Avantax Planning Partners, Inc. Reduced Holdings in Q2 2025

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-175K
- 1.82%
$24.32 - $27.87 $4.27M - $4.89M
9.46M $251M
MUB
Ishares National Muni Bond ETF

ETFs
-137K
- 44.6%
$102.31 - $105.8 $14M - $14.5M
170K $17.8M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-89K
- 24.7%
$72.61 - $88.75 $6.46M - $7.9M
271K $24.1M
COST
Costco Wholesale Corp

Consumer Defensive
-5.68K
- 56.49%
$908.13 - $1056.85 $5.16M - $6M
4.37K $4.33M
VHT
Vanguard Health Care ETF

ETFs
-6.6K
- 73.15%
$236.71 - $261.92 $1.56M - $1.73M
2.42K $601K
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 25.0%
$725400.0 - $809350.0 $725K - $809K
3 $2.19M
PG
Procter & Gamble CO

Consumer Defensive
-1.06K
- 2.02%
$157.66 - $172.39 $166K - $182K
51.2K $8.15M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-10.1K
- 3.77%
$50.34 - $51.86 $510K - $526K
259K $13.3M
SLV
I Shares Silver Trust

ETFs
-18.7K
- 63.83%
$27.08 - $33.74 $505K - $629K
10.6K $346K
VNQ
Vanguard Specialized Funds Van

ETFs
-6.1K
- 66.14%
$79.79 - $91.42 $487K - $558K
3.12K $278K
COP
Conocophillips

Energy
-465
- 1.43%
$82.66 - $106.1 $38.4K - $49.3K
32K $2.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-267
- 1.41%
$285.55 - $321.23 $76.2K - $85.8K
18.7K $5.46M
VZ
Verizon Communications Inc

Communication Services
-858
- 0.42%
$41.67 - $45.62 $35.8K - $39.1K
202K $8.73M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.79K
- 2.78%
$48.13 - $49.85 $231K - $239K
168K $8.23M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.69K
- 24.71%
$47.46 - $55.3 $270K - $314K
17.3K $954K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.8K
- 0.77%
$51.14 - $57.0 $143K - $160K
359K $20.4M
PWZ
Invesco California Amt Free Mu

ETFs
-9.85K
- 39.18%
$22.71 - $24.18 $224K - $238K
15.3K $357K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-9.85K
- 30.03%
$21.71 - $22.3 $214K - $220K
23K $510K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-5.19K
- 46.98%
$36.02 - $41.92 $187K - $218K
5.86K $245K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-4.32K
- 19.72%
$47.02 - $47.83 $203K - $207K
17.6K $841K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-7.87K
- 35.62%
$24.66 - $25.17 $194K - $198K
14.2K $358K
PRU
Prudential Financial Inc

Financial Services
-1.29K
- 10.49%
$95.12 - $112.71 $123K - $146K
11K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.15K
- 2.33%
$96.84 - $99.46 $208K - $214K
90.4K $8.97M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.28K
- 2.76%
$75.05 - $77.34 $246K - $254K
116K $8.95M
KO
Coca Cola CO

Consumer Defensive
-39
- 0.02%
$68.37 - $73.9 $2.67K - $2.88K
174K $12.3M
NUDM
Nuveen Esg International Devel

ETFs
-6.43K
- 30.39%
$28.66 - $35.49 $184K - $228K
14.7K $522K
PSX
Phillips 66

Energy
-611
- 3.58%
$92.87 - $125.73 $56.7K - $76.8K
16.5K $1.96M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-4.46K
- 23.38%
$30.29 - $30.83 $135K - $138K
14.6K $450K
DHS
Wisdomtree Tr U.S

ETFs
-521
- 2.17%
$87.71 - $98.37 $45.7K - $51.3K
23.5K $2.25M
PINC
Premier, Inc.

Healthcare
-8.82K
- 34.15%
$18.94 - $23.3 $167K - $205K
17K $372K
LNT
Alliant Energy Corp

Utilities
-59
- 0.23%
$58.79 - $64.85 $3.47K - $3.83K
26K $1.57M
CLX
Clorox CO

Consumer Defensive
-302
- 12.22%
$118.01 - $148.69 $35.6K - $44.9K
2.17K $260K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-284
- 15.31%
$468.22 - $566.51 $133K - $161K
1.57K $889K
STZ
Constellation Brands, Inc.

Consumer Defensive
-47
- 1.09%
$160.0 - $195.62 $7.52K - $9.19K
4.28K $696K
INTC
Intel Corp

Technology
-4.14K
- 23.07%
$18.13 - $22.69 $75K - $93.9K
13.8K $309K
XLE
Energy Sector Spdr

ETFs
-632
- 14.97%
$76.44 - $94.13 $48.3K - $59.5K
3.59K $304K
DFAX
Dimensional ETF Tr
-10.7K
- 14.65%
$23.37 - $29.39 $250K - $315K
62.4K $1.83M
ADP
Automatic Data Processing Inc

Industrials
-308
- 5.13%
$276.76 - $326.81 $85.2K - $101K
5.7K $1.76M
ORCC
Owl Rock Capital Corp

Financial Services
-5.85K
- 7.46%
N/A
72.5K $971K
CMF
Ishares California Muni Bond E

ETFs
-1.26K
- 10.89%
$54.52 - $56.7 $68.4K - $71.2K
10.3K $572K
ITW
Illinois Tool Works Inc

Industrials
-289
- 15.48%
$218.41 - $252.43 $63.1K - $73K
1.58K $390K
VTV
Vanguard Value ETF

ETFs
-1.4K
- 3.21%
$153.67 - $176.74 $215K - $248K
42.3K $7.47M
NEE
Nextera Energy Inc

Utilities
-633
- 3.45%
$64.11 - $75.0 $40.6K - $47.5K
17.7K $1.23M
CHE
Chemed Corp

Healthcare
-4
- 0.78%
$486.93 - $619.21 $1.95K - $2.48K
508 $247K
WPC
W. P. Carey Inc.

Real Estate
-947
- 22.51%
$56.12 - $64.53 $53.1K - $61.1K
3.26K $203K
VDE
Vanguard Energy ETF

ETFs
-270
- 9.76%
$105.87 - $130.56 $28.6K - $35.3K
2.5K $297K
GIS
General Mills Inc

Consumer Defensive
-55
- 0.8%
$50.37 - $60.97 $2.77K - $3.35K
6.86K $355K
DUK
Duke Energy Corp

Utilities
-170
- 1.96%
$112.46 - $124.05 $19.1K - $21.1K
8.5K $1M
XLV
Select Sector Spdr Fund Health

ETFs
-237
- 12.6%
$128.77 - $144.3 $30.5K - $34.2K
1.64K $221K
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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