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
TXN
Texas Instruments Inc

Technology
1.74K
+ 3.53%
N/A
51K $9.92M
BMY
Bristol Myers Squibb CO

Healthcare
9.06K
+ 14.99%
$43.31 - $48.98 $392K - $444K
69.5K $3.13M
HMOP
Hartford Fds Exchange Traded T

ETFs
5.49K
+ 3.48%
$37.94 - $39.14 $208K - $215K
163K $6.36M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.5K
+ 32.88%
$25.29 - $28.33 $215K - $241K
34.4K $958K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
422
+ 26.86%
$567.09 - $607.37 $239K - $256K
1.99K $1.19M
NOW
Service Now, Inc.

Technology
442
+ 42.79%
$850.86 - $1044.69 $376K - $462K
1.48K $1.36M
MTB
M&T Bank Corp

Financial Services
1.09K
+ 6.05%
$183.74 - $204.05 $199K - $221K
19K $3.76M
LLY
Eli Lilly & CO

Healthcare
463
+ 8.31%
$625.65 - $812.69 $290K - $376K
6.04K $4.61M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.99K
+ 2.08%
$86.07 - $90.74 $343K - $362K
196K $17.6M
ADBE
Adobe Inc.

Technology
1.02K
+ 29.07%
$333.65 - $392.1 $341K - $400K
4.53K $1.6M
XLE
Energy Sector Spdr

ETFs
2.42K
+ 67.34%
$84.25 - $91.99 $204K - $222K
6.01K $536K
V
Visa Inc.

Financial Services
1.09K
+ 10.65%
$332.09 - $358.86 $360K - $389K
11.3K $3.85M
WEC
Wec Energy Group, Inc.

Utilities
1.14K
+ 17.82%
$103.66 - $114.59 $118K - $131K
7.54K $864K
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.16%
$214.92 - $244.84 $2.36K - $2.69K
7.06K $1.71M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.84K
+ 9.18%
$62.09 - $66.51 $114K - $122K
21.8K $1.43M
EPD
Enterprise Products Partners L.P.

Energy
5.43K
+ 15.23%
$30.74 - $32.14 $167K - $174K
41K $1.28M
NEE
Nextera Energy Inc

Utilities
781
+ 4.41%
$69.77 - $77.54 $54.5K - $60.6K
18.5K $1.4M
BKH
Black Hills Corp

Utilities
43
+ 0.15%
$55.87 - $61.62 $2.4K - $2.65K
29.2K $1.8M
STX
Seagate Technology Holdings PLC

Technology
4
+ 0.24%
$142.01 - $236.06 $568 - $944
1.7K $402K
MA
Mastercard Inc

Financial Services
245
+ 13.26%
$550.18 - $598.96 $135K - $147K
2.09K $1.19M
SLV
I Shares Silver Trust

ETFs
1.04K
+ 9.87%
$32.73 - $42.5 $34.2K - $44.4K
11.6K $492K
PH
Parker Hannifin Corp

Industrials
31
+ 1.56%
$697.13 - $769.67 $21.6K - $23.9K
2.02K $1.53M
CRM
Salesforce, Inc.

Technology
1.28K
+ 26.83%
$231.66 - $273.65 $297K - $350K
6.05K $1.43M
PANW
Palo Alto Networks Inc

Technology
629
+ 14.93%
$167.06 - $208.19 $105K - $131K
4.84K $985K
KMB
Kimberly Clark Corp

Consumer Defensive
1.72K
+ 7.36%
$121.72 - $136.77 $209K - $235K
25.1K $3.12M
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.33%
$252.18 - $305.41 $1.51K - $1.83K
1.8K $549K
MPC
Marathon Petroleum Corp

Energy
2
+ 0.05%
$158.59 - $198.69 $317 - $397
3.7K $712K
NSC
Norfolk Southern Corp

Industrials
2
+ 0.09%
$259.49 - $300.41 $519 - $601
2.17K $653K
MU
Micron Technology Inc

Technology
84
+ 4.52%
$104.88 - $168.89 $8.81K - $14.2K
1.94K $324K
F
Ford Motor CO

Consumer Cyclical
229
+ 0.28%
$10.82 - $12.09 $2.48K - $2.77K
81.8K $978K
VB
Vanguard Small Cap ETF

ETFs
213
+ 10.83%
$237.58 - $259.17 $50.6K - $55.2K
2.18K $554K
MCK
Mckesson Corp

Healthcare
1
+ 0.05%
$659.01 - $772.54 $659 - $773
1.92K $1.48M
IYW
Ishares Dj Us Tech ETF

ETFs
4
+ 0.12%
$171.38 - $197.01 $686 - $788
3.3K $645K
DELL
Dell Technologies Inc.

Technology
120
+ 4.4%
$120.96 - $141.77 $14.5K - $17K
2.85K $403K
UNP
Union Pacific Corp

Industrials
148
+ 2.98%
$214.91 - $237.16 $31.8K - $35.1K
5.12K $1.21M
VOX
Vanguard Communication Service

ETFs
81
+ 2.8%
$169.0 - $192.17 $13.7K - $15.6K
2.98K $558K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.22%
$215.01 - $273.02 $860 - $1.09K
1.86K $466K
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.15%
$351.04 - $379.81 $1.05K - $1.14K
1.96K $741K
C
Citigroup Inc

Financial Services
14
+ 0.42%
$85.57 - $103.49 $1.2K - $1.45K
3.31K $336K
CGGR
Capital Group Growth ETF Shs C

ETFs
78
+ 0.52%
$40.2 - $44.58 $3.14K - $3.48K
15K $660K
IEFA
Ishares Tr

ETFs
363
+ 7.26%
$81.7 - $87.53 $29.7K - $31.8K
5.36K $468K
ISRG
Intuitive Surgical Inc

Healthcare
423
+ 29.27%
$433.66 - $544.47 $183K - $230K
1.87K $835K
DIS
Walt Disney CO

Communication Services
1.01K
+ 14.79%
$112.25 - $124.0 $113K - $125K
7.8K $892K
BA
Boeing CO

Industrials
105
+ 2.52%
$209.79 - $237.38 $22K - $24.9K
4.27K $921K
FPE
First Tr Pfd Secs & Income ETF

ETFs
257
+ 0.26%
$17.81 - $18.39 $4.58K - $4.73K
98.6K $1.8M
COST
Costco Wholesale Corp

Consumer Defensive
354
+ 8.1%
$915.95 - $994.57 $324K - $352K
4.73K $4.38M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
7
+ 0.07%
$136.48 - $142.97 $955 - $1K
10.3K $1.44M
ALL
Allstate Corp

Financial Services
50
+ 1.96%
$192.0 - $214.65 $9.6K - $10.7K
2.6K $557K
XLU
Utilities Sector Spdr

ETFs
183
+ 4.09%
$81.14 - $87.32 $14.8K - $16K
4.66K $406K
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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email