Avantax Planning Partners, Inc. Reduced Holdings in Q4 2024

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FMB
First Tr Exchange Traded Fd Ii

ETFs
-72.2K
- 9.99%
$50.62 - $52.07 $3.65M - $3.76M
650K $33.2M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-46.9K
- 14.67%
$51.58 - $52.91 $2.42M - $2.48M
273K $14.1M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.59K
- 0.38%
$58.88 - $64.8 $93.4K - $103K
421K $24.8M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-26.8K
- 1.32%
$25.3 - $26.31 $679K - $706K
2M $51.3M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-55.6K
- 7.47%
$23.99 - $24.55 $1.33M - $1.37M
689K $16.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-14.4K
- 4.8%
$44.04 - $49.49 $633K - $711K
285K $12.6M
HYD
Vaneck High Yield Muni ETF

ETFs
-25.5K
- 7.2%
$51.09 - $53.06 $1.3M - $1.35M
329K $17.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.9K
- 2.76%
$51.09 - $55.27 $657K - $711K
453K $23.1M
PFE
Pfizer Inc

Healthcare
-18.4K
- 6.92%
$24.8 - $30.19 $457K - $556K
248K $6.57M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-3.95K
- 3.94%
$101.82 - $114.06 $402K - $450K
96.4K $9.96M
PEP
Pepsico Inc

Consumer Defensive
-545
- 1.12%
$151.29 - $176.1 $82.5K - $96K
48.3K $7.34M
STZ
Constellation Brands, Inc.

Consumer Defensive
-2.6K
- 37.71%
$219.66 - $257.62 $572K - $670K
4.3K $949K
EFV
Msci Eafe Value ETF

ETFs
-5.74K
- 6.18%
$51.78 - $57.15 $297K - $328K
87.2K $4.57M
VTV
Vanguard Value ETF

ETFs
-2.98K
- 6.33%
$168.32 - $181.87 $502K - $542K
44.1K $7.46M
VIG
Vanguard Dividend Appreciation

ETFs
-3.89K
- 2.28%
N/A
167K $30.4M
SUB
Ishares Short Term National Mu

ETFs
-5.94K
- 8.7%
$104.94 - $106.2 $623K - $630K
62.3K $6.57M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.21K
- 2.78%
$74.5 - $78.37 $239K - $252K
112K $8.39M
AAPL
Apple Inc.

Technology
-14.6K
- 8.43%
$221.69 - $259.02 $3.24M - $3.78M
159K $39.7M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.9K
- 7.64%
$162.69 - $181.35 $472K - $526K
35.1K $5.76M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.81K
- 6.06%
$49.38 - $59.52 $139K - $167K
43.6K $2.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.79K
- 4.06%
$160.89 - $176.18 $288K - $316K
42.3K $6.85M
IEMG
Ishares Inc

ETFs
-8.83K
- 5.09%
N/A
165K $8.83M
VEA
Vanguard Ftse Developed Market

ETFs
-3.87K
- 7.01%
$47.57 - $52.44 $184K - $203K
51.3K $2.45M
DFAX
Dimensional ETF Tr
-11.1K
- 13.45%
$24.76 - $27.04 $275K - $300K
71.5K $1.78M
QCOM
Qualcomm Inc

Technology
-230
- 0.91%
$150.4 - $178.04 $34.6K - $40.9K
25.1K $3.86M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-718
- 4.44%
$442.29 - $483.08 $318K - $347K
15.4K $7M
AMAT
Applied Materials Inc

Technology
-6
- 0.06%
$161.44 - $213.89 $969 - $1.28K
10.1K $1.65M
EEM
Ishares Msci Emerging Markets

ETFs
-1.53K
- 2.0%
$41.82 - $47.36 $63.8K - $72.3K
74.9K $3.13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.36K
- 1.84%
$49.79 - $51.14 $167K - $172K
179K $8.97M
PSX
Phillips 66

Energy
-191
- 1.04%
$110.35 - $138.93 $21.1K - $26.5K
18.1K $2.07M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-5.67K
- 2.41%
$50.53 - $55.55 $287K - $315K
230K $11.7M
WEC
Wec Energy Group, Inc.

Utilities
-2.82K
- 30.67%
$92.94 - $101.82 $262K - $287K
6.37K $598K
CAT
Caterpillar Inc

Industrials
-235
- 3.61%
$360.37 - $416.88 $84.7K - $98K
6.27K $2.27M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.04K
- 14.03%
$104.01 - $115.38 $212K - $236K
12.5K $1.32M
UNP
Union Pacific Corp

Industrials
-666
- 11.71%
$223.15 - $249.32 $149K - $166K
5.02K $1.15M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-5.98K
- 9.7%
$40.86 - $43.42 $244K - $260K
55.7K $2.33M
COP
Conocophillips

Energy
-103
- 0.31%
$95.12 - $114.72 $9.8K - $11.8K
33.3K $3.31M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-6.21K
- 6.08%
$24.55 - $25.16 $152K - $156K
95.9K $2.36M
VBR
Vanguard Small Cap Value ETF

ETFs
-771
- 4.1%
$197.36 - $217.3 $152K - $168K
18K $3.58M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.86K
- 2.05%
$84.34 - $95.14 $241K - $272K
137K $11.9M
CMCSA
Comcast Corp

Communication Services
-3.17K
- 19.0%
$37.39 - $45.14 $118K - $143K
13.5K $506K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.14K
- 1.68%
$126.68 - $134.74 $144K - $153K
66.4K $8.48M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-5.22K
- 28.16%
$26.63 - $30.23 $139K - $158K
13.3K $354K
DHS
Wisdomtree Tr U.S

ETFs
-1.73K
- 6.68%
$92.66 - $100.58 $161K - $174K
24.2K $2.26M
MMM
3 M CO

Industrials
-682
- 7.32%
$124.74 - $137.12 $85.1K - $93.5K
8.63K $1.11M
INTC
Intel Corp

Technology
-2.44K
- 7.93%
$19.07 - $26.23 $46.5K - $64K
28.3K $567K
ED
Consolidated Edison Inc

Utilities
-396
- 5.47%
$88.87 - $107.38 $35.2K - $42.5K
6.85K $610K
NKE
Nike, Inc.

Consumer Cyclical
-598
- 8.44%
$73.36 - $89.13 $43.9K - $53.3K
6.49K $490K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.73K
- 6.68%
$56.06 - $61.35 $96.9K - $106K
24.1K $1.36M
Activity Summary
Buys All Purchases 204 New Holdings 20 Increased Positions 184 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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