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
WFC
Wells Fargo & Company

Financial Services
5
+ 0.05%
$77.05 - $85.16 $385 - $426
10.6K $887K
ETN
Eaton Corp PLC

Industrials
3
+ 0.15%
$342.99 - $392.76 $1.03K - $1.18K
2.04K $763K
DD
Du Pont De Nemours, Inc.

Basic Materials
34
+ 0.95%
$69.9 - $78.26 $2.38K - $2.66K
3.63K $282K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
20
+ 1.77%
$435.72 - $463.74 $8.71K - $9.27K
1.15K $533K
ORI
Old Republic International Corp

Financial Services
75
+ 1.06%
$35.74 - $42.47 $2.68K - $3.19K
7.18K $304K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.28%
$696.56 - $806.32 $697 - $806
359 $285K
AEP
American Electric Power CO Inc

Utilities
2
+ 0.07%
$103.26 - $115.0 $207 - $230
3.03K $340K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 0.05%
$250.62 - $279.43 $251 - $279
2.16K $604K
VFH
Vanguard Financial ETF

ETFs
25
+ 0.46%
$125.23 - $132.78 $3.13K - $3.32K
5.51K $722K
AVLV
American Centy ETF Tr Avantis
33
+ 0.58%
$68.33 - $72.69 $2.25K - $2.4K
5.68K $410K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
610
+ 4.29%
$25.0 - $25.33 $15.3K - $15.5K
14.8K $375K
KEY
Keycorp

Financial Services
194
+ 1.88%
$17.37 - $19.39 $3.37K - $3.76K
10.5K $196K
NUE
Nucor Corp

Basic Materials
30
+ 1.5%
$133.3 - $150.33 $4K - $4.51K
2.03K $274K
NKE
Nike, Inc.

Consumer Cyclical
324
+ 5.13%
$69.24 - $79.24 $22.4K - $25.7K
6.64K $463K
MSTR
Microstrategy Inc

Technology
353
+ 29.27%
$300.7 - $455.9 $106K - $161K
1.56K $502K
SPGI
S&P Global Inc.

Financial Services
56
+ 14.29%
$484.94 - $564.15 $27.2K - $31.6K
448 $218K
JPIE
J P Morgan Exchange Traded Fd
185
+ 0.63%
$46.01 - $46.55 $8.51K - $8.61K
29.4K $1.37M
ET
Energy Transfer LP

Energy
2.38K
+ 7.5%
$17.11 - $18.16 $40.6K - $43.1K
34.1K $584K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 0.42%
$301.44 - $365.84 $904 - $1.1K
712 $230K
EMLP
First Tr Exchange Traded Iv

ETFs
5
+ 0.05%
$36.99 - $38.38 $185 - $192
9.8K $375K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2
+ 0.05%
$107.66 - $112.36 $215 - $225
3.65K $406K
CLX
Clorox CO

Consumer Defensive
1
+ 0.05%
$117.67 - $131.43 $118 - $131
2.17K $267K
PGR
Progressive Corp

Financial Services
99
+ 10.59%
$238.61 - $264.3 $23.6K - $26.2K
1.03K $255K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
69
+ 0.98%
$50.85 - $51.35 $3.51K - $3.54K
7.1K $363K
AVGE
American Centy ETF Tr Avantis
1.91K
+ 22.63%
N/A
10.4K $0
Linde PLC
357
+ 9.48%
N/A
4.12K $0
KKR
Kkr & Co. Inc.

Financial Services
9
+ 0.45%
$129.95 - $152.16 $1.17K - $1.37K
2.01K $261K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 3.42%
$486.13 - $544.55 $8.26K - $9.26K
514 $252K
CARR
Carrier Global Corp

Industrials
527
+ 15.56%
$58.75 - $80.73 $31K - $42.5K
3.91K $233K
PYPL
Pay Pal Holdings, Inc.

Financial Services
35
+ 1.17%
$65.64 - $78.22 $2.3K - $2.74K
3.03K $203K
BSX
Boston Scientific Corp

Healthcare
290
+ 6.05%
$97.03 - $108.14 $28.1K - $31.4K
5.09K $496K
ABT
Abbott Laboratories

Healthcare
130
+ 0.55%
$120.51 - $136.62 $15.7K - $17.8K
23.9K $3.21M
GWW
W.W. Grainger, Inc.

Industrials
8
+ 1.72%
$932.44 - $1059.49 $7.46K - $8.48K
474 $451K
BKNG
Booking Holdings Inc.

Consumer Cyclical
12
+ 4.51%
$5364.25 - $5815.92 $64.4K - $69.8K
278 $1.5M
INTU
Intuit Inc

Technology
114
+ 8.96%
$646.03 - $807.39 $73.6K - $92K
1.39K $947K
PG
Procter & Gamble CO

Consumer Defensive
1.47K
+ 2.87%
$150.47 - $161.22 $221K - $237K
52.6K $8.09M
CSCO
Cisco Systems, Inc.

Technology
799
+ 0.55%
$66.2 - $71.79 $52.9K - $57.4K
145K $9.95M
TGT
Target Corp

Consumer Defensive
236
+ 1.8%
$86.56 - $107.43 $20.4K - $25.4K
13.3K $1.19M
OKE
Oneok Inc

Energy
2.95K
+ 8.15%
$71.36 - $83.47 $211K - $246K
39.2K $2.86M
NFLX
Netflix Inc

Communication Services
70
+ 4.9%
$1147.87 - $1297.18 $80.4K - $90.8K
1.5K $1.8M
ACN
Accenture PLC

Technology
389
+ 9.35%
$232.56 - $304.78 $90.5K - $119K
4.55K $1.12M
EOG
Eog Resources Inc

Energy
1.3K
+ 3.53%
$112.12 - $126.1 $145K - $164K
38K $4.26M
IBM
International Business Machines Corp

Technology
988
+ 2.69%
$234.77 - $292.47 $232K - $289K
37.7K $10.6M
PM
Philip Morris International Inc.

Consumer Defensive
47
+ 0.44%
$157.77 - $183.27 $7.42K - $8.61K
10.8K $1.75M
KO
Coca Cola CO

Consumer Defensive
4.31K
+ 2.47%
$65.67 - $71.67 $283K - $309K
178K $11.8M
UPS
United Parcel Service Inc

Industrials
424
+ 0.89%
$82.58 - $105.54 $35K - $44.7K
47.9K $4M
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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