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 |
|---|---|
LHXL3HARRIS TECHNOLOGIES INC | $377K |
NFGNATIONAL FUEL GAS CO | $374K |
DWDMORGAN STANLEY | $371K |
CMCSACOMCAST CORP NEW | $366K |
CLXCLOROX CO DEL | $364K |
CSXCSX CORP | $362K |
SCHWSCHWAB CHARLES CORP | $361K |
VDEVANGUARD WORLD FD | $359K |
XLUSELECT SECTOR SPDR TR | $352K |
IUSGISHARES TR | $351K |
IAUISHARES TR | $350K |
ADUNITED STATES CELLULAR CORP | $346K |
CITHE CIGNA GROUP | $344K |
PJANINNOVATOR ETFS TRUST | $340K |
PEOEXELON CORP | $340K |
IBMOISHARES TR | $338K |
IWRISHARES TR | $337K |
MIGAMICROSTRATEGY INC | $336K |
FFORD MTR CO | $335K |
IXNISHARES TR | $334K |
IBMPISHARES TR | $332K |
GEGE AEROSPACE | $329K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $327K |
KLACKLA CORP | $327K |
TPLTEXAS PACIFIC LAND CORPORATI | $326K |
PAAPLAINS ALL AMERN PIPELINE L | $320K |
CWCURTISS WRIGHT CORP | $318K |
IBMQISHARES TR | $315K |
CHECHEMED CORP NEW | $315K |
COHRCOHERENT CORP | $312K |
ESSESSEX PPTY TR INC | $311K |
SHOPSHOPIFY INC | $311K |
ULUNILEVER PLC | $309K |
FQIDIGITAL RLTY TR INC | $307K |
DFASDIMENSIONAL ETF TRUST | $305K |
ESGUISHARES TR | $305K |
REGNREGENERON PHARMACEUTICALS | $303K |
AEMAGNICO EAGLE MINES LTD | $302K |
APPAPPLOVIN CORP | $299K |
SCHESCHWAB STRATEGIC TR | $289K |
CTVACORTEVA INC | $286K |
PPLPEMBINA PIPELINE CORP | $286K |
FHIFEDERATED HERMES INC | $285K |
ETGEATON VANCE TX ADV GLBL DIV | $285K |
IWBISHARES TR | $283K |
QTECFIRST TR NASDAQ 100 TECH IND | $281K |
BRBROADRIDGE FINL SOLUTIONS IN | $280K |
AQLTISHARES TR | $280K |
SGOVISHARES TR | $277K |
DDDUPONT DE NEMOURS INC | $276K |
FVDFIRST TR VALUE LINE DIVID IN | $276K |
XLVSELECT SECTOR SPDR TR | $275K |
UMBFUMB FINL CORP | $273K |
AVXCAMERICAN CENTY ETF TR | $273K |
SPSMSPDR SER TR | $273K |
PSAPUBLIC STORAGE OPER CO | $272K |
MRSHMARSH & MCLENNAN COS INC | $269K |
AWRAMER STATES WTR CO | $269K |
IJRISHARES TR | $268K |
AQLTISHARES TR | $268K |
PLTRPALANTIR TECHNOLOGIES INC | $267K |
MDAISPECTRAL AI INC | $266K |
PAPRINNOVATOR ETFS TRUST | $266K |
WPCWP CAREY INC | $266K |
ESGDISHARES TR | $259K |
CMICUMMINS INC | $258K |
CAHCARDINAL HEALTH INC | $257K |
IPINTERNATIONAL PAPER CO | $254K |
IBDSISHARES TR | $253K |
ISTBISHARES TR | $252K |
MCXMCCORMICK & CO INC | $247K |
AEPAMERICAN ELEC PWR CO INC | $246K |
A4SAMERIPRISE FINL INC | $244K |
NUENUCOR CORP | $243K |
BDXBECTON DICKINSON & CO | $243K |
AEBAALLETE INC | $242K |
KKRKKR & CO INC | $240K |
KNGFIRST TR EXCHANGE-TRADED FD | $239K |
TRVCCITIGROUP INC | $239K |
IJANINNOVATOR ETFS TRUST | $237K |
CBCHUBB LIMITED | $236K |
AGMFEDERAL AGRIC MTG CORP | $232K |
POCTINNOVATOR ETFS TRUST | $231K |
XLISELECT SECTOR SPDR TR | $231K |
MCHPMICROCHIP TECHNOLOGY INC. | $227K |
LRGELEGG MASON ETF INVT | $226K |
TKRTIMKEN CO | $225K |
CALMCAL MAINE FOODS INC | $225K |
IXCISHARES TR | $223K |
DELLDELL TECHNOLOGIES INC | $222K |
SHELSHELL PLC | $220K |
CHDCHURCH & DWIGHT CO INC | $220K |
ATOATMOS ENERGY CORP | $220K |
FTAFIRST TR LRG CP VL ALPHADEX | $219K |
AVUSAMERICAN CENTY ETF TR | $217K |
PYPLPAYPAL HLDGS INC | $216K |
ORIOLD REP INTL CORP | $215K |
CARRCARRIER GLOBAL CORPORATION | $215K |
GLWCORNING INC | $215K |
PPLPPL CORP | $215K |