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.

Portfolio value $3.11 Billion
ETFs: $2.61 Billion
Technology: $131 Million
Healthcare: $64.1 Million
Industrials: $61.3 Million
Financial Services: $59.8 Million
Consumer Defensive: $53.3 Million
Consumer Cyclical: $42.8 Million
Energy: $41.4 Million
Other: $42.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$34.2B
$3.48 Million 0.11% of portfolio
17,928
Q2 2025 Added 7.12%
$0
$3.48 Million 0.11% of portfolio
17,859
Q2 2025 Reduced 0.62%
$0
$3.53 Million 0.11% of portfolio
73,270
Q2 2025 Reduced 1.52%
$0
$3.33 Million 0.11% of portfolio
45,766
Q2 2025 Reduced -0.0%
$235B
$3.24 Million 0.1% of portfolio
23,801
Q2 2025 Reduced 0.16%
$0
$3.2 Million 0.1% of portfolio
10,518
Q2 2025 Reduced 2.11%
$32.6B
$2.96 Million 0.1% of portfolio
36,241
Q2 2025 Added 7.71%
$42B
$3.01 Million 0.1% of portfolio
23,385
Q2 2025 Added 5.05%
$20.7B
$2.86 Million 0.09% of portfolio
35,998
Q1 2025 Reduced 0.31%
$190B
$2.92 Million 0.09% of portfolio
7,193
Q2 2025 Added 8.15%
$0
$2.86 Million 0.09% of portfolio
38,783
Q2 2025 Added 19.03%
$280B
$2.84 Million 0.09% of portfolio
29,007
Q2 2025 Reduced 8.12%
$95.9B
$2.8 Million 0.09% of portfolio
60,419
Q2 2025 Added 6.23%
$0
$2.86 Million 0.09% of portfolio
50,138
Q2 2025 Reduced 1.0%
$0
$2.7 Million 0.09% of portfolio
10,651
Q2 2025 Added 21.39%
$120B
$2.87 Million 0.09% of portfolio
31,970
Q2 2025 Reduced 1.43%
$0
$2.35 Million 0.08% of portfolio
3,792
Q2 2025 Reduced 1.74%
$0
$2.34 Million 0.08% of portfolio
210,558
Q2 2025 Reduced 18.2%
$168B
$2.47 Million 0.08% of portfolio
20,033
Q2 2025 Reduced 0.29%
$0
$2.08 Million 0.07% of portfolio
60,234
Q2 2025 Added 72.82%
$21.1B
$2.09 Million 0.07% of portfolio
4,091
Q1 2025 Added 6.34%
$0
$2.25 Million 0.07% of portfolio
23,459
Q2 2025 Reduced 2.17%
$452B
$2.19 Million 0.07% of portfolio
3
Q2 2025 Reduced 25.0%
$0
$2.27 Million 0.07% of portfolio
3,428
Q2 2025 Reduced 8.9%
$0
$2.11 Million 0.07% of portfolio
3,712
Q2 2025 Added 9.85%
$65.4B
$1.96 Million 0.06% of portfolio
16,456
Q2 2025 Reduced 3.58%
$534B
$1.91 Million 0.06% of portfolio
1,429
Q2 2025 Reduced 5.55%
$261B
$1.78 Million 0.06% of portfolio
12,576
Q2 2025 Added 9.7%
$123B
$2 Million 0.06% of portfolio
6,547
Q2 2025 Added 2.36%
$0
$1.94 Million 0.06% of portfolio
28,906
Q1 2024 Added 90.4%
$251B
$1.96 Million 0.06% of portfolio
10,771
Q2 2025 Reduced 5.47%
$0
$1.75 Million 0.06% of portfolio
98,311
Q2 2025 Added 297.34%
$122B
$1.76 Million 0.06% of portfolio
5,697
Q2 2025 Reduced 5.13%
$0
$1.98 Million 0.06% of portfolio
79,504
Q2 2025 Added 0.03%
$0
$1.83 Million 0.06% of portfolio
62,443
Q2 2025 Reduced 14.65%
$0
$2.02 Million 0.06% of portfolio
10,410
Q1 2025 Reduced 1.34%
$0
$1.95 Million 0.06% of portfolio
21,457
Q2 2025 Reduced 3.27%
$1.48T
$1.72 Million 0.06% of portfolio
9,682
Q2 2025 Added 5.33%
$32.8B
$2.02 Million 0.06% of portfolio
38,196
Q2 2025 Reduced 6.31%
$0
$1.63 Million 0.05% of portfolio
21,026
Q2 2025 Added 3.73%
$0
$1.66 Million 0.05% of portfolio
20,689
Q2 2025 Reduced 1.23%
$111B
$1.4 Million 0.05% of portfolio
1,914
Q1 2025 Reduced 4.35%
$0
$1.41 Million 0.05% of portfolio
59,087
Q2 2025 Reduced 0.07%
$1.89B
$1.53 Million 0.05% of portfolio
48,473
Q4 2024 Added 1.58%
$4.01B
$1.64 Million 0.05% of portfolio
29,150
Q2 2025 Added 0.14%
$77.6B
$1.42 Million 0.05% of portfolio
10,617
Q2 2025 Added 0.65%
$0
$1.55 Million 0.05% of portfolio
7,935
Q2 2025 Added 4.92%
$214B
$1.54 Million 0.05% of portfolio
266
Q2 2025 Added 12.71%
$19.6B
$1.68 Million 0.05% of portfolio
13,811
Q2 2025 Reduced 2.77%

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
Track This Portfolio

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email