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 17 of 22
46435U283
Shares:
13146(-0.8%)
Value:
$332.3M(-0.2%)
46435U325
Shares:
12460
Value:
$315.1M
25434V500
Shares:
5104(+0.0%)
Value:
$305.0M(-8.2%)
808524706
Shares:
10481(-21.2%)
Value:
$289.0M(-18.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46435U283)✕ | 13.1K | All Managers (Combined) | $332.3K | ||
1.6K | All Managers (Combined) | $328.6K | |||
4.0K | All Managers (Combined) | $327.1K | |||
481 | All Managers (Combined) | $327.0K | |||
246 | QoQ 0.00% (+0)YoY NEW(+246) | All Managers (Combined) | $325.9K | YoY NEW(+$325.9K) | |
16.0K | All Managers (Combined) | $320.0K | |||
1.0K | QoQ 0.00% (-0) | All Managers (Combined) | $318.2K | ||
(cusip46435U325)✕ | 12.5K | QoQ NEW(+12.5K) | All Managers (Combined) | $315.1K | QoQ NEW(+$315.1K) |
Chemed Corp(CHEcusip16359R103) | 512 | QoQ +0.19% (+1)YoY NEW(+512) | All Managers (Combined) | $315.0K | YoY NEW(+$315.0K) |
Coherent Corp.(COHRcusip19247G107) | 4.8K | QoQ 0.00% (-0)YoY +7.14% (+320) | All Managers (Combined) | $311.8K | |
1.0K | QoQ 0.00% (+0)YoY -1.07% (-11) | All Managers (Combined) | $310.9K | ||
Shopify Inc.(SHOPcusip82509L107) | 3.3K | QoQ -0.88% (-29) | All Managers (Combined) | $310.8K | |
Unilever Plc(ULcusip904767704) | 5.2K | All Managers (Combined) | $309.2K | ||
2.1K | QoQ -1.51% (-33)YoY -0.83% (-18) | All Managers (Combined) | $306.6K | ||
(cusip25434V500)✕ | 5.1K | All Managers (Combined) | $305.0K | ||
2.5K | QoQ 0.00% (-0)YoY -3.51% (-91) | All Managers (Combined) | $304.8K | ||
477 | QoQ -1.85% (-9)YoY +0.63% (-3) | All Managers (Combined) | $302.5K | ||
2.8K | QoQ -3.46% (-100)YoY NEW(+2.8K) | All Managers (Combined) | $302.1K | YoY NEW(+$302.1K) | |
Applovin Corp(APPcusip03831W108) | 1.1K | YoY NEW(+1.1K) | All Managers (Combined) | $299.4K | YoY NEW(+$299.4K) |
(cusip808524706)✕ | 10.5K | All Managers (Combined) | $289.0K |