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Portfolio (Quarterly) Guide ↗

Avantax Planning Partners, Inc.

· CIK 0001005441
13F Portfolio $3.6B AUM 435 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 139 Added 166 Reduced 32 Exited
Page 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MPC MARATHON PETE CORP Energy 3,783.0 $924K 0.03% +78.0 +2.1% $244.19 +5.7%
82 XLE SELECT SECTOR SPDR TR 14,679.0 $899K 0.03% +404.0 +2.8% $61.26 -1.3%
83 BA BOEING CO Industrials 4,355.0 $867K 0.02% +181.0 +4.3% $199.01 +9.5%
84 HON HONEYWELL INTL INC Industrials 3,704.0 $837K 0.02% +395.0 +11.9% $226.01 -3.9%
85 VDC VANGUARD WORLD FD 3,694.0 $830K 0.02% +931.0 +33.7% $224.59 +3.6%
86 MU MICRON TECHNOLOGY INC Technology 2,355.0 $796K 0.02% +195.0 +9.0% $337.89 +104.0%
87 DIS DISNEY WALT CO Communication Services 8,165.0 $787K 0.02% +1K +15.7% $96.38 +7.9%
88 WM WASTE MGMT INC DEL Industrials 3,383.0 $777K 0.02% +328.0 +10.7% $229.79 -3.6%
89 VO VANGUARD INDEX FDS 2,692.0 $773K 0.02% +280.0 +11.6% $287.15 -73.4%
90 HWM HOWMET AEROSPACE INC Industrials 3,310.0 $763K 0.02% +92.0 +2.9% $230.47 +12.1%
91 ET ENERGY TRANSFER L P Energy 39,362.0 $760K 0.02% +5K +15.9% $19.30 +5.2%
92 VIS VANGUARD WORLD FD 2,405.0 $751K 0.02% +374.0 +18.4% $312.22 +6.3%
93 ETN EATON CORP PLC Industrials 2,090.0 $748K 0.02% +55.0 +2.7% $357.71 +6.0%
94 ENB ENBRIDGE INC Energy 13,084.0 $708K 0.02% +2K +13.1% $54.14 +3.6%
95 DELL DELL TECHNOLOGIES INC Technology 4,310.0 $707K 0.02% +1K +37.2% $164.13 +46.3%
96 IDEV ISHARES TR 8,414.0 $703K 0.02% +753.0 +9.8% $83.57 +5.6%
97 XLF SELECT SECTOR SPDR TR 13,890.0 $686K 0.02% +3K +29.4% $49.37 +4.4%
98 LOW LOWES COS INC Consumer Cyclical 2,648.0 $626K 0.02% +621.0 +30.6% $236.27 -7.1%
99 PNC PNC FINL SVCS GROUP INC Financial Services 2,999.0 $624K 0.02% +149.0 +5.2% $208.10 +3.0%
100 AEM AGNICO EAGLE MINES LTD Basic Materials 3,003.0 $610K 0.02% +216.0 +7.8% $202.98 -12.0%
Page 5 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.3%
Financial Services 12.8%
Healthcare 12.7%
Industrials 12.1%
Energy 11.4%
Consumer Defensive 9.6%
Consumer Cyclical 7.7%
Communication Services 5.0%
Utilities 2.6%
Basic Materials 0.7%