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 |
|---|---|
VBRVANGUARD INDEX FDS | $3.3M |
OKEONEOK INC NEW | $3.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.3M |
EEMISHARES TR | $3.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.2M |
KMBKIMBERLY-CLARK CORP | $3.2M |
ABTABBOTT LABS | $3.2M |
METAMETA PLATFORMS INC | $3.1M |
PG4PRINCIPAL FINANCIAL GROUP IN | $3.0M |
SPYMSPDR SER TR | $3.0M |
MTBM & T BK CORP | $3.0M |
VTIVANGUARD INDEX FDS | $3.0M |
PGXINVESCO EXCH TRADED FD TR II | $2.9M |
WMTWALMART INC | $2.8M |
XYLDGLOBAL X FDS | $2.7M |
VEAVANGUARD TAX-MANAGED FDS | $2.6M |
ORCLORACLE CORP | $2.5M |
TJXTJX COS INC NEW | $2.4M |
BNDVANGUARD BD INDEX FDS | $2.4M |
VHTVANGUARD WORLD FD | $2.4M |
DHSWISDOMTREE TR | $2.4M |
IVVISHARES TR | $2.2M |
CATCATERPILLAR INC | $2.1M |
PSXPHILLIPS 66 | $2.1M |
VGTVANGUARD WORLD FD | $2.0M |
VTEIVANGUARD MUN BD FDS | $2.0M |
UCONFIRST TR EXCHNG TRADED FD VI | $2.0M |
IWDISHARES TR | $2.0M |
ADMARCHER DANIELS MIDLAND CO | $2.0M |
UNHUNITEDHEALTH GROUP INC | $1.9M |
DFAXDIMENSIONAL ETF TRUST | $1.9M |
IJKISHARES TR | $1.8M |
GQ9SPDR GOLD TR | $1.8M |
ADPAUTOMATIC DATA PROCESSING IN | $1.8M |
XLKSELECT SECTOR SPDR TR | $1.8M |
4I1PHILIP MORRIS INTL INC | $1.8M |
CASYCASEYS GEN STORES INC | $1.8M |
BKHBLACK HILLS CORP | $1.8M |
DFUSDIMENSIONAL ETF TRUST | $1.7M |
VOOVANGUARD INDEX FDS | $1.7M |
GPCGENUINE PARTS CO | $1.7M |
LNTALLIANT ENERGY CORP | $1.7M |
LINLINDE PLC | $1.6M |
DFUVDIMENSIONAL ETF TRUST | $1.5M |
VYMIVANGUARD WHITEHALL FDS | $1.5M |
WSBCWESBANCO INC | $1.5M |
IVEISHARES TR | $1.4M |
GOOGALPHABET INC | $1.4M |
IXUSISHARES TR | $1.4M |
NFLXNETFLIX INC | $1.4M |
SUSAISHARES TR | $1.4M |
SDYSPDR SER TR | $1.4M |
PRUPRUDENTIAL FINL INC | $1.4M |
IBTGISHARES TR | $1.4M |
IWMISHARES TR | $1.4M |
ROKROCKWELL AUTOMATION INC | $1.4M |
AQLTISHARES TR | $1.4M |
DYHTARGET CORP | $1.3M |
VLUEISHARES TR | $1.3M |
MMM3M CO | $1.3M |
AMATAPPLIED MATLS INC | $1.3M |
NEENEXTERA ENERGY INC | $1.3M |
TAT&T INC | $1.3M |
MCKMCKESSON CORP | $1.3M |
SCHBSCHWAB STRATEGIC TR | $1.3M |
WKWORKIVA INC | $1.3M |
COWZPACER FDS TR | $1.3M |
PRFINVESCO EXCHANGE TRADED FD T | $1.3M |
EFAISHARES TR | $1.2M |
PHPARKER-HANNIFIN CORP | $1.2M |
UNPUNION PAC CORP | $1.2M |
IJHISHARES TR | $1.2M |
AMDADVANCED MICRO DEVICES INC | $1.2M |
EMREMERSON ELEC CO | $1.2M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.1M |
ADBEADOBE INC | $1.1M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.1M |
CRMSALESFORCE INC | $1.1M |
BKNGBOOKING HOLDINGS INC | $1.1M |
ACNACCENTURE PLC IRELAND | $1.1M |
IDV*ISHARES TR | $1.1M |
DUKDUKE ENERGY CORP NEW | $1.1M |
SHMSPDR SER TR | $1.0M |
RTXRTX CORPORATION | $1.0M |
VUGVANGUARD INDEX FDS | $1000K |
MDYSPDR S&P MIDCAP 400 ETF TR | $990K |
HUBBHUBBELL INC | $938K |
AJGGALLAGHER ARTHUR J & CO | $937K |
MAMASTERCARD INCORPORATED | $921K |
GDGENERAL DYNAMICS CORP | $915K |
HEMIHARTFORD FDS EXCHANGE TRADED | $914K |
EFGISHARES TR | $912K |
SLVISHARES SILVER TR | $906K |
TTTRANE TECHNOLOGIES PLC | $898K |
EPDENTERPRISE PRODS PARTNERS L | $867K |
WMWASTE MGMT INC DEL | $847K |
VNQVANGUARD INDEX FDS | $835K |
STZCONSTELLATION BRANDS INC | $795K |
IDEVISHARES TR | $789K |
AXPAMERICAN EXPRESS CO | $760K |