Avantax Planning Partners, Inc. Incresed Positions in Q2 2025

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPEM
Jp Morgan Diversified Return

ETFs
4.01K
+ 3.42%
$48.41 - $56.7 $194K - $227K
121K $6.84M
AMD
Advanced Micro Devices Inc

Technology
1.11K
+ 9.7%
$78.21 - $143.81 $87K - $160K
12.6K $1.78M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.9K
+ 2.74%
$114.78 - $133.31 $218K - $253K
71.1K $9.48M
F
Ford Motor CO

Consumer Cyclical
48.2K
+ 144.12%
$8.69 - $10.85 $418K - $522K
81.6K $885K
HD
Home Depot, Inc.

Consumer Cyclical
1.44K
+ 5.18%
$335.24 - $380.78 $481K - $546K
29.1K $10.7M
MTB
M&T Bank Corp

Financial Services
1.19K
+ 7.12%
$156.58 - $193.99 $187K - $231K
17.9K $3.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.2K
+ 19.03%
$72.02 - $73.82 $447K - $458K
38.8K $2.86M
BKNG
Booking Holdings Inc.

Consumer Cyclical
30
+ 12.71%
$4164.15 - $5789.24 $125K - $174K
266 $1.54M
HYG
Ishares Tr

ETFs
5.22K
+ 63.42%
$75.75 - $80.65 $396K - $421K
13.5K $1.09M
USB
Us Bancorp \De\

Financial Services
3.86K
+ 4.71%
$36.4 - $45.76 $140K - $177K
85.9K $3.89M
AMAT
Applied Materials Inc

Technology
202
+ 2.24%
$126.95 - $183.52 $25.6K - $37.1K
9.21K $1.69M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
333
+ 9.85%
$456.74 - $568.03 $152K - $189K
3.71K $2.11M
UBER
Uber Technologies, Inc

Technology
2.15K
+ 28.39%
$64.62 - $93.3 $139K - $201K
9.73K $907K
VDC
Vanguard Consumer Staples ETF

ETFs
1.61K
+ 57.24%
$204.89 - $224.73 $329K - $361K
4.42K $967K
HYD
Vaneck High Yield Muni ETF

ETFs
12.6K
+ 3.81%
$49.08 - $51.35 $616K - $645K
342K $17.2M
NOW
Service Now, Inc.

Technology
87
+ 9.2%
$721.65 - $1040.18 $62.8K - $90.5K
1.03K $1.06M
T
At&T Inc.

Communication Services
9.18K
+ 20.11%
$26.33 - $28.94 $242K - $266K
54.8K $1.59M
AFL
Aflac Inc

Financial Services
2.86K
+ 81.16%
$99.77 - $112.45 $285K - $321K
6.38K $672K
MO
Altria Group, Inc.

Consumer Defensive
7.41K
+ 6.71%
$55.56 - $60.91 $412K - $451K
118K $6.9M
GOOG
Alphabet Inc.

Communication Services
490
+ 5.33%
$146.58 - $180.01 $71.8K - $88.2K
9.68K $1.72M
INTU
Intuit Inc

Technology
95
+ 8.06%
$544.07 - $787.63 $51.7K - $74.8K
1.27K $1M
PANW
Palo Alto Networks Inc

Technology
783
+ 22.83%
$152.44 - $204.64 $119K - $160K
4.21K $861K
LMT
Lockheed Martin Corp

Industrials
132
+ 1.05%
$430.82 - $486.45 $56.9K - $64.2K
12.7K $5.88M
V
Visa Inc.

Financial Services
616
+ 6.43%
$308.27 - $373.31 $190K - $230K
10.2K $3.62M
DHR
Danaher Corp

Healthcare
1.42K
+ 58.2%
$174.64 - $205.16 $248K - $291K
3.86K $762K
EMR
Emerson Electric CO

Industrials
69
+ 0.65%
$94.15 - $133.33 $6.5K - $9.2K
10.6K $1.42M
CEG
Constellation Energy Corp

Utilities
2
+ 0.09%
$170.96 - $322.76 $342 - $646
2.11K $681K
EPD
Enterprise Products Partners L.P.

Energy
10.2K
+ 40.25%
$28.95 - $34.22 $296K - $350K
35.6K $1.1M
VUG
Vanguard Growth ETF

ETFs
121
+ 4.49%
$329.49 - $438.4 $39.9K - $53K
2.82K $1.23M
TXN
Texas Instruments Inc

Technology
1.15K
+ 2.39%
N/A
49.2K $9.58M
GE
General Electric CO

Industrials
500
+ 30.45%
$166.81 - $257.39 $83.4K - $129K
2.14K $551K
ADBE
Adobe Inc.

Technology
549
+ 18.53%
$340.0 - $420.68 $187K - $231K
3.51K $1.36M
HUBB
Hubbell Inc

Industrials
2
+ 0.07%
$315.94 - $408.41 $632 - $817
2.84K $1.16M
ISRG
Intuitive Surgical Inc

Healthcare
293
+ 25.43%
$451.58 - $565.94 $132K - $166K
1.45K $785K
IXUS
Ishares Tr

ETFs
756
+ 3.73%
$62.37 - $77.63 $47.2K - $58.7K
21K $1.63M
HWM
Howmet Aerospace Inc.

Industrials
201
+ 6.67%
$112.33 - $186.13 $22.6K - $37.4K
3.22K $598K
DIS
Walt Disney CO

Communication Services
249
+ 3.81%
$81.72 - $124.01 $20.3K - $30.9K
6.79K $842K
VLO
Valero Energy Corp

Energy
640
+ 1.43%
$104.69 - $141.77 $67K - $90.7K
45.4K $6.11M
PLTR
Palantir Technologies Inc.

Technology
173
+ 5.47%
$74.01 - $144.25 $12.8K - $25K
3.34K $455K
CRM
Salesforce, Inc.

Technology
595
+ 14.25%
$236.26 - $291.15 $141K - $173K
4.77K $1.3M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
770
+ 0.33%
$43.28 - $50.37 $33.3K - $38.8K
232K $11.6M
SO
Southern CO

Utilities
1.92K
+ 5.01%
$84.91 - $92.56 $163K - $178K
40.3K $3.7M
ACN
Accenture PLC

Technology
685
+ 19.71%
$279.23 - $323.21 $191K - $221K
4.16K $1.24M
IWM
Ishares Russell 2000 ETF

ETFs
202
+ 2.95%
$174.82 - $215.79 $35.3K - $43.6K
7.05K $1.52M
GLD
Spdr Gold Trust

ETFs
151
+ 2.36%
$273.71 - $316.29 $41.3K - $47.8K
6.55K $2M
MSTR
Microstrategy Inc

Technology
41
+ 3.52%
$237.95 - $421.61 $9.76K - $17.3K
1.21K $487K
IEFA
Ishares Tr

ETFs
1.46K
+ 41.2%
$67.83 - $84.09 $99K - $123K
5K $417K
HPE
Hewlett Packard Enterprise CO

Technology
4.17K
+ 34.67%
$12.51 - $20.45 $52.2K - $85.3K
16.2K $331K
AGNC
Agnc Investment Corp.

Real Estate
16.4K
+ 120.18%
$8.12 - $9.49 $133K - $155K
30K $275K
Activity Summary
Buys All Purchases 204 New Holdings 35 Increased Positions 169 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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