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 3 of 22
464287226
Shares:
92538(-9.6%)
Value:
$9.2B(-7.7%)
464288653
Shares:
84092(+115.7%)
Value:
$8.7B(+124.8%)
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Chevron Corp(CVXcusip166764100) | 59.1K | All Managers (Combined) | $9.9M | ||
Exxon Mobil Corp(XOMcusip30231G102) | 81.0K | All Managers (Combined) | $9.6M | ||
10.1K | All Managers (Combined) | $9.5M | |||
37.2K | All Managers (Combined) | $9.4M | |||
37.0K | All Managers (Combined) | $9.2M | |||
202.6K | All Managers (Combined) | $9.2M | |||
(cusip464287226)✕ | 92.5K | All Managers (Combined) | $9.2M | ||
119.0K | All Managers (Combined) | $9.1M | |||
Amazon Com Inc(AMZNcusip023135106) | 47.5K | All Managers (Combined) | $9.0M | ||
69.2K | All Managers (Combined) | $8.9M | |||
52.2K | All Managers (Combined) | $8.9M | |||
Broadcom Inc.(AVGOcusip11135F101) | 52.5K | All Managers (Combined) | $8.8M | ||
(cusip464288653)✕ | 84.1K | YoY NEW(+84.1K) | All Managers (Combined) | $8.7M | YoY NEW(+$8.7M) |
141.1K | All Managers (Combined) | $8.7M | |||
160.2K | All Managers (Combined) | $8.6M | |||
48.1K | All Managers (Combined) | $8.6M | |||
172.7K | All Managers (Combined) | $8.6M | |||
32.9K | All Managers (Combined) | $8.4M |