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
$48.7B
$1.35 Million 0.05% of portfolio
12,926
Q1 2025 Added 9.02%
$0
$1.39 Million 0.05% of portfolio
10,254
Q1 2025 Added 20.21%
$82.5B
$1.32 Million 0.05% of portfolio
9,020
Q1 2025 Added 4.53%
$199B
$1.29 Million 0.05% of portfolio
45,663
Q1 2025 Reduced 3.37%
$162B
$1.31 Million 0.05% of portfolio
9,004
Q1 2025 Reduced 11.06%
$0
$1.54 Million 0.05% of portfolio
20,946
Q1 2025 Reduced 3.99%
$1.18T
$1.44 Million 0.05% of portfolio
9,192
Q1 2025 Added 2.12%
$0
$1.27 Million 0.05% of portfolio
59,131
Q1 2025 Reduced 3.72%
$1.9B
$1.5 Million 0.05% of portfolio
48,473
Q4 2024 Added 1.58%
$41.2B
$1.36 Million 0.05% of portfolio
5,275
Q1 2025 Reduced 0.15%
$38.8B
$1.38 Million 0.05% of portfolio
12,318
Q1 2025 Reduced 1.05%
$141B
$1.3 Million 0.05% of portfolio
18,351
Q1 2025 Reduced 1.79%
$262B
$1.18 Million 0.04% of portfolio
11,464
Q1 2025 Added 22.28%
$0
$1.18 Million 0.04% of portfolio
20,293
Q1 2025 Reduced 1.61%
$0
$1.08 Million 0.04% of portfolio
34,854
Q1 2025 Added 50.67%
$86.8B
$1.16 Million 0.04% of portfolio
10,548
Q1 2025 Added 1.04%
$5.27B
$1.05 Million 0.04% of portfolio
78,388
Q4 2024 Reduced 2.78%
$0
$1.21 Million 0.04% of portfolio
14,788
Q4 2024 Reduced 1.13%
$177B
$1.08 Million 0.04% of portfolio
3,476
Q1 2025 Added 16.92%
$173B
$1.14 Million 0.04% of portfolio
2,963
Q1 2025 Added 6.7%
$0
$999,000 0.04% of portfolio
2,696
Q1 2025 Reduced 8.7%
$136B
$1.19 Million 0.04% of portfolio
5,028
Q1 2025 Added 0.12%
$0
$1.13 Million 0.04% of portfolio
12,656
Q1 2025 Reduced 3.51%
$268B
$1.12 Million 0.04% of portfolio
4,176
Q1 2025 Added 15.04%
$228B
$1 Million 0.04% of portfolio
7,569
Q1 2025 Added 2.83%
$0
$1.26 Million 0.04% of portfolio
31,127
Q1 2025 Added 0.6%
$92.2B
$1.06 Million 0.04% of portfolio
8,672
Q1 2025 Reduced 3.26%
$0
$989,000 0.04% of portfolio
1,855
Q1 2025 Reduced 9.2%
$0
$1.04 Million 0.04% of portfolio
21,921
Q3 2024 Reduced 0.67%
$93.7B
$1.21 Million 0.04% of portfolio
1,987
Q3 2024 Reduced 0.5%
$0
$1.26 Million 0.04% of portfolio
23,008
Q1 2025 Reduced 4.63%
$3.22B
$1.26 Million 0.04% of portfolio
16,640
Q1 2025 Reduced 6.23%
$107B
$897,000 0.03% of portfolio
2,665
Q1 2025 Reduced 3.93%
$0
$727,000 0.03% of portfolio
32,804
Q1 2025 Added 2.77%
$318B
$750,000 0.03% of portfolio
10,450
Q1 2025 Reduced 11.18%
$0
$703,000 0.03% of portfolio
31,867
Q1 2025 Reduced 2.15%
$94.7B
$846,000 0.03% of portfolio
3,657
Q1 2025 Added 9.85%
$201B
$753,000 0.03% of portfolio
946
Q1 2025 Added 6.29%
$150B
$752,000 0.03% of portfolio
2,021
Q1 2025 Reduced 0.54%
$0
$834,000 0.03% of portfolio
9,221
Q1 2025 Added 9.05%
$537B
$920,000 0.03% of portfolio
1,680
Q1 2025 Added 2.31%
$151B
$732,000 0.03% of portfolio
3,457
Q1 2025 Added 0.46%
$220B
$723,000 0.03% of portfolio
1,178
Q1 2025 Added 16.4%
$0
$912,000 0.03% of portfolio
9,120
Q1 2025 Reduced 0.19%
$28.3B
$794,000 0.03% of portfolio
4,330
Q1 2025 Added 0.74%
$0
$789,000 0.03% of portfolio
11,454
Q4 2024 Added 2.54%
$230B
$759,000 0.03% of portfolio
2,824
Q1 2025 Added 12.11%
$36.2B
$726,000 0.03% of portfolio
6,565
Q1 2025 Reduced 4.1%
$18.6B
$905,000 0.03% of portfolio
29,228
Q1 2025 Added 143.04%

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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