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
INTC
Intel Corp

Technology
-1.45K
- 10.48%
$19.31 - $35.5 $27.9K - $51.4K
12.4K $414K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-61
- 2.27%
$224.68 - $282.71 $13.7K - $17.2K
2.63K $733K
AEM
Agnico Eagle Mines LTD

Basic Materials
-77
- 2.69%
$116.14 - $168.56 $8.94K - $13K
2.79K $469K
WMT
Walmart Inc.

Consumer Defensive
-211
- 0.73%
$94.4 - $104.27 $19.9K - $22K
28.8K $2.97M
GLW
Corning Inc

Technology
-42
- 0.91%
$51.6 - $82.03 $2.17K - $3.45K
4.58K $375K
AMAT
Applied Materials Inc

Technology
-304
- 3.3%
$156.25 - $204.95 $47.5K - $62.3K
8.9K $1.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-203
- 1.42%
$459.11 - $506.91 $93.2K - $103K
14.1K $7.11M
LNT
Alliant Energy Corp

Utilities
-452
- 1.74%
$60.76 - $67.41 $27.5K - $30.5K
25.6K $1.72M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.72K
- 3.82%
$132.9 - $142.03 $361K - $386K
68.4K $9.64M
QCOM
Qualcomm Inc

Technology
-37
- 0.15%
$145.84 - $173.55 $5.4K - $6.42K
24.1K $4.01M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-798
- 1.74%
$72.65 - $78.68 $58K - $62.8K
45K $3.52M
VOE
Vanguard Mid Cap Value Index F

ETFs
-2.05K
- 3.63%
$164.63 - $174.58 $337K - $357K
54.3K $9.48M
VOT
Vanguard Mid Cap Growth Index

ETFs
-793
- 1.62%
$282.75 - $294.19 $224K - $233K
48.1K $14.1M
VBR
Vanguard Small Cap Value ETF

ETFs
-57
- 0.32%
$195.41 - $212.37 $11.1K - $12.1K
17.8K $3.72M
APP
App Lovin Corp

Technology
-127
- 13.91%
$335.1 - $718.54 $42.6K - $91.3K
786 $564K
VLUE
Ishares Msci Usa Value Factor

ETFs
-880
- 2.94%
$111.55 - $125.05 $98.2K - $110K
29.1K $3.64M
VTV
Vanguard Value ETF

ETFs
-391
- 0.93%
$175.51 - $186.57 $68.6K - $72.9K
41.9K $7.81M
EEM
Ishares Msci Emerging Markets

ETFs
-651
- 0.89%
$48.07 - $53.4 $31.3K - $34.8K
72.6K $3.88M
SPY
Spdr S&P 500 ETF Trust

ETFs
-603
- 3.85%
$617.65 - $666.84 $372K - $402K
15K $10M
TJX
Tjx Companies Inc

Consumer Cyclical
-44
- 0.22%
$121.35 - $144.54 $5.34K - $6.36K
20K $2.89M
IWN
Ishares Russell2000 Val ETF

ETFs
-1.23K
- 3.69%
$157.1 - $178.94 $194K - $221K
32.2K $5.69M
EFV
Msci Eafe Value ETF

ETFs
-379
- 0.37%
$62.79 - $68.42 $23.8K - $25.9K
103K $6.96M
IWS
Ishares Russell Midcap Value E

ETFs
-2.53K
- 2.21%
$132.83 - $140.61 $336K - $356K
112K $15.6M
CAT
Caterpillar Inc

Industrials
-86
- 1.34%
$390.92 - $477.15 $33.6K - $41K
6.34K $3.02M
GOOG
Alphabet Inc.

Communication Services
-132
- 1.36%
$175.16 - $255.24 $23.1K - $33.7K
9.55K $2.33M
MO
Altria Group, Inc.

Consumer Defensive
-2.6K
- 2.21%
$57.75 - $67.68 $150K - $176K
115K $7.61M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-8.24K
- 1.92%
$29.2 - $32.74 $241K - $270K
420K $13.4M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-17.3K
- 2.98%
$52.12 - $55.33 $901K - $956K
563K $31.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-9.35K
- 3.4%
$49.43 - $54.52 $462K - $510K
266K $14.4M
DFAE
Dimensional ETF Tr

ETFs
-14.7K
- 2.9%
$28.84 - $31.84 $423K - $467K
492K $15.5M
VBK
Vanguard Small Cap Growth ETF

ETFs
-954
- 1.72%
$276.51 - $305.12 $264K - $291K
54.6K $16.2M
AVGO
Broadcom Inc.

Technology
-5.74K
- 10.8%
$264.74 - $369.57 $1.52M - $2.12M
47.4K $15.7M
ORCL
Oracle Corp

Technology
-434
- 2.36%
$218.96 - $328.33 $95K - $142K
18K $5.05M
JPM
Jpmorgan Chase & CO

Financial Services
-841
- 1.6%
$282.78 - $316.06 $238K - $266K
51.7K $16.3M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-11.5K
- 1.18%
$33.71 - $36.62 $387K - $420K
965K $34.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.54K
- 2.74%
$79.39 - $90.39 $440K - $501K
197K $17.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.21K
- 3.16%
$108.97 - $121.65 $676K - $755K
190K $23M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.58K
- 2.0%
$68.24 - $73.73 $654K - $706K
470K $34.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1.37K
- 2.48%
$284.45 - $324.95 $389K - $445K
53.9K $17.3M
FAST
Fastenal CO

Industrials
-5.68K
- 1.99%
$42.47 - $50.39 $241K - $286K
279K $13.7M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.28K
- 2.81%
$420.11 - $472.68 $957K - $1.08M
78.8K $36.9M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-28.3K
- 1.18%
$32.11 - $34.92 $909K - $989K
2.37M $82.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-192K
- 1.26%
$28.92 - $32.19 $5.54M - $6.17M
15M $479M
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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