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
Search and click to pin securities to the top
Page 13 of 22
Eaton Corp plc
ETN|G29183103
Shares:
2037(-2.3%)
Value:
$553.8M(-19.9%)
Uber Technologies, Inc
UBER|90353T100
Shares:
7579
Value:
$552.2M
46435G243
46435G243
Shares:
22096(+2.0%)
Value:
$552.2M(+3.2%)
14020G101
14020G101
Shares:
15995(+3.5%)
Value:
$547.8M(-4.6%)
746729300
746729300
Shares:
14333(+0.0%)
Value:
$545.8M(+2.6%)
464287705
IJJ|464287705
Shares:
4509(-6.4%)
Value:
$539.9M(-10.3%)
Marathon Petroleum Corp
MPC|56585A102
Shares:
3702(+0.2%)
Value:
$539.4M(+4.6%)
SHERWIN WILLIAMS CO
SHW|824348106
Shares:
1520(+0.3%)
Value:
$530.8M(+3.1%)
ALLSTATE CORP
ALL|020002101
Shares:
2559(+0.0%)
Value:
$529.9M(+7.4%)
SEMPRA
SRE|816851109
Shares:
7407(-0.2%)
Value:
$528.6M(-18.8%)
67092P201
67092P201
Shares:
6687(-0.7%)
Value:
$523.5M(-9.4%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
7652(+0.8%)
Value:
$519.2M(+14.5%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
1235
Value:
$518.6M
ENBRIDGE INC
ENB|29250N105
Shares:
11633(+9.4%)
Value:
$515.5M(+14.3%)
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
2172(+0.0%)
Value:
$514.4M(+0.9%)
Brookfield Infrastructure Partners L.P.
BIP|G16252101
Shares:
17189(+0.0%)
Value:
$512.1M(-6.3%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
2906(+3.4%)
Value:
$510.8M(-5.7%)
COLGATE PALMOLIVE CO
CL|194162103
Shares:
5407(+7.5%)
Value:
$506.7M(+10.8%)
Blackstone Inc.
BX|09260D107
Shares:
3595(+17.7%)
Value:
$502.4M(-4.6%)
DANAHER CORP /DE/
DHR|235851102
Shares:
2440(-5.1%)
Value:
$500.2M(-15.3%)