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
XLY
Select Sector Spdr Consumer Di

ETFs
-314
- 13.63%
$192.6 - $233.2 $60.5K - $73.2K
1.99K $392K
SRE
Sempra Energy

Utilities
-16
- 0.22%
$67.85 - $87.67 $1.09K - $1.4K
7.41K $528K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.29K
- 3.72%
$21.23 - $23.75 $48.5K - $54.3K
59.1K $1.27M
HYG
Ishares Tr

ETFs
-1.53K
- 15.68%
$78.51 - $80.11 $120K - $123K
8.24K $649K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-170
- 5.92%
$165.25 - $224.62 $28.1K - $38.2K
2.7K $448K
QCOM
Qualcomm Inc

Technology
-762
- 3.03%
$151.94 - $175.86 $116K - $134K
24.4K $3.74M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-3.2K
- 1.23%
$11.22 - $11.8 $35.9K - $37.7K
257K $2.89M
BMY
Bristol Myers Squibb CO

Healthcare
-6.48K
- 10.23%
$53.9 - $63.11 $349K - $409K
56.9K $3.47M
JPM
Jpmorgan Chase & CO

Financial Services
-1.68K
- 3.15%
$225.19 - $279.95 $377K - $469K
51.6K $12.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.12K
- 4.63%
$53.6 - $58.97 $59.8K - $65.8K
23K $1.26M
PRU
Prudential Financial Inc

Financial Services
-131
- 1.05%
$105.04 - $122.33 $13.8K - $16K
12.3K $1.38M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-590
- 18.69%
$102.49 - $119.96 $60.5K - $70.8K
2.57K $268K
DHR
Danaher Corp

Healthcare
-132
- 5.13%
$201.62 - $250.59 $26.6K - $33.1K
2.44K $500K
CSX
Csx Corp

Industrials
-1.67K
- 11.97%
$29.11 - $33.67 $48.7K - $56.4K
12.3K $362K
HPE
Hewlett Packard Enterprise CO

Technology
-820
- 6.38%
$14.77 - $24.42 $12.1K - $20K
12K $185K
FLEX
Flex Ltd.

Technology
-40
- 0.27%
$32.92 - $44.46 $1.32K - $1.78K
14.6K $482K
DLR
Digital Realty Trust, Inc.

Real Estate
-33
- 1.52%
$142.1 - $183.56 $4.69K - $6.06K
2.14K $306K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-654
- 2.53%
$23.16 - $27.04 $15.1K - $17.7K
25.1K $589K
WFC
Wells Fargo & Company

Financial Services
-1.32K
- 11.18%
$66.78 - $81.42 $87.8K - $107K
10.5K $750K
WPC
W. P. Carey Inc.

Real Estate
-2.01K
- 32.35%
$53.5 - $65.05 $108K - $131K
4.21K $265K
CMI
Cummins Inc

Industrials
-111
- 11.88%
$312.92 - $386.07 $34.7K - $42.9K
823 $257K
HBI
Hanesbrands Inc.

Consumer Cyclical
-900
- 3.44%
$5.76 - $8.6 $5.18K - $7.74K
25.3K $145K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.82K
- 21.23%
$25.81 - $28.52 $72.9K - $80.5K
10.5K $288K
UNH
Unitedhealth Group Inc

Healthcare
-258
- 6.56%
$461.52 - $548.18 $119K - $141K
3.68K $1.93M
XLI
Industrial Sector Spdr

ETFs
-472
- 21.15%
$128.78 - $141.67 $60.8K - $66.9K
1.76K $230K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-310
- 6.43%
$117.4 - $131.02 $36.4K - $40.6K
4.51K $539K
IVE
Ishares S&P 500 Value ETF

ETFs
-314
- 3.99%
$185.78 - $198.58 $58.3K - $62.4K
7.56K $1.44M
MCHP
Microchip Technology Inc

Technology
-339
- 6.74%
$48.41 - $64.3 $16.4K - $21.8K
4.69K $226K
LNT
Alliant Energy Corp

Utilities
-3.25K
- 11.09%
$56.66 - $66.04 $184K - $215K
26.1K $1.68M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-46
- 0.68%
$77.67 - $90.15 $3.57K - $4.15K
6.69K $523K
SUB
Ishares Short Term National Mu

ETFs
-576
- 0.93%
$105.3 - $106.24 $60.7K - $61.2K
61.7K $6.51M
JPEM
Jp Morgan Diversified Return

ETFs
-2.92K
- 2.43%
$50.81 - $54.04 $148K - $158K
117K $6.18M
GIS
General Mills Inc

Consumer Defensive
-374
- 5.13%
$57.56 - $65.3 $21.5K - $24.4K
6.92K $413K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-700
- 2.15%
$21.75 - $24.28 $15.2K - $17K
31.9K $703K
BA
Boeing CO

Industrials
-126
- 2.91%
$148.15 - $186.25 $18.7K - $23.5K
4.21K $718K
BBY
Best Buy CO Inc

Consumer Cyclical
-156
- 5.22%
$70.3 - $91.1 $11K - $14.2K
2.83K $208K
FHI
Federated Hermes, Inc.

Financial Services
-1.04K
- 12.94%
$37.58 - $41.51 $39.1K - $43.2K
7K $285K
AJG
Arthur J. Gallagher & Co.

Financial Services
-745
- 21.54%
$275.89 - $345.24 $206K - $257K
2.71K $936K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-9
- 1.85%
$634.14 - $744.83 $5.71K - $6.7K
477 $302K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-7.84K
- 4.92%
$25.69 - $26.89 $201K - $211K
152K $4.08M
F
Ford Motor CO

Consumer Cyclical
-4.73K
- 12.39%
$9.12 - $10.43 $43.1K - $49.3K
33.4K $335K
NEE
Nextera Energy Inc

Utilities
-335
- 1.79%
$66.96 - $76.16 $22.4K - $25.5K
18.4K $1.3M
SHOP
Shopify Inc.

Technology
-29
- 0.88%
$90.59 - $129.31 $2.63K - $3.75K
3.26K $310K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.74K
- 2.92%
$23.29 - $23.38 $40.5K - $40.7K
57.8K $1.35M
MS
Morgan Stanley

Financial Services
-53
- 1.64%
$111.68 - $141.08 $5.92K - $7.48K
3.18K $371K
KLAC
Kla Corp

Technology
-89
- 15.61%
$636.62 - $777.63 $56.7K - $69.2K
481 $326K
C
Citigroup Inc

Financial Services
-494
- 12.82%
$67.23 - $84.63 $33.2K - $41.8K
3.36K $238K
GLW
Corning Inc

Technology
-477
- 9.22%
$44.91 - $54.25 $21.4K - $25.9K
4.7K $214K
SCHW
Schwab Charles Corp

Financial Services
-678
- 12.81%
$71.24 - $83.64 $48.3K - $56.7K
4.62K $361K
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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