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 9 of 22
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
9004(-11.1%)
Value:
$1.3B(-20.6%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
18351(-1.8%)
Value:
$1.3B(-2.9%)
AT&T INC.
T|00206R102
Shares:
45663(-3.4%)
Value:
$1.3B(+20.0%)
MCKESSON CORP
MCK|58155Q103
Shares:
1914(-4.3%)
Value:
$1.3B(+12.9%)
808524102
SCHB|808524102
Shares:
59131(-3.7%)
Value:
$1.3B(-8.7%)
WORKIVA INC
WK|98139A105
Shares:
16640(-6.2%)
Value:
$1.3B(-35.0%)
69374H881
69374H881
Shares:
23008(-4.6%)
Value:
$1.3B(-7.5%)
46137V613
PRF|46137V613
Shares:
31127(+0.6%)
Value:
$1.3B(+0.8%)
464287465
EFA|464287465
Shares:
14788(+0.0%)
Value:
$1.2B(+8.1%)
Parker-Hannifin Corp
PH|701094104
Shares:
1987(+0.0%)
Value:
$1.2B(-4.4%)
UNION PACIFIC CORP
UNP|907818108
Shares:
5028(+0.1%)
Value:
$1.2B(+3.7%)
464287507
IJH|464287507
Shares:
20293(-1.6%)
Value:
$1.2B(-7.9%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
11464(+22.3%)
Value:
$1.2B(+4.0%)
EMERSON ELECTRIC CO
EMR|291011104
Shares:
10548(+1.0%)
Value:
$1.2B(-10.6%)
Blue Owl Capital Corp
OBDC|69121K104
Shares:
78388(+0.0%)
Value:
$1.1B(-3.0%)
ADOBE INC.
ADBE|00724F101
Shares:
2963(+6.7%)
Value:
$1.1B(-8.0%)
33733E104
33733E104
Shares:
12656(-3.5%)
Value:
$1.1B(-1.5%)
Salesforce, Inc.
CRM|79466L302
Shares:
4176(+15.0%)
Value:
$1.1B(-7.7%)
Booking Holdings Inc.
BKNG|09857L108
Shares:
236(+5.8%)
Value:
$1.1B(-1.9%)
Accenture plc
ACN|G1151C101
Shares:
3476(+16.9%)
Value:
$1.1B(+3.7%)