Avantax Planning Partners, Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$3.6T
Holdings
437
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (437 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | GEVGE VERNOVA INC | 549 | $0 | 0.00% | |
| 202 | AQLTISHARES TR | 2,082 | $0 | 0.00% | |
| 203 | SCHWSCHWAB CHARLES CORP | 4,850 | $0 | 0.00% | |
| 204 | MDTMEDTRONIC PLC | 5,848 | $0 | 0.00% | |
| 205 | TRVTRAVELERS COMPANIES INC | 2,039 | $0 | 0.00% | |
| 206 | BABOEING CO | 4,174 | $0 | 0.00% | |
| 207 | EXIISHARES TR | 4,206 | $0 | 0.00% | |
| 208 | IBDRISHARES TR | 29,178 | $0 | 0.00% | |
| 209 | LRGELEGG MASON ETF INVT | 3,197 | $0 | 0.00% | |
| 210 | VDEVANGUARD WORLD FD | 4,553 | $0 | 0.00% | |
| 211 | MMCANEW YORK LIFE INVTS ACTIVE E | 15,006 | $0 | 0.00% | |
| 212 | ULUNILEVER PLC | 4,068 | $0 | 0.00% | |
| 213 | FAIFIRST TR EXCHANGE TRADED FD | 3,260 | $0 | 0.00% | |
| 214 | FVDFIRST TR EXCHANGE-TRADED FD | 6,190 | $0 | 0.00% | |
| 215 | TRPTC ENERGY CORP | 8,125 | $0 | 0.00% | |
| 216 | DFASDIMENSIONAL ETF TRUST | 4,425 | $0 | 0.00% | |
| 217 | SHELSHELL PLC | 2,762 | $0 | 0.00% | |
| 218 | FHIFEDERATED HERMES INC | 7,000 | $0 | 0.00% | |
| 219 | PAYXPAYCHEX INC | 4,057 | $0 | 0.00% | |
| 220 | NTRSNORTHERN TR CORP | 1,821 | $0 | 0.00% | |
| 221 | APHAMPHENOL CORP NEW | 2,856 | $0 | 0.00% | |
| 222 | CLXCLOROX CO DEL | 2,212 | $0 | 0.00% | |
| 223 | PVALPUTNAM ETF TRUST | 14,026 | $0 | 0.00% | |
| 224 | IGVISHARES TR | 6,550 | $0 | 0.00% | |
| 225 | ICOWPACER FDS TR | 21,306 | $0 | 0.00% | |
| 226 | NULGNUSHARES ETF TR | 4,635 | $0 | 0.00% | |
| 227 | GLWCORNING INC | 4,445 | $0 | 0.00% | |
| 228 | MUMICRON TECHNOLOGY INC | 2,160 | $0 | 0.00% | |
| 229 | SNASNAP ON INC | 1,287 | $0 | 0.00% | |
| 230 | DONSPDR DOW JONES INDL AVERAGE | 1,150 | $0 | 0.00% | |
| 231 | COWZPACER FDS TR | 16,469 | $0 | 0.00% | |
| 232 | MIGASTRATEGY INC | 2,107 | $0 | 0.00% | |
| 233 | WFCWELLS FARGO CO NEW | 10,675 | $0 | 0.00% | |
| 234 | PPLPEMBINA PIPELINE CORP | 5,543 | $0 | 0.00% | |
| 235 | AXPAMERICAN EXPRESS CO | 2,545 | $0 | 0.00% | |
| 236 | CSXCSX CORP | 12,321 | $0 | 0.00% | |
| 237 | ETENERGY TRANSFER L P | 33,970 | $0 | 0.00% | |
| 238 | GILDGILEAD SCIENCES INC | 3,632 | $0 | 0.00% | |
| 239 | FLRNSPDR SERIES TRUST | 9,646 | $0 | 0.00% | |
| 240 | IXNISHARES TR | 4,414 | $0 | 0.00% | |
| 241 | IWBISHARES TR | 1,021 | $0 | 0.00% | |
| 242 | VCRVANGUARD WORLD FD | 887 | $0 | 0.00% | |
| 243 | SCHASCHWAB STRATEGIC TR | 32,151 | $0 | 0.00% | |
| 244 | IWRISHARES TR | 3,250 | $0 | 0.00% | |
| 245 | IXCISHARES TR | 5,345 | $0 | 0.00% | |
| 246 | IBMSISHARES TR | 8,711 | $0 | 0.00% | |
| 247 | ADPAUTOMATIC DATA PROCESSING IN | 3,303 | $0 | 0.00% | |
| 248 | FEZSPDR INDEX SHS FDS | 6,951 | $0 | 0.00% | |
| 249 | USIGISHARES TR | 5,461 | $0 | 0.00% | |
| 250 | CALFPACER FDS TR | 7,824 | $0 | 0.00% | |
| 251 | IJRISHARES TR | 1,731 | $0 | 0.00% | |
| 252 | HITIHIGH TIDE INC | 12,755 | $0 | 0.00% | |
| 253 | SLVISHARES SILVER TR | 12,155 | $0 | 0.00% | |
| 254 | RYROYAL BK CDA | 1,436 | $0 | 0.00% | |
| 255 | XLYSELECT SECTOR SPDR TR | 2,906 | $0 | 0.00% | |
| 256 | CHRWC H ROBINSON WORLDWIDE INC | 6,201 | $0 | 0.00% | |
| 257 | FTAFIRST TR EXCHANGE-TRADED ALP | 2,855 | $0 | 0.00% | |
| 258 | CMCSACOMCAST CORP NEW | 8,634 | $0 | 0.00% | |
| 259 | HWMHOWMET AEROSPACE INC | 3,218 | $0 | 0.00% | |
| 260 | DWDMORGAN STANLEY | 3,098 | $0 | 0.00% | |
| 261 | ALSALLSTATE CORP | 2,539 | $0 | 0.00% | |
| 262 | BDXBECTON DICKINSON & CO | 1,062 | $0 | 0.00% | |
| 263 | MCXMCCORMICK & CO INC | 3,004 | $0 | 0.00% | |
| 264 | TRVCCITIGROUP INC | 3,338 | $0 | 0.00% | |
| 265 | A4SAMERIPRISE FINL INC | 506 | $0 | 0.00% | |
| 266 | IUSGISHARES TR | 2,698 | $0 | 0.00% | |
| 267 | CVSCVS HEALTH CORP | 2,685 | $0 | 0.00% | |
| 268 | KLACKLA CORP | 376 | $0 | 0.00% | |
| 269 | ESGUISHARES TR | 2,257 | $0 | 0.00% | |
| 270 | IBMRISHARES TR | 7,977 | $0 | 0.00% | |
| 271 | AMTAMERICAN TOWER CORP NEW | 2,513 | $0 | 0.00% | |
| 272 | CZRCAESARS ENTERTAINMENT INC NE | 24,529 | $0 | 0.00% | |
| 273 | IWVISHARES TR | 1,959 | $0 | 0.00% | |
| 274 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,700 | $0 | 0.00% | |
| 275 | STXIEA SERIES TRUST | 10,431 | $0 | 0.00% | |
| 276 | PHYS/USPROTT ASSET MANAGEMENT LP | 6,658 | $0 | 0.00% | |
| 277 | XLFSELECT SECTOR SPDR TR | 10,738 | $0 | 0.00% | |
| 278 | ORIOLD REP INTL CORP | 5,859 | $0 | 0.00% | |
| 279 | PGRPROGRESSIVE CORP | 1,012 | $0 | 0.00% | |
| 280 | BXBLACKSTONE INC | 3,199 | $0 | 0.00% | |
| 281 | WDCWESTERN DIGITAL CORP | 1,451 | $0 | 0.00% | |
| 282 | SPSMSPDR SERIES TRUST | 6,822 | $0 | 0.00% | |
| 283 | KNGFIRST TR EXCHANGE-TRADED FD | 4,297 | $0 | 0.00% | |
| 284 | DISDISNEY WALT CO | 7,060 | $0 | 0.00% | |
| 285 | DNPDNP SELECT INCOME FD INC | 11,239 | $0 | 0.00% | |
| 286 | SPGIS&P GLOBAL INC | 448 | $0 | 0.00% | |
| 287 | CEGCONSTELLATION ENERGY CORP | 1,590 | $0 | 0.00% | |
| 288 | DFATDIMENSIONAL ETF TRUST | 3,479 | $0 | 0.00% | |
| 289 | XRPCCANARY XRP ETF | 12,546 | $0 | 0.00% | |
| 290 | WECWEC ENERGY GROUP INC | 7,616 | $0 | 0.00% | |
| 291 | ITWILLINOIS TOOL WKS INC | 1,099 | $0 | 0.00% | |
| 292 | GWWWW GRAINGER INC | 483 | $0 | 0.00% | |
| 293 | BSXBOSTON SCIENTIFIC CORP | 5,041 | $0 | 0.00% | |
| 294 | DCDAKOTA GOLD CORP | 13,600 | $0 | 0.00% | |
| 295 | AEMAGNICO EAGLE MINES LTD | 2,787 | $0 | 0.00% | |
| 296 | SFBSSERVISFIRST BANCSHARES INC | 5,000 | $0 | 0.00% | |
| 297 | VNQVANGUARD INDEX FDS | 2,729 | $0 | 0.00% | |
| 298 | PNCPNC FINL SVCS GROUP INC | 2,850 | $0 | 0.00% | |
| 299 | KEYKEYCORP | 10,489 | $0 | 0.00% | |
| 300 | ESGDISHARES TR | 3,146 | $0 | 0.00% |