Avantax Planning Partners, Inc. Incresed Positions in Q4 2024

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
132
+ 2.7%
$55.51 - $79.05 $7.33K - $10.4K
5.03K $288K
AMD
Advanced Micro Devices Inc

Technology
1.83K
+ 24.21%
$118.88 - $172.8 $217K - $316K
9.38K $1.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
807
+ 14.83%
$501.29 - $612.85 $405K - $495K
6.25K $3.25M
GD
General Dynamics Corp

Industrials
126
+ 3.26%
$260.28 - $314.03 $32.8K - $39.6K
3.99K $1.05M
MSFT
Microsoft Corp

Technology
626
+ 1.42%
$406.35 - $454.46 $254K - $284K
44.7K $18.8M
MCD
Mcdonalds Corp

Consumer Cyclical
479
+ 2.57%
$288.47 - $316.54 $138K - $152K
19.2K $5.55M
PG
Procter & Gamble CO

Consumer Defensive
895
+ 1.67%
$161.05 - $179.7 $144K - $161K
54.4K $9.12M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
14
+ 2.97%
$701.85 - $1046.91 $9.83K - $14.7K
486 $346K
UNH
Unitedhealth Group Inc

Healthcare
250
+ 6.78%
$485.52 - $625.25 $121K - $156K
3.94K $1.99M
SO
Southern CO

Utilities
1.54K
+ 4.14%
$81.5 - $94.15 $125K - $145K
38.6K $3.18M
PFG
Principal Financial Group Inc

Financial Services
1.52K
+ 4.4%
$74.91 - $91.26 $114K - $139K
36.1K $2.8M
UPS
United Parcel Service Inc

Industrials
1.36K
+ 3.62%
$122.65 - $138.35 $167K - $188K
39K $4.92M
TGT
Target Corp

Consumer Defensive
201
+ 1.72%
$121.59 - $160.69 $24.4K - $32.3K
11.9K $1.6M
NEE
Nextera Energy Inc

Utilities
15
+ 0.08%
$69.77 - $85.43 $1.05K - $1.28K
18.7K $1.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.33K
+ 1.88%
$57.53 - $60.83 $364K - $385K
344K $19.8M
GPC
Genuine Parts CO

Consumer Cyclical
450
+ 2.86%
$113.11 - $143.63 $50.9K - $64.6K
16.2K $1.89M
JPEM
Jp Morgan Diversified Return

ETFs
3.62K
+ 3.11%
$51.88 - $57.84 $188K - $210K
120K $6.24M
VLO
Valero Energy Corp

Energy
624
+ 1.49%
$118.59 - $144.02 $74K - $89.9K
42.4K $5.19M
XOM
Exxon Mobil Corp

Energy
2.13K
+ 2.76%
$105.51 - $125.37 $225K - $267K
79.4K $8.55M
JNJ
Johnson & Johnson

Healthcare
115
+ 0.27%
$143.34 - $165.86 $16.5K - $19.1K
43.2K $6.25M
MRK
Merck & Co., Inc.

Healthcare
3.41K
+ 4.38%
$96.31 - $114.76 $329K - $392K
81.4K $8.1M
VZ
Verizon Communications Inc

Communication Services
2.97K
+ 1.55%
$39.6 - $45.21 $118K - $134K
195K $7.78M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8.01K
+ 4.41%
$79.93 - $88.06 $640K - $705K
190K $15.2M
ABBV
Abb Vie Inc.

Healthcare
1.45K
+ 2.47%
$164.99 - $203.87 $240K - $296K
60.3K $10.7M
LMT
Lockheed Martin Corp

Industrials
335
+ 2.94%
$479.66 - $614.62 $161K - $206K
11.7K $5.71M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.38M
+ 107.68%
$22.63 - $47.53 $76.4M - $160M
6.51M $148M
KO
Coca Cola CO

Consumer Defensive
6.17K
+ 3.76%
$61.74 - $71.71 $381K - $442K
170K $10.6M
AMGN
Amgen Inc

Healthcare
702
+ 2.73%
$258.78 - $328.31 $182K - $230K
26.4K $6.88M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
14.6K
+ 1.52%
$28.25 - $31.75 $414K - $465K
980K $28.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.19M
+ 114.94%
$18.41 - $40.87 $58.7M - $130M
5.96M $110M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.27M
+ 202.03%
$26.93 - $84.95 $169M - $533M
9.38M $256M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6.62M
+ 200.24%
$25.79 - $80.4 $171M - $532M
9.93M $259M
SPTL
Spdr Portfolio Long Term Treas

ETFs
63.1K
+ 1.78%
$26.05 - $29.17 $1.64M - $1.84M
3.61M $94.6M
Activity Summary
Buys All Purchases 204 New Holdings 20 Increased Positions 184 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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