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
IJK
Ishares S&P Midcap 400 Growth

ETFs
-726
- 3.27%
$73.7 - $90.98 $53.5K - $66.1K
21.5K $1.95M
QCOM
Qualcomm Inc

Technology
-197
- 0.81%
$124.66 - $159.48 $24.6K - $31.4K
24.2K $3.85M
EFG
Msci Eafe Growth ETF

ETFs
-1
- 0.01%
$89.8 - $112.0 $89.8 - $112
9.12K $1.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7
- 0.05%
$72.96 - $90.39 $511 - $633
14.8K $1.32M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-257
- 1.23%
$65.84 - $80.81 $16.9K - $20.8K
20.7K $1.66M
IWP
Ishares Russell Mid Cap Growth

ETFs
-21.2K
- 14.67%
$104.34 - $138.68 $2.22M - $2.95M
124K $17.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-44
- 0.07%
$19.1 - $23.83 $840 - $1.05K
59.1K $1.41M
VBR
Vanguard Small Cap Value ETF

ETFs
-111
- 0.62%
$162.76 - $195.77 $18.1K - $21.7K
17.9K $3.48M
PM
Philip Morris International Inc.

Consumer Defensive
-623
- 5.47%
$149.23 - $184.95 $93K - $115K
10.8K $1.96M
BA
Boeing CO

Industrials
-45
- 1.07%
$136.59 - $217.51 $6.15K - $9.79K
4.17K $872K
IWN
Ishares Russell2000 Val ETF

ETFs
-436
- 1.29%
$131.84 - $157.76 $57.5K - $68.8K
33.4K $5.27M
CW
Curtiss Wright Corp

Industrials
-1
- 0.1%
$283.18 - $488.55 $283 - $489
1K $489K
ETN
Eaton Corp PLC

Industrials
-1
- 0.05%
$246.52 - $356.99 $247 - $357
2.04K $726K
IVV
Ishares Core S&P 500 ETF

ETFs
-67
- 1.74%
$498.8 - $620.9 $33.4K - $41.6K
3.79K $2.35M
VGT
Vanguard Information Technolog

ETFs
-335
- 8.9%
$470.37 - $663.28 $158K - $222K
3.43K $2.27M
VTI
Vanguard Total Stock Market Et

ETFs
-227
- 2.11%
$243.75 - $303.93 $55.3K - $69K
10.5K $3.2M
TT
Trane Technologies PLC

Industrials
-10
- 0.38%
$315.21 - $437.41 $3.15K - $4.37K
2.66K $1.16M
EEM
Ishares Msci Emerging Markets

ETFs
-1.13K
- 1.52%
$38.52 - $48.28 $43.6K - $54.6K
73.3K $3.53M
VEA
Vanguard Ftse Developed Market

ETFs
-509
- 1.0%
$45.65 - $57.01 $23.2K - $29K
50.1K $2.86M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2
- -0.0%
$58.41 - $72.69 $117 - $145
45.8K $3.33M
NFLX
Netflix Inc

Communication Services
-84
- 5.55%
$855.86 - $1339.13 $71.9K - $112K
1.43K $1.91M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-19.6K
- 3.45%
$29.12 - $35.84 $571K - $703K
550K $19.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-5.19K
- 2.63%
$75.29 - $91.16 $391K - $473K
192K $17.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.66K
- 1.31%
$39.89 - $49.46 $146K - $181K
275K $13.6M
AVUV
American Centy ETF Tr Avantis

ETFs
-20K
- 2.45%
$75.17 - $91.21 $1.5M - $1.82M
798K $72.7M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
-24.2K
- 2.42%
$28.28 - $34.34 $685K - $832K
977K $33.1M
IBM
International Business Machines Corp

Technology
-340
- 0.92%
$221.03 - $294.78 $75.2K - $100K
36.7K $10.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-9.22K
- 10.21%
$320.42 - $424.58 $2.95M - $3.91M
81.1K $34.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-81.1K
- 0.81%
$23.55 - $27.67 $1.91M - $2.24M
9.95M $275M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-161K
- 2.5%
$17.76 - $22.1 $2.86M - $3.56M
6.28M $139M
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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