Avantax Planning Partners, Inc. Reduced Holdings in Q3 2025

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-1.13M
- 85.59%
$23.69 - $24.32 $26.8M - $27.5M
190K $4.62M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.02M
- 37.49%
$24.11 - $24.94 $24.7M - $25.5M
1.71M $42.5M
HYD
Vaneck High Yield Muni ETF

ETFs
-145K
- 42.28%
$48.85 - $50.94 $7.07M - $7.37M
198K $10.1M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-134K
- 24.4%
$36.04 - $38.78 $4.83M - $5.2M
416K $16M
DE
Deere & CO

Industrials
-683
- 2.8%
$457.26 - $524.37 $312K - $358K
23.7K $10.9M
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 66.67%
$692600.0 - $759798.0 $1.39M - $1.52M
1 $754K
PFE
Pfizer Inc

Healthcare
-67K
- 21.72%
$23.29 - $25.88 $1.56M - $1.73M
242K $6.16M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.06K
- 54.19%
$620.67 - $670.08 $1.28M - $1.38M
1.74K $1.16M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-13.1K
- 45.24%
$67.01 - $72.84 $876K - $952K
15.8K $1.15M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-15.6K
- 42.45%
$41.91 - $44.87 $654K - $700K
21.1K $944K
VIG
Vanguard Dividend Appreciation

ETFs
-2.64K
- 1.11%
N/A
235K $42.7M
IWP
Ishares Russell Mid Cap Growth

ETFs
-6.59K
- 5.33%
$137.51 - $145.26 $906K - $957K
117K $16.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.57K
- 6.16%
$97.75 - $100.75 $545K - $561K
84.8K $8.5M
DFAX
Dimensional ETF Tr
-18.2K
- 29.07%
$29.25 - $31.56 $531K - $573K
44.3K $1.39M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-12.3K
- 7.32%
$48.5 - $50.19 $596K - $617K
156K $7.79M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.99K
- 27.65%
$404.94 - $499.99 $805K - $994K
5.2K $2.52M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-11.1K
- 4.3%
$50.9 - $52.37 $567K - $583K
248K $13M
PRU
Prudential Financial Inc

Financial Services
-2.75K
- 24.9%
$100.68 - $109.89 $276K - $302K
8.28K $859K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-35.8K
- 17.01%
$11.15 - $11.87 $399K - $425K
175K $2.03M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-5.14K
- 4.44%
$76.16 - $78.59 $391K - $404K
111K $8.64M
AJG
Arthur J. Gallagher & Co.

Financial Services
-838
- 30.88%
$284.17 - $319.49 $238K - $268K
1.88K $581K
HUBB
Hubbell Inc

Industrials
-673
- 23.73%
$410.51 - $450.93 $276K - $303K
2.16K $930K
CEG
Constellation Energy Corp

Utilities
-666
- 31.55%
$298.82 - $354.89 $199K - $236K
1.45K $475K
SHOP
Shopify Inc.

Technology
-2.13K
- 59.63%
$112.11 - $157.12 $239K - $335K
1.44K $214K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-3.19K
- 3.37%
$98.52 - $103.93 $315K - $332K
91.6K $9.44M
SUB
Ishares Short Term National Mu

ETFs
-1.97K
- 3.23%
$106.17 - $107.3 $210K - $212K
59.2K $6.32M
CL
Colgate Palmolive CO

Consumer Defensive
-1.54K
- 28.62%
$79.36 - $93.33 $122K - $144K
3.85K $307K
WM
Waste Management Inc

Industrials
-625
- 17.02%
$213.88 - $237.1 $134K - $148K
3.05K $673K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-4.36K
- 4.59%
$38.52 - $39.39 $168K - $172K
90.6K $3.56M
ADP
Automatic Data Processing Inc

Industrials
-180
- 3.16%
$288.69 - $310.94 $52K - $56K
5.52K $1.62M
AFL
Aflac Inc

Financial Services
-1.55K
- 24.29%
$98.09 - $111.7 $152K - $173K
4.83K $539K
STZ
Constellation Brands, Inc.

Consumer Defensive
-21
- 0.49%
$131.78 - $176.09 $2.77K - $3.7K
4.26K $573K
T
At&T Inc.

Communication Services
-2.87K
- 5.23%
$26.94 - $29.62 $77.3K - $85K
52K $1.47M
EMR
Emerson Electric CO

Industrials
-644
- 6.07%
$128.6 - $149.63 $82.8K - $96.4K
9.97K $1.31M
CW
Curtiss Wright Corp

Industrials
-284
- 28.34%
$472.43 - $542.94 $134K - $154K
718 $389K
ED
Consolidated Edison Inc

Utilities
-1.01K
- 15.26%
$95.57 - $105.36 $96.1K - $106K
5.59K $561K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-3.02K
- 27.93%
$39.37 - $44.24 $119K - $134K
7.8K $341K
HON
Honeywell International Inc

Industrials
-60
- 1.78%
$207.7 - $240.4 $12.5K - $14.4K
3.31K $697K
SBUX
Starbucks Corp

Consumer Cyclical
-654
- 14.57%
$81.9 - $96.86 $53.6K - $63.3K
3.84K $324K
PAYX
Paychex Inc

Industrials
-23
- 0.56%
$126.69 - $147.99 $2.91K - $3.4K
4.06K $514K
VEA
Vanguard Ftse Developed Market

ETFs
-3.74K
- 7.45%
$56.02 - $60.3 $209K - $225K
46.4K $2.78M
AMT
American Tower Corp

Real Estate
-25
- 1.03%
$192.32 - $232.35 $4.81K - $5.81K
2.41K $462K
CMCSA
Comcast Corp

Communication Services
-939
- 9.84%
$31.41 - $36.33 $29.5K - $34.1K
8.61K $270K
SYK
Stryker Corp

Healthcare
-34
- 1.61%
$368.57 - $403.53 $12.5K - $13.7K
2.08K $767K
ORCC
Owl Rock Capital Corp

Financial Services
-5.01K
- 6.91%
N/A
67.5K $904K
AXP
American Express CO

Financial Services
-287
- 10.16%
$294.27 - $342.31 $84.5K - $98.2K
2.54K $843K
EXC
Exelon Corp

Utilities
-1.53K
- 22.21%
$42.73 - $45.54 $65.5K - $69.8K
5.37K $241K
UL
Unilever PLC

Consumer Defensive
-790
- 15.34%
$58.43 - $65.01 $46.2K - $51.4K
4.36K $258K
MDT
Medtronic PLC

Healthcare
-1.13K
- 16.18%
$87.67 - $95.74 $99.1K - $108K
5.86K $557K
Activity Summary
Buys All Purchases 163 New Holdings 16 Increased Positions 147 Sells All Sells 194 Reductions 194 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