Avantax Planning Partners, Inc. Incresed Positions in Q1 2025

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EOG
Eog Resources Inc

Energy
1.94K
+ 5.79%
$120.54 - $138.05 $233K - $267K
35.4K $4.54M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.9K
+ 23.23%
$39.02 - $42.89 $505K - $555K
68.6K $2.71M
MUB
Ishares National Muni Bond ETF

ETFs
6.03K
+ 2.0%
$104.71 - $107.69 $631K - $649K
307K $32.4M
TXN
Texas Instruments Inc

Technology
1.47K
+ 3.16%
N/A
48.1K $9.36M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.72K
+ 20.21%
$128.74 - $138.67 $222K - $239K
10.3K $1.39M
CASY
Caseys General Stores Inc

Consumer Cyclical
244
+ 6.34%
$378.71 - $442.54 $92.4K - $108K
4.09K $1.78M
NFLX
Netflix Inc

Communication Services
195
+ 14.8%
$828.4 - $1058.6 $162K - $206K
1.51K $1.41M
MRK
Merck & Co., Inc.

Healthcare
11.4K
+ 14.0%
$83.01 - $101.02 $946K - $1.15M
92.8K $8.33M
MMM
3 M CO

Industrials
391
+ 4.53%
$129.7 - $155.12 $50.7K - $60.7K
9.02K $1.32M
PAYX
Paychex Inc

Industrials
902
+ 27.9%
$136.06 - $154.52 $123K - $139K
4.14K $637K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
190
+ 18.92%
$402.49 - $513.76 $76.5K - $97.6K
1.19K $578K
VDE
Vanguard Energy ETF

ETFs
1.1K
+ 65.67%
$119.14 - $132.76 $131K - $146K
2.77K $358K
VDC
Vanguard Consumer Staples ETF

ETFs
635
+ 29.21%
$206.54 - $226.16 $131K - $144K
2.81K $614K
RTX
Raytheon Technologies Corp

Industrials
208
+ 2.83%
$114.1 - $135.66 $23.7K - $28.2K
7.57K $1M
DFAX
Dimensional ETF Tr
1.7K
+ 2.37%
$24.45 - $27.2 $41.5K - $46.1K
73.2K $1.92M
EPD
Enterprise Products Partners L.P.

Energy
2.05K
+ 8.77%
$31.75 - $34.14 $65K - $69.9K
25.4K $867K
VB
Vanguard Small Cap ETF

ETFs
614
+ 45.41%
$217.89 - $252.64 $134K - $155K
1.97K $435K
META
Meta Platforms, Inc.

Communication Services
308
+ 6.1%
$576.36 - $736.67 $178K - $227K
5.36K $3.09M
GE
General Electric CO

Industrials
308
+ 23.09%
$168.59 - $212.13 $51.9K - $65.3K
1.64K $328K
WEC
Wec Energy Group, Inc.

Utilities
58
+ 0.91%
$92.12 - $108.98 $5.34K - $6.32K
6.42K $699K
VFH
Vanguard Financial ETF

ETFs
778
+ 19.75%
$114.07 - $127.34 $88.7K - $99.1K
4.72K $563K
IWS
Ishares Russell Midcap Value E

ETFs
2.17K
+ 4.0%
$122.59 - $135.24 $266K - $293K
56.3K $7.09M
INTU
Intuit Inc

Technology
166
+ 16.4%
$555.63 - $630.23 $92.2K - $105K
1.18K $723K
AMT
American Tower Corp

Real Estate
38
+ 1.71%
$173.46 - $217.6 $6.59K - $8.27K
2.26K $491K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
16.5K
+ 12.07%
$77.33 - $90.16 $1.28M - $1.49M
153K $12M
PAA
Plains All American Pipeline LP

Energy
2K
+ 14.29%
$17.32 - $20.96 $34.6K - $41.9K
16K $320K
VNQ
Vanguard Specialized Funds Van

ETFs
765
+ 9.05%
$85.55 - $94.34 $65.4K - $72.2K
9.22K $834K
XLE
Energy Sector Spdr

ETFs
535
+ 14.51%
$85.7 - $93.96 $45.8K - $50.3K
4.22K $394K
GILD
Gilead Sciences, Inc.

Healthcare
44
+ 1.2%
$89.14 - $117.41 $3.92K - $5.17K
3.7K $414K
VGT
Vanguard Information Technolog

ETFs
605
+ 19.16%
$542.38 - $646.34 $328K - $391K
3.76K $2.04M
WMB
Williams Companies, Inc.

Energy
612
+ 8.82%
$54.02 - $61.09 $33.1K - $37.4K
7.55K $451K
MDT
Medtronic PLC

Healthcare
19
+ 0.27%
$79.84 - $94.5 $1.52K - $1.8K
7.17K $643K
TRP
Tc Energy Corp

Energy
1.45K
+ 21.32%
$44.29 - $49.27 $64.2K - $71.4K
8.25K $389K
RSG
Republic Services, Inc.

Industrials
10
+ 0.6%
$200.09 - $242.16 $2K - $2.42K
1.68K $407K
CI
Cigna Corp

Healthcare
42
+ 4.19%
$274.49 - $329.0 $11.5K - $13.8K
1.05K $343K
MDLZ
Mondelez International, Inc.

Consumer Defensive
63
+ 0.83%
$56.12 - $68.15 $3.54K - $4.29K
7.65K $519K
ENB
Enbridge Inc

Energy
1K
+ 9.4%
$41.54 - $45.45 $41.5K - $45.5K
11.6K $515K
GRMN
Garmin LTD

Technology
167
+ 8.48%
$204.55 - $241.93 $34.2K - $40.4K
2.14K $464K
BSX
Boston Scientific Corp

Healthcare
33
+ 0.69%
$89.38 - $106.18 $2.95K - $3.5K
4.8K $483K
TMO
Thermo Fisher Scientific Inc.

Healthcare
401
+ 6.42%
$497.6 - $606.74 $200K - $243K
6.65K $3.31M
MA
Mastercard Inc

Financial Services
38
+ 2.31%
$504.67 - $576.31 $19.2K - $21.9K
1.68K $920K
XLU
Utilities Sector Spdr

ETFs
504
+ 12.71%
$74.7 - $80.27 $37.6K - $40.5K
4.47K $352K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
964
+ 2.64%
$39.96 - $43.3 $38.5K - $41.7K
37.5K $1.55M
CL
Colgate Palmolive CO

Consumer Defensive
378
+ 7.52%
$85.68 - $97.5 $32.4K - $36.9K
5.41K $506K
CHE
Chemed Corp

Healthcare
1
+ 0.2%
$521.84 - $615.32 $522 - $615
512 $315K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
3.02K
+ 0.44%
$23.87 - $24.35 $72.1K - $73.6K
692K $16.6M
AMD
Advanced Micro Devices Inc

Technology
2.09K
+ 22.28%
$96.63 - $129.55 $202K - $271K
11.5K $1.18M
CLX
Clorox CO

Consumer Defensive
490
+ 24.73%
$141.76 - $162.89 $69.5K - $79.8K
2.47K $363K
PLTR
Palantir Technologies Inc.

Technology
185
+ 6.21%
$64.98 - $124.62 $12K - $23.1K
3.17K $267K
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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