Avantax Planning Partners, Inc. Incresed Positions in Q3 2025

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
949K
+ 72.84%
$48.32 - $49.13 $45.8M - $46.6M
2.25M $110M
AVEM
American Centy ETF Tr Avantis

ETFs
506K
+ 92.85%
$68.33 - $75.41 $34.6M - $38.1M
1.05M $78.9M
JCPB
J P Morgan Exchange Traded Fd

ETFs
680K
+ 75.36%
$46.37 - $47.77 $31.5M - $32.5M
1.58M $75.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
361K
+ 76.42%
$78.88 - $85.2 $28.5M - $30.8M
834K $69.6M
MUB
Ishares National Muni Bond ETF

ETFs
289K
+ 169.67%
$103.24 - $106.68 $29.8M - $30.8M
459K $48.9M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
546K
+ 88.83%
$49.09 - $50.58 $26.8M - $27.6M
1.16M $58.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
134K
+ 1.34%
$27.61 - $29.15 $3.69M - $3.89M
10.1M $293M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
398K
+ 6.34%
$21.69 - $23.34 $8.63M - $9.29M
6.68M $155M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
280K
+ 2.96%
$26.38 - $27.95 $7.39M - $7.83M
9.74M $266M
AVUV
American Centy ETF Tr Avantis

ETFs
34.1K
+ 4.28%
$90.37 - $102.12 $3.08M - $3.49M
832K $82.8M
NVDA
Nvidia Corp

Technology
31.9K
+ 51.45%
$153.3 - $186.58 $4.89M - $5.96M
94K $17.5M
SPTL
Spdr Portfolio Long Term Treas

ETFs
190K
+ 4.96%
$25.67 - $27.21 $4.89M - $5.18M
4.03M $109M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
195K
+ 2.79%
$22.9 - $23.58 $4.47M - $4.6M
7.18M $169M
FMB
First Tr Exchange Traded Fd Ii

ETFs
63.6K
+ 7.61%
$49.32 - $50.93 $3.14M - $3.24M
900K $45.6M
LMT
Lockheed Martin Corp

Industrials
6.62K
+ 52.09%
$410.74 - $499.21 $2.72M - $3.3M
19.3K $9.65M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
27K
+ 12.36%
$87.07 - $93.06 $2.35M - $2.51M
245K $22.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
21K
+ 7.73%
$87.69 - $96.0 $1.84M - $2.01M
292K $27.6M
MSFT
Microsoft Corp

Technology
3.74K
+ 8.86%
$491.09 - $535.64 $1.84M - $2M
46K $23.8M
ABBV
Abb Vie Inc.

Healthcare
541
+ 0.94%
$184.85 - $231.54 $100K - $125K
57.8K $13.4M
TSLA
Tesla, Inc.

Consumer Cyclical
384
+ 2.47%
$293.94 - $444.72 $113K - $171K
15.9K $7.07M
GOOGL
Alphabet Inc.

Communication Services
708
+ 2.83%
$174.36 - $254.72 $123K - $180K
25.8K $6.26M
JNJ
Johnson & Johnson

Healthcare
1.63K
+ 3.44%
$155.17 - $185.42 $253K - $302K
48.9K $9.07M
JEPI
J P Morgan Exchange Traded Fd

ETFs
29.3K
+ 8.16%
$55.61 - $57.37 $1.63M - $1.68M
389K $22.2M
VLO
Valero Energy Corp

Energy
476
+ 1.05%
$131.77 - $175.63 $62.7K - $83.6K
45.9K $7.82M
HD
Home Depot, Inc.

Consumer Cyclical
1.3K
+ 4.48%
$357.4 - $423.42 $466K - $552K
30.4K $12.3M
CVX
Chevron Corp

Energy
3.18K
+ 5.18%
$145.57 - $161.83 $463K - $514K
64.5K $10M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.12K
+ 10.58%
$546.99 - $602.2 $614K - $676K
11.7K $7.04M
MRK
Merck & Co., Inc.

Healthcare
8.26K
+ 8.15%
$77.6 - $87.37 $641K - $722K
110K $9.2M
PLTR
Palantir Technologies Inc.

Technology
5.53K
+ 165.79%
$130.68 - $186.97 $723K - $1.03M
8.87K $1.62M
VHT
Vanguard Health Care ETF

ETFs
3.96K
+ 163.53%
$239.12 - $259.95 $947K - $1.03M
6.38K $1.66M
META
Meta Platforms, Inc.

Communication Services
1.39K
+ 23.26%
$695.21 - $791.73 $967K - $1.1M
7.37K $5.41M
VIS
Vanguard Industrial ETF

ETFs
3.27K
+ 198.91%
$281.0 - $296.29 $919K - $969K
4.92K $1.46M
XOM
Exxon Mobil Corp

Energy
3.54K
+ 4.22%
$105.83 - $117.22 $374K - $415K
87.3K $9.85M
VDE
Vanguard Energy ETF

ETFs
5.43K
+ 217.6%
$118.37 - $129.65 $643K - $704K
7.92K $997K
VZ
Verizon Communications Inc

Communication Services
12.1K
+ 5.99%
$40.84 - $45.06 $493K - $544K
214K $9.4M
UNH
Unitedhealth Group Inc

Healthcare
1.47K
+ 34.0%
$237.77 - $353.61 $350K - $521K
5.8K $2M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.14K
+ 0.49%
$50.02 - $53.28 $57K - $60.7K
233K $12.2M
VDC
Vanguard Consumer Staples ETF

ETFs
2.75K
+ 62.26%
$212.64 - $225.25 $585K - $619K
7.17K $1.53M
PEP
Pepsico Inc

Consumer Defensive
484
+ 0.87%
$133.81 - $152.16 $64.8K - $73.6K
56.3K $7.9M
JPEM
Jp Morgan Diversified Return

ETFs
3.4K
+ 2.8%
$56.25 - $59.87 $191K - $203K
125K $7.36M
BAC
Bank Of America Corp

Financial Services
143
+ 0.13%
$44.92 - $52.42 $6.42K - $7.5K
111K $5.75M
USB
Us Bancorp \De\

Financial Services
4.29K
+ 4.99%
$43.94 - $50.41 $188K - $216K
90.1K $4.36M
AMGN
Amgen Inc

Healthcare
1.34K
+ 4.58%
$271.18 - $309.22 $362K - $413K
30.5K $8.6M
UBER
Uber Technologies, Inc

Technology
3.87K
+ 39.74%
$86.91 - $99.57 $336K - $385K
13.6K $1.33M
AMZN
Amazon Com Inc

Consumer Cyclical
1.89K
+ 3.91%
$211.65 - $238.24 $400K - $451K
50.3K $11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.9K
+ 47.38%
$24.46 - $26.5 $340K - $368K
43.2K $1.14M
VTI
Vanguard Total Stock Market Et

ETFs
346
+ 3.29%
$303.93 - $329.86 $105K - $114K
10.9K $3.57M
GLD
Spdr Gold Trust

ETFs
48
+ 0.73%
$300.96 - $355.47 $14.4K - $17.1K
6.6K $2.34M
VGT
Vanguard Information Technolog

ETFs
82
+ 2.39%
$656.44 - $753.15 $53.8K - $61.8K
3.51K $2.62M
Activity Summary
Buys All Purchases 163 New Holdings 16 Increased Positions 147 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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