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 18 of 22
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ETG|27828S101
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15655(+0.0%)
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464287622
IWB|464287622
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924(+0.0%)
Value:
$283.4M(-4.8%)
337345102
337345102
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1622(+6.4%)
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$281.4M(-1.9%)
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BR|11133T103
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1155(+0.0%)
Value:
$280.0M(+7.2%)
464287168
DVY|464287168
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2082(+0.0%)
Value:
$279.6M(+2.3%)
46436E718
46436E718
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2749
Value:
$276.7M
DuPont de Nemours, Inc.
DD|26614N102
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3701(+4.1%)
Value:
$276.4M(+2.0%)
33734H106
33734H106
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6190(+0.0%)
Value:
$276.0M(+2.2%)
81369Y209
81369Y209
Shares:
1881(-6.2%)
Value:
$274.6M(-0.4%)
UMB FINANCIAL CORP
UMBF|902788108
Shares:
2703
Value:
$273.3M
02507A101
02507A101
Shares:
5618
Value:
$273.3M
78468R853
78468R853
Shares:
6703(+0.0%)
Value:
$273.2M(-9.3%)
Public Storage
PSA|74460D109
Shares:
910(+5.3%)
Value:
$272.4M(+5.3%)
MARSH & MCLENNAN COMPANIES, INC.
MMC|571748102
Shares:
1102(-1.6%)
Value:
$269.0M(+13.1%)
AMERICAN STATES WATER CO
AWR|029899101
Shares:
3414(+0.0%)
Value:
$268.6M(+1.2%)
464287804
IJR|464287804
Shares:
2567(-18.7%)
Value:
$268.4M(-26.2%)
46432F842
IEFA|46432F842
Shares:
3541(+9.9%)
Value:
$267.9M(+18.3%)