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
$32.8B
$221,000 0.01% of portfolio
2,433
Q1 2025 New
$136B
$310,000 0.01% of portfolio
3,255
Q1 2025 Reduced 0.88%
$393M
$181,000 0.01% of portfolio
19,465
Q1 2025 New
$37.1B
$213,000 0.01% of portfolio
3,011
Q4 2024 New
$37.8B
$276,000 0.01% of portfolio
3,701
Q1 2025 Added 4.14%
$11.7B
$201,000 0.01% of portfolio
1,000
Q3 2024 Reduced 6.8%
$53.6B
$302,000 0.01% of portfolio
2,787
Q1 2025 Reduced 3.46%
$3.7B
$242,000 0.01% of portfolio
3,691
Q1 2025 New
$86.5B
$216,000 0.01% of portfolio
3,312
Q1 2025 Added 0.42%
$49.2B
$306,000 0.01% of portfolio
2,140
Q1 2025 Reduced 1.52%
$64.4B
$391,000 0.01% of portfolio
3,520
Q1 2025 Added 0.09%
$2.87B
$268,000 0.01% of portfolio
3,414
Q3 2024 Reduced 0.15%
$15B
$210,000 0.01% of portfolio
6,160
Q1 2025 New
$5.35B
$273,000 0.01% of portfolio
2,703
Q1 2025 New
$154B
$309,000 0.01% of portfolio
5,192
Q1 2025 Reduced 0.57%
$23.9B
$219,000 0.01% of portfolio
1,994
Q4 2024 Added 1.63%
$3.62B
$345,000 0.01% of portfolio
5,000
Q2 2024 New
$16.3B
$208,000 0.01% of portfolio
2,832
Q1 2025 Reduced 5.22%
$116B
$236,000 0.01% of portfolio
783
Q1 2025 Added 5.1%
$7.03B
$315,000 0.01% of portfolio
512
Q1 2025 Added 0.2%
$63.5B
$215,000 0.01% of portfolio
3,396
Q1 2025 Added 0.44%
$43B
$256,000 0.01% of portfolio
1,865
Q1 2025 Reduced 5.28%
$4.48B
$224,000 0.01% of portfolio
2,470
Q4 2024 New
$38.2B
$211,000 0.01% of portfolio
10,867
Q1 2025 New
$21.4B
$219,000 0.01% of portfolio
1,420
Q1 2025 New
$53.8B
$246,000 0.01% of portfolio
2,256
Q3 2024 Reduced 41.08%
$47.1B
$389,000 0.01% of portfolio
8,250
Q1 2025 Added 21.32%
$157B
$365,000 0.01% of portfolio
9,917
Q1 2025 Reduced 26.58%
$8.08B
$325,000 0.01% of portfolio
246
Q3 2024 New
$94.5B
$343,000 0.01% of portfolio
1,045
Q1 2025 Added 4.19%
$5.65B
$224,000 0.01% of portfolio
3,130
Q3 2024 Reduced 10.44%
$15.5B
$363,000 0.01% of portfolio
2,471
Q1 2025 Added 24.73%
$166B
$238,000 0.01% of portfolio
3,360
Q1 2025 Reduced 12.82%
$57.6B
$243,000 0.01% of portfolio
503
Q1 2025 Reduced 1.95%
$103B
$299,000 0.01% of portfolio
1,130
Q1 2025 Reduced 22.02%
$95.8B
$208,000 0.01% of portfolio
6,177
Q1 2025 New
$7.52B
$373,000 0.01% of portfolio
4,718
Q1 2025 Reduced 7.27%
$69.7B
$204,000 0.01% of portfolio
467
Q1 2025 New
$240B
$371,000 0.01% of portfolio
3,180
Q1 2025 Reduced 1.64%
$3.88B
$335,000 0.01% of portfolio
1,165
Q1 2025 Reduced 0.85%
$41.3B
$226,000 0.01% of portfolio
4,689
Q1 2025 Reduced 6.74%
$75.4B
$391,000 0.01% of portfolio
3,014
Q3 2024 Reduced 7.72%
$23.8B
$201,000 0.01% of portfolio
1,181
Q1 2025 New
$59.6B
$210,000 0.01% of portfolio
3,223
Q4 2024 Reduced 35.87%
$14.8B
$213,000 0.01% of portfolio
2,573
Q3 2024 Reduced 1.23%
$11.6B
$215,000 0.01% of portfolio
5,490
Q1 2025 New
$1.62B
$145,000 0.01% of portfolio
25,250
Q1 2025 Reduced 3.44%
$35.9B
$243,000 0.01% of portfolio
2,022
Q1 2025 Reduced 2.41%
$18.1B
$247,000 0.01% of portfolio
3,004
Q1 2025 Reduced 0.83%

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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