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
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Page 17 of 22
46435U283
46435U283
Shares:
13146(-0.8%)
Value:
$332.3M(-0.2%)
GENERAL ELECTRIC CO
GE|369604301
Shares:
1642(+23.1%)
Value:
$328.6M(+47.7%)
PUBLIC SERVICE ENTERPRISE GROUP INC
PEG|744573106
Shares:
3974(-6.2%)
Value:
$327.1M(-8.6%)
KLA CORP
KLAC|482480100
Shares:
481(-15.6%)
Value:
$327.0M(-9.0%)
Texas Pacific Land Corp
TPL|88262P102
Shares:
246(+0.0%)
Value:
$325.9M(+19.8%)
PLAINS ALL AMERICAN PIPELINE LP
PAA|726503105
Shares:
16000(+14.3%)
Value:
$320.0M(+33.8%)
CURTISS WRIGHT CORP
CW|231561101
Shares:
1003(+0.0%)
Value:
$318.2M(-10.6%)
46435U325
46435U325
Shares:
12460
Value:
$315.1M
CHEMED CORP
CHE|16359R103
Shares:
512(+0.2%)
Value:
$315.0M(+16.4%)
COHERENT CORP.
COHR|19247G107
Shares:
4801(+0.0%)
Value:
$311.8M(-31.4%)
ESSEX PROPERTY TRUST, INC.
ESS|297178105
Shares:
1014(+0.0%)
Value:
$310.9M(+7.4%)
SHOPIFY INC.
SHOP|82509L107
Shares:
3255(-0.9%)
Value:
$310.8M(-11.0%)
UNILEVER PLC
UL|904767704
Shares:
5192(-0.6%)
Value:
$309.2M(+4.4%)
DIGITAL REALTY TRUST, INC.
DLR|253868103
Shares:
2140(-1.5%)
Value:
$306.6M(-20.4%)
25434V500
25434V500
Shares:
5104(+0.0%)
Value:
$305.0M(-8.2%)
46435G425
ESGU|46435G425
Shares:
2500(+0.0%)
Value:
$304.8M(-5.3%)
REGENERON PHARMACEUTICALS, INC.
REGN|75886F107
Shares:
477(-1.9%)
Value:
$302.5M(-12.6%)
AGNICO EAGLE MINES LTD
AEM|008474108
Shares:
2787(-3.5%)
Value:
$302.1M(+33.8%)
AppLovin Corp
APP|03831W108
Shares:
1130(-22.0%)
Value:
$299.4M(-36.2%)
808524706
808524706
Shares:
10481(-21.2%)
Value:
$289.0M(-18.4%)