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 |
|---|---|---|---|---|---|
| 301 | LQDISHARES TR | 3,898 | $0 | 0.00% | |
| 302 | CGXUCAPITAL GROUP INTL FOCUS EQT | 6,844 | $0 | 0.00% | |
| 303 | BBARRICK MNG CORP | 7,789 | $0 | 0.00% | |
| 304 | AVREAMERICAN CENTY ETF TR | 6,235 | $0 | 0.00% | |
| 305 | STXKEA SERIES TRUST | 11,955 | $0 | 0.00% | |
| 306 | MPCMARATHON PETE CORP | 3,705 | $0 | 0.00% | |
| 307 | NXTNEXTPOWER INC | 2,539 | $0 | 0.00% | |
| 308 | VOXVANGUARD WORLD FD | 3,830 | $0 | 0.00% | |
| 309 | TELFYTELEFONICA S A | 10,563 | $0 | 0.00% | |
| 310 | NULVNUSHARES ETF TR | 5,232 | $0 | 0.00% | |
| 311 | SHMSPDR SERIES TRUST | 17,599 | $0 | 0.00% | |
| 312 | IAPRINNOVATOR ETFS TRUST | 19,052 | $0 | 0.00% | |
| 313 | AVSCAMERICAN CENTY ETF TR | 13,021 | $0 | 0.00% | |
| 314 | CTVACORTEVA INC | 4,594 | $0 | 0.00% | |
| 315 | ESGVVANGUARD WORLD FD | 6,584 | $0 | 0.00% | |
| 316 | CGGRCAPITAL GROUP GROWTH ETF | 15,049 | $0 | 0.00% | |
| 317 | GBTCGRAYSCALE BITCOIN TRUST ETF | 3,213 | $0 | 0.00% | |
| 318 | GSGOLDMAN SACHS GROUP INC | 375 | $0 | 0.00% | |
| 319 | PJULINNOVATOR ETFS TRUST | 4,429 | $0 | 0.00% | |
| 320 | VTVANGUARD INTL EQUITY INDEX F | 3,546 | $0 | 0.00% | |
| 321 | PLUNPLUG POWER INC | 18,062 | $0 | 0.00% | |
| 322 | RPMRPM INTL INC | 3,180 | $0 | 0.00% | |
| 323 | HPEHEWLETT PACKARD ENTERPRISE C | 16,022 | $0 | 0.00% | |
| 324 | XLESELECT SECTOR SPDR TR | 14,275 | $0 | 0.00% | |
| 325 | SPDWSPDR INDEX SHS FDS | 11,876 | $0 | 0.00% | |
| 326 | CMFISHARES TR | 10,267 | $0 | 0.00% | |
| 327 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,885 | $0 | 0.00% | |
| 328 | AGNCAGNC INVT CORP | 29,955 | $0 | 0.00% | |
| 329 | EDCONSOLIDATED EDISON INC | 5,401 | $0 | 0.00% | |
| 330 | OBDCBLUE OWL CAPITAL CORPORATION | 31,411 | $0 | 0.00% | |
| 331 | GSKGSK PLC | 9,537 | $0 | 0.00% | |
| 332 | AVUSAMERICAN CENTY ETF TR | 2,979 | $0 | 0.00% | |
| 333 | LOWLOWES COS INC | 2,027 | $0 | 0.00% | |
| 334 | GRMNGARMIN LTD | 1,754 | $0 | 0.00% | |
| 335 | IAU*ISHARES GOLD TR | 5,131 | $0 | 0.00% | |
| 336 | NSCNORFOLK SOUTHN CORP | 2,177 | $0 | 0.00% | |
| 337 | GDGENERAL DYNAMICS CORP | 2,773 | $0 | 0.00% | |
| 338 | EWEDWARDS LIFESCIENCES CORP | 2,447 | $0 | 0.00% | |
| 339 | UGIUGI CORP NEW | 14,953 | $0 | 0.00% | |
| 340 | SYKSTRYKER CORPORATION | 2,092 | $0 | 0.00% | |
| 341 | DELLDELL TECHNOLOGIES INC | 3,141 | $0 | 0.00% | |
| 342 | STRLSTERLING INFRASTRUCTURE INC | 870 | $0 | 0.00% | |
| 343 | ENBENBRIDGE INC | 11,567 | $0 | 0.00% | |
| 344 | NFGNATIONAL FUEL GAS CO | 4,297 | $0 | 0.00% | |
| 345 | HONHONEYWELL INTL INC | 3,309 | $0 | 0.00% | |
| 346 | IJANINNOVATOR ETFS TRUST | 5,672 | $0 | 0.00% | |
| 347 | BIPBROOKFIELD INFRAST PARTNERS | 17,189 | $0 | 0.00% | |
| 348 | ORGOORGANOGENESIS HLDGS INC | 10,324 | $0 | 0.00% | |
| 349 | IYWISHARES TR | 3,296 | $0 | 0.00% | |
| 350 | SCHESCHWAB STRATEGIC TR | 8,788 | $0 | 0.00% | |
| 351 | BCCCGLOBAL X FDS | 4,486 | $0 | 0.00% | |
| 352 | NUBDNUSHARES ETF TR | 21,289 | $0 | 0.00% | |
| 353 | WMBWILLIAMS COS INC | 7,197 | $0 | 0.00% | |
| 354 | DFUVDIMENSIONAL ETF TRUST | 21,142 | $0 | 0.00% | |
| 355 | IVZINVESCO LTD | 8,187 | $0 | 0.00% | |
| 356 | DHRDANAHER CORPORATION | 3,815 | $0 | 0.00% | |
| 357 | SUSBISHARES TR | 14,322 | $0 | 0.00% | |
| 358 | DUKDUKE ENERGY CORP NEW | 7,714 | $0 | 0.00% | |
| 359 | NUENUCOR CORP | 2,030 | $0 | 0.00% | |
| 360 | HBANHUNTINGTON BANCSHARES INC | 17,428 | $0 | 0.00% | |
| 361 | FLEXFLEX LTD | 14,585 | $0 | 0.00% | |
| 362 | VAWVANGUARD WORLD FD | 1,019 | $0 | 0.00% | |
| 363 | HUBBHUBBELL INC | 1,715 | $0 | 0.00% | |
| 364 | ICLNISHARES TR | 13,091 | $0 | 0.00% | |
| 365 | AESAES CORP | 13,391 | $0 | 0.00% | |
| 366 | NUDMNUSHARES ETF TR | 13,323 | $0 | 0.00% | |
| 367 | BSMYINVESCO EXCH TRD SLF IDX FD | 21,189 | $0 | 0.00% | |
| 368 | TTETOTALENERGIES SE | 5,931 | $0 | 0.00% | |
| 369 | SBUXSTARBUCKS CORP | 3,509 | $0 | 0.00% | |
| 370 | XLUSELECT SECTOR SPDR TR | 9,324 | $0 | 0.00% | |
| 371 | NKENIKE INC | 6,640 | $0 | 0.00% | |
| 372 | MDLZMONDELEZ INTL INC | 7,679 | $0 | 0.00% | |
| 373 | NHINATIONAL HEALTH INVS INC | 4,208 | $0 | 0.00% | |
| 374 | SKYYFIRST TR EXCHANGE TRADED FD | 1,740 | $0 | 0.00% | |
| 375 | OLPONE LIBERTY PPTYS INC | 14,016 | $0 | 0.00% | |
| 376 | AEPAMERICAN ELEC PWR CO INC | 3,897 | $0 | 0.00% | |
| 377 | VISVANGUARD WORLD FD | 2,031 | $0 | 0.00% | |
| 378 | TFISPDR SERIES TRUST | 12,707 | $0 | 0.00% | |
| 379 | IBMOISHARES TR | 13,229 | $0 | 0.00% | |
| 380 | XELXCEL ENERGY INC | 2,819 | $0 | 0.00% | |
| 381 | PAAPLAINS ALL AMERN PIPELINE L | 18,700 | $0 | 0.00% | |
| 382 | MSTR 8 PERPSTRATEGY INC | 2,953 | $0 | 0.00% | |
| 383 | WMWASTE MGMT INC DEL | 3,055 | $0 | 0.00% | |
| 384 | COHRCOHERENT CORP | 4,801 | $0 | 0.00% | |
| 385 | GEGE AEROSPACE | 2,128 | $0 | 0.00% | |
| 386 | TKRTIMKEN CO | 3,051 | $0 | 0.00% | |
| 387 | BDJBLACKROCK ENHANCED EQUITY DI | 49,635 | $0 | 0.00% | |
| 388 | OMEROMEROS CORP | 13,200 | $0 | 0.00% | |
| 389 | PEOEXELON CORP | 5,801 | $0 | 0.00% | |
| 390 | LHXL3HARRIS TECHNOLOGIES INC | 1,792 | $0 | 0.00% | |
| 391 | IBDSISHARES TR | 10,447 | $0 | 0.00% | |
| 392 | IBMQISHARES TR | 12,459 | $0 | 0.00% | |
| 393 | VDCVANGUARD WORLD FD | 2,763 | $0 | 0.00% | |
| 394 | BRBROADRIDGE FINL SOLUTIONS IN | 1,016 | $0 | 0.00% | |
| 395 | IVLUISHARES TR | 6,031 | $0 | 0.00% | |
| 396 | CLSCELESTICA INC | 1,528 | $0 | 0.00% | |
| 397 | AVXCAMERICAN CENTY ETF TR | 4,258 | $0 | 0.00% | |
| 398 | KKRKKR & CO INC | 2,000 | $0 | 0.00% | |
| 399 | GMGENERAL MTRS CO | 2,895 | $0 | 0.00% | |
| 400 | APPAPPLOVIN CORP | 786 | $0 | 0.00% |