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 11 of 22
67092P870
Shares:
32804(+2.8%)
Value:
$727.8M(+4.7%)
46435GAA0
Shares:
29188(+2.2%)
Value:
$706.6M(+2.8%)
69374H873
Shares:
21947(-1.9%)
Value:
$689.3M(+5.5%)
46434VBD1
Shares:
26778(+3.4%)
Value:
$673.5M(+3.8%)
67092P805
Shares:
21143(-3.0%)
Value:
$673.4M(+2.8%)
464288513
Shares:
8237(-15.7%)
Value:
$649.8M(-15.4%)
464288356
Shares:
11521(-0.8%)
Value:
$648.4M(-2.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
10.4K | QoQ +5.90% (+581)YoY NEW(+10.4K) | All Managers (Combined) | $757.0K | YoY NEW(+$757.0K) | |
Servicenow, Inc.(NOWcusip81762P102) | 946 | QoQ +6.29% (-56) | All Managers (Combined) | $753.3K | |
Stryker Corp(SYKcusip863667101) | 2.0K | QoQ -0.54% (-11)YoY +0.39% (+8) | All Managers (Combined) | $752.2K | |
10.4K | All Managers (Combined) | $750.2K | |||
3.5K | QoQ +0.46% (-16)YoY -7.29% (-272) | All Managers (Combined) | $732.0K | ||
(cusip67092P870)✕ | 32.8K | All Managers (Combined) | $727.8K | ||
6.6K | All Managers (Combined) | $726.0K | |||
Intuit Inc.(INTUcusip461202103) | 1.2K | All Managers (Combined) | $723.2K | ||
4.2K | All Managers (Combined) | $717.9K | |||
(cusip46435GAA0)✕ | 29.2K | All Managers (Combined) | $706.6K | ||
31.9K | All Managers (Combined) | $703.6K | |||
6.4K | All Managers (Combined) | $700.0K | |||
(cusip69374H873)✕ | 21.9K | All Managers (Combined) | $689.3K | ||
7.4K | YoY +1.26% (+93) | All Managers (Combined) | $688.3K | ||
6.7K | All Managers (Combined) | $685.4K | |||
(cusip46434VBD1)✕ | 26.8K | All Managers (Combined) | $673.5K | ||
(cusip67092P805)✕ | 21.1K | All Managers (Combined) | $673.4K | ||
6.7K | QoQ 0.00% (-0) | All Managers (Combined) | $654.6K | ||
(cusip464288513)✕ | 8.2K | All Managers (Combined) | $649.8K | ||
(cusip464288356)✕ | 11.5K | QoQ -0.81% (-95)YoY -5.53% (-675) | All Managers (Combined) | $648.4K |