Avantax Planning Partners, Inc.
CIK
1005441
City
DUBUQUE
State / Country
IA
Top Portfolio Positions
237 positions ·
$602,294,373 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
147,675 | $37,478,438 | 6.22% | |
| MSFT |
Microsoft Corp
Technology
|
51,692 | $19,134,827 | 3.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
98,224 | $16,664,683 | 2.77% | |
| NVDA |
Nvidia Corp
Technology
|
92,691 | $16,165,310 | 2.68% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
50,447 | $14,839,489 | 2.46% | |
| DE |
Deere & Co
Industrials
|
25,296 | $14,249,236 | 2.37% | |
| AVGO |
Broadcom Inc.
Technology
|
45,911 | $14,209,913 | 2.36% | |
| ABBV |
AbbVie Inc.
Healthcare
|
60,872 | $13,239,051 | 2.20% | |
| FAST |
Fastenal Co
Industrials
|
284,389 | $13,195,649 | 2.19% | |
| KO |
Coca Cola Co
Consumer Defensive
|
173,037 | $13,159,463 | 2.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ETG
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $368,256 | 18,303 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $361,630 | 15,655 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $330,790 | 15,655 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $327,815 | 15,655 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $285,234 | 15,655 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $285,390 | 15,655 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $304,333 | 15,655 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $291,339 | 15,655 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $281,615 | 15,431 | Shares | Sole | 2024-05-03 | |
| No 13F history on record for this holder in this stock. | ||||||