Question 1

What stocks does AVANTAX PLANNING PARTNERS INC hold in its portfolio?

Accepted Answer

AVANTAX PLANNING PARTNERS INC's top stock holdings include AAPL, SCHG, MSFT and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AVANTAX PLANNING PARTNERS INC's largest stock holdings?

Accepted Answer

AVANTAX PLANNING PARTNERS INC's largest stock holdings as of their last filing include AAPL (valued at approximately $42.5 million), SCHG (valued at approximately $506.0 million), MSFT (valued at approximately $18.8 million), SCHV (valued at approximately $355.5 million), NVDA (valued at approximately $17.7 million).

Question 3

When was AVANTAX PLANNING PARTNERS INC's last SEC filing?

Accepted Answer

AVANTAX PLANNING PARTNERS INC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AVANTAX PLANNING PARTNERS INC recently bought or sold?

Accepted Answer

AVANTAX PLANNING PARTNERS INC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AVANTAX PLANNING PARTNERS INC reported?

Accepted Answer

AVANTAX PLANNING PARTNERS INC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does AVANTAX PLANNING PARTNERS INC invest in?

Accepted Answer

AVANTAX PLANNING PARTNERS INC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.