Avantax Planning Partners, Inc.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 431
- Total Value
- 2824731023
- Accession Number
- 0001085146-25-002418
- Form Type
- 13F-HR
- CIK
- 0001005441
- Manager Name
- Avantax Planning Partners, Inc.
Data Enrichment
74% identified318 identified113 unidentified
Holdings
431 positions
Manager:
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Page 1 of 22
808524409
Shares:
10027280(+1.0%)
Value:
$266.5B(+3.0%)
808524839
Shares:
6787890(+4.2%)
Value:
$157.2B(+6.4%)
78464A664
Shares:
3717179(+3.0%)
Value:
$101.3B(+7.2%)
025072877
Shares:
817595(-5.0%)
Value:
$71.3B(-14.2%)
78463X848
Shares:
2074367(+7.9%)
Value:
$61.4B(+14.2%)
78464A284
Shares:
2244942(+12.0%)
Value:
$56.6B(+10.4%)
46641Q852
Shares:
747202(+23.5%)
Value:
$35.8B(+25.2%)
33739N108
Shares:
639192(-1.7%)
Value:
$32.2B(-2.8%)
78464A839
Shares:
412142(+21.8%)
Value:
$31.8B(+17.0%)
00162Q718
Shares:
1000981(+2.2%)
Value:
$31.7B(+12.0%)
78464A201
Shares:
360275(-4.1%)
Value:
$29.9B(-11.9%)
46641Q647
Shares:
539662(+9.1%)
Value:
$27.0B(+8.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
14.9M | All Managers (Combined) | $372.8M | |||
9.6M | All Managers (Combined) | $269.4M | |||
(cusip808524409)✕ | 10.0M | All Managers (Combined) | $266.5M | ||
(cusip808524839)✕ | 6.8M | All Managers (Combined) | $157.2M | ||
6.4M | All Managers (Combined) | $127.4M | |||
(cusip78464A664)✕ | 3.7M | YoY NEW(+3.7M) | All Managers (Combined) | $101.3M | YoY NEW(+$101.3M) |
(cusip025072877)✕ | 817.6K | All Managers (Combined) | $71.3M | ||
(cusip78463X848)✕ | 2.1M | All Managers (Combined) | $61.4M | ||
(cusip78464A284)✕ | 2.2M | All Managers (Combined) | $56.6M | ||
(cusip46641Q852)✕ | 747.2K | All Managers (Combined) | $35.8M | ||
170.6K | All Managers (Combined) | $33.1M | |||
90.3K | All Managers (Combined) | $32.6M | |||
307.1K | All Managers (Combined) | $32.4M | |||
(cusip33739N108)✕ | 639.2K | All Managers (Combined) | $32.2M | ||
(cusip78464A839)✕ | 412.1K | All Managers (Combined) | $31.8M | ||
(cusip00162Q718)✕ | 1.0M | All Managers (Combined) | $31.7M | ||
Apple Inc.(AAPLcusip037833100) | 135.5K | All Managers (Combined) | $30.1M | ||
(cusip78464A201)✕ | 360.3K | All Managers (Combined) | $29.9M | ||
452.8K | YoY NEW(+452.8K) | All Managers (Combined) | $27.2M | YoY NEW(+$27.2M) | |
(cusip46641Q647)✕ | 539.7K | All Managers (Combined) | $27.0M |