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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
SCHPSchwab Strategic Tr
Recent Activity
Increased 0.61%
0.15%
$4.02M
74,961 shares@ $53.63 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 549.15%
0.12%
$3.19M
61,656 shares@ $51.75 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 0.1%
0.12%
$3.086M
45,718 shares@ $67.52 avg price
PFGPrincipal Financial Group In
Recent Activity
Increased 0.01%
0.11%
$2.971M
34,587 shares@ $85.91 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.61%
0.08%
$1.999M
8,853 shares@ $225.78 avg price
BKHBlack Hills Corp
Recent Activity
Increased 0.19%
0.08%
$1.997M
32,671 shares@ $61.12 avg price
VOOVanguard Index Fds
Recent Activity
Increased 11.24%
0.07%
$1.782M
3,377 shares@ $527.63 avg price
STZConstellation Brands Inc
Recent Activity
Increased 4.09%
0.07%
$1.778M
6,900 shares@ $257.69 avg price
NEENextera Energy Inc
Recent Activity
Increased 0.26%
0.06%
$1.578M
18,671 shares@ $84.53 avg price
VUGVanguard Index Fds
Recent Activity
Increased 4.17%
0.04%
$1.113M
2,900 shares@ $383.93 avg price