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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
MDYGSpdr Ser Tr
Recent Activity
Increased 1.35%
0.86%
$23.881M
272,182 shares@ $87.75 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
Increased 59.7%
0.85%
$23.484M
482,673 shares@ $48.66 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 4.68%
0.81%
$22.375M
281,586 shares@ $79.47 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -20.21%
0.73%
$20.098M
337,719 shares@ $59.51 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.23%
0.72%
$19.883M
579,863 shares@ $34.29 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -15.75%
0.69%
$18.971M
44,088 shares@ $430.31 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -25.02%
0.68%
$18.806M
354,355 shares@ $53.08 avg price
MMITNew York Life Invts Active E
Recent Activity
Decreased -29.5%
0.66%
$18.326M
744,951 shares@ $24.61 avg price
MUNIPimco Etf Tr
Recent Activity
Decreased -15.36%
0.61%
$16.946M
319,856 shares@ $52.99 avg price
VIGIVanguard Whitehall Fds
Recent Activity
Decreased -23.29%
0.58%
$16.032M
181,600 shares@ $88.28 avg price