Avantax Planning Partners, Inc. Reduced Holdings in Q1 2025

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
-484K
- 3.15%
$24.91 - $29.02 $12.1M - $14M
14.9M $373M
AVUV
American Centy ETF Tr Avantis

ETFs
-42.8K
- 4.97%
$84.95 - $100.62 $3.63M - $4.3M
818K $71.3M
AAPL
Apple Inc.

Technology
-23.1K
- 14.59%
$209.68 - $247.1 $4.85M - $5.72M
135K $30.1M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-89.7K
- 93.06%
$96.18 - $109.82 $8.63M - $9.85M
6.69K $685K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-76.6K
- 26.23%
$77.91 - $92.26 $5.97M - $7.07M
216K $17.1M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-15.4K
- 4.1%
$80.73 - $94.96 $1.24M - $1.46M
360K $29.9M
AVGO
Broadcom Inc.

Technology
-2.83K
- 5.11%
$167.43 - $244.7 $473K - $692K
52.5K $8.79M
MSFT
Microsoft Corp

Technology
-3.83K
- 8.57%
$375.39 - $447.2 $1.44M - $1.71M
40.9K $15.3M
ADP
Automatic Data Processing Inc

Industrials
-9.88K
- 62.21%
$286.85 - $318.64 $2.84M - $3.15M
6.01K $1.83M
ITW
Illinois Tool Works Inc

Industrials
-9.74K
- 83.92%
$244.9 - $274.48 $2.39M - $2.67M
1.87K $463K
USB
Us Bancorp \De\

Financial Services
-19.5K
- 19.23%
$40.92 - $50.9 $799K - $994K
82K $3.46M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-2.92K
- 0.51%
$32.42 - $36.13 $94.7K - $106K
569K $18.8M
ORCL
Oracle Corp

Technology
-2.96K
- 14.41%
$139.81 - $186.47 $413K - $551K
17.6K $2.46M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-10.8K
- 1.67%
$50.17 - $51.45 $544K - $558K
639K $32.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.86K
- 9.63%
$95.85 - $99.25 $945K - $979K
92.5K $9.15M
SBUX
Starbucks Corp

Consumer Cyclical
-8.23K
- 63.62%
$91.75 - $115.81 $755K - $953K
4.71K $461K
WK
Workiva Inc

Technology
-1.11K
- 6.23%
$75.91 - $114.09 $84K - $126K
16.6K $1.26M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.25K
- 3.56%
$149.27 - $169.4 $186K - $212K
33.8K $5.11M
BAC
Bank Of America Corp

Financial Services
-7.62K
- 6.55%
$39.61 - $47.74 $302K - $364K
109K $4.54M
IVV
Ishares Core S&P 500 ETF

ETFs
-679
- 14.96%
$554.06 - $615.85 $376K - $418K
3.86K $2.17M
DIS
Walt Disney CO

Communication Services
-3.74K
- 36.36%
$96.87 - $114.0 $362K - $426K
6.54K $645K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.28K
- 3.51%
$49.25 - $50.66 $309K - $318K
173K $8.57M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-16.4K
- 17.09%
$24.5 - $24.95 $401K - $409K
79.5K $1.97M
WMT
Walmart Inc.

Consumer Defensive
-2.96K
- 8.57%
$84.5 - $105.05 $250K - $311K
31.6K $2.77M
AMAT
Applied Materials Inc

Technology
-1.12K
- 11.06%
$145.06 - $195.51 $162K - $219K
9K $1.31M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-18.9K
- 43.24%
$17.53 - $17.87 $330K - $337K
24.7K $435K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.63K
- 6.83%
$81.62 - $96.63 $133K - $157K
22.2K $1.85M
COST
Costco Wholesale Corp

Consumer Defensive
-649
- 6.07%
$890.62 - $1076.86 $578K - $699K
10.1K $9.51M
CSCO
Cisco Systems, Inc.

Technology
-10.9K
- 7.16%
$58.74 - $64.87 $640K - $706K
141K $8.71M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-4.45K
- 26.21%
$36.64 - $45.76 $163K - $203K
12.5K $469K
XLK
Technology Sector Spdr

ETFs
-81
- 0.91%
$206.38 - $242.18 $16.7K - $19.6K
8.77K $1.81M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.82K
- 1.4%
$51.26 - $52.53 $196K - $201K
269K $13.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.82K
- 6.46%
$45.22 - $52.17 $127K - $147K
40.8K $1.96M
IEMG
Ishares Inc

ETFs
-4.36K
- 2.65%
N/A
160K $8.6M
VBR
Vanguard Small Cap Value ETF

ETFs
-70
- 0.39%
$183.02 - $207.75 $12.8K - $14.5K
18K $3.35M
IWM
Ishares Russell 2000 ETF

ETFs
-344
- 4.78%
$198.1 - $229.79 $68.1K - $79K
6.85K $1.37M
PG
Procter & Gamble CO

Consumer Defensive
-2.17K
- 3.99%
$158.56 - $176.26 $344K - $383K
52.2K $8.9M
VUG
Vanguard Growth ETF

ETFs
-257
- 8.7%
$369.1 - $427.61 $94.9K - $110K
2.7K $999K
GPC
Genuine Parts CO

Consumer Cyclical
-1.99K
- 12.27%
$115.91 - $129.02 $230K - $256K
14.2K $1.69M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-188
- 9.2%
$522.96 - $601.18 $98.3K - $113K
1.86K $989K
APP
App Lovin Corp

Technology
-319
- 22.02%
$238.08 - $510.13 $75.9K - $163K
1.13K $299K
INTC
Intel Corp

Technology
-10.4K
- 36.63%
$19.1 - $27.39 $198K - $284K
17.9K $407K
BKH
Black Hills Corp

Utilities
-3.71K
- 11.29%
$55.74 - $61.86 $207K - $229K
29.1K $1.77M
ROK
Rockwell Automation, Inc

Industrials
-8
- 0.15%
$255.29 - $303.75 $2.04K - $2.43K
5.28K $1.36M
CMCSA
Comcast Corp

Communication Services
-3.59K
- 26.58%
$33.19 - $38.23 $119K - $137K
9.92K $365K
ETN
Eaton Corp PLC

Industrials
-47
- 2.26%
$271.83 - $371.23 $12.8K - $17.4K
2.04K $553K
GD
General Dynamics Corp

Industrials
-630
- 15.8%
$241.94 - $272.58 $152K - $172K
3.36K $915K
TT
Trane Technologies PLC

Industrials
-109
- 3.93%
$332.0 - $400.86 $36.2K - $43.7K
2.67K $897K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.24K
- 23.84%
$105.1 - $109.61 $130K - $136K
3.96K $429K
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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