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 16 of 22
81369Y886
Shares:
4470(+12.7%)
Value:
$352.4M(+17.4%)
46435U432
Shares:
13068(-0.9%)
Value:
$349.6M(-0.4%)
45782C508
Shares:
8202(+0.0%)
Value:
$340.1M(-1.8%)
46435U259
Shares:
13229(-0.1%)
Value:
$338.1M(+0.3%)
464287291
Shares:
4414(+0.0%)
Value:
$334.3M(-10.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.8K | QoQ +4.59% (+79)YoY -0.38% (-7) | All Managers (Combined) | $376.8K | ||
4.7K | QoQ -7.27% (-370)YoY +7.59% (+333) | All Managers (Combined) | $373.6K | ||
Morgan Stanley(MScusip617446448) | 3.2K | QoQ -1.63% (-53) | All Managers (Combined) | $371.0K | |
Comcast Corp(CMCSAcusip20030N101) | 9.9K | All Managers (Combined) | $365.9K | ||
Clorox Co /De/(CLXcusip189054109) | 2.5K | All Managers (Combined) | $363.9K | ||
12.3K | All Managers (Combined) | $362.4K | |||
4.6K | All Managers (Combined) | $361.3K | |||
2.8K | YoY NEW(+2.8K) | All Managers (Combined) | $358.7K | YoY NEW(+$358.7K) | |
(cusip81369Y886)✕ | 4.5K | All Managers (Combined) | $352.4K | ||
2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $350.6K | QoQ NEW(+$350.6K) YoY NEW(+$350.6K) | |
(cusip46435U432)✕ | 13.1K | All Managers (Combined) | $349.6K | ||
5.0K | QoQ 0.00% (+0)YoY NEW(+5.0K) | All Managers (Combined) | $345.8K | YoY NEW(+$345.8K) | |
Cigna Group(CIcusip125523100) | 1.0K | QoQ +4.18% (+42)YoY +0.67% (-7) | All Managers (Combined) | $343.8K | |
(cusip45782C508)✕ | 8.2K | QoQ 0.00% (-0)YoY -7.63% (-678) | All Managers (Combined) | $340.1K | |
Exelon Corp(EXCcusip30161N101) | 7.4K | QoQ -0.78% (-58)YoY +2.07% (+150) | All Managers (Combined) | $339.7K | |
(cusip46435U259)✕ | 13.2K | All Managers (Combined) | $338.1K | ||
4.0K | QoQ 0.00% (-0) | All Managers (Combined) | $337.0K | ||
1.2K | All Managers (Combined) | $335.8K | |||
Ford Motor Co(Fcusip345370860) | 33.4K | All Managers (Combined) | $335.1K | ||
(cusip464287291)✕ | 4.4K | All Managers (Combined) | $334.3K |