Avantax Planning Partners, Inc.

Filing Details

13F-HR2025-03-31
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
Manager Name
Avantax Planning Partners, Inc.
Data Enrichment
74% identified
318 identified113 unidentified

Holdings

431 positions
Manager:
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Page 6 of 22
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35998(-0.3%)
Value:
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45768(+0.1%)
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16736(+1095.4%)
Value:
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10745(+0.4%)
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257400(-1.2%)
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$2.9B(-3.9%)
Walmart Inc.
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31572(-8.6%)
Value:
$2.8B(-11.2%)
37954Y475
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68632(+23.2%)
Value:
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921943858
Shares:
50647(-1.3%)
Value:
$2.6B(+4.9%)
ORACLE CORP
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17562(-14.4%)
Value:
$2.5B(-28.2%)
TJX COMPANIES INC /DE/
Shares:
20092(-1.1%)
Value:
$2.4B(-0.2%)
921937835
Shares:
32583(+72.0%)
Value:
$2.4B(+75.7%)
92204A504
Shares:
9018(+34.1%)
Value:
$2.4B(+40.0%)