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 12 of 22
81369Y605
Shares:
12370(+3.4%)
Value:
$616.1M(+6.5%)
92204A207
Shares:
2809(+29.2%)
Value:
$614.7M(+33.8%)
464288729
Shares:
4206(+0.0%)
Value:
$611.5M(+2.9%)
46138E206
Shares:
25148(-0.6%)
Value:
$599.8M(-4.0%)
025072232
Shares:
8398
Value:
$597.9M
78468R200
Shares:
19076(-0.1%)
Value:
$587.9M(+0.2%)
45782C367
Shares:
20154(+0.0%)
Value:
$555.0M(+3.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Walt Disney Co(DIScusip254687106) | 6.5K | All Managers (Combined) | $645.9K | ||
Medtronic Plc(MDTcusipG5960L103) | 7.2K | QoQ +0.26% (+19)YoY -9.86% (-784) | All Managers (Combined) | $643.9K | |
2.5K | QoQ +1.06% (-26) | All Managers (Combined) | $640.3K | ||
Paychex Inc(PAYXcusip704326107) | 4.1K | All Managers (Combined) | $638.0K | ||
2.0K | QoQ +0.15% (-3)YoY -3.07% (-62) | All Managers (Combined) | $620.0K | ||
(cusip81369Y605)✕ | 12.4K | All Managers (Combined) | $616.1K | ||
(cusip92204A207)✕ | 2.8K | All Managers (Combined) | $614.7K | ||
(cusip464288729)✕ | 4.2K | All Managers (Combined) | $611.5K | ||
(cusip46138E206)✕ | 25.1K | QoQ -0.62% (-158)YoY -0.95% (-242) | All Managers (Combined) | $599.8K | |
(cusip025072232)✕ | 8.4K | QoQ NEW(+8.4K) YoY NEW(+8.4K) | All Managers (Combined) | $597.9K | QoQ NEW(+$597.9K) YoY NEW(+$597.9K) |
25.1K | All Managers (Combined) | $589.2K | |||
(cusip78468R200)✕ | 19.1K | All Managers (Combined) | $587.9K | ||
3.4K | QoQ NEW(+3.4K) YoY NEW(+3.4K) | All Managers (Combined) | $585.1K | QoQ NEW(+$585.1K) YoY NEW(+$585.1K) | |
1.2K | YoY NEW(+1.2K) | All Managers (Combined) | $578.9K | YoY NEW(+$578.9K) | |
2.2K | QoQ -2.45% (-55)YoY -6.11% (-142) | All Managers (Combined) | $577.1K | ||
1.2K | All Managers (Combined) | $570.6K | |||
22.7K | QoQ 0.00% (-0) | All Managers (Combined) | $568.5K | ||
30.4K | All Managers (Combined) | $564.6K | |||
4.7K | YoY +0.29% (+14) | All Managers (Combined) | $563.7K | ||
(cusip45782C367)✕ | 20.2K | QoQ 0.00% (+0) | All Managers (Combined) | $555.0K |