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
UNP
Union Pacific Corp

Industrials
6
+ 0.12%
$225.21 - $254.42 $1.35K - $1.53K
5.03K $1.19M
IEFA
Ishares Tr

ETFs
320
+ 9.93%
$69.57 - $78.65 $22.3K - $25.2K
3.54K $267K
ACN
Accenture PLC

Technology
503
+ 16.92%
$300.91 - $398.25 $151K - $200K
3.48K $1.08M
XLF
Financial Sector Spdr

ETFs
401
+ 3.35%
$47.32 - $52.19 $19K - $20.9K
12.4K $616K
CTVA
Corteva, Inc.

Basic Materials
178
+ 4.08%
$55.94 - $66.15 $9.96K - $11.8K
4.54K $285K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
885
+ 2.77%
$21.49 - $22.24 $19K - $19.7K
32.8K $727K
CB
Chubb LTD

Financial Services
38
+ 5.1%
$257.71 - $301.99 $9.79K - $11.5K
783 $236K
AFL
Aflac Inc

Financial Services
3
+ 0.09%
$100.99 - $111.19 $303 - $334
3.52K $391K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
877
+ 3.39%
$25.05 - $25.16 $22K - $22.1K
26.8K $673K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.19%
$134.72 - $159.03 $943 - $1.11K
3.7K $539K
ISRG
Intuitive Surgical Inc

Healthcare
101
+ 9.61%
$476.63 - $610.45 $48.1K - $61.7K
1.15K $570K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
439
+ 2.03%
$24.6 - $24.99 $10.8K - $11K
22.1K $552K
SHW
Sherwin Williams CO

Basic Materials
5
+ 0.33%
$330.16 - $365.55 $1.65K - $1.83K
1.52K $530K
VONG
Vanguard Russell 1000 Growth E

ETFs
912
+ 14.02%
$92.71 - $107.38 $84.6K - $97.9K
7.42K $688K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
627
+ 2.2%
N/A
29.2K $693K
LHX
L3 Harris Technologies, Inc.

Industrials
79
+ 4.59%
$194.65 - $222.86 $15.4K - $17.6K
1.8K $376K
ET
Energy Transfer LP

Energy
2.28K
+ 8.11%
$17.26 - $21.08 $39.3K - $48K
30.4K $564K
PSA
Public Storage

Real Estate
46
+ 5.32%
$288.99 - $313.98 $13.3K - $14.4K
910 $272K
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.01%
$104.89 - $113.56 $105 - $114
12.5K $1.34M
AXP
American Express CO

Financial Services
305
+ 12.11%
$255.39 - $325.87 $77.9K - $99.4K
2.82K $759K
PFE
Pfizer Inc

Healthcare
12.1K
+ 4.89%
$25.01 - $27.13 $303K - $329K
260K $6.58M
PRF
Invesco Exchange Traded Fd Tr

ETFs
187
+ 0.6%
$39.4 - $42.61 $7.37K - $7.97K
31.1K $1.26M
DD
Du Pont De Nemours, Inc.

Basic Materials
147
+ 4.14%
$72.7 - $84.32 $10.7K - $12.4K
3.7K $276K
HMOP
Hartford Fds Exchange Traded T

ETFs
242
+ 1.03%
$38.25 - $39.12 $9.26K - $9.47K
23.8K $914K
LOW
Lowes Companies Inc

Consumer Cyclical
120
+ 6.81%
$222.66 - $268.42 $26.7K - $32.2K
1.88K $438K
VOX
Vanguard Communication Service

ETFs
124
+ 4.79%
$147.73 - $169.24 $18.3K - $21K
2.71K $402K
Blackrock Inc
14
+ 0.23%
N/A
6.02K $0
Dimensional ETF Trust
907
+ 0.68%
N/A
134K $0
Linde PLC
259
+ 8.03%
N/A
3.48K $0
Lam Research Corp
581
+ 5.91%
N/A
10.4K $0
Vanguard Mun Bd Fds
14.7K
+ 249.99%
N/A
20.6K $0
SNA
Snap On Inc

Industrials
1
+ 0.08%
$324.09 - $358.62 $324 - $359
1.3K $439K
QTEC
First Trust Nasdaq 100 Technol

ETFs
98
+ 6.43%
$173.56 - $210.67 $17K - $20.6K
1.62K $281K
VO
Vanguard Mid Cap ETF

ETFs
26
+ 1.06%
$251.87 - $277.95 $6.55K - $7.23K
2.48K $640K
GWW
W.W. Grainger, Inc.

Industrials
16
+ 3.46%
$953.54 - $1132.42 $15.3K - $18.1K
478 $472K
CARR
Carrier Global Corp

Industrials
15
+ 0.44%
$62.07 - $70.55 $931 - $1.06K
3.4K $215K
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 5.83%
$4295.4 - $5141.88 $55.8K - $66.8K
236 $1.09M
BX
Blackstone Inc.

Financial Services
541
+ 17.71%
$136.53 - $186.74 $73.9K - $101K
3.6K $502K
CGGR
Capital Group Growth ETF Shs C

ETFs
545
+ 3.53%
$33.98 - $39.84 $18.5K - $21.7K
16K $547K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
103
+ 3.14%
$507.05 - $563.67 $52.2K - $58.1K
3.38K $1.74M
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.15%
$313.1 - $349.83 $939 - $1.05K
1.95K $620K
PNC
Pnc Financial Services Group, Inc.

Financial Services
96
+ 3.42%
$168.84 - $202.89 $16.2K - $19.5K
2.91K $510K
HON
Honeywell International Inc

Industrials
16
+ 0.46%
$202.75 - $226.52 $3.24K - $3.62K
3.46K $732K
PWR
Quanta Services, Inc.

Industrials
12
+ 1.5%
$236.71 - $358.03 $2.84K - $4.3K
814 $206K
CEG
Constellation Energy Corp

Utilities
5
+ 0.24%
$201.63 - $347.44 $1.01K - $1.74K
2.11K $425K
KKR
Kkr & Co. Inc.

Financial Services
54
+ 2.67%
$108.17 - $167.07 $5.84K - $9.02K
2.08K $240K
NKE
Nike, Inc.

Consumer Cyclical
272
+ 4.19%
$63.29 - $81.72 $17.2K - $22.2K
6.76K $428K
PYPL
Pay Pal Holdings, Inc.

Financial Services
14
+ 0.42%
$65.15 - $91.81 $912 - $1.29K
3.31K $216K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
6.6K
+ 28.7%
$3.33 - $7.79 $22K - $51.4K
29.6K $98K
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
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