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 3 of 22
FASTENAL CO
FAST|311900104
Shares:
141195(+1.7%)
Value:
$10.9B(+9.7%)
HOME DEPOT, INC.
HD|437076102
Shares:
27696(+3.4%)
Value:
$10.2B(-2.5%)
CHEVRON CORP
CVX|166764100
Shares:
59090(+2.2%)
Value:
$9.9B(+18.1%)
EXXON MOBIL CORP
XOM|30231G102
Shares:
80985(+1.9%)
Value:
$9.6B(+12.7%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
10051(-6.1%)
Value:
$9.5B(-3.0%)
922908595
VBK|922908595
Shares:
37187(+24.4%)
Value:
$9.4B(+11.9%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
37041(-11.7%)
Value:
$9.2B(-0.1%)
VERIZON COMMUNICATIONS INC
VZ|92343V104
Shares:
202605(+4.1%)
Value:
$9.2B(+18.1%)
464287226
464287226
Shares:
92538(-9.6%)
Value:
$9.2B(-7.7%)
921937819
BIV|921937819
Shares:
119042(+6.0%)
Value:
$9.1B(+8.6%)
AMAZON COM INC
AMZN|023135106
Shares:
47489(+89.8%)
Value:
$9.0B(+64.6%)
921946406
VYM|921946406
Shares:
69191(+4.1%)
Value:
$8.9B(+5.2%)
PROCTER & GAMBLE Co
PG|742718109
Shares:
52214(-4.0%)
Value:
$8.9B(-2.4%)
Broadcom Inc.
AVGO|11135F101
Shares:
52524(-5.1%)
Value:
$8.8B(-31.5%)
464288653
464288653
Shares:
84092(+115.7%)
Value:
$8.7B(+124.8%)
CISCO SYSTEMS, INC.
CSCO|17275R102
Shares:
141098(-7.2%)
Value:
$8.7B(-3.2%)
46434G103
IEMG|46434G103
Shares:
160241(-2.6%)
Value:
$8.6B(+0.6%)
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
48091(+3.2%)
Value:
$8.6B(-1.1%)
922907746
VTEB|922907746
Shares:
172652(-3.5%)
Value:
$8.6B(-4.5%)
464287648
IWO|464287648
Shares:
32887(+92.1%)
Value:
$8.4B(+70.5%)