | 26K | $132.22K |
![]() | UMH | 26K | $440.93K |
![]() | SHW | 26K | $9.00M |
![]() | PRU | 26K | $2.82M |
![]() | VRT | 26K | $3.36M |
![]() | AXP | 26K | $8.35M |
![]() | PSN | 26K | $1.88M |
![]() | HCA | 26K | $9.99M |
![]() | CRVO | 26K | $163.96K |
![]() | UFCS | 26K | $747.77K |
![]() | OMC | 26K | $1.87M |
![]() | DE | 26K | $13.22M |
![]() | BEP | 26K | $661.36K |
![]() | CTVA | 26K | $1.91M |
![]() | KDP | 25K | $842.38K |
![]() | AESI | 25K | $340.57K |
![]() | GS | 25K | $18.02M |
![]() | PZZA | 25K | $1.24M |
![]() | GBDC | 25K | $371.23K |

Celestica Inc.
CLS
Shares Held
26K
Value
$4.13M

Grab Holdings Limited
GRAB
Shares Held
26K
Value
$132.22K

UMH Properties, Inc.
UMH
Shares Held
26K
Value
$440.93K

The Sherwin-Williams Company
SHW
Shares Held
26K
Value
$9.00M

Prudential Financial, Inc.
PRU
Shares Held
26K
Value
$2.82M

Vertiv Holdings Co
VRT
Shares Held
26K
Value
$3.36M

American Express Company
AXP
Shares Held
26K
Value
$8.35M

Parsons Corporation
PSN
Shares Held
26K
Value
$1.88M

HCA Healthcare, Inc.
HCA
Shares Held
26K
Value
$9.99M

CervoMed Inc.
CRVO
Shares Held
26K
Value
$163.96K

United Fire Group, Inc.
UFCS
Shares Held
26K
Value
$747.77K

Omnicom Group Inc.
OMC
Shares Held
26K
Value
$1.87M

Deere & Company
DE
Shares Held
26K
Value
$13.22M

Brookfield Renewable Partners L.P.
BEP
Shares Held
26K
Value
$661.36K

Corteva, Inc.
CTVA
Shares Held
26K
Value
$1.91M

Keurig Dr Pepper Inc.
KDP
Shares Held
25K
Value
$842.38K

Atlas Energy Solutions Inc.
AESI
Shares Held
25K
Value
$340.57K

The Goldman Sachs Group, Inc.
GS
Shares Held
25K
Value
$18.02M

Papa John's International, Inc.
PZZA
Shares Held
25K
Value
$1.24M

Golub Capital BDC, Inc.
GBDC
Shares Held
25K
Value
$371.23K
