Avantax Planning Partners, Inc. Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$2.8B
Holdings
431
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (431 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $372.8M |
SCHDSCHWAB STRATEGIC TR | $269.4M |
SCHVSCHWAB STRATEGIC TR | $266.5M |
SCHZSCHWAB STRATEGIC TR | $157.2M |
SCHFSCHWAB STRATEGIC TR | $127.4M |
SPTLSPDR SER TR | $101.3M |
AVUVAMERICAN CENTY ETF TR | $71.3M |
CWISPDR INDEX SHS FDS | $61.4M |
HYMBSPDR SER TR | $56.6M |
JPIBJ P MORGAN EXCHANGE TRADED F | $35.8M |
VIGVANGUARD SPECIALIZED FUNDS | $33.1M |
IWFISHARES TR | $32.6M |
MUBISHARES TR | $32.4M |
FMBFIRST TR EXCH TRADED FD III | $32.2M |
MDYVSPDR SER TR | $31.8M |
IDOGALPS ETF TR | $31.7M |
AAPLAPPLE INC | $30.1M |
SLYGSPDR SER TR | $29.9M |
AVEMAMERICAN CENTY ETF TR | $27.2M |
JMUBJ P MORGAN EXCHANGE TRADED F | $27.0M |
VXUSVANGUARD STAR FDS | $26.3M |
SPYVSPDR SER TR | $26.0M |
JCPBJ P MORGAN EXCHANGE TRADED F | $25.8M |
JEPIJ P MORGAN EXCHANGE TRADED F | $20.7M |
DFACDIMENSIONAL ETF TRUST | $18.8M |
MDYGSPDR SER TR | $17.1M |
IWPISHARES TR | $17.0M |
HYDVANECK ETF TRUST | $16.9M |
MMITNEW YORK LIFE INVTS ACTIVE E | $16.6M |
VIGIVANGUARD WHITEHALL FDS | $16.4M |
MSFTMICROSOFT CORP | $15.3M |
IVWISHARES TR | $15.3M |
MUNIPIMCO ETF TR | $13.9M |
JPMJPMORGAN CHASE & CO. | $12.7M |
VWOVANGUARD INTL EQUITY INDEX F | $12.6M |
KOCOCA COLA CO | $12.5M |
SLYVSPDR SER TR | $12.0M |
ABBVABBVIE INC | $11.9M |
DONWISDOMTREE TR | $11.4M |
DEDEERE & CO | $11.1M |
FASTFASTENAL CO | $10.9M |
HDHOME DEPOT INC | $10.2M |
CVXCHEVRON CORP NEW | $9.9M |
XOMEXXON MOBIL CORP | $9.6M |
COSTCOSTCO WHSL CORP NEW | $9.5M |
VBKVANGUARD INDEX FDS | $9.4M |
IBMINTERNATIONAL BUSINESS MACHS | $9.2M |
BACVERIZON COMMUNICATIONS INC | $9.2M |
AGGISHARES TR | $9.2M |
BIVVANGUARD BD INDEX FDS | $9.1M |
AMZNAMAZON COM INC | $9.0M |
VYMVANGUARD WHITEHALL FDS | $8.9M |
PGPROCTER AND GAMBLE CO | $8.9M |
AVGOBROADCOM INC | $8.8M |
TLHISHARES TR | $8.7M |
CSCOCISCO SYS INC | $8.7M |
IEMGISHARES INC | $8.6M |
TXNTEXAS INSTRS INC | $8.6M |
VTEBVANGUARD MUN BD FDS | $8.6M |
IWOISHARES TR | $8.4M |
MRKMERCK & CO INC | $8.3M |
AMGNAMGEN INC | $8.3M |
SPYSPDR S&P 500 ETF TR | $8.1M |
PEPPEPSICO INC | $8.1M |
DFSVDIMENSIONAL ETF TRUST | $7.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.6M |
VTVVANGUARD INDEX FDS | $7.5M |
JNJJOHNSON & JOHNSON | $7.5M |
VOEVANGUARD INDEX FDS | $7.4M |
DFAEDIMENSIONAL ETF TRUST | $7.4M |
VOTVANGUARD INDEX FDS | $7.3M |
IWSISHARES TR | $7.1M |
MOALTRIA GROUP INC | $6.6M |
PFEPFIZER INC | $6.6M |
SUBISHARES TR | $6.5M |
JPEMJ P MORGAN EXCHANGE TRADED F | $6.2M |
NVDANVIDIA CORPORATION | $6.1M |
CHTRCHARTER COMMUNICATIONS INC N | $6.0M |
MCDMCDONALDS CORP | $5.9M |
VLOVALERO ENERGY CORP | $5.9M |
BLKBLACKROCK INC | $5.7M |
LMTLOCKHEED MARTIN CORP | $5.6M |
EFVISHARES TR | $5.5M |
IWNISHARES TR | $5.1M |
NDQINVESCO QQQ TR | $4.8M |
UPSUNITED PARCEL SERVICE INC | $4.7M |
EOGEOG RES INC | $4.5M |
BACBANK AMERICA CORP | $4.5M |
LLYELI LILLY & CO | $4.4M |
DFLVDIMENSIONAL ETF TRUST | $4.1M |
VONVVANGUARD SCOTTSDALE FDS | $4.1M |
SCHPSCHWAB STRATEGIC TR | $4.1M |
TSLATESLA INC | $3.8M |
QCOMQUALCOMM INC | $3.7M |
GOOGLALPHABET INC | $3.6M |
SOSOUTHERN CO | $3.5M |
BMYBRISTOL-MYERS SQUIBB CO | $3.5M |
USBUS BANCORP DEL | $3.5M |
COPCONOCOPHILLIPS | $3.4M |
VVISA INC | $3.4M |
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