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 Market Cap. of $10 Billions to $200 Billions
