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Steven Kaminski

@Avantax Planning Partners, Inc.

Latest period2024 - Q3ReportedManaged Assets$2.788BTotal holdings443
Assets growth rate-10.39%Assets growth rate (2-Q avg)-4.81%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avantax Planning Partners, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 443 positions.

Assets under management

The assets under management (AUM) of Avantax Planning Partners, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.788B in assets, with a quarterly growth rate of -10.39% and a 2-quarter average growth rate of -4.81%. The portfolio is managed by Steven Kaminski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLVSelect Sector Spdr Tr
Recent Activity
New Position
0.01%
$220,095
1,429 shares@ $154.03 avg price
TPLTexas Pacific Land Corporati
Recent Activity
New Position
0.01%
$217,646
246 shares@ $884.74 avg price
KVUEKenvue Inc
Recent Activity
New Position
0.01%
$214,253
9,263 shares@ $23.13 avg price
FNDESchwab Strategic Tr
Recent Activity
New Position
0.01%
$212,111
6,573 shares@ $32.28 avg price
BRBroadridge Finl Solutions In
Recent Activity
New Position
0.01%
$205,354
955 shares@ $215.04 avg price
EFXEquifax Inc
Recent Activity
New Position
0.01%
$204,820
697 shares@ $293.86 avg price
AVTAvnet Inc
Recent Activity
New Position
0.01%
$201,436
3,709 shares@ $54.32 avg price
HLHecla Mng Co
Recent Activity
New Position
0.01%
$67,587
10,133 shares@ $6.67 avg price
PEGYPineapple Energy Inc
Recent Activity
New Position
0.01%
$47,200
351,978 shares@ $0.14 avg price
CHROChromocell Therapeutics Corp
Recent Activity
New Position
0.01%
$33,520
47,205 shares@ $0.72 avg price