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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$579B
$3.36 Million 0.12% of portfolio
9,576
Q1 2025 Added 8.88%
$68.4B
$3.46 Million 0.12% of portfolio
82,004
Q1 2025 Reduced 19.23%
$20B
$3.04 Million 0.11% of portfolio
35,998
Q1 2025 Reduced 0.31%
$0
$2.95 Million 0.11% of portfolio
10,745
Q1 2025 Added 0.4%
$43.1B
$3.17 Million 0.11% of portfolio
22,261
Q1 2025 Added 9.89%
$435B
$3.19 Million 0.11% of portfolio
4
Q1 2025 New
$1.58T
$3.09 Million 0.11% of portfolio
5,356
Q1 2025 Added 6.1%
$0
$3.01 Million 0.11% of portfolio
45,768
Q1 2025 Added 0.05%
$220B
$3.16 Million 0.11% of portfolio
23,838
Q1 2025 Reduced 4.55%
$33.5B
$2.99 Million 0.11% of portfolio
16,736
Q1 2025 Added 1,095.43%
$146M
$3.15 Million 0.11% of portfolio
279,541
Q2 2024 Added 55.49%
$0
$2.71 Million 0.1% of portfolio
68,632
Q1 2025 Added 23.23%
$0
$2.89 Million 0.1% of portfolio
257,400
Q1 2025 Reduced 1.23%
$262B
$2.77 Million 0.1% of portfolio
31,572
Q1 2025 Reduced 8.57%
$655B
$2.46 Million 0.09% of portfolio
17,562
Q1 2025 Reduced 14.41%
$0
$2.39 Million 0.09% of portfolio
32,583
Q1 2025 Added 71.99%
$147B
$2.45 Million 0.09% of portfolio
20,092
Q1 2025 Reduced 1.06%
$0
$2.38 Million 0.08% of portfolio
23,980
Q1 2025 Reduced 1.08%
$227B
$2.11 Million 0.08% of portfolio
6,406
Q1 2025 Added 2.22%
$0
$2.17 Million 0.08% of portfolio
3,859
Q1 2025 Reduced 14.96%
$0
$2.39 Million 0.08% of portfolio
9,018
Q1 2025 Added 34.12%
$59.8B
$2.11 Million 0.07% of portfolio
17,067
Q1 2025 Reduced 5.96%
$261B
$1.93 Million 0.07% of portfolio
3,677
Q1 2025 Reduced 6.56%
$0
$1.97 Million 0.07% of portfolio
79,481
Q1 2025 Reduced 17.09%
$0
$2.04 Million 0.07% of portfolio
3,763
Q1 2025 Added 19.16%
$30.5B
$1.96 Million 0.07% of portfolio
40,769
Q1 2025 Reduced 6.46%
$0
$1.85 Million 0.07% of portfolio
22,183
Q1 2025 Reduced 6.83%
$127B
$1.83 Million 0.07% of portfolio
6,005
Q1 2025 Reduced 62.21%
$0
$1.92 Million 0.07% of portfolio
73,161
Q1 2025 Added 2.37%
$107B
$1.84 Million 0.07% of portfolio
6,396
Q1 2025 Reduced 8.08%
$0
$1.96 Million 0.07% of portfolio
10,410
Q1 2025 Reduced 1.34%
$250B
$1.81 Million 0.06% of portfolio
11,394
Q1 2025 Reduced 3.26%
$18.8B
$1.69 Million 0.06% of portfolio
14,204
Q1 2025 Reduced 12.27%
$0
$1.74 Million 0.06% of portfolio
3,379
Q1 2025 Added 3.14%
$16.4B
$1.68 Million 0.06% of portfolio
26,073
Q1 2025 Reduced 11.09%
$0
$1.81 Million 0.06% of portfolio
8,774
Q1 2025 Reduced 0.91%
$0
$1.55 Million 0.06% of portfolio
37,536
Q1 2025 Added 2.64%
$3.66B
$1.77 Million 0.06% of portfolio
29,108
Q1 2025 Reduced 11.29%
$19.6B
$1.78 Million 0.06% of portfolio
4,091
Q1 2025 Added 6.34%
$0
$1.75 Million 0.06% of portfolio
28,906
Q1 2024 Added 90.4%
$0
$1.37 Million 0.05% of portfolio
6,848
Q1 2025 Reduced 4.78%
$525B
$1.41 Million 0.05% of portfolio
1,513
Q1 2025 Added 14.8%
$0
$1.34 Million 0.05% of portfolio
12,521
Q1 2025 Added 0.01%
$0
$1.37 Million 0.05% of portfolio
59,926
Q1 2025 Reduced 0.28%
$0
$1.35 Million 0.05% of portfolio
57,816
Q1 2025 Reduced 2.92%
$0
$1.42 Million 0.05% of portfolio
20,270
Q1 2025 Reduced 2.15%
$0
$1.44 Million 0.05% of portfolio
7,563
Q1 2025 Reduced 3.99%
$0
$1.41 Million 0.05% of portfolio
12,240
Q1 2023 Reduced 1.81%
$102B
$1.29 Million 0.05% of portfolio
1,914
Q1 2025 Reduced 4.35%

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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