Avantax Planning Partners, Inc. Purchases in Q1 2025

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
480K
+ 8.05%
$18.36 - $20.51 $8.81M - $9.84M
6.44M $127M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
254K
+ 2.71%
$27.01 - $28.54 $6.85M - $7.24M
9.63M $269M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
277K
+ 4.25%
$22.46 - $23.26 $6.21M - $6.44M
6.79M $157M
SCHV
Schwab Strategic Tr Us Large C

ETFs
99.4K
+ 1.0%
$25.77 - $27.6 $2.56M - $2.74M
10M $267M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
152K
+ 7.91%
$27.47 - $30.62 $4.18M - $4.66M
2.07M $61.4M
IWP
Ishares Russell Mid Cap Growth

ETFs
68.9K
+ 90.79%
$114.9 - $139.6 $7.92M - $9.62M
145K $17M
JPIB
Jpmorgan International Bond Op

ETFs
142K
+ 23.52%
$46.97 - $48.35 $6.68M - $6.88M
747K $35.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
251K
+ 1226.26%
$27.56 - $32.1 $6.92M - $8.06M
272K $7.64M
JCPB
J P Morgan Exchange Traded Fd

ETFs
139K
+ 33.84%
$45.56 - $47.23 $6.32M - $6.55M
549K $25.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
107K
+ 2.96%
$25.54 - $27.64 $2.73M - $2.95M
3.72M $101M
CHTR
Charter Communications, Inc.

Communication Services
16.4K
New
$334.89 - $384.77 $5.49M - $6.3M
16.4K $6.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
22.5K
+ 33.21%
$360.07 - $417.26 $8.1M - $9.39M
90.3K $32.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
240K
+ 11.98%
$25.12 - $26.05 $6.03M - $6.26M
2.24M $56.6M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
45.1K
+ 115.68%
$97.25 - $104.79 $4.39M - $4.73M
84.1K $8.72M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
73.7K
+ 21.79%
$75.47 - $84.24 $5.56M - $6.21M
412K $31.8M
AMZN
Amazon Com Inc

Consumer Cyclical
22.5K
+ 89.79%
$190.26 - $242.06 $4.27M - $5.44M
47.5K $9.04M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
15.8K
+ 92.09%
$254.58 - $302.92 $4.01M - $4.78M
32.9K $8.4M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
21.2K
+ 2.16%
$28.65 - $33.18 $607K - $703K
1M $31.7M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
OKE
Oneok Inc

Energy
30.5K
+ 952.78%
$89.57 - $109.85 $2.73M - $3.35M
33.6K $3.34M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
56.9K
+ 12.56%
$49.78 - $53.19 $2.83M - $3.02M
510K $26M
MTB
M&T Bank Corp

Financial Services
15.3K
+ 1095.43%
$170.47 - $201.98 $2.61M - $3.1M
16.7K $2.99M
DE
Deere & CO

Industrials
3.46K
+ 17.16%
$408.57 - $509.27 $1.41M - $1.76M
23.6K $11.1M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
44.9K
+ 9.07%
$49.69 - $50.76 $2.23M - $2.28M
540K $27M
KO
Coca Cola CO

Consumer Defensive
3.67K
+ 2.15%
$60.81 - $72.32 $223K - $265K
174K $12.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
31.2K
+ 23.35%
$92.45 - $106.69 $2.89M - $3.33M
165K $15.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.16K
+ 0.75%
$58.01 - $64.46 $183K - $204K
424K $26.3M
CVX
Chevron Corp

Energy
1.28K
+ 2.21%
$146.71 - $167.97 $188K - $215K
59.1K $9.89M
AMGN
Amgen Inc

Healthcare
255
+ 0.97%
$258.59 - $327.36 $65.9K - $83.5K
26.7K $8.31M
VZ
Verizon Communications Inc

Communication Services
7.95K
+ 4.08%
$37.81 - $46.49 $301K - $370K
203K $9.19M
JNJ
Johnson & Johnson

Healthcare
1.72K
+ 3.97%
$142.06 - $167.7 $244K - $288K
45K $7.46M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
7.54K
+ 3.98%
$78.97 - $85.82 $596K - $647K
197K $16.4M
XOM
Exxon Mobil Corp

Energy
1.55K
+ 1.95%
$105.44 - $118.93 $163K - $184K
81K $9.63M
VOT
Vanguard Mid Cap Growth Index

ETFs
5.3K
+ 21.68%
$237.72 - $276.98 $1.26M - $1.47M
29.8K $7.28M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.6K
+ 71.99%
$71.17 - $73.66 $971K - $1M
32.6K $2.39M
VBK
Vanguard Small Cap Growth ETF

ETFs
7.3K
+ 24.44%
$247.97 - $296.33 $1.81M - $2.16M
37.2K $9.36M
FAST
Fastenal CO

Industrials
2.4K
+ 1.73%
$71.11 - $79.98 $171K - $192K
141K $10.9M
EFV
Msci Eafe Value ETF

ETFs
6.13K
+ 7.04%
$51.88 - $60.73 $318K - $372K
93.3K $5.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
18.2K
+ 5.28%
$56.17 - $59.71 $1.02M - $1.09M
362K $20.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.74K
+ 6.0%
$73.78 - $76.59 $497K - $516K
119K $9.12M
VLO
Valero Energy Corp

Energy
2.43K
+ 5.73%
$121.76 - $142.99 $296K - $347K
44.8K $5.92M
PEP
Pepsico Inc

Consumer Defensive
5.4K
+ 11.18%
$142.64 - $156.42 $770K - $844K
53.7K $8.05M
LLY
Eli Lilly & CO

Healthcare
538
+ 11.2%
$725.72 - $929.72 $390K - $500K
5.34K $4.41M
VHT
Vanguard Health Care ETF

ETFs
2.29K
+ 34.12%
$254.06 - $273.83 $583K - $628K
9.02K $2.39M
VIG
Vanguard Dividend Appreciation

ETFs
3.71K
+ 2.22%
N/A
171K $31.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.02K
+ 9.5%
$156.61 - $168.02 $630K - $676K
46.3K $7.44M
SLV
I Shares Silver Trust

ETFs
17.2K
+ 143.04%
$26.93 - $31.32 $463K - $539K
29.2K $905K
PANW
Palo Alto Networks Inc

Technology
3.43K
New
$167.82 - $208.28 $575K - $714K
3.43K $585K
V
Visa Inc.

Financial Services
781
+ 8.88%
$306.92 - $362.71 $240K - $283K
9.58K $3.36M
Activity Summary
Buys All Purchases 198 New Holdings 29 Increased Positions 169 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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