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
TRV
Travelers Companies, Inc.

Financial Services
-19
- 0.87%
$233.83 - $276.34 $4.44K - $5.25K
2.16K $578K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1
- 0.01%
$24.88 - $25.41 $24.9 - $25.4
12.5K $316K
TEF
Telefonica S A

Communication Services
-1K
- 8.65%
$4.37 - $5.39 $4.37K - $5.39K
10.6K $55K
WMB
Williams Companies, Inc.

Energy
-320
- 4.24%
$54.33 - $62.87 $17.4K - $20.1K
7.23K $454K
ENB
Enbridge Inc

Energy
-180
- 1.55%
$41.09 - $47.16 $7.4K - $8.49K
11.5K $519K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-317
- 9.57%
$57.41 - $74.81 $18.2K - $23.7K
3K $222K
UL
Unilever PLC

Consumer Defensive
-42
- 0.81%
$57.9 - $65.43 $2.43K - $2.75K
5.15K $315K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-799
- 2.13%
$36.25 - $42.28 $29K - $33.8K
36.7K $1.55M
TRP
Tc Energy Corp

Energy
-125
- 1.52%
$44.48 - $51.4 $5.56K - $6.43K
8.13K $396K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.04K
- 14.01%
$82.51 - $109.2 $85.7K - $113K
6.38K $696K
CMI
Cummins Inc

Industrials
-3
- 0.36%
$267.12 - $336.65 $801 - $1.01K
820 $268K
KEY
Keycorp

Financial Services
-202
- 1.92%
$13.23 - $17.42 $2.67K - $3.52K
10.3K $179K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.57K
- 8.08%
$19.6 - $24.44 $50.5K - $62.9K
29.3K $715K
GWW
W.W. Grainger, Inc.

Industrials
-12
- 2.51%
$919.93 - $1101.66 $11K - $13.2K
466 $484K
FTCS
First Trust Capital Strength E

ETFs
-13
- 0.1%
$81.6 - $92.39 $1.06K - $1.2K
12.6K $1.15M
NUE
Nucor Corp

Basic Materials
-23
- 1.14%
$103.22 - $131.43 $2.37K - $3.02K
2K $258K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-14
- 0.31%
$103.88 - $123.68 $1.45K - $1.73K
4.5K $555K
CALM
Cal Maine Foods Inc

Consumer Defensive
-47
- 1.9%
$90.17 - $103.07 $4.24K - $4.84K
2.42K $241K
APP
App Lovin Corp

Technology
-217
- 19.2%
$219.37 - $417.89 $47.6K - $90.7K
913 $319K
NKE
Nike, Inc.

Consumer Cyclical
-437
- 6.47%
$53.27 - $72.04 $23.3K - $31.5K
6.32K $448K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-26
- 0.82%
$73.02 - $90.22 $1.9K - $2.35K
3.15K $280K
AMP
Ameriprise Financial Inc

Financial Services
-6
- 1.19%
$422.19 - $533.73 $2.53K - $3.2K
497 $265K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-265
- 27.21%
$177.93 - $313.14 $47.2K - $83K
709 $222K
KKR
Kkr & Co. Inc.

Financial Services
-79
- 3.8%
$92.79 - $134.29 $7.33K - $10.6K
2K $266K
TJX
Tjx Companies Inc

Consumer Cyclical
-59
- 0.29%
$119.13 - $135.03 $7.03K - $7.97K
20K $2.47M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-48
- 1.48%
$62.75 - $79.31 $3.01K - $3.81K
3.2K $253K
GLW
Corning Inc

Technology
-78
- 1.66%
$39.07 - $52.59 $3.05K - $4.1K
4.62K $242K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-3
- 0.1%
$149.76 - $186.42 $449 - $559
2.9K $541K
CARR
Carrier Global Corp

Industrials
-9
- 0.27%
$55.55 - $75.83 $500 - $682
3.39K $247K
CSX
Csx Corp

Industrials
-143
- 1.16%
$26.69 - $32.91 $3.82K - $4.71K
12.2K $397K
C
Citigroup Inc

Financial Services
-61
- 1.82%
$58.13 - $85.12 $3.55K - $5.19K
3.3K $280K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1
- 0.01%
$32.66 - $40.75 $32.7 - $40.8
12.1K $490K
CAH
Cardinal Health Inc

Healthcare
-26
- 1.39%
$125.0 - $168.0 $3.25K - $4.37K
1.84K $308K
HON
Honeywell International Inc

Industrials
-85
- 2.46%
$182.86 - $232.88 $15.5K - $19.8K
3.37K $785K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-292
- 1.44%
$51.16 - $62.02 $14.9K - $18.1K
20K $1.24M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.57K
- 6.31%
$41.79 - $54.16 $108K - $139K
38.2K $2.02M
IDEV
Ishares Core Msci Intl Develop

ETFs
-284
- 2.48%
$61.79 - $76.67 $17.5K - $21.8K
11.2K $849K
DLR
Digital Realty Trust, Inc.

Real Estate
-34
- 1.59%
$136.11 - $177.69 $4.63K - $6.04K
2.11K $367K
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.03K
- 6.45%
$30.53 - $40.65 $31.5K - $41.9K
15K $608K
KLAC
Kla Corp

Technology
-47
- 9.77%
$576.53 - $902.94 $27.1K - $42.4K
434 $388K
WMT
Walmart Inc.

Consumer Defensive
-2.57K
- 8.12%
$81.79 - $99.98 $210K - $256K
29K $2.84M
MS
Morgan Stanley

Financial Services
-60
- 1.89%
$99.83 - $140.86 $5.99K - $8.45K
3.12K $439K
MCHP
Microchip Technology Inc

Technology
-450
- 9.6%
$35.34 - $71.6 $15.9K - $32.2K
4.24K $298K
VONV
Vanguard Russell 1000 Value Et

ETFs
-708
- 1.43%
$73.19 - $85.21 $51.8K - $60.3K
48.8K $4.16M
LHX
L3 Harris Technologies, Inc.

Industrials
-8
- 0.44%
$200.21 - $256.99 $1.6K - $2.06K
1.79K $449K
ABT
Abbott Laboratories

Healthcare
-37
- 0.16%
$123.95 - $138.08 $4.59K - $5.11K
23.8K $3.24M
MPC
Marathon Petroleum Corp

Energy
-5
- 0.14%
$118.55 - $170.08 $593 - $850
3.7K $614K
PWR
Quanta Services, Inc.

Industrials
-12
- 1.47%
$239.47 - $381.26 $2.87K - $4.58K
802 $303K
ROK
Rockwell Automation, Inc

Industrials
-860
- 16.3%
$218.97 - $332.17 $188K - $286K
4.42K $1.47M
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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