Avantax Planning Partners, Inc. Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$2.8T
Holdings
431
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (431 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | LRCXLAM RESEARCH CORP | 10,412 | $757.0M | 0.03% | |
| 202 | NOWSERVICENOW INC | 946 | $753.3M | 0.03% | |
| 203 | SYKSTRYKER CORPORATION | 2,021 | $752.2M | 0.03% | |
| 204 | WFCWELLS FARGO CO NEW | 10,450 | $750.2M | 0.03% | |
| 205 | HONHONEYWELL INTL INC | 3,457 | $732.0M | 0.03% | |
| 206 | NUBDNUSHARES ETF TR | 32,804 | $727.8M | 0.03% | |
| 207 | EDCONSOLIDATED EDISON INC | 6,565 | $726.0M | 0.03% | |
| 208 | INTUINTUIT | 1,178 | $723.2M | 0.03% | |
| 209 | BABOEING CO | 4,210 | $717.9M | 0.03% | |
| 210 | IBDRISHARES TR | 29,188 | $706.6M | 0.03% | |
| 211 | SCHXSCHWAB STRATEGIC TR | 31,867 | $703.6M | 0.02% | |
| 212 | WECWEC ENERGY GROUP INC | 6,423 | $700.0M | 0.02% | |
| 213 | ICOWPACER FDS TR | 21,947 | $689.3M | 0.02% | |
| 214 | VONGVANGUARD SCOTTSDALE FDS | 7,418 | $688.3M | 0.02% | |
| 215 | CHRWC H ROBINSON WORLDWIDE INC | 6,693 | $685.4M | 0.02% | |
| 216 | IBDQISHARES TR | 26,778 | $673.5M | 0.02% | |
| 217 | NUDMNUSHARES ETF TR | 21,143 | $673.4M | 0.02% | |
| 218 | ESGVVANGUARD WORLD FD | 6,683 | $654.6M | 0.02% | |
| 219 | HYGISHARES TR | 8,237 | $649.8M | 0.02% | |
| 220 | CMFISHARES TR | 11,521 | $648.4M | 0.02% | |
| 221 | DISDISNEY WALT CO | 6,544 | $645.9M | 0.02% | |
| 222 | MDTMEDTRONIC PLC | 7,166 | $643.9M | 0.02% | |
| 223 | VOVANGUARD INDEX FDS | 2,476 | $640.3M | 0.02% | |
| 224 | PAYXPAYCHEX INC | 4,135 | $638.0M | 0.02% | |
| 225 | IWVISHARES TR | 1,952 | $620.0M | 0.02% | |
| 226 | XLFSELECT SECTOR SPDR TR | 12,370 | $616.1M | 0.02% | |
| 227 | VDCVANGUARD WORLD FD | 2,809 | $614.7M | 0.02% | |
| 228 | EXIISHARES TR | 4,206 | $611.5M | 0.02% | |
| 229 | PWZINVESCO EXCH TRADED FD TR II | 25,148 | $599.8M | 0.02% | |
| 230 | AVGEAMERICAN CENTY ETF TR | 8,398 | $597.9M | 0.02% | |
| 231 | SCHASCHWAB STRATEGIC TR | 25,147 | $589.2M | 0.02% | |
| 232 | FLRNSPDR SER TR | 19,076 | $587.9M | 0.02% | |
| 233 | PANWPALO ALTO NETWORKS INC | 3,429 | $585.1M | 0.02% | |
| 234 | VRTXVERTEX PHARMACEUTICALS INC | 1,194 | $578.9M | 0.02% | |
| 235 | TRVTRAVELERS COMPANIES INC | 2,182 | $577.1M | 0.02% | |
| 236 | ISRGINTUITIVE SURGICAL INC | 1,152 | $570.6M | 0.02% | |
| 237 | CZRCAESARS ENTERTAINMENT INC NE | 22,741 | $568.5M | 0.02% | |
| 238 | ETENERGY TRANSFER L P | 30,369 | $564.6M | 0.02% | |
| 239 | VFHVANGUARD WORLD FD | 4,718 | $563.7M | 0.02% | |
| 240 | IAPRINNOVATOR ETFS TRUST | 20,154 | $555.0M | 0.02% | |
| 241 | ETNEATON CORP PLC | 2,037 | $553.8M | 0.02% | |
| 242 | UBERUBER TECHNOLOGIES INC | 7,579 | $552.2M | 0.02% | |
| 243 | SUSBISHARES TR | 22,096 | $552.2M | 0.02% | |
| 244 | CGGRCAPITAL GROUP GROWTH ETF | 15,995 | $547.8M | 0.02% | |
| 245 | PVALPUTNAM ETF TRUST | 14,333 | $545.8M | 0.02% | |
| 246 | IJJISHARES TR | 4,509 | $539.9M | 0.02% | |
| 247 | MPCMARATHON PETE CORP | 3,702 | $539.4M | 0.02% | |
| 248 | SHWSHERWIN WILLIAMS CO | 1,520 | $530.8M | 0.02% | |
| 249 | ALSALLSTATE CORP | 2,559 | $529.9M | 0.02% | |
| 250 | SRESEMPRA | 7,407 | $528.6M | 0.02% | |
| 251 | NULGNUSHARES ETF TR | 6,687 | $523.5M | 0.02% | |
| 252 | MDLZMONDELEZ INTL INC | 7,652 | $519.2M | 0.02% | |
| 253 | DONSPDR DOW JONES INDL AVERAGE | 1,235 | $518.6M | 0.02% | |
| 254 | ENBENBRIDGE INC | 11,633 | $515.5M | 0.02% | |
| 255 | NSCNORFOLK SOUTHN CORP | 2,172 | $514.4M | 0.02% | |
| 256 | BIPBROOKFIELD INFRAST PARTNERS | 17,189 | $512.1M | 0.02% | |
| 257 | PNCPNC FINL SVCS GROUP INC | 2,906 | $510.8M | 0.02% | |
| 258 | CLCOLGATE PALMOLIVE CO | 5,407 | $506.7M | 0.02% | |
| 259 | BXBLACKSTONE INC | 3,595 | $502.4M | 0.02% | |
| 260 | DHRDANAHER CORPORATION | 2,440 | $500.2M | 0.02% | |
| 261 | PINCPREMIER INC | 25,815 | $497.7M | 0.02% | |
| 262 | VISVANGUARD WORLD FD | 1,996 | $494.1M | 0.02% | |
| 263 | AMTAMERICAN TOWER CORP NEW | 2,259 | $491.5M | 0.02% | |
| 264 | BSXBOSTON SCIENTIFIC CORP | 4,795 | $483.7M | 0.02% | |
| 265 | FLEXFLEX LTD | 14,585 | $482.5M | 0.02% | |
| 266 | GWWGRAINGER W W INC | 478 | $472.2M | 0.02% | |
| 267 | CALFPACER FDS TR | 12,521 | $469.5M | 0.02% | |
| 268 | GRMNGARMIN LTD | 2,137 | $464.0M | 0.02% | |
| 269 | ITWILLINOIS TOOL WKS INC | 1,867 | $463.2M | 0.02% | |
| 270 | IYWISHARES TR | 3,292 | $462.3M | 0.02% | |
| 271 | SBUXSTARBUCKS CORP | 4,707 | $461.7M | 0.02% | |
| 272 | FLOTISHARES TR | 8,978 | $458.3M | 0.02% | |
| 273 | WMBWILLIAMS COS INC | 7,551 | $451.2M | 0.02% | |
| 274 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,701 | $448.4M | 0.02% | |
| 275 | NULVNUSHARES ETF TR | 11,052 | $447.5M | 0.02% | |
| 276 | SPDWSPDR INDEX SHS FDS | 12,115 | $441.1M | 0.02% | |
| 277 | VTIPVANGUARD MALVERN FDS | 8,829 | $440.6M | 0.02% | |
| 278 | SNASNAP ON INC | 1,303 | $439.2M | 0.02% | |
| 279 | LOWLOWES COS INC | 1,881 | $438.7M | 0.02% | |
| 280 | VBVANGUARD INDEX FDS | 1,966 | $435.9M | 0.02% | |
| 281 | XFEBFIRST TR EXCH TRADED FD III | 24,742 | $435.2M | 0.02% | |
| 282 | LQDISHARES TR | 3,955 | $429.9M | 0.02% | |
| 283 | NKENIKE INC | 6,757 | $428.9M | 0.02% | |
| 284 | BDJBLACKROCK ENHANCED EQUITY DI | 49,635 | $426.9M | 0.02% | |
| 285 | CEGCONSTELLATION ENERGY CORP | 2,109 | $425.2M | 0.02% | |
| 286 | TTENTOTALENERGIES SE | 6,509 | $421.0M | 0.01% | |
| 287 | GILDGILEAD SCIENCES INC | 3,703 | $414.9M | 0.01% | |
| 288 | GISGENERAL MLS INC | 6,918 | $413.6M | 0.01% | |
| 289 | RPMRPM INTL INC | 3,574 | $413.4M | 0.01% | |
| 290 | RSGREPUBLIC SVCS INC | 1,684 | $407.9M | 0.01% | |
| 291 | INTCINTEL CORP | 17,941 | $407.4M | 0.01% | |
| 292 | VOXVANGUARD WORLD FD | 2,712 | $402.4M | 0.01% | |
| 293 | GSKGSK PLC | 10,370 | $401.7M | 0.01% | |
| 294 | XLESELECT SECTOR SPDR TR | 4,223 | $394.6M | 0.01% | |
| 295 | EMLPFIRST TR EXCHANGE-TRADED FD | 10,525 | $394.6M | 0.01% | |
| 296 | XLYSELECT SECTOR SPDR TR | 1,989 | $392.7M | 0.01% | |
| 297 | AFLAFLAC INC | 3,520 | $391.4M | 0.01% | |
| 298 | HWMHOWMET AEROSPACE INC | 3,014 | $391.0M | 0.01% | |
| 299 | TRPTC ENERGY CORP | 8,250 | $389.5M | 0.01% | |
| 300 | FEZSPDR INDEX SHS FDS | 6,951 | $378.2M | 0.01% |