AP

Avantax Planning Partners, Inc.

13F
Avantax Planning Partners, Inc.
Last update 2025-04-29 431 Stocks (28 new)
Value $2.83 Bil Turnover 6 %
Countries:
Top Holdings: SCHG(13.20%)SCHD(9.54%)SCHV(9.44%)SCHZ(5.57%)SCHF(4.51%)
Summary Stock Picks Current Portfolio
Avantax Planning Partners, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
14,887,267
372,777.2
-3.15%
13.200
-0.49%
1.010
+29.95%
+7.44%
45,526.8
 
SCHD
Schwab US Dividend Equity ETF
9,634,773
269,388.3
+2.71%
9.540
+0.25%
0.370
+9.27%
+1.02%
70,639.0
 
SCHV
Schwab U.S. Large-Cap Value ETF
10,027,280
266,525.1
+1.00%
9.440
+0.09%
2.200
+15.28%
+9.05%
12,858.2
 
SCHZ
Schwab US Aggregate Bond ETF
6,787,890
157,207.5
+4.25%
5.570
+0.23%
1.830
+2.23%
+3.74%
8,595.9
 
SCHF
Schwab International Equity ETF
6,440,391
127,390.9
+8.05%
4.510
+0.34%
0.290
+13.47%
+20.47%
49,040.1
 
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
3,717,179
101,330.3
+2.96%
3.590
+0.10%
0.890
+1.66%
+1.58%
11,202.3
 
AVUV
Avantis U.S. Small Cap Value ETF
817,595
71,269.7
-4.97%
2.520
-0.15%
0.480
+20.51%
-1.24%
16,670.2
 
CWI
SPDR MSCI ACWI ex-US ETF
2,074,367
61,359.8
+7.91%
2.170
+0.16%
3.580
+15.01%
+19.29%
1,902.6
 
HYMB
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
2,244,942
56,617.4
+11.98%
2.000
+0.21%
2.180
+0.90%
-2.78%
2,601.7
 
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
747,202
35,783.5
+23.52%
1.270
+0.24%
5.010
+2.59%
+5.04%
930.8
 

Avantax Planning Partners, Inc.'s Historical Top Holdings Breakdowns

Avantax Planning Partners, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.49%
●
24.91 ($27.39) 29.02
$29.89
9.13%
Reduce -3.15%
14,887,267
-484,114
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.34%
●
18.36 ($19.62) 20.51
$22.14
12.84%
Add 8.05%
6,440,391
479,886
CHRW
C.H. Robinson Worldwide Inc
2025-03-31
Reduce
Reduce
-0.33%
●
96.18 ($101.07) 109.82
$97.42
-3.61%
Reduce -93.06%
6,693
-89,679
IWF
iShares Russell 1000 Growth ETF
2025-03-31
Add
Add
+0.29%
●
360.07 ($394.62) 417.26
$436.25
10.55%
Add 33.21%
90,269
22,506
IWP
iShares Russell Mid-Cap Growth ETF
2025-03-31
Add
Add
+0.29%
●
114.9 ($128.55) 139.6
$140.59
9.37%
Add 90.79%
144,803
68,905
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.25%
●
27.56 ($30.26) 32.1
$30.55
0.96%
Add 1226.26%
271,525
251,052
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.25%
●
27.01 ($27.88) 28.54
$27.09
-2.82%
Add 2.71%
9,634,773
253,790
JPIB
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
2025-03-31
Add
Add
+0.24%
●
46.97 ($47.71) 48.26
$48.48
1.61%
Add 23.52%
747,202
142,290
MDYG
SPDR S&P 400 Mid Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.24%
●
77.91 ($86.02) 92.26
$88.58
2.98%
Reduce -26.23%
215,528
-76,635
JCPB
JPMorgan Core Plus Bond ETF
2025-03-31
Add
Add
+0.23%
●
45.56 ($46.5) 47.23
$46.76
0.55%
Add 33.84%
548,534
138,691

Avantax Planning Partners, Inc. Total Holding History ($B)

To

Avantax Planning Partners, Inc.'s Asset Allocation

To

Avantax Planning Partners, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Avantax Planning Partners, Inc.'s Hypothetical Growth since 2025-03-31

Avantax Planning Partners, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Avantax Planning Partners, Inc.'s Holdings Heat Map

Size field:

Avantax Planning Partners, Inc.'s Holdings Bubble Chart

Avantax Planning Partners, Inc. News

  • 1

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