Avantax Planning Partners, Inc. Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$3.2B
Holdings
447
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (447 positions)
| Stock | Value |
|---|---|
BABOEING CO | $873K |
AJGGALLAGHER ARTHUR J & CO | $869K |
PANWPALO ALTO NETWORKS INC | $862K |
IDEVISHARES TR | $849K |
WFCWELLS FARGO CO NEW | $848K |
DISDISNEY WALT CO | $842K |
SHMSPDR SERIES TRUST | $842K |
WMWASTE MGMT INC DEL | $841K |
SYKSTRYKER CORPORATION | $835K |
AVSCAMERICAN CENTY ETF TR | $798K |
HONHONEYWELL INTL INC | $785K |
ISRGINTUITIVE SURGICAL INC | $785K |
DHRDANAHER CORPORATION | $763K |
ICOWPACER FDS TR | $747K |
ESGVVANGUARD WORLD FD | $733K |
FLEXFLEX LTD | $728K |
ETNEATON CORP PLC | $727K |
CHRWC H ROBINSON WORLDWIDE INC | $718K |
IGVISHARES TR | $717K |
SCHXSCHWAB STRATEGIC TR | $716K |
IBDRISHARES TR | $708K |
VFHVANGUARD WORLD FD | $698K |
STZCONSTELLATION BRANDS INC | $697K |
VONGVANGUARD SCOTTSDALE FDS | $697K |
EXIISHARES TR | $696K |
XLFSELECT SECTOR SPDR TR | $694K |
VOVANGUARD INDEX FDS | $693K |
IWVISHARES TR | $686K |
CEGCONSTELLATION ENERGY CORP | $681K |
IBDQISHARES TR | $674K |
AFLAFLAC INC | $673K |
WECWEC ENERGY GROUP INC | $667K |
VRTXVERTEX PHARMACEUTICALS INC | $663K |
EDCONSOLIDATED EDISON INC | $661K |
AVGEAMERICAN CENTY ETF TR | $655K |
SCHASCHWAB STRATEGIC TR | $654K |
CZRCAESARS ENTERTAINMENT INC NE | $646K |
MPCMARATHON PETE CORP | $614K |
MDTMEDTRONIC PLC | $609K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $609K |
CGGRCAPITAL GROUP GROWTH ETF | $608K |
VHTVANGUARD WORLD FD | $601K |
HWMHOWMET AEROSPACE INC | $598K |
PAYXPAYCHEX INC | $594K |
IAPRINNOVATOR ETFS TRUST | $589K |
TRVTRAVELERS COMPANIES INC | $579K |
PVALPUTNAM ETF TRUST | $577K |
BIPBROOKFIELD INFRAST PARTNERS | $576K |
ETENERGY TRANSFER L P | $574K |
CMFISHARES TR | $572K |
IYWISHARES TR | $570K |
TFISPDR SERIES TRUST | $568K |
BXBLACKSTONE INC | $567K |
SRESEMPRA | $561K |
NSCNORFOLK SOUTHN CORP | $556K |
IJJISHARES TR | $556K |
GEGE AEROSPACE | $551K |
PNCPNC FINL SVCS GROUP INC | $541K |
AMTAMERICAN TOWER CORP NEW | $537K |
NUDMNUSHARES ETF TR | $522K |
ENBENBRIDGE INC | $519K |
MDLZMONDELEZ INTL INC | $516K |
BSXBOSTON SCIENTIFIC CORP | $515K |
ALSALLSTATE CORP | $513K |
NUBDNUSHARES ETF TR | $511K |
DONSPDR DOW JONES INDL AVERAGE | $498K |
VOXVANGUARD WORLD FD | $495K |
SPDWSPDR INDEX SHS FDS | $490K |
CLCOLGATE PALMOLIVE CO | $490K |
CWCURTISS WRIGHT CORP | $490K |
MIGAMICROSTRATEGY INC | $488K |
GWWGRAINGER W W INC | $485K |
NULGNUSHARES ETF TR | $472K |
VTIPVANGUARD MALVERN FDS | $466K |
VBVANGUARD INDEX FDS | $466K |
VISVANGUARD WORLD FD | $461K |
PLTRPALANTIR TECHNOLOGIES INC | $455K |
WMBWILLIAMS COS INC | $454K |
FLOTISHARES TR | $453K |
FLRNSPDR SERIES TRUST | $451K |
LHXL3HARRIS TECHNOLOGIES INC | $450K |
NKENIKE INC | $449K |
BDJBLACKROCK ENHANCED EQUITY DI | $441K |
DWDMORGAN STANLEY | $439K |
GRMNGARMIN LTD | $438K |
XLYSELECT SECTOR SPDR TR | $432K |
CALFPACER FDS TR | $431K |
SCHWSCHWAB CHARLES CORP | $429K |
COHRCOHERENT CORP | $428K |
AQLTISHARES TR | $417K |
RSGREPUBLIC SVCS INC | $415K |
FEZSPDR INDEX SHS FDS | $415K |
IUSGISHARES TR | $415K |
SHOPSHOPIFY INC | $412K |
SBUXSTARBUCKS CORP | $411K |
LOWLOWES COS INC | $411K |
IXNISHARES TR | $408K |
GILDGILEAD SCIENCES INC | $408K |
SNASNAP ON INC | $406K |
LQDISHARES TR | $400K |