Avantax Planning Partners, Inc. New Holdings in Q2 2025

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIE
J P Morgan Exchange Traded Fd
29.2K
New
$45.12 - $46.32 $1.32M - $1.35M
29.2K $1.35M
AVSC
American Centy ETF Tr Avantis
15.5K
New
$42.39 - $51.76 $656K - $801K
15.5K $797K
IGV
Ishares Expanded Tech Software

ETFs
6.55K
New
$80.15 - $109.5 $525K - $717K
6.55K $717K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
12.7K
New
$43.63 - $45.4 $554K - $577K
12.7K $567K
SFBS
Servis First Bancshares, Inc.

Financial Services
5K
New
$68.48 - $82.21 $342K - $411K
5K $387K
AVLV
American Centy ETF Tr Avantis
5.65K
New
$56.85 - $68.21 $321K - $385K
5.65K $385K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.03K
New
$50.09 - $51.09 $352K - $359K
7.03K $358K
UGI
Ugi Corp

Utilities
9.21K
New
$30.18 - $36.59 $278K - $337K
9.21K $335K
OLP
One Liberty Properties Inc

Real Estate
14K
New
$23.24 - $26.54 $326K - $372K
14K $334K
IAU
Ishares Gold Trust

ETFs
5.13K
New
$56.1 - $64.74 $288K - $332K
5.13K $319K
APH
Amphenol Corp

Technology
2.88K
New
$59.09 - $98.75 $170K - $284K
2.88K $284K
VAW
Vanguard Materials ETF

ETFs
1.43K
New
$163.82 - $196.64 $233K - $280K
1.43K $277K
PAVE
Global X Fds Us Infrastructure

ETFs
5.91K
New
$33.78 - $43.68 $200K - $258K
5.91K $257K
GS
Goldman Sachs Group Inc

Financial Services
358
New
$462.22 - $707.75 $165K - $253K
358 $253K
PGR
Progressive Corp

Financial Services
935
New
$255.27 - $288.74 $239K - $270K
935 $249K
STX
Seagate Technology Holdings PLC

Technology
1.7K
New
$66.54 - $144.33 $113K - $245K
1.7K $245K
AVRE
American Centy ETF Tr Avantis
5.54K
New
$38.75 - $44.92 $215K - $249K
5.54K $244K
NTRS
Northern Trust Corp

Financial Services
1.82K
New
$84.45 - $126.79 $153K - $230K
1.82K $230K
MU
Micron Technology Inc

Technology
1.86K
New
$64.72 - $127.91 $120K - $238K
1.86K $228K
PJUL
Innovator U.S. Equity Power Bu

ETFs
4.96K
New
$37.66 - $43.85 $187K - $217K
4.96K $217K
HNI
Hni Corp

Industrials
4.34K
New
$40.26 - $49.71 $175K - $216K
4.34K $213K
SPGI
S&P Global Inc.

Financial Services
392
New
$438.31 - $527.29 $172K - $207K
392 $206K
MTG
Mgic Investment Corp

Financial Services
7.26K
New
$22.43 - $28.1 $163K - $204K
7.26K $202K
STRL
Sterling Construction CO Inc

Industrials
870
New
$104.96 - $231.51 $91.3K - $201K
870 $200K
AES
Aes Corp

Utilities
15.5K
New
$9.63 - $12.55 $149K - $194K
15.5K $162K
PIM
Putnam Master Intermediate Income Trust

Financial Services
17K
New
$3.18 - $3.37 $54K - $57.2K
17K $56K
OMER
Omeros Corp

Healthcare
10.1K
New
$3.0 - $8.01 $30.3K - $80.9K
10.1K $30K
Ishares Tr
7.98K
New
N/A
7.98K $0
Ishares Tr
8.18K
New
N/A
8.18K $0
Barrick Mng Corp
9.94K
New
N/A
9.94K $0
Celestica Inc
1.64K
New
N/A
1.64K $0
Microcloud Hologram Inc
26.3K
New
N/A
26.3K $0
Microstrategy Inc
2.95K
New
N/A
2.95K $0
Ge Vernova Inc
534
New
N/A
534 $0
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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