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
TKR
Timken CO

Industrials
-33
- 1.07%
$73.5 - $81.69 $2.43K - $2.7K
3.05K $229K
ALE
Allete Inc

Utilities
-37
- 1.11%
$62.45 - $66.45 $2.31K - $2.46K
3.3K $219K
HYG
Ishares Tr

ETFs
-6
- 0.04%
$79.85 - $81.32 $479 - $488
13.5K $1.09M
PWZ
Invesco California Amt Free Mu

ETFs
-57
- 0.37%
$22.77 - $24.07 $1.3K - $1.37K
15.2K $364K
AVUS
American Centy ETF Tr Avantis

ETFs
-163
- 5.19%
$101.2 - $109.16 $16.5K - $17.8K
2.98K $323K
RTX
Raytheon Technologies Corp

Industrials
-922
- 12.13%
$144.19 - $167.33 $133K - $154K
6.68K $1.12M
FHI
Federated Hermes, Inc.

Financial Services
-1.03K
- 12.78%
$44.78 - $54.1 $45.9K - $55.5K
7K $363K
EFG
Msci Eafe Growth ETF

ETFs
-43
- 0.47%
$106.99 - $114.46 $4.6K - $4.92K
9.08K $1.03M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-1
- 0.01%
$44.22 - $45.74 $44.2 - $45.7
12.7K $579K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-481
- 2.78%
$55.15 - $58.11 $26.5K - $28K
16.8K $967K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-147
- 2.92%
$92.97 - $100.18 $13.7K - $14.7K
4.88K $485K
AES
Aes Corp

Utilities
-2.06K
- 13.33%
$10.77 - $13.94 $22.2K - $28.7K
13.4K $176K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-10
- 0.31%
$82.96 - $95.7 $830 - $957
3.21K $288K
NUDM
Nuveen Esg International Devel

ETFs
-387
- 2.63%
$34.72 - $37.63 $13.4K - $14.6K
14.3K $539K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-238
- 1.96%
$39.8 - $42.86 $9.47K - $10.2K
11.9K $508K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-102
- 0.26%
$72.57 - $74.72 $7.4K - $7.62K
38.7K $2.88M
IXUS
Ishares Tr

ETFs
-1.09K
- 5.17%
$76.35 - $82.58 $83K - $89.8K
19.9K $1.65M
VO
Vanguard Mid Cap ETF

ETFs
-40
- 1.61%
$279.83 - $293.74 $11.2K - $11.7K
2.44K $715K
GRMN
Garmin LTD

Technology
-226
- 10.76%
$211.13 - $246.22 $47.7K - $55.6K
1.88K $461K
FTCS
First Trust Capital Strength E

ETFs
-124
- 0.98%
$89.72 - $93.74 $11.1K - $11.6K
12.5K $1.17M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-18
- 0.4%
$122.57 - $132.57 $2.21K - $2.39K
4.48K $580K
PVAL
Putnam ETF Tr Putnam Focused L
-260
- 1.81%
$39.93 - $42.72 $10.4K - $11.1K
14.1K $601K
RPM
Rpm International Inc

Basic Materials
-23
- 0.65%
$110.07 - $128.23 $2.53K - $2.95K
3.52K $414K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-650
- 2.96%
$33.78 - $36.74 $22K - $23.9K
21.3K $775K
NFG
National Fuel Gas CO

Energy
-34
- 0.79%
$82.19 - $93.72 $2.79K - $3.19K
4.3K $396K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-50
- 1.72%
$185.88 - $207.44 $9.29K - $10.4K
2.85K $573K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-26
- 0.94%
$148.97 - $165.88 $3.87K - $4.31K
2.73K $449K
IDV
Ishares Tr

ETFs
-2.33K
- 3.87%
$34.54 - $37.28 $80.6K - $87K
57.9K $2.12M
SNA
Snap On Inc

Industrials
-19
- 1.46%
$313.01 - $346.53 $5.95K - $6.58K
1.29K $445K
KLAC
Kla Corp

Technology
-31
- 7.14%
$843.9 - $1078.6 $26.2K - $33.4K
403 $434K
DHS
Wisdomtree Tr U.S

ETFs
-644
- 2.75%
$96.42 - $101.82 $62.1K - $65.6K
22.8K $2.3M
PSX
Phillips 66

Energy
-1.68K
- 10.19%
$118.37 - $139.46 $199K - $234K
14.8K $2.01M
SO
Southern CO

Utilities
-743
- 1.85%
$90.83 - $96.0 $67.5K - $71.3K
39.5K $3.74M
MCD
Mcdonalds Corp

Consumer Cyclical
-561
- 3.0%
$291.67 - $316.99 $164K - $178K
18.1K $5.51M
MS
Morgan Stanley

Financial Services
-41
- 1.31%
$139.09 - $161.16 $5.7K - $6.61K
3.08K $489K
GD
General Dynamics Corp

Industrials
-293
- 9.46%
$293.92 - $341.0 $86.1K - $99.9K
2.81K $956K
ENB
Enbridge Inc

Energy
-56
- 0.49%
$43.79 - $50.46 $2.45K - $2.83K
11.4K $575K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-1.63K
- 21.84%
$96.73 - $137.09 $158K - $224K
5.85K $774K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-4
- 0.03%
$87.29 - $93.61 $349 - $374
14.8K $1.38M
ADM
Archer Daniels Midland CO

Consumer Defensive
-3.44K
- 9.01%
$53.54 - $64.21 $184K - $221K
34.8K $2.08M
HPE
Hewlett Packard Enterprise CO

Technology
-191
- 1.18%
$19.81 - $25.24 $3.78K - $4.82K
16K $393K
ROK
Rockwell Automation, Inc

Industrials
-23
- 0.52%
$328.67 - $358.52 $7.56K - $8.25K
4.39K $1.54M
CMI
Cummins Inc

Industrials
-6
- 0.73%
$327.85 - $426.39 $1.97K - $2.56K
814 $343K
COP
Conocophillips

Energy
-755
- 2.36%
$91.0 - $98.99 $68.7K - $74.7K
31.2K $2.95M
IVE
Ishares S&P 500 Value ETF

ETFs
-8
- 0.1%
$194.44 - $206.51 $1.56K - $1.65K
7.93K $1.64M
VUG
Vanguard Growth ETF

ETFs
-60
- 2.13%
$433.97 - $484.08 $26K - $29K
2.76K $1.32M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-180
- 0.84%
$91.28 - $97.59 $16.4K - $17.6K
21.3K $2.04M
GE
General Electric CO

Industrials
-7
- 0.33%
$244.75 - $305.63 $1.71K - $2.14K
2.14K $642K
XLK
Technology Sector Spdr

ETFs
-756
- 7.1%
$250.97 - $282.66 $190K - $214K
9.9K $2.79M
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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