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 14 of 22
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14585(-0.3%)
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478(+3.5%)
Value:
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12521(-26.2%)
Value:
$469.5M(-37.1%)
GARMIN LTD
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2137(+8.5%)
Value:
$464.0M(+14.2%)
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1867(-83.9%)
Value:
$463.2M(-84.3%)
464287721
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3292(+0.0%)
Value:
$462.3M(-12.0%)
STARBUCKS CORP
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4707(-63.6%)
Value:
$461.7M(-60.9%)
46429B655
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8978(-2.4%)
Value:
$458.3M(-2.1%)
WILLIAMS COMPANIES, INC.
Shares:
7551(+8.8%)
Value:
$451.2M(+20.2%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:
2701(-5.9%)
Value:
$448.4M(-20.9%)
67092P300
Shares:
11052(-1.7%)
Value:
$447.5M(+1.1%)
78463X889
Shares:
12115(-3.2%)
Value:
$441.1M(+3.3%)
922020805
Shares:
8829(-4.6%)
Value:
$440.6M(-1.7%)
Snap-on Inc
Shares:
1303(+0.1%)
Value:
$439.2M(-0.6%)
LOWES COMPANIES INC
Shares:
1881(+6.8%)
Value:
$438.7M(+0.9%)
922908751
Shares:
1966(+45.4%)
Value:
$435.9M(+34.2%)