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
Search and click to pin securities to the top
Page 7 of 22
97717W208
97717W208
Shares:
23980(-1.1%)
Value:
$2.4B(+5.1%)
464287200
IVV|464287200
Shares:
3859(-15.0%)
Value:
$2.2B(-18.8%)
CATERPILLAR INC
CAT|149123101
Shares:
6406(+2.2%)
Value:
$2.1B(-7.1%)
Phillips 66
PSX|718546104
Shares:
17067(-6.0%)
Value:
$2.1B(+1.9%)
92204A702
VGT|92204A702
Shares:
3763(+19.1%)
Value:
$2.0B(+4.0%)
922907738
922907738
Shares:
20646(+250.0%)
Value:
$2.0B(+248.0%)
33740F888
33740F888
Shares:
79481(-17.1%)
Value:
$2.0B(-16.8%)
464287598
IWD|464287598
Shares:
10410(-1.3%)
Value:
$2.0B(+0.3%)
Archer-Daniels-Midland Co
ADM|039483102
Shares:
40769(-6.5%)
Value:
$2.0B(-11.1%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
3677(-6.5%)
Value:
$1.9B(-3.3%)
25434V880
DFAX|25434V880
Shares:
73161(+2.4%)
Value:
$1.9B(+7.9%)
464287606
IJK|464287606
Shares:
22183(-6.8%)
Value:
$1.8B(-14.7%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
6396(-8.1%)
Value:
$1.8B(+9.4%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
6005(-62.2%)
Value:
$1.8B(-60.5%)
81369Y803
XLK|81369Y803
Shares:
8774(-0.9%)
Value:
$1.8B(-12.0%)
Philip Morris International Inc.
PM|718172109
Shares:
11394(-3.3%)
Value:
$1.8B(+27.6%)
CASEYS GENERAL STORES INC
CASY|147528103
Shares:
4091(+6.3%)
Value:
$1.8B(+16.5%)
BLACK HILLS CORP /SD/
BKH|092113109
Shares:
29108(-11.3%)
Value:
$1.8B(-8.1%)
25434V401
25434V401
Shares:
28906(+0.0%)
Value:
$1.7B(-5.1%)
922908363
VOO|922908363
Shares:
3379(+3.1%)
Value:
$1.7B(-1.6%)