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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.9B
$214,000 0.01% of portfolio
5,947
Q1 2025 Reduced 10.71%
$13B
$320,000 0.01% of portfolio
16,000
Q1 2025 Added 14.29%
$30.4B
$413,000 0.01% of portfolio
6,918
Q1 2025 Reduced 5.13%
$20.2B
$285,000 0.01% of portfolio
7,133
Q1 2024 Added 2.03%
$142B
$414,000 0.01% of portfolio
3,703
Q1 2025 Added 1.2%
$46.7B
$335,000 0.01% of portfolio
33,413
Q1 2025 Reduced 12.39%
$59.2B
$302,000 0.01% of portfolio
477
Q1 2025 Reduced 1.85%
$54.7B
$206,000 0.01% of portfolio
814
Q1 2025 Added 1.5%
$40.7B
$327,000 0.01% of portfolio
3,974
Q1 2025 Reduced 6.19%
$50.7B
$272,000 0.01% of portfolio
910
Q1 2025 Added 5.32%
$30.4B
$53,000 0.0% of portfolio
11,563
Q1 2025 Reduced 0.86%

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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