AP

Avantax Planning Partners, Inc.

13F
Avantax Planning Partners, Inc.
Last update 2024-11-14 443 Stocks (22 new)
Value $2.79 Bil Turnover 27 %
Countries:
Top Holdings: SCHG(14.58%)SCHV(9.53%)SCHD(9.42%)SCHZ(5.34%)SCHF(4.09%)
Portfolio Report
Summary Stock Picks Current Portfolio
Avantax Planning Partners, Inc... Top Holdings of 2024-09-30 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
15,611,328
406597.020
+247.51%
14.580
+10.38%
0.300
+3.71%
-1.79%
36677.499
 
SCHV 		Schwab U.S. Large-Cap Value ETF
9,919,800
265751.410
+146.73%
9.530
+5.67%
0.750
-3.96%
-1.13%
11570.621
 
SCHD 		Schwab US Dividend Equity ETF
9,317,994
262549.980
+160.74%
9.420
+5.81%
0.140
-4.00%
-0.64%
65387.114
 
SCHZ 		Schwab US Aggregate Bond ETF
6,270,558
148964.530
+84.51%
5.340
+2.45%
0.860
-2.93%
-1.12%
8349.853
 
SCHF 		Schwab International Equity ETF
5,546,288
114031.670
+81.79%
4.090
+1.84%
0.130
-7.86%
-1.28%
39345.664
 
SPTL 		SPDR Portfolio Long Term Treasury ETF
3,547,183
103116.610
-2.00%
3.700
-0.06%
0.900
-7.83%
-2.57%
10274.372
 
AVUV 		Avantis U.S. Small Cap Value ETF
848,684
81431.260
-12.13%
2.920
-0.34%
0.600
-2.22%
-2.20%
14940.049
 
HYMB 		SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
2,031,553
53368.910
-25.02%
1.910
-0.56%
1.880
-1.92%
-0.87%
2800.001
 
CWI 		SPDR MSCI ACWI ex-US ETF
1,619,894
49309.570
-15.64%
1.770
-0.27%
2.940
-8.01%
-1.68%
1557.691
 
AAPL 		Apple Inc
173,240
40364.980
-8.26%
1.450
-0.11%
0.000
+1.70%
-7.69%
3517453.523
Hardware

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 ETF2024-09-30Add
+10.38%
●
23.16 ($25.16) 26.42
$27.45
9.08%
Add 247.51%
15,611,328
2,779,760
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+5.81%
●
25.67 ($27.24) 28.35
$27.16
-0.30%
Add 160.74%
9,317,994
1,914,791
SCHV 		Schwab U.S. Large-Cap Value ETF2024-09-30Add
+5.67%
●
24.48 ($25.69) 26.79
$25.81
0.47%
Add 146.73%
9,919,800
1,966,442
BSV 		Vanguard Short-Term Bond ETF2023-03-31Reduce
-3.31%
●
74.54 ($75.52) 76.62
$76.92
1.85%
Reduce -96.92%
35,285
-1,109,861
SPTL 		SPDR Portfolio Long Term Treasury ETF2024-06-30New Buy
+3.17%
●
26.06 ($26.99) 27.96
$25.56
-5.30%
New holding
3,619,664
3,619,664
IWN 		iShares Russell 2000 Value ETF2024-03-31Reduce
-2.96%
●
145.61 ($151.45) 158.81
$159.21
5.12%
Reduce -85.2%
87,026
-500,978
SCHV 		Schwab U.S. Large-Cap Value ETF2023-03-31Reduce
-2.79%
●
62.51 ($66.33) 68.88
$25.81
-61.09%
Reduce -19.89%
4,285,341
-1,063,958
SCHV 		Schwab U.S. Large-Cap Value ETF2023-03-31Reduce
-2.79%
●
62.51 ($66.33) 68.88
$25.81
-61.09%
Reduce -19.89%
4,285,341
-1,063,958
FLRN 		SPDR Bloomberg Investment Grade Floating Rate ETF2023-09-30Reduce
-2.71%
●
30.51 ($30.64) 30.73
$30.76
0.39%
Reduce -92.5%
180,493
-2,224,643
AVUV 		Avantis U.S. Small Cap Value ETF2024-03-31New Buy
+2.67%
●
84.87 ($88.48) 93.71
$94.39
6.68%
New holding
878,859
878,859

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 2024-09-30

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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