Filer Name: AVANTAX PLANNING PARTNERS, INC.
CIK: 1005441
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 430
Portfolio Value: $2.77B

Avantax Planning Partners, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SCHG US SCHWAB US LARGE-CAP GROWTH 15,371,381 $428M 15.44% 293.9% -
SCHV US SCHWAB US LARGE-CAP VALUE 9,927,842 $259M 9.33% 200.2% -
SCHD US SCHWAB US DVD EQUITY ETF 9,380,983 $256M 9.24% 202.0% -
SCHZ US SCHWAB US AGGREGATE BOND ETF 6,511,229 $148M 5.33% 107.7% -
SCHF US SCHWAB INTL EQUITY ETF 5,960,505 $110M 3.98% 114.9% -
SPTL US SPDR PORT LNG TRM TRSRY 3,610,306 $95M 3.41% 1.8% -
AVUV US AVANTIS US SMALL CAP VALUE 860,368 $83M 2.99% 1.4% -
CWI US SPDR MSCI ACWI EX-US 1,922,233 $54M 1.94% 18.7% -
HYMB US SPDR NUVEEN BLOOMBERG HIGH Y 2,004,704 $51M 1.85% -1.3% -
AAPL US APPLE INC 158,632 $40M 1.43% -8.4% -
SLYG US SPDR S&P 600 SMALL CAP GROWT 375,669 $34M 1.22% 5.0% -
FMB US FIRST TRUST MANAGED MUNICIPA 650,029 $33M 1.20% -10.0% -
VIG US VANGUARD DIVIDEND APPREC ETF 166,922 $33M 1.18% -2.3% -
MUB US ISHARES NATIONAL MUNI BOND E 301,081 $32M 1.16% 1.9% -
JPIB US JPMORGAN INTL BND ETF 604,912 $29M 1.03% 25.3% -
IDOG US ALPS INTERNATIONAL SECTOR DI 979,790 $28M 1.02% 1.5% -
MDYV US SPDR S&P 400 MID CAP VALUE E 338,411 $27M 0.98% 20.2% -
IWF US ISHARES RUSSELL 1000 GROWTH 67,763 $27M 0.98% -2.4% -
AVEM US AVANTIS EMERGING MARKETS EQ 453,876 $27M 0.96% 15.9% -
MDYG US SPDR S&P 400 MID CAPGROWTH E 292,163 $25M 0.92% 7.3% -
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