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 2 of 22
46641Q670
Shares:
548534(+33.8%)
Value:
$25.8B(+36.6%)
46641Q332
Shares:
362227(+5.3%)
Value:
$20.7B(+4.6%)
78464A821
Shares:
215528(-26.2%)
Value:
$17.1B(-32.5%)
92189H409
Shares:
329849(+0.3%)
Value:
$16.9B(-1.1%)
45409F827
Shares:
692332(+0.4%)
Value:
$16.6B(+0.3%)
72201R866
Shares:
269107(-1.4%)
Value:
$13.9B(-1.7%)
78464A300
Shares:
153312(+12.1%)
Value:
$12.0B(+0.7%)
97717W505
Shares:
230750(+0.3%)
Value:
$11.4B(-2.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
423.7K | All Managers (Combined) | $26.3M | |||
509.5K | All Managers (Combined) | $26.0M | |||
(cusip46641Q670)✕ | 548.5K | YoY NEW(+548.5K) | All Managers (Combined) | $25.8M | YoY NEW(+$25.8M) |
(cusip46641Q332)✕ | 362.2K | All Managers (Combined) | $20.7M | ||
569.3K | All Managers (Combined) | $18.8M | |||
(cusip78464A821)✕ | 215.5K | All Managers (Combined) | $17.1M | ||
144.8K | All Managers (Combined) | $17.0M | |||
(cusip92189H409)✕ | 329.8K | All Managers (Combined) | $16.9M | ||
(cusip45409F827)✕ | 692.3K | All Managers (Combined) | $16.6M | ||
197.2K | All Managers (Combined) | $16.4M | |||
Microsoft Corp(MSFTcusip594918104) | 40.9K | All Managers (Combined) | $15.3M | ||
165.0K | All Managers (Combined) | $15.3M | |||
(cusip72201R866)✕ | 269.1K | All Managers (Combined) | $13.9M | ||
51.6K | All Managers (Combined) | $12.7M | |||
278.5K | All Managers (Combined) | $12.6M | |||
Coca Cola Co(KOcusip191216100) | 174.1K | All Managers (Combined) | $12.5M | ||
(cusip78464A300)✕ | 153.3K | All Managers (Combined) | $12.0M | ||
Abbvie Inc.(ABBVcusip00287Y109) | 57.0K | All Managers (Combined) | $11.9M | ||
(cusip97717W505)✕ | 230.8K | All Managers (Combined) | $11.4M | ||
Deere & Co(DEcusip244199105) | 23.6K | All Managers (Combined) | $11.1M |