Avantax Planning Partners, Inc. Portfolio Holdings

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

Avantax Planning Partners, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.78 Billion distributed in 443 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $407M, Schwab Strategic Tr Us Large C with a value of $266M, Schwab Strategic Tr Us Dividen with a value of $263M, Schwab Us Aggregate Bond ETF with a value of $149M, and Schwab Strategic Tr Intl Eqty with a value of $114M.

Examining the 13F form we can see an decrease of $324M in the current position value, from $3.1B to 2.78B.

Below you can find more details about Avantax Planning Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.78 Billion
ETFs: $2.28 Billion
Technology: $124 Million
Industrials: $69.7 Million
Healthcare: $65.9 Million
Consumer Defensive: $60.9 Million
Financial Services: $53.9 Million
Energy: $37.9 Million
Consumer Cyclical: $36.2 Million
Other: $41.3 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$429,000 0.02% of portfolio
49,635
Q2 2024 Added 1.38%
$14.7M
$150,000 0.01% of portfolio
279,541
Q2 2024 Added 55.49%
$0
$304,000 0.01% of portfolio
15,655
Q2 2024 Added 1.45%
$0
$112,000 0.0% of portfolio
11,241
Q3 2024 Reduced 5.57%
$32.9M
$42,000 0.0% of portfolio
11,640
Q1 2024 New
$31M
$16,000 0.0% of portfolio
20,483
Q3 2024 Reduced 18.07%

Summary

  • Portfolio
  • No. of Stocks 443
  • Current Value $2.78 Billion
  • Prior Value $3.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 322 stocks
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