Avantax Planning Partners, Inc. New Holdings in Q1 2025

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CHTR
Charter Communications, Inc.

Communication Services
16.4K
New
$334.89 - $384.77 $5.49M - $6.3M
16.4K $6.04M
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
PANW
Palo Alto Networks Inc

Technology
3.43K
New
$167.82 - $208.28 $575K - $714K
3.43K $585K
UBER
Uber Technologies, Inc

Technology
7.58K
New
$63.17 - $81.49 $479K - $618K
7.58K $552K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.24K
New
$408.78 - $448.82 $505K - $554K
1.24K $518K
VIS
Vanguard Industrial ETF

ETFs
2K
New
$243.63 - $273.99 $486K - $547K
2K $494K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.76K
New
$126.86 - $146.45 $350K - $404K
2.76K $350K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
12.5K
New
$25.08 - $25.39 $312K - $316K
12.5K $315K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.75K
New
$100.34 - $100.68 $276K - $277K
2.75K $276K
UMBF
Umb Financial Corp

Financial Services
2.7K
New
$98.0 - $122.56 $265K - $331K
2.7K $273K
DELL
Dell Technologies Inc.

Technology
2.43K
New
$90.34 - $124.66 $220K - $303K
2.43K $221K
ATO
Atmos Energy Corp

Utilities
1.42K
New
$136.51 - $154.58 $194K - $220K
1.42K $219K
SHEL
Shell PLC

Energy
3K
New
$62.84 - $73.29 $189K - $220K
3K $219K
AVUS
American Centy ETF Tr Avantis

ETFs
2.35K
New
$90.7 - $101.57 $214K - $239K
2.35K $217K
ORI
Old Republic International Corp

Financial Services
5.49K
New
$33.46 - $39.22 $184K - $215K
5.49K $215K
LKQ
Lkq Corp

Consumer Cyclical
4.99K
New
$36.24 - $44.05 $181K - $220K
4.99K $212K
GOLD
Barrick Gold Corp

Basic Materials
10.9K
New
$15.45 - $19.56 $168K - $213K
10.9K $211K
BAX
Baxter International Inc

Healthcare
6.16K
New
$29.26 - $36.57 $180K - $225K
6.16K $210K
BP
Bp PLC

Energy
6.18K
New
$29.93 - $35.31 $185K - $218K
6.18K $208K
FNDE
Schwab Fundamental Emerging Mk

ETFs
6.68K
New
$28.11 - $32.0 $188K - $214K
6.68K $205K
MSI
Motorola Solutions, Inc.

Technology
467
New
$411.73 - $482.1 $192K - $225K
467 $204K
HSY
Hershey CO

Consumer Defensive
1.18K
New
$144.74 - $186.36 $171K - $220K
1.18K $201K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
974
New
$203.38 - $274.79 $198K - $268K
974 $200K
SWBI
Smith & Wesson Brands, Inc.

Industrials
19.5K
New
$9.32 - $11.16 $181K - $217K
19.5K $181K
XLO
Xilio Therapeutics, Inc.

Healthcare
150K
New
$0.65 - $1.48 $97.8K - $223K
150K $108K
Cero Therapeutics Hldgs Inc
74.3K
New
N/A
74.3K $0
American Centy ETF Tr
5.62K
New
N/A
5.62K $0
AVGE
American Centy ETF Tr Avantis
8.4K
New
N/A
8.4K $0
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
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