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
AXP
American Express CO

Financial Services
1
+ 0.04%
$231.39 - $318.98 $231 - $319
2.83K $901K
VFH
Vanguard Financial ETF

ETFs
764
+ 16.19%
$104.87 - $127.3 $80.1K - $97.3K
5.48K $697K
UPS
United Parcel Service Inc

Industrials
4.99K
+ 11.75%
$91.92 - $110.2 $459K - $550K
47.4K $4.79M
MA
Mastercard Inc

Financial Services
168
+ 10.0%
$479.92 - $590.74 $80.6K - $99.2K
1.85K $1.04M
DELL
Dell Technologies Inc.

Technology
293
+ 12.04%
$71.63 - $125.98 $21K - $36.9K
2.73K $334K
IVE
Ishares S&P 500 Value ETF

ETFs
372
+ 4.92%
$168.34 - $195.42 $62.6K - $72.7K
7.94K $1.55M
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.31K
+ 3.5%
$26.18 - $26.93 $139K - $143K
157K $4.18M
RTX
Raytheon Technologies Corp

Industrials
29
+ 0.38%
$113.75 - $148.48 $3.3K - $4.31K
7.6K $1.11M
SHOP
Shopify Inc.

Technology
319
+ 9.8%
$76.89 - $115.35 $24.5K - $36.8K
3.57K $412K
AVUS
American Centy ETF Tr Avantis

ETFs
788
+ 33.47%
$81.38 - $100.82 $64.1K - $79.4K
3.14K $316K
VOX
Vanguard Communication Service

ETFs
183
+ 6.75%
$133.12 - $171.03 $24.4K - $31.3K
2.9K $495K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
295
+ 24.71%
$421.16 - $509.5 $124K - $150K
1.49K $662K
SYK
Stryker Corp

Healthcare
90
+ 4.45%
$337.37 - $395.63 $30.4K - $35.6K
2.11K $835K
XLF
Financial Sector Spdr

ETFs
885
+ 7.15%
$43.92 - $52.37 $38.9K - $46.3K
13.3K $694K
FHI
Federated Hermes, Inc.

Financial Services
1.03K
+ 14.66%
$35.85 - $44.32 $36.8K - $45.5K
8.03K $355K
SCHW
Schwab Charles Corp

Financial Services
91
+ 1.97%
$69.06 - $91.24 $6.28K - $8.3K
4.71K $429K
AEP
American Electric Power CO Inc

Utilities
772
+ 34.22%
$98.59 - $109.11 $76.1K - $84.2K
3.03K $314K
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.1%
$281.67 - $351.0 $563 - $702
1.95K $685K
SCHA
Schwab Strategic Tr Us Small C

ETFs
704
+ 2.8%
$20.42 - $25.3 $14.4K - $17.8K
25.9K $654K
BX
Blackstone Inc.

Financial Services
194
+ 5.4%
$120.07 - $151.11 $23.3K - $29.3K
3.79K $566K
IWB
Ishares Tr Russell 1000 ETF

ETFs
97
+ 10.5%
$272.36 - $339.57 $26.4K - $32.9K
1.02K $346K
CTVA
Corteva, Inc.

Basic Materials
85
+ 1.87%
$55.52 - $74.53 $4.72K - $6.34K
4.62K $344K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
6
+ 0.03%
$27.79 - $34.16 $167 - $205
22K $747K
ORI
Old Republic International Corp

Financial Services
1.61K
+ 29.34%
$35.25 - $39.79 $56.8K - $64.1K
7.1K $272K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.04%
$228.54 - $279.83 $229 - $280
2.48K $693K
AMT
American Tower Corp

Real Estate
172
+ 7.61%
$203.96 - $228.19 $35.1K - $39.2K
2.43K $537K
AEM
Agnico Eagle Mines LTD

Basic Materials
77
+ 2.76%
$99.48 - $124.46 $7.66K - $9.58K
2.86K $340K
MSI
Motorola Solutions, Inc.

Technology
100
+ 21.41%
$394.72 - $440.39 $39.5K - $44K
567 $238K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
790
+ 11.8%
$86.97 - $102.82 $68.7K - $81.2K
7.48K $717K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
158
+ 1.51%
$24.38 - $30.18 $3.85K - $4.77K
10.6K $320K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
150
+ 5.84%
$90.56 - $109.49 $13.6K - $16.4K
2.72K $296K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
447
+ 5.06%
$49.57 - $50.27 $22.2K - $22.5K
9.28K $466K
PAA
Plains All American Pipeline LP

Energy
2.7K
+ 16.88%
$16.03 - $20.28 $43.3K - $54.8K
18.7K $342K
FNDE
Schwab Fundamental Emerging Mk

ETFs
158
+ 2.36%
$26.66 - $33.09 $4.21K - $5.23K
6.84K $225K
XLU
Utilities Sector Spdr

ETFs
4
+ 0.09%
$73.09 - $82.77 $292 - $331
4.47K $365K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
23
+ 0.03%
$24.48 - $24.9 $563 - $573
79.5K $1.98M
ET
Energy Transfer LP

Energy
1.31K
+ 4.32%
$15.65 - $18.93 $20.5K - $24.9K
31.7K $574K
PLUG
Plug Power Inc

Industrials
1.67K
+ 9.27%
$0.7 - $1.49 $1.17K - $2.49K
19.7K $29K
BAX
Baxter International Inc

Healthcare
936
+ 15.19%
$27.8 - $34.02 $26K - $31.8K
7.1K $214K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
9
+ 0.09%
$121.58 - $136.74 $1.09K - $1.23K
10.3K $1.39M
AVGE
American Centy ETF Tr Avantis
55
+ 0.65%
N/A
8.45K $0
Vanguard Mun Bd Fds
150K
+ 728.45%
N/A
171K $0
Blackrock Inc
86
+ 1.43%
N/A
6.11K $0
Linde PLC
282
+ 8.1%
N/A
3.77K $0
Lam Research Corp
1.53K
+ 14.67%
N/A
11.9K $0
WM
Waste Management Inc

Industrials
16
+ 0.44%
$216.47 - $242.1 $3.46K - $3.87K
3.67K $840K
IXC
Ishares Tr Global Energy ETF

ETFs
21
+ 0.4%
$34.69 - $42.32 $728 - $889
5.32K $209K
SNA
Snap On Inc

Industrials
1
+ 0.08%
$292.36 - $342.2 $292 - $342
1.3K $405K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
+ 1.05%
$483.07 - $625.6 $2.42K - $3.13K
482 $253K
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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