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 5 of 22
464288877
Shares:
93285(+7.0%)
Value:
$5.5B(+20.2%)
25434V666
Shares:
133712(+0.7%)
Value:
$4.1B(+2.5%)
92206C714
Shares:
49519(-0.6%)
Value:
$4.1B(+1.0%)
808524870
Shares:
151551(-4.9%)
Value:
$4.1B(-1.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Blackrock, Inc.(BLKcusip09290D101) | 6.0K | QoQ +0.23% (-14)YoY NEW(+6.0K) | All Managers (Combined) | $5.7M | YoY NEW(+$5.7M) |
12.6K | All Managers (Combined) | $5.6M | |||
(cusip464288877)✕ | 93.3K | All Managers (Combined) | $5.5M | ||
33.8K | All Managers (Combined) | $5.1M | |||
10.3K | QoQ +5.77% (-561)YoY +1.70% (+172) | All Managers (Combined) | $4.8M | ||
42.5K | All Managers (Combined) | $4.7M | |||
35.4K | All Managers (Combined) | $4.5M | |||
108.7K | All Managers (Combined) | $4.5M | |||
Eli Lilly & Co(LLYcusip532457108) | 5.3K | All Managers (Combined) | $4.4M | ||
(cusip25434V666)✕ | 133.7K | QoQ +0.68% (+907)YoY +0.30% (+405) | All Managers (Combined) | $4.1M | |
(cusip92206C714)✕ | 49.5K | QoQ -0.57% (-286)YoY -1.18% (-593) | All Managers (Combined) | $4.1M | |
(cusip808524870)✕ | 151.6K | All Managers (Combined) | $4.1M | ||
Tesla, Inc.(TSLAcusip88160R101) | 14.6K | All Managers (Combined) | $3.8M | ||
Qualcomm Inc/De(QCOMcusip747525103) | 24.4K | All Managers (Combined) | $3.7M | ||
Alphabet Inc.(GOOGLcusip02079K305) | 23.1K | All Managers (Combined) | $3.6M | ||
Southern Co(SOcusip842587107) | 38.3K | All Managers (Combined) | $3.5M | ||
56.9K | All Managers (Combined) | $3.5M | |||
Us Bancorp \De\(USBcusip902973304) | 82.0K | All Managers (Combined) | $3.5M | ||
Conocophillips(COPcusip20825C104) | 32.4K | All Managers (Combined) | $3.4M | ||
9.6K | All Managers (Combined) | $3.4M |