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
$149M
$3.15 Million 0.11% of portfolio
279,541
Q2 2024 Added 55.49%
$263B
$2.77 Million 0.1% of portfolio
31,572
Q1 2025 Reduced 8.57%
$636B
$2.46 Million 0.09% of portfolio
17,562
Q1 2025 Reduced 14.41%
$146B
$2.45 Million 0.09% of portfolio
20,092
Q1 2025 Reduced 1.06%
$212B
$2.11 Million 0.08% of portfolio
6,406
Q1 2025 Added 2.22%
$62.8B
$2.11 Million 0.07% of portfolio
17,067
Q1 2025 Reduced 5.96%
$283B
$1.93 Million 0.07% of portfolio
3,677
Q1 2025 Reduced 6.56%
$29.7B
$1.96 Million 0.07% of portfolio
40,769
Q1 2025 Reduced 6.46%
$128B
$1.83 Million 0.07% of portfolio
6,005
Q1 2025 Reduced 62.21%
$276B
$1.81 Million 0.06% of portfolio
11,394
Q1 2025 Reduced 3.26%
$17.7B
$1.69 Million 0.06% of portfolio
14,204
Q1 2025 Reduced 12.27%
$15.5B
$1.68 Million 0.06% of portfolio
26,073
Q1 2025 Reduced 11.09%
$3.69B
$1.77 Million 0.06% of portfolio
29,108
Q1 2025 Reduced 11.29%
$19.5B
$1.78 Million 0.06% of portfolio
4,091
Q1 2025 Added 6.34%
$573B
$1.41 Million 0.05% of portfolio
1,513
Q1 2025 Added 14.8%
$105B
$1.29 Million 0.05% of portfolio
1,914
Q1 2025 Reduced 4.35%
$86.2B
$1.32 Million 0.05% of portfolio
9,020
Q1 2025 Added 4.53%
$200B
$1.29 Million 0.05% of portfolio
45,663
Q1 2025 Reduced 3.37%
$168B
$1.31 Million 0.05% of portfolio
9,004
Q1 2025 Reduced 11.06%
$1.08T
$1.44 Million 0.05% of portfolio
9,192
Q1 2025 Added 2.12%
$1.97B
$1.5 Million 0.05% of portfolio
48,473
Q4 2024 Added 1.58%
$39.3B
$1.36 Million 0.05% of portfolio
5,275
Q1 2025 Reduced 0.15%
$39.7B
$1.38 Million 0.05% of portfolio
12,318
Q1 2025 Reduced 1.05%
$145B
$1.3 Million 0.05% of portfolio
18,351
Q1 2025 Reduced 1.79%
$223B
$1.18 Million 0.04% of portfolio
11,464
Q1 2025 Added 22.28%
$82.7B
$1.16 Million 0.04% of portfolio
10,548
Q1 2025 Added 1.04%
$225B
$1.09 Million 0.04% of portfolio
236
Q1 2025 Added 5.83%
$5.27B
$1.05 Million 0.04% of portfolio
78,388
Q4 2024 Reduced 2.78%
$187B
$1.08 Million 0.04% of portfolio
3,476
Q1 2025 Added 16.92%
$174B
$1.14 Million 0.04% of portfolio
2,963
Q1 2025 Added 6.7%
$145B
$1.19 Million 0.04% of portfolio
5,028
Q1 2025 Added 0.12%
$271B
$1.12 Million 0.04% of portfolio
4,176
Q1 2025 Added 15.04%
$215B
$1 Million 0.04% of portfolio
7,569
Q1 2025 Added 2.83%
$90.2B
$1.06 Million 0.04% of portfolio
8,672
Q1 2025 Reduced 3.26%
$90.9B
$1.21 Million 0.04% of portfolio
1,987
Q3 2024 Reduced 0.5%
$3.47B
$1.26 Million 0.04% of portfolio
16,640
Q1 2025 Reduced 6.23%
$100B
$897,000 0.03% of portfolio
2,665
Q1 2025 Reduced 3.93%
$310B
$750,000 0.03% of portfolio
10,450
Q1 2025 Reduced 11.18%
$92.7B
$846,000 0.03% of portfolio
3,657
Q1 2025 Added 9.85%
$205B
$753,000 0.03% of portfolio
946
Q1 2025 Added 6.29%
$148B
$752,000 0.03% of portfolio
2,021
Q1 2025 Reduced 0.54%
$539B
$920,000 0.03% of portfolio
1,680
Q1 2025 Added 2.31%
$160B
$732,000 0.03% of portfolio
3,457
Q1 2025 Added 0.46%
$217B
$723,000 0.03% of portfolio
1,178
Q1 2025 Added 16.4%
$27.3B
$794,000 0.03% of portfolio
4,330
Q1 2025 Added 0.74%
$237B
$759,000 0.03% of portfolio
2,824
Q1 2025 Added 12.11%
$35.4B
$726,000 0.03% of portfolio
6,565
Q1 2025 Reduced 4.1%
$66.3B
$936,000 0.03% of portfolio
2,714
Q1 2025 Reduced 21.54%
$82.4B
$915,000 0.03% of portfolio
3,357
Q1 2025 Reduced 15.8%

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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email