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 9 of 22
APPLIED MATERIALS INC /DE
Shares:
9004(-11.1%)
Value:
$1.3B(-20.6%)
NEXTERA ENERGY INC
Shares:
18351(-1.8%)
Value:
$1.3B(-2.9%)
AT&T INC.
Shares:
45663(-3.4%)
Value:
$1.3B(+20.0%)
MCKESSON CORP
Shares:
1914(-4.3%)
Value:
$1.3B(+12.9%)
808524102
Shares:
59131(-3.7%)
Value:
$1.3B(-8.7%)
WORKIVA INC
Shares:
16640(-6.2%)
Value:
$1.3B(-35.0%)
69374H881
Shares:
23008(-4.6%)
Value:
$1.3B(-7.5%)
46137V613
Shares:
31127(+0.6%)
Value:
$1.3B(+0.8%)
464287465
Shares:
14788(+0.0%)
Value:
$1.2B(+8.1%)
Parker-Hannifin Corp
Shares:
1987(+0.0%)
Value:
$1.2B(-4.4%)
UNION PACIFIC CORP
Shares:
5028(+0.1%)
Value:
$1.2B(+3.7%)
464287507
Shares:
20293(-1.6%)
Value:
$1.2B(-7.9%)
ADVANCED MICRO DEVICES INC
Shares:
11464(+22.3%)
Value:
$1.2B(+4.0%)
EMERSON ELECTRIC CO
Shares:
10548(+1.0%)
Value:
$1.2B(-10.6%)
Blue Owl Capital Corp
Shares:
78388(+0.0%)
Value:
$1.1B(-3.0%)
ADOBE INC.
Shares:
2963(+6.7%)
Value:
$1.1B(-8.0%)
33733E104
Shares:
12656(-3.5%)
Value:
$1.1B(-1.5%)
Salesforce, Inc.
Shares:
4176(+15.0%)
Value:
$1.1B(-7.7%)
Booking Holdings Inc.
Shares:
236(+5.8%)
Value:
$1.1B(-1.9%)
Accenture plc
Shares:
3476(+16.9%)
Value:
$1.1B(+3.7%)