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 |
|---|---|
MSIMOTOROLA SOLUTIONS INC | $239K |
XLISELECT SECTOR SPDR TR | $239K |
PSAPUBLIC STORAGE OPER CO | $237K |
UMBFUMB FINL CORP | $236K |
ISTBISHARES TR | $232K |
NTRSNORTHERN TR CORP | $230K |
MUMICRON TECHNOLOGY INC | $229K |
MCXMCCORMICK & CO INC | $228K |
CBCHUBB LIMITED | $226K |
FNDESCHWAB STRATEGIC TR | $226K |
FTAFIRST TR EXCHANGE-TRADED ALP | $224K |
TKRTIMKEN CO | $224K |
PYPLPAYPAL HLDGS INC | $223K |
RCLROYAL CARIBBEAN GROUP | $222K |
XLVSELECT SECTOR SPDR TR | $222K |
IPINTERNATIONAL PAPER CO | $220K |
ATOATMOS ENERGY CORP | $219K |
PJULINNOVATOR ETFS TRUST | $217K |
BAXBAXTER INTL INC | $215K |
AEBAALLETE INC | $214K |
HNIHNI CORP | $213K |
KNGFIRST TR EXCHANGE-TRADED FD | $211K |
IXCISHARES TR | $209K |
BBARRICK MNG CORP | $207K |
SPGIS&P GLOBAL INC | $207K |
XELXCEL ENERGY INC | $205K |
WPCWP CAREY INC | $203K |
IBMSISHARES TR | $203K |
MTGMGIC INVT CORP WIS | $202K |
PPLPPL CORP | $201K |
IBMRISHARES TR | $201K |
STRLSTERLING INFRASTRUCTURE INC | $201K |
IBTOISHARES TR | $201K |
KEYKEYCORP | $180K |
SWSSMITH & WESSON BRANDS INC | $169K |
AESAES CORP | $163K |
HOLOMICROCLOUD HOLOGRAM INC | $128K |
HN9HANESBRANDS INC | $116K |
DNPDNP SELECT INCOME FD INC | $110K |
XLOXILIO THERAPEUTICS INC | $97K |
PIMPUTNAM MASTER INTER INCOME T | $57K |
TELFYTELEFONICA S A | $55K |
IOVAIOVANCE BIOTHERAPEUTICS INC | $51K |
ORGOORGANOGENESIS HLDGS INC | $38K |
OMEROMEROS CORP | $30K |
PLUNPLUG POWER INC | $29K |
HITIHIGH TIDE INC | $29K |
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