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.