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 |
|---|---|
CSXCSX CORP | $397K |
TRPTC ENERGY CORP | $396K |
ITWILLINOIS TOOL WKS INC | $390K |
RPMRPM INTL INC | $389K |
KLACKLA CORP | $389K |
SFBSSERVISFIRST BANCSHARES INC | $388K |
AVLVAMERICAN CENTY ETF TR | $385K |
TTENTOTALENERGIES SE | $384K |
GSKGSK PLC | $378K |
PINCPREMIER INC | $373K |
EMLPFIRST TR EXCHANGE-TRADED FD | $367K |
FQIDIGITAL RLTY TR INC | $367K |
NFGNATIONAL FUEL GAS CO | $367K |
XLUSELECT SECTOR SPDR TR | $365K |
IWRISHARES TR | $364K |
PJANINNOVATOR ETFS TRUST | $361K |
IAGGISHARES TR | $359K |
SUSBISHARES TR | $358K |
MSTR 8 PERPMICROSTRATEGY INC | $357K |
PWZINVESCO EXCH TRADED FD TR II | $357K |
FHIFEDERATED HERMES INC | $356K |
GISGENERAL MLS INC | $356K |
IAUISHARES TR | $348K |
SLVISHARES SILVER TR | $347K |
IWBISHARES TR | $347K |
CITHE CIGNA GROUP | $345K |
CTVACORTEVA INC | $345K |
PAAPLAINS ALL AMERN PIPELINE L | $343K |
CMCSACOMCAST CORP NEW | $341K |
AEMAGNICO EAGLE MINES LTD | $341K |
IBMOISHARES TR | $339K |
ESGUISHARES TR | $338K |
UGIUGI CORP NEW | $336K |
OLPONE LIBERTY PPTYS INC | $334K |
DELLDELL TECHNOLOGIES INC | $334K |
HPEHEWLETT PACKARD ENTERPRISE C | $332K |
IBMPISHARES TR | $331K |
ETGEATON VANCE TX ADV GLBL DIV | $328K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $328K |
DFASDIMENSIONAL ETF TRUST | $325K |
SCHESCHWAB STRATEGIC TR | $321K |
IAU*ISHARES GOLD TR | $320K |
APPAPPLOVIN CORP | $320K |
AVUSAMERICAN CENTY ETF TR | $317K |
IBMQISHARES TR | $317K |
ULUNILEVER PLC | $315K |
AEPAMERICAN ELEC PWR CO INC | $314K |
INTCINTEL CORP | $309K |
CAHCARDINAL HEALTH INC | $309K |
XLESELECT SECTOR SPDR TR | $305K |
PWRQUANTA SVCS INC | $303K |
PEOEXELON CORP | $299K |
MCHPMICROCHIP TECHNOLOGY INC. | $298K |
VDEVANGUARD WORLD FD | $297K |
IJRISHARES TR | $297K |
NHINATIONAL HEALTH INVS INC | $295K |
SPSMSPDR SERIES TRUST | $286K |
ESSESSEX PPTY TR INC | $285K |
APHAMPHENOL CORP NEW | $284K |
GEVGE VERNOVA INC | $283K |
TRVCCITIGROUP INC | $281K |
BRBROADRIDGE FINL SOLUTIONS IN | $281K |
ESGDISHARES TR | $281K |
PAPRINNOVATOR ETFS TRUST | $278K |
VNQVANGUARD INDEX FDS | $278K |
VAWVANGUARD WORLD FD | $278K |
FVDFIRST TR EXCHANGE-TRADED FD | $277K |
AQLTISHARES TR | $277K |
QTECFIRST TR EXCHANGE-TRADED FD | $276K |
AGNCAGNC INVT CORP | $275K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $273K |
ORIOLD REP INTL CORP | $273K |
CMICUMMINS INC | $269K |
PPLPEMBINA PIPELINE CORP | $268K |
KKRKKR & CO INC | $266K |
A4SAMERIPRISE FINL INC | $265K |
AVXCAMERICAN CENTY ETF TR | $262K |
CLXCLOROX CO DEL | $260K |
TPLTEXAS PACIFIC LAND CORPORATI | $260K |
NUENUCOR CORP | $259K |
AWRAMER STATES WTR CO | $259K |
BCCCGLOBAL X FDS | $257K |
CLSCELESTICA INC | $256K |
LRGELEGG MASON ETF INVT | $254K |
IBDSISHARES TR | $254K |
GSGOLDMAN SACHS GROUP INC | $253K |
REGNREGENERON PHARMACEUTICALS | $253K |
IJANINNOVATOR ETFS TRUST | $250K |
PGRPROGRESSIVE CORP | $250K |
CARRCARRIER GLOBAL CORPORATION | $248K |
CHECHEMED CORP NEW | $247K |
DDDUPONT DE NEMOURS INC | $246K |
POCTINNOVATOR ETFS TRUST | $246K |
NULVNUSHARES ETF TR | $246K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $245K |
AVREAMERICAN CENTY ETF TR | $245K |
GLWCORNING INC | $243K |
CALMCAL MAINE FOODS INC | $241K |
MRSHMARSH & MCLENNAN COS INC | $241K |
AGMFEDERAL AGRIC MTG CORP | $241K |