Avantax Planning Partners, Inc.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

431 positions • $2,824,731.023K total value

431 positions

Manager:

SEC FilingSEC DataHachi Filing

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OMNICOM GROUP INC.

OMC|681919106

2573(+0.0%)

Value:

$213.3M(-3.6%)

XCEL ENERGY INC

XEL|98389B100

3011(+0.0%)

Value:

$213.1M(+4.8%)

LKQ CORP

LKQ|501889208

4990

Value:

$212.3M

067901108

10867

Value:

$211.3M

BAXTER INTERNATIONAL INC

BAX|071813109

6160

Value:

$210.9M

389637109

3223(+0.0%)

Value:

$210.0M(-11.9%)

BP PLC

BP|055622104

6177

Value:

$208.7M

BEST BUY CO INC

BBY|086516101

2832(-5.2%)

Value:

$208.5M(-18.7%)

QUANTA SERVICES, INC.

PWR|74762E102

814(+1.5%)

Value:

$206.9M(-18.4%)

808524730

6682

Value:

$205.8M

Motorola Solutions, Inc.

MSI|620076307

467

Value:

$204.4M

HERSHEY CO

HSY|427866108

1181

Value:

$202.0M

46436E296

8822(-6.8%)

Value:

$201.9M(-3.9%)

DICK'S SPORTING GOODS, INC.

DKS|253393102

1000(+0.0%)

Value:

$201.6M(-11.9%)

67092P607

5241(-0.2%)

Value:

$200.9M(-8.6%)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

974

Value:

$200.1M

Hewlett Packard Enterprise Co

HPE|42824C109

12038(-6.4%)

Value:

$185.7M(-32.3%)

SMITH & WESSON BRANDS, INC.

SWBI|831754106

19465

Value:

$181.4M

KEYCORP /NEW/

KEY|493267108

10534(-0.1%)

Value:

$168.4M(-6.8%)

Hanesbrands Inc.

HBI|410345102

25250(-3.4%)

Value:

$145.7M(-31.6%)

Instrument	Shares		Other Manager	Value
Omnicom Group Inc.(OMCcusip681919106)	2.6K	QoQ 0.00% (-0) YoY -1.22% (-32)	All Managers (Combined)	$213.3K	QoQ -3.63% (-$8.1K) YoY -15.36% (-$38.7K)
Xcel Energy Inc(XELcusip98389B100)	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$213.1K	QoQ +4.84% (+$9.8K) YoY NEW(+$213.1K)
Lkq Corp(LKQcusip501889208)	5.0K	QoQ NEW(+5.0K) YoY 0.00% (-0)	All Managers (Combined)	$212.3K	QoQ NEW(+$212.3K) YoY -20.35% (-$54.2K)
(cusip067901108)✕	10.9K	QoQ NEW(+10.9K) YoY +6.15% (+630)	All Managers (Combined)	$211.3K	QoQ NEW(+$211.3K) YoY +24.01% (+$40.9K)
Baxter International Inc(BAXcusip071813109)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$210.9K	QoQ NEW(+$210.9K) YoY NEW(+$210.9K)
(cusip389637109)✕	3.2K	QoQ 0.00% (-0) YoY -61.18% (-5.1K)	All Managers (Combined)	$210.0K	QoQ -11.95% (-$28.5K) YoY -59.95% (-$314.5K)
Bp Plc(BPcusip055622104)	6.2K	QoQ NEW(+6.2K) YoY -18.63% (-1.4K)	All Managers (Combined)	$208.7K	QoQ NEW(+$208.7K) YoY -27.03% (-$77.3K)
Best Buy Co Inc(BBYcusip086516101)	2.8K	QoQ -5.22% (-156) YoY -14.05% (-463)	All Managers (Combined)	$208.5K	QoQ -18.68% (-$47.9K) YoY -22.87% (-$61.8K)
Quanta Services, Inc.(PWRcusip74762E102)	814	QoQ +1.49% (-12) YoY +0.74% (-6)	All Managers (Combined)	$206.9K	QoQ -18.37% (-$46.6K) YoY -1.43% (-$3.0K)
(cusip808524730)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$205.8K	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	467	QoQ NEW(+467) YoY NEW(+467)	All Managers (Combined)	$204.4K	QoQ NEW(+$204.4K) YoY NEW(+$204.4K)
Hershey Co(HSYcusip427866108)	1.2K	QoQ NEW(+1.2K) YoY -0.75% (-9)	All Managers (Combined)	$202.0K	QoQ NEW(+$202.0K) YoY -12.71% (-$29.4K)
(cusip46436E296)✕	8.8K	QoQ -6.80% (-644) YoY -94.38% (-148.2K)	All Managers (Combined)	$201.9K	QoQ -3.90% (-$8.2K) YoY -94.32% (-$3.4M)
Dick'S Sporting Goods, Inc.(DKScusip253393102)	1.0K	QoQ 0.00% (-0) YoY -6.80% (-73)	All Managers (Combined)	$201.6K	QoQ -11.92% (-$27.3K) YoY -16.46% (-$39.7K)
(cusip67092P607)✕	5.2K	QoQ -0.19% (-10) YoY -80.95% (-22.3K)	All Managers (Combined)	$200.9K	QoQ -8.63% (-$19.0K) YoY -82.44% (-$943.7K)
Royal Caribbean Cruises Ltd(RCLcusipV7780T103)	974	QoQ NEW(+974) YoY NEW(+974)	All Managers (Combined)	$200.1K	QoQ NEW(+$200.1K) YoY NEW(+$200.1K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	12.0K	QoQ -6.37% (-820) YoY -4.80% (-607)	All Managers (Combined)	$185.7K	QoQ -32.33% (-$88.8K) YoY -17.15% (-$38.5K)
Smith & Wesson Brands, Inc.(SWBIcusip831754106)	19.5K	QoQ NEW(+19.5K) YoY NEW(+19.5K)	All Managers (Combined)	$181.4K	QoQ NEW(+$181.4K) YoY NEW(+$181.4K)
Keycorp /New/(KEYcusip493267108)	10.5K	QoQ -0.09% (-10) YoY -6.51% (-734)	All Managers (Combined)	$168.4K	QoQ -6.79% (-$12.3K) YoY -5.44% (-$9.7K)
Hanesbrands Inc.(HBIcusip410345102)	25.3K	QoQ -3.44% (-900) YoY -1.94% (-500)	All Managers (Combined)	$145.7K	QoQ -31.55% (-$67.2K) YoY -2.44% (-$3.7K)