Managed by Avantax Planning Partners, Inc. • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $485.7M | 14.89M | 0.00% | — |
| 2 | ? N/A — | $479.1M | 15.01M | 0.00% | — |
| 3 | ? N/A — | $453M | 4.49M | 0.00% | — |
| 4 | ? N/A — | $444.5M | 4.79M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $444.2M |
| 15.21M |
| 0.00% |
| — |
| 6 | ? N/A — | $428.4M | 15.37M | 0.00% | — |
| 7 | ? N/A — | $409.1M | 4.93M | 0.00% | — |
| 8 | ? N/A — | $406.6M | 3.90M | 0.00% | — |
| 9 | ? N/A — | $395.2M | 5.27M | 0.00% | — |
| 10 | ? N/A — | $373.2M | 5.13M | 0.00% | — |
| 11 | ? N/A — | $372.8M | 14.89M | 0.00% | — |
| 12 | ? N/A — | $366.9M | 5.63M | 0.00% | — |
| 13 | ? N/A — | $311.3M | 4.10M | 0.00% | — |
| 14 | ? N/A — | $301.7M | 10.19M | 0.00% | — |
| 15 | ? N/A — | $297.8M | 4.02M | 0.00% | — |
| 16 | ? N/A — | $293.4M | 10.08M | 0.00% | — |
| 17 | ? N/A — | $292.3M | 4.17M | 0.00% | — |
| 18 | ? N/A — | $290.1M | 3.60M | 0.00% | — |
| 19 | ? N/A — | $285M | 4.25M | 0.00% | — |
| 20 | ? N/A — | $281M | 4.29M | 0.00% | — |