Avantax Planning Partners, Inc.

Filing Details

13F-HR2025-03-31
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
Manager Name
Avantax Planning Partners, Inc.
Data Enrichment
74% identified
318 identified113 unidentified

Holdings

431 positions
Manager:
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Page 11 of 22
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32804(+2.8%)
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1178(+16.4%)
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4210(-2.9%)
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46435GAA0
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29188(+2.2%)
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WEC ENERGY GROUP, INC.
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6423(+0.9%)
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$700.0M(+16.9%)
69374H873
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21947(-1.9%)
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$689.3M(+5.5%)
92206C680
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7418(+14.0%)
Value:
$688.3M(+2.4%)
C. H. ROBINSON WORLDWIDE, INC.
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6693(-93.0%)
Value:
$685.4M(-93.1%)
46434VBD1
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26778(+3.4%)
Value:
$673.5M(+3.8%)
67092P805
Shares:
21143(-3.0%)
Value:
$673.4M(+2.8%)
921910733
Shares:
6683(+0.0%)
Value:
$654.6M(-6.6%)
464288513
Shares:
8237(-15.7%)
Value:
$649.8M(-15.4%)
464288356
Shares:
11521(-0.8%)
Value:
$648.4M(-2.5%)