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 2 of 22
921909768
VXUS|921909768
Shares:
423683(+0.8%)
Value:
$26.3B(+6.2%)
78464A508
SPYV|78464A508
Shares:
509504(+12.6%)
Value:
$26.0B(+12.4%)
46641Q670
46641Q670
Shares:
548534(+33.8%)
Value:
$25.8B(+36.6%)
46641Q332
46641Q332
Shares:
362227(+5.3%)
Value:
$20.7B(+4.6%)
25434V708
DFAC|25434V708
Shares:
569330(-0.5%)
Value:
$18.8B(-5.1%)
78464A821
78464A821
Shares:
215528(-26.2%)
Value:
$17.1B(-32.5%)
464287481
IWP|464287481
Shares:
144803(+90.8%)
Value:
$17.0B(+76.8%)
92189H409
92189H409
Shares:
329849(+0.3%)
Value:
$16.9B(-1.1%)
45409F827
45409F827
Shares:
692332(+0.4%)
Value:
$16.6B(+0.3%)
921946810
VIGI|921946810
Shares:
197155(+4.0%)
Value:
$16.4B(+7.8%)
MICROSOFT CORP
MSFT|594918104
Shares:
40883(-8.6%)
Value:
$15.3B(-18.6%)
464287309
IVW|464287309
Shares:
165007(+23.3%)
Value:
$15.3B(+12.8%)
72201R866
72201R866
Shares:
269107(-1.4%)
Value:
$13.9B(-1.7%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
51598(-3.1%)
Value:
$12.7B(-0.9%)
922042858
VWO|922042858
Shares:
278535(-2.4%)
Value:
$12.6B(+0.3%)
COCA COLA CO
KO|191216100
Shares:
174122(+2.1%)
Value:
$12.5B(+17.5%)
78464A300
78464A300
Shares:
153312(+12.1%)
Value:
$12.0B(+0.7%)
AbbVie Inc.
ABBV|00287Y109
Shares:
57019(-5.5%)
Value:
$11.9B(+11.4%)
97717W505
97717W505
Shares:
230750(+0.3%)
Value:
$11.4B(-2.6%)
DEERE & CO
DE|244199105
Shares:
23599(+17.1%)
Value:
$11.1B(+29.8%)