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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Palantir Technologies Inc.
Shares:
3165(+6.2%)
Value:
$267.1M(+18.5%)
Spectral AI, Inc.
Shares:
231336(+0.0%)
Value:
$266.0M(-59.4%)
45782C870
Shares:
7458(-0.3%)
Value:
$266.0M(-3.1%)
W. P. Carey Inc.
Shares:
4207(-32.4%)
Value:
$265.5M(-21.6%)
46435G516
Shares:
3172(+0.0%)
Value:
$259.1M(+7.3%)
CUMMINS INC
Shares:
823(-11.9%)
Value:
$258.0M(-20.8%)
CARDINAL HEALTH INC
Shares:
1865(-5.3%)
Value:
$256.9M(+10.3%)
INTERNATIONAL PAPER CO /NEW/
Shares:
4759(+0.0%)
Value:
$253.9M(-0.9%)
46435UAA9
Shares:
10447(+9.6%)
Value:
$252.6M(+10.7%)
46432F859
Shares:
5219(+0.0%)
Value:
$252.3M(+1.2%)
MCCORMICK & CO INC
Shares:
3004(-0.8%)
Value:
$247.3M(+7.1%)
AMERICAN ELECTRIC POWER CO INC
Shares:
2256(+0.0%)
Value:
$246.5M(+18.5%)
AMERIPRISE FINANCIAL INC
Shares:
503(-1.9%)
Value:
$243.5M(-10.8%)
NUCOR CORP
Shares:
2022(-2.4%)
Value:
$243.3M(+0.6%)
BECTON DICKINSON & CO
Shares:
1059(-5.7%)
Value:
$242.6M(-4.8%)
ALLETE INC
Shares:
3691
Value:
$242.5M
KKR & Co. Inc.
Shares:
2079(+2.7%)
Value:
$240.4M(-19.8%)
33739Q705
Shares:
4735(+0.0%)
Value:
$239.2M(+0.6%)
CITIGROUP INC
Shares:
3360(-12.8%)
Value:
$238.5M(-12.1%)
45782C524
Shares:
7414(+0.0%)
Value:
$237.1M(+5.8%)