Avantax-Planning-Partners

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
Data Enrichment
74% identified
318 identified113 unidentified

Holdings

431 positions • $2.8B total value
Manager:
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APPLIED MATERIALS INC /DE
Shares:9.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
NEXTERA ENERGY INC
Shares:18.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
AT&T INC.
Shares:45.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
MCKESSON CORP
Shares:1.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
808524102
Shares:59.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
WORKIVA INC
Shares:16.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
69374H881
Shares:23.0K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
46137V613
Shares:31.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$2.8B)
464287465
Shares:14.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
Parker-Hannifin Corp
Shares:2.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
UNION PACIFIC CORP
Shares:5.0K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
464287507
Shares:20.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
ADVANCED MICRO DEVICES INC
Shares:11.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
EMERSON ELECTRIC CO
Shares:10.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$2.8B)
Blue Owl Capital Corp
Shares:78.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
ADOBE INC.
Shares:3.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
33733E104
Shares:12.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
Salesforce, Inc.
Shares:4.2K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
Booking Holdings Inc.
Shares:236
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)
Accenture plc
Shares:3.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$2.8B)