Avantax Planning Partners, Inc. Portfolio Holdings

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025

Avantax Planning Partners, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.81 Billion distributed in 431 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $373M, Schwab Strategic Tr Us Dividen with a value of $269M, Schwab Strategic Tr Us Large C with a value of $267M, Schwab Us Aggregate Bond ETF with a value of $157M, and Schwab Strategic Tr Intl Eqty with a value of $127M.

Examining the 13F form we can see an increase of $53M in the current position value, from $2.76B to 2.81B.

Below you can find more details about Avantax Planning Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.81 Billion
ETFs: $2.33 Billion
Technology: $108 Million
Healthcare: $69.7 Million
Consumer Defensive: $60.4 Million
Industrials: $55.6 Million
Financial Services: $54.8 Million
Energy: $44.3 Million
Consumer Cyclical: $39.3 Million
Other: $45.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$30.1 Million 1.07% of portfolio
135,488
Q1 2025 Reduced 14.59%
$3.75T
$15.3 Million 0.55% of portfolio
40,883
Q1 2025 Reduced 8.57%
$831B
$12.7 Million 0.45% of portfolio
51,598
Q1 2025 Reduced 3.15%
$300B
$12.5 Million 0.44% of portfolio
174,122
Q1 2025 Added 2.15%
$337B
$11.9 Million 0.43% of portfolio
57,019
Q1 2025 Reduced 5.48%
$24.9B
$10.9 Million 0.39% of portfolio
141,195
Q1 2025 Added 1.73%
$154B
$11.1 Million 0.39% of portfolio
23,599
Q1 2025 Added 17.16%
$380B
$10.2 Million 0.36% of portfolio
27,696
Q1 2025 Added 3.43%
$300B
$9.89 Million 0.35% of portfolio
59,090
Q1 2025 Added 2.21%
$474B
$9.63 Million 0.34% of portfolio
80,985
Q1 2025 Added 1.95%
$435B
$9.51 Million 0.34% of portfolio
10,051
Q1 2025 Reduced 6.07%
$179B
$9.19 Million 0.33% of portfolio
202,605
Q1 2025 Added 4.08%
$260B
$9.21 Million 0.33% of portfolio
37,041
Q1 2025 Reduced 11.72%
$177B
$9.36 Million 0.33% of portfolio
48,091
Q1 2025 Added 3.16%
$373B
$8.9 Million 0.32% of portfolio
52,214
Q1 2025 Reduced 3.99%
$2.27T
$9.04 Million 0.32% of portfolio
47,489
Q1 2025 Added 89.79%
$113B
$8.79 Million 0.31% of portfolio
52,524
Q1 2025 Reduced 5.11%
$159B
$8.31 Million 0.3% of portfolio
26,659
Q1 2025 Added 0.97%
$212B
$8.33 Million 0.3% of portfolio
92,798
Q1 2025 Added 14.0%
$185B
$8.05 Million 0.29% of portfolio
53,689
Q1 2025 Added 11.18%
$409B
$7.46 Million 0.27% of portfolio
44,955
Q1 2025 Added 3.97%
$631B
$7.58 Million 0.27% of portfolio
14,225
Q1 2025 Reduced 7.92%
$103B
$6.62 Million 0.24% of portfolio
110,348
Q1 2025 Reduced 3.97%
$143B
$6.58 Million 0.23% of portfolio
259,725
Q1 2025 Added 4.89%
$406B
$6.13 Million 0.22% of portfolio
56,536
Q1 2025 Reduced 0.11%
$57.5B
$5.92 Million 0.21% of portfolio
44,800
Q1 2025 Added 5.73%
$64.8B
$6.04 Million 0.21% of portfolio
16,379
Q1 2025 New
$216B
$5.93 Million 0.21% of portfolio
18,968
Q1 2025 Reduced 0.96%
$121B
$5.62 Million 0.2% of portfolio
12,574
Q1 2025 Added 7.06%
$74.5B
$4.67 Million 0.17% of portfolio
42,455
Q1 2025 Added 8.86%
$748B
$4.41 Million 0.16% of portfolio
5,342
Q1 2025 Added 11.2%
$376B
$4.54 Million 0.16% of portfolio
108,746
Q1 2025 Reduced 6.55%
$71.4B
$4.54 Million 0.16% of portfolio
35,394
Q1 2025 Added 5.79%
$100B
$3.53 Million 0.13% of portfolio
38,337
Q1 2025 Reduced 0.73%
$934B
$3.79 Million 0.13% of portfolio
14,614
Q1 2025 Added 1.11%
$179B
$3.74 Million 0.13% of portfolio
24,364
Q1 2025 Reduced 3.03%
$1.07T
$3.57 Million 0.13% of portfolio
23,114
Q1 2025 Added 8.33%
$165B
$3.31 Million 0.12% of portfolio
6,651
Q1 2025 Added 6.42%
$120B
$3.41 Million 0.12% of portfolio
32,435
Q1 2025 Reduced 2.7%
$101B
$3.47 Million 0.12% of portfolio
56,877
Q1 2025 Reduced 10.23%
$36.3B
$3.34 Million 0.12% of portfolio
33,647
Q1 2025 Added 952.78%
$585B
$3.36 Million 0.12% of portfolio
9,576
Q1 2025 Added 8.88%
$70.3B
$3.46 Million 0.12% of portfolio
82,004
Q1 2025 Reduced 19.23%
$20.2B
$3.04 Million 0.11% of portfolio
35,998
Q1 2025 Reduced 0.31%
$44.4B
$3.17 Million 0.11% of portfolio
22,261
Q1 2025 Added 9.89%
$432B
$3.19 Million 0.11% of portfolio
4
Q1 2025 New
$1.62T
$3.09 Million 0.11% of portfolio
5,356
Q1 2025 Added 6.1%
$233B
$3.16 Million 0.11% of portfolio
23,838
Q1 2025 Reduced 4.55%
$34.6B
$2.99 Million 0.11% of portfolio
16,736
Q1 2025 Added 1,095.43%

Summary

  • Portfolio
  • No. of Stocks 431
  • Current Value $2.81 Billion
  • Prior Value $2.76 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 29 stocks
  • Additional Purchases 169 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 169 stocks
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