Avantax Planning Partners, Inc.

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
318 identified113 unidentified

Holdings

431 positions
Manager:
SEC
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Page 1 of 22
808524300
SCHG|808524300
Shares:
14887267(-3.1%)
Value:
$372.8B(-13.0%)
808524797
SCHD|808524797
Shares:
9634773(+2.7%)
Value:
$269.4B(+5.1%)
808524409
808524409
Shares:
10027280(+1.0%)
Value:
$266.5B(+3.0%)
808524839
808524839
Shares:
6787890(+4.2%)
Value:
$157.2B(+6.4%)
808524805
SCHF|808524805
Shares:
6440391(+8.1%)
Value:
$127.4B(+15.5%)
78464A664
78464A664
Shares:
3717179(+3.0%)
Value:
$101.3B(+7.2%)
025072877
025072877
Shares:
817595(-5.0%)
Value:
$71.3B(-14.2%)
78463X848
78463X848
Shares:
2074367(+7.9%)
Value:
$61.4B(+14.2%)
78464A284
78464A284
Shares:
2244942(+12.0%)
Value:
$56.6B(+10.4%)
46641Q852
46641Q852
Shares:
747202(+23.5%)
Value:
$35.8B(+25.2%)
921908844
VIG|921908844
Shares:
170636(+2.2%)
Value:
$33.1B(+1.3%)
464287614
IWF|464287614
Shares:
90269(+33.2%)
Value:
$32.6B(+19.8%)
464288414
MUB|464288414
Shares:
307106(+2.0%)
Value:
$32.4B(+0.9%)
33739N108
33739N108
Shares:
639192(-1.7%)
Value:
$32.2B(-2.8%)
78464A839
78464A839
Shares:
412142(+21.8%)
Value:
$31.8B(+17.0%)
00162Q718
00162Q718
Shares:
1000981(+2.2%)
Value:
$31.7B(+12.0%)
Apple Inc.
AAPL|037833100
Shares:
135488(-14.6%)
Value:
$30.1B(-24.2%)
78464A201
78464A201
Shares:
360275(-4.1%)
Value:
$29.9B(-11.9%)
025072604
AVEM|025072604
Shares:
452778(-0.2%)
Value:
$27.2B(+2.1%)
46641Q647
46641Q647
Shares:
539662(+9.1%)
Value:
$27.0B(+8.7%)