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
VTV
Vanguard Value ETF

ETFs
-394
- 0.89%
$167.73 - $179.21 $66.1K - $70.6K
43.7K $7.54M
DUK
Duke Energy Corp

Utilities
-292
- 3.26%
$105.87 - $121.97 $30.9K - $35.6K
8.67K $1.06M
COP
Conocophillips

Energy
-901
- 2.7%
$88.6 - $105.85 $79.8K - $95.4K
32.4K $3.41M
DHS
Wisdomtree Tr U.S

ETFs
-261
- 1.08%
$91.55 - $99.74 $23.9K - $26K
24K $2.38M
ED
Consolidated Edison Inc

Utilities
-281
- 4.1%
$88.0 - $110.59 $24.7K - $31.1K
6.57K $726K
VEA
Vanguard Ftse Developed Market

ETFs
-683
- 1.33%
$47.4 - $52.99 $32.4K - $36.2K
50.6K $2.57M
EEM
Ishares Msci Emerging Markets

ETFs
-465
- 0.62%
$40.81 - $45.34 $19K - $21.1K
74.4K $3.25M
MCK
Mckesson Corp

Healthcare
-87
- 4.35%
$566.21 - $672.99 $49.3K - $58.6K
1.91K $1.29M
GLD
Spdr Gold Trust

ETFs
-562
- 8.08%
$243.19 - $288.14 $137K - $162K
6.4K $1.84M
T
At&T Inc.

Communication Services
-1.59K
- 3.37%
$21.56 - $28.28 $34.3K - $45K
45.7K $1.29M
ABT
Abbott Laboratories

Healthcare
-1.14K
- 4.55%
$111.1 - $140.22 $126K - $159K
23.8K $3.16M
SO
Southern CO

Utilities
-282
- 0.73%
$80.96 - $92.96 $22.8K - $26.2K
38.3K $3.53M
MCD
Mcdonalds Corp

Consumer Cyclical
-184
- 0.96%
$279.74 - $321.29 $51.5K - $59.1K
19K $5.93M
PM
Philip Morris International Inc.

Consumer Defensive
-384
- 3.26%
$117.15 - $158.79 $45K - $61K
11.4K $1.81M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.1K
- 0.24%
$57.11 - $62.4 $62.7K - $68.5K
453K $27.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.22K
- 7.92%
$442.66 - $534.52 $542K - $654K
14.2K $7.58M
MO
Altria Group, Inc.

Consumer Defensive
-4.56K
- 3.97%
$50.81 - $60.02 $232K - $274K
110K $6.62M
ABBV
Abb Vie Inc.

Healthcare
-3.31K
- 5.48%
$169.2 - $216.66 $559K - $716K
57K $11.9M
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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