Avantax Planning Partners, Inc. Portfolio Holdings

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

Avantax Planning Partners, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.76 Billion distributed in 430 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 $428M, Schwab Strategic Tr Us Large C with a value of $259M, Schwab Strategic Tr Us Dividen with a value of $256M, Schwab Us Aggregate Bond ETF with a value of $148M, and Schwab Strategic Tr Intl Eqty with a value of $110M.

Examining the 13F form we can see an decrease of $19.3M in the current position value, from $2.78B to 2.76B.

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

Portfolio value $2.76 Billion
ETFs: $2.27 Billion
Technology: $129 Million
Industrials: $68 Million
Healthcare: $61.3 Million
Consumer Defensive: $58.1 Million
Financial Services: $50.8 Million
Consumer Cyclical: $39.2 Million
Energy: $36.4 Million
Other: $39 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$738,000 0.03% of portfolio
11,454
Q4 2024 Added 2.54%
$0
$746,000 0.03% of portfolio
16,968
Q4 2024 Reduced 2.92%
$0
$909,000 0.03% of portfolio
23,533
Q4 2024 Added 0.04%
$0
$768,000 0.03% of portfolio
9,769
Q4 2024 Reduced 4.84%
$0
$459,000 0.02% of portfolio
2,174
Q4 2024 New
$0
$578,000 0.02% of portfolio
11,969
Q4 2024 Reduced 0.01%
$0
$516,000 0.02% of portfolio
2,303
Q4 2024 Added 15.44%
$0
$465,000 0.02% of portfolio
3,940
Q4 2024 Added 0.08%
$0
$667,000 0.02% of portfolio
25,801
Q4 2024 Added 99.44%
$0
$577,000 0.02% of portfolio
6,733
Q4 2024 Reduced 6.69%
$0
$532,000 0.02% of portfolio
14,333
Q4 2024 Added 0.06%
$0
$653,000 0.02% of portfolio
22,382
Q4 2024 Reduced 1.46%
$0
$655,000 0.02% of portfolio
21,792
Q4 2024 Reduced 3.55%
$0
$574,000 0.02% of portfolio
15,450
Q4 2024 Reduced 6.31%
$0
$442,000 0.02% of portfolio
11,244
Q4 2024 Reduced 10.33%
$0
$525,000 0.02% of portfolio
3,292
Q1 2024 Added 0.73%
$0
$427,000 0.02% of portfolio
12,512
Q4 2024 Added 0.14%
$0
$678,000 0.02% of portfolio
28,561
Q4 2024 Reduced 3.53%
$0
$648,000 0.02% of portfolio
25,901
Q4 2024 Reduced 0.73%
$0
$554,000 0.02% of portfolio
5,193
Q4 2024 Reduced 8.09%
$0
$633,000 0.02% of portfolio
23,132
Q4 2024 Added 48.76%
$0
$594,000 0.02% of portfolio
4,206
Q2 2023 Added 2.59%
$0
$665,000 0.02% of portfolio
11,616
Q4 2024 Reduced 4.76%
$0
$538,000 0.02% of portfolio
20,154
Q3 2024 Reduced 32.33%
$0
$625,000 0.02% of portfolio
25,306
Q4 2024 Reduced 0.33%
$0
$534,000 0.02% of portfolio
21,657
Q3 2024 Added 3.87%
$0
$468,000 0.02% of portfolio
9,202
Q4 2024 Reduced 7.23%
$0
$415,000 0.02% of portfolio
11,650
Q4 2024 Added 0.03%
$0
$630,000 0.02% of portfolio
20,473
Q4 2024 New
$0
$448,000 0.02% of portfolio
9,256
Q4 2024 Added 2.23%
$0
$672,000 0.02% of portfolio
6,506
Q4 2024 Reduced 11.18%
$0
$598,000 0.02% of portfolio
13,123
Q4 2024 Reduced 1.08%
$0
$602,000 0.02% of portfolio
4,819
Q4 2024 Added 19.7%
$0
$651,000 0.02% of portfolio
1,949
Q4 2024 Added 0.1%
$0
$647,000 0.02% of portfolio
2,450
Q4 2024 Reduced 8.1%
$0
$275,000 0.01% of portfolio
2,005
Q4 2024 Added 40.31%
$0
$300,000 0.01% of portfolio
3,966
Q3 2024 Reduced 9.16%
$0
$315,000 0.01% of portfolio
3,688
Q4 2024 Added 49.25%
$0
$334,000 0.01% of portfolio
6,951
Q4 2022 New
$0
$324,000 0.01% of portfolio
1,352
Q4 2024 Reduced 2.24%
$0
$202,000 0.01% of portfolio
1,669
Q4 2024 New
$0
$401,000 0.01% of portfolio
2,588
Q4 2024 Added 40.65%
$0
$294,000 0.01% of portfolio
2,232
Q4 2024 Added 35.03%
$0
$354,000 0.01% of portfolio
13,305
Q4 2024 Reduced 28.16%
$0
$301,000 0.01% of portfolio
6,703
Q3 2024 Reduced 2.33%
$0
$374,000 0.01% of portfolio
7,637
Q4 2024 New
$0
$274,000 0.01% of portfolio
7,481
Q4 2024 Reduced 0.35%
$0
$286,000 0.01% of portfolio
1,524
Q4 2024 Reduced 2.18%
$0
$218,000 0.01% of portfolio
2,855
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 430
  • Current Value $2.76 Billion
  • Prior Value $2.78 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 184 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 151 stocks
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