Avantax Planning Partners, Inc. Incresed Positions in Q4 2024

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.5M
+ 293.85%
$25.93 - $105.3 $297M - $1.21B
15.4M $428M
JCPB
J P Morgan Exchange Traded Fd

ETFs
133K
+ 47.87%
$46.07 - $48.17 $6.11M - $6.39M
410K $18.9M
JPIB
Jpmorgan International Bond Op

ETFs
122K
+ 25.33%
$47.26 - $48.47 $5.78M - $5.92M
605K $28.6M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
56.8K
+ 20.18%
$78.43 - $87.17 $4.46M - $4.95M
338K $27.1M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
302K
+ 18.66%
$27.88 - $30.51 $8.43M - $9.22M
1.92M $53.7M
AVGO
Broadcom Inc.

Technology
1.39K
+ 2.57%
$159.67 - $250.0 $221K - $347K
55.4K $12.8M
TSLA
Tesla, Inc.

Consumer Cyclical
846
+ 6.22%
$213.65 - $479.86 $181K - $406K
14.5K $5.84M
JPM
Jpmorgan Chase & CO

Financial Services
1.5K
+ 2.9%
$205.18 - $250.29 $308K - $376K
53.3K $12.8M
AVUV
American Centy ETF Tr Avantis

ETFs
11.7K
+ 1.38%
$94.37 - $106.41 $1.1M - $1.24M
860K $83.1M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
20K
+ 7.34%
$86.65 - $94.9 $1.73M - $1.9M
292K $25.4M
AMZN
Amazon Com Inc

Consumer Cyclical
2.26K
+ 9.95%
$180.88 - $232.93 $410K - $527K
25K $5.49M
VHT
Vanguard Health Care ETF

ETFs
4.59K
+ 214.94%
$250.81 - $283.3 $1.15M - $1.3M
6.72K $1.71M
CSCO
Cisco Systems, Inc.

Technology
1.77K
+ 1.18%
$52.45 - $60.02 $92.9K - $106K
152K $9M
VTI
Vanguard Total Stock Market Et

ETFs
3.24K
+ 43.48%
$280.04 - $302.45 $908K - $981K
10.7K $3.1M
NVDA
Nvidia Corp

Technology
1.37K
+ 2.47%
$117.0 - $148.88 $160K - $203K
56.6K $7.6M
IWP
Ishares Russell Mid Cap Growth

ETFs
727
+ 0.97%
$116.4 - $138.52 $84.6K - $101K
75.9K $9.62M
V
Visa Inc.

Financial Services
984
+ 12.6%
$273.87 - $320.91 $269K - $316K
8.8K $2.78M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
17.8K
+ 4.97%
$89.9 - $100.66 $1.6M - $1.79M
376K $33.9M
DE
Deere & CO

Industrials
1.13K
+ 5.97%
$389.45 - $466.0 $442K - $528K
20.1K $8.53M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.86K
+ 12.2%
$278.19 - $315.36 $518K - $587K
17.1K $4.93M
COST
Costco Wholesale Corp

Consumer Defensive
291
+ 2.8%
$873.59 - $994.69 $254K - $289K
10.7K $9.8M
BAC
Bank Of America Corp

Financial Services
48
+ 0.04%
$39.22 - $47.77 $1.88K - $2.29K
116K $5.11M
VNQ
Vanguard Specialized Funds Van

ETFs
5.84K
+ 222.62%
$87.85 - $98.6 $513K - $575K
8.46K $753K
LLY
Eli Lilly & CO

Healthcare
1.17K
+ 32.23%
$727.2 - $932.06 $852K - $1.09M
4.8K $3.71M
ADP
Automatic Data Processing Inc

Industrials
523
+ 3.4%
$280.08 - $307.97 $146K - $161K
15.9K $4.65M
BMY
Bristol Myers Squibb CO

Healthcare
1.71K
+ 2.77%
$51.92 - $59.94 $88.5K - $102K
63.4K $3.58M
WMT
Walmart Inc.

Consumer Defensive
679
+ 2.01%
$79.1 - $95.7 $53.7K - $65K
34.5K $3.12M
NFLX
Netflix Inc

Communication Services
125
+ 10.48%
$687.65 - $936.56 $86K - $117K
1.32K $1.17M
CRM
Salesforce, Inc.

Technology
216
+ 6.33%
$270.87 - $367.87 $58.5K - $79.5K
3.63K $1.21M
MO
Altria Group, Inc.

Consumer Defensive
2.57K
+ 2.29%
$49.06 - $57.74 $126K - $149K
115K $6.01M
TXN
Texas Instruments Inc

Technology
1.28K
+ 2.81%
N/A
46.6K $9.07M
GOOG
Alphabet Inc.

Communication Services
172
+ 1.95%
$163.08 - $198.16 $28K - $34.1K
9K $1.71M
WFC
Wells Fargo & Company

Financial Services
1.2K
+ 11.4%
$54.98 - $77.35 $66.2K - $93.1K
11.8K $826K
IWS
Ishares Russell Midcap Value E

ETFs
2.82K
+ 5.48%
$128.08 - $140.32 $361K - $395K
54.1K $7M
FAST
Fastenal CO

Industrials
1.85K
+ 1.35%
$69.99 - $84.35 $129K - $156K
139K $9.98M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.13K
+ 19.81%
$71.75 - $75.11 $225K - $235K
18.9K $1.36M
EMR
Emerson Electric CO

Industrials
154
+ 1.5%
$108.13 - $134.33 $16.7K - $20.7K
10.4K $1.29M
IDV
Ishares Tr

ETFs
7.58K
+ 48.76%
$27.03 - $29.92 $205K - $227K
23.1K $633K
NOW
Service Now, Inc.

Technology
14
+ 1.6%
$867.18 - $1148.42 $12.1K - $16.1K
890 $943K
WSBC
Wesbanco Inc

Financial Services
756
+ 1.58%
$28.7 - $36.45 $21.7K - $27.6K
48.5K $1.58M
MCK
Mckesson Corp

Healthcare
1
+ 0.05%
$482.27 - $628.5 $482 - $629
2K $1.14M
MA
Mastercard Inc

Financial Services
174
+ 11.85%
$491.3 - $536.15 $85.5K - $93.3K
1.64K $864K
VOX
Vanguard Communication Service

ETFs
748
+ 40.65%
$144.31 - $163.57 $108K - $122K
2.59K $401K
FPE
First Tr Pfd Secs & Income ETF

ETFs
8.34K
+ 23.65%
$17.65 - $18.18 $147K - $152K
43.6K $771K
CASY
Caseys General Stores Inc

Consumer Cyclical
130
+ 3.5%
$366.65 - $427.88 $47.7K - $55.6K
3.85K $1.52M
EOG
Eog Resources Inc

Energy
1.13K
+ 3.49%
$118.22 - $136.54 $133K - $154K
33.5K $4.1M
HTLF
Heartland Financial Usa Inc

Financial Services
1.54K
+ 29.55%
$54.47 - $69.06 $83.7K - $106K
6.74K $413K
XLY
Select Sector Spdr Consumer Di

ETFs
308
+ 15.44%
$194.8 - $239.43 $60K - $73.7K
2.3K $516K
BA
Boeing CO

Industrials
43
+ 1.0%
$138.14 - $180.72 $5.94K - $7.77K
4.34K $767K
Activity Summary
Buys All Purchases 204 New Holdings 20 Increased Positions 184 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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