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
XLF
Financial Sector Spdr

ETFs
-1.29K
- 9.7%
$51.37 - $54.25 $66.1K - $69.8K
12K $644K
IWR
Ishares Russell Mid Cap ETF

ETFs
-661
- 16.69%
$92.26 - $97.51 $61K - $64.5K
3.3K $318K
PAVE
Global X Fds Us Infrastructure

ETFs
-1.42K
- 24.07%
$44.02 - $47.63 $62.6K - $67.7K
4.49K $213K
GILD
Gilead Sciences, Inc.

Healthcare
-373
- 10.15%
$108.22 - $120.47 $40.4K - $44.9K
3.3K $366K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-27
- 0.35%
$60.9 - $70.75 $1.64K - $1.91K
7.62K $476K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-97
- 20.12%
$534.91 - $598.71 $51.9K - $58.1K
385 $216K
CTVA
Corteva, Inc.

Basic Materials
-4
- 0.09%
$67.08 - $77.12 $268 - $308
4.62K $312K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
-1.59K
- 6.94%
$21.91 - $22.57 $34.9K - $36K
21.4K $479K
AVSC
American Centy ETF Tr Avantis
-2.05K
- 13.25%
$51.33 - $58.63 $105K - $120K
13.4K $768K
TTE
Total Energies Se

Energy
-416
- 6.65%
N/A
5.84K $400K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-440
- 16.19%
$108.46 - $120.63 $47.7K - $53.1K
2.28K $270K
MSI
Motorola Solutions, Inc.

Technology
-100
- 17.64%
$408.73 - $490.3 $40.9K - $49K
467 $213K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-679
- 13.3%
$63.41 - $69.69 $43.1K - $47.3K
4.43K $302K
CAH
Cardinal Health Inc

Healthcare
-17
- 0.92%
$146.04 - $167.63 $2.48K - $2.85K
1.82K $285K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-5.08K
- 8.59%
$23.82 - $25.84 $121K - $131K
54K $1.39M
BX
Blackstone Inc.

Financial Services
-587
- 15.49%
$152.77 - $188.68 $89.7K - $111K
3.2K $547K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.68K
- 2.11%
$24.73 - $25.29 $41.4K - $42.4K
77.8K $1.96M
PSA
Public Storage

Real Estate
-49
- 6.06%
$271.94 - $298.09 $13.3K - $14.6K
760 $219K
IAPR
Innovator Etfs Tr Internationa

ETFs
-1.1K
- 5.47%
$28.99 - $30.05 $31.9K - $33.1K
19.1K $572K
CALM
Cal Maine Foods Inc

Consumer Defensive
-34
- 1.4%
$94.1 - $119.16 $3.2K - $4.05K
2.39K $224K
BR
Broadridge Financial Solutions, Inc.

Technology
-39
- 3.38%
$233.75 - $266.89 $9.12K - $10.4K
1.12K $265K
DHR
Danaher Corp

Healthcare
-79
- 2.05%
$181.46 - $212.2 $14.3K - $16.8K
3.78K $749K
AWR
American States Water CO

Utilities
-28
- 0.83%
$71.48 - $77.99 $2K - $2.18K
3.35K $245K
AVRE
American Centy ETF Tr Avantis
-341
- 6.16%
$43.53 - $45.34 $14.8K - $15.5K
5.2K $231K
ITW
Illinois Tool Works Inc

Industrials
-121
- 7.67%
$252.31 - $269.41 $30.5K - $32.6K
1.46K $379K
DUK
Duke Energy Corp

Utilities
-474
- 5.58%
$116.31 - $125.93 $55.1K - $59.7K
8.03K $993K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-243
- 9.72%
$134.94 - $145.86 $32.8K - $35.4K
2.26K $328K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-1.23K
- 5.92%
$79.76 - $85.78 $97.7K - $105K
19.5K $1.65M
DLR
Digital Realty Trust, Inc.

Real Estate
-27
- 1.28%
$161.21 - $180.02 $4.35K - $4.86K
2.08K $359K
IP
International Paper CO

Consumer Cyclical
-49
- 1.04%
$45.32 - $55.68 $2.22K - $2.73K
4.64K $215K
SCHW
Schwab Charles Corp

Financial Services
-235
- 4.99%
$91.03 - $98.69 $21.4K - $23.2K
4.47K $426K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-108
- 1.22%
$22.63 - $23.3 $2.44K - $2.52K
8.71K $201K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-67
- 0.46%
$30.71 - $30.86 $2.06K - $2.07K
14.5K $448K
Vanguard Mun Bd Fds
-2.06K
- 1.21%
N/A
169K $0
Lam Research Corp
-126
- 1.06%
N/A
11.8K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-820
- 11.2%
N/A
6.5K $0
Blackrock Inc
-283
- 4.63%
N/A
5.83K $0
Ge Vernova Inc
-3
- 0.56%
N/A
531 $0
Celestica Inc
-150
- 9.16%
N/A
1.49K $0
Gsk PLC
-396
- 4.02%
N/A
9.45K $0
Barrick Mng Corp
-500
- 5.03%
N/A
9.44K $0
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1
- -0.0%
N/A
29.2K $693K
MTG
Mgic Investment Corp

Financial Services
-94
- 1.29%
$25.06 - $28.92 $2.36K - $2.72K
7.17K $203K
WMB
Williams Companies, Inc.

Energy
-35
- 0.48%
$56.52 - $64.01 $1.98K - $2.24K
7.2K $455K
IWD
Ishares Russell 1000 Val ETF

ETFs
-469
- 4.51%
$192.76 - $203.86 $90.4K - $95.6K
9.94K $2.02M
MMM
3 M CO

Industrials
-144
- 1.66%
$144.41 - $160.2 $20.8K - $23.1K
8.52K $1.32M
GPC
Genuine Parts CO

Consumer Cyclical
-1.7K
- 12.32%
$122.23 - $142.77 $208K - $243K
12.1K $1.68M
VNQ
Vanguard Specialized Funds Van

ETFs
-33
- 1.06%
$88.47 - $93.24 $2.92K - $3.08K
3.09K $282K
PWR
Quanta Services, Inc.

Industrials
-58
- 7.23%
$372.29 - $421.68 $21.6K - $24.5K
744 $308K
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
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