Avantax Planning Partners, Inc. Portfolio Holdings
Avantax Planning Partners, Inc.
- $3.11 Billion
- Q2 2025
Avantax Planning Partners, Inc. has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.11 Billion distributed in 447 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 $444M, Schwab Strategic Tr Us Large C with a value of $275M, Schwab Strategic Tr Us Dividen with a value of $251M, Schwab Us Aggregate Bond ETF with a value of $162M, and Schwab Strategic Tr Intl Eqty with a value of $139M.
Examining the 13F form we can see an increase of $301M in the current position value, from $2.81B to 3.11B.
Below you can find more details about Avantax Planning Partners, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 447
- Current Value $3.11 Billion
- Prior Value $2.81 Billion
- Filing
- Period Q2 2025
- Filing Date August 11, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 35 stocks
- Additional Purchases 169 stocks
- Sold out of 0 stocks
- Reduced holdings in 181 stocks