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 |
|---|---|
LRCXLAM RESEARCH CORP | $757K |
NOWSERVICENOW INC | $753K |
SYKSTRYKER CORPORATION | $752K |
WFCWELLS FARGO CO NEW | $750K |
HONHONEYWELL INTL INC | $732K |
NUBDNUSHARES ETF TR | $728K |
EDCONSOLIDATED EDISON INC | $726K |
INTUINTUIT | $723K |
BABOEING CO | $718K |
IBDRISHARES TR | $707K |
SCHXSCHWAB STRATEGIC TR | $704K |
WECWEC ENERGY GROUP INC | $700K |
ICOWPACER FDS TR | $689K |
VONGVANGUARD SCOTTSDALE FDS | $688K |
CHRWC H ROBINSON WORLDWIDE INC | $685K |
IBDQISHARES TR | $673K |
NUDMNUSHARES ETF TR | $673K |
ESGVVANGUARD WORLD FD | $655K |
HYGISHARES TR | $650K |
CMFISHARES TR | $648K |
DISDISNEY WALT CO | $646K |
MDTMEDTRONIC PLC | $644K |
VOVANGUARD INDEX FDS | $640K |
PAYXPAYCHEX INC | $638K |
IWVISHARES TR | $620K |
XLFSELECT SECTOR SPDR TR | $616K |
VDCVANGUARD WORLD FD | $615K |
EXIISHARES TR | $611K |
PWZINVESCO EXCH TRADED FD TR II | $600K |
AVGEAMERICAN CENTY ETF TR | $598K |
SCHASCHWAB STRATEGIC TR | $589K |
FLRNSPDR SER TR | $588K |
PANWPALO ALTO NETWORKS INC | $585K |
VRTXVERTEX PHARMACEUTICALS INC | $579K |
TRVTRAVELERS COMPANIES INC | $577K |
ISRGINTUITIVE SURGICAL INC | $571K |
CZRCAESARS ENTERTAINMENT INC NE | $569K |
ETENERGY TRANSFER L P | $565K |
VFHVANGUARD WORLD FD | $564K |
IAPRINNOVATOR ETFS TRUST | $555K |
ETNEATON CORP PLC | $554K |
UBERUBER TECHNOLOGIES INC | $552K |
SUSBISHARES TR | $552K |
CGGRCAPITAL GROUP GROWTH ETF | $548K |
PVALPUTNAM ETF TRUST | $546K |
IJJISHARES TR | $540K |
MPCMARATHON PETE CORP | $539K |
SHWSHERWIN WILLIAMS CO | $531K |
ALSALLSTATE CORP | $530K |
SRESEMPRA | $529K |
NULGNUSHARES ETF TR | $523K |
MDLZMONDELEZ INTL INC | $519K |
DONSPDR DOW JONES INDL AVERAGE | $519K |
ENBENBRIDGE INC | $515K |
NSCNORFOLK SOUTHN CORP | $514K |
BIPBROOKFIELD INFRAST PARTNERS | $512K |
PNCPNC FINL SVCS GROUP INC | $511K |
CLCOLGATE PALMOLIVE CO | $507K |
BXBLACKSTONE INC | $502K |
DHRDANAHER CORPORATION | $500K |
PINCPREMIER INC | $498K |
VISVANGUARD WORLD FD | $494K |
AMTAMERICAN TOWER CORP NEW | $492K |
BSXBOSTON SCIENTIFIC CORP | $484K |
FLEXFLEX LTD | $482K |
GWWGRAINGER W W INC | $472K |
CALFPACER FDS TR | $470K |
GRMNGARMIN LTD | $464K |
ITWILLINOIS TOOL WKS INC | $463K |
IYWISHARES TR | $462K |
SBUXSTARBUCKS CORP | $462K |
FLOTISHARES TR | $458K |
WMBWILLIAMS COS INC | $451K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $448K |
NULVNUSHARES ETF TR | $447K |
SPDWSPDR INDEX SHS FDS | $441K |
VTIPVANGUARD MALVERN FDS | $441K |
SNASNAP ON INC | $439K |
LOWLOWES COS INC | $439K |
VBVANGUARD INDEX FDS | $436K |
XFEBFIRST TR EXCH TRADED FD III | $435K |
LQDISHARES TR | $430K |
NKENIKE INC | $429K |
BDJBLACKROCK ENHANCED EQUITY DI | $427K |
CEGCONSTELLATION ENERGY CORP | $425K |
TTENTOTALENERGIES SE | $421K |
GILDGILEAD SCIENCES INC | $415K |
GISGENERAL MLS INC | $414K |
RPMRPM INTL INC | $413K |
RSGREPUBLIC SVCS INC | $408K |
INTCINTEL CORP | $407K |
VOXVANGUARD WORLD FD | $402K |
GSKGSK PLC | $402K |
XLESELECT SECTOR SPDR TR | $395K |
EMLPFIRST TR EXCHANGE-TRADED FD | $395K |
XLYSELECT SECTOR SPDR TR | $393K |
AFLAFLAC INC | $391K |
HWMHOWMET AEROSPACE INC | $391K |
TRPTC ENERGY CORP | $389K |
FEZSPDR INDEX SHS FDS | $378K |