Avantax Planning Partners, Inc. Q1 2020 Filing
Filed April 27, 2020
Portfolio Value
$1.4B
Holdings
270
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (270 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $318.0M |
SCHVSCHWAB STRATEGIC TR | $310.7M |
SCHDSCHWAB STRATEGIC TR | $169.9M |
SCHZSCHWAB STRATEGIC TR | $148.6M |
FLRNSPDR SER TR | $116.3M |
SCHFSCHWAB STRATEGIC TR | $11.6M |
MDYGSPDR SER TR | $11.1M |
AAPLAPPLE INC | $11.0M |
CWISPDR INDEX SHS FDS | $10.9M |
IWDISHARES TR | $10.2M |
EEMISHARES TR | $9.2M |
MSFTMICROSOFT CORP | $7.5M |
SLYGSPDR SER TR | $7.1M |
IVWISHARES TR | $6.4M |
MDYVSPDR SER TR | $6.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.0M |
PGPROCTER & GAMBLE CO | $5.6M |
AMZNAMAZON COM INC | $4.9M |
VGTVANGUARD WORLD FDS | $4.9M |
DHSWISDOMTREE TR | $4.9M |
BACVERIZON COMMUNICATIONS INC | $4.7M |
INTCINTEL CORP | $4.7M |
JNJJOHNSON & JOHNSON | $4.7M |
MRKMERCK & CO. INC | $4.7M |
HDHOME DEPOT INC | $4.4M |
PEPPEPSICO INC | $4.4M |
HTLFEURHEARTLAND FINL USA INC | $4.4M |
KOCOCA COLA CO | $4.1M |
TAT&T INC | $4.1M |
PFEPFIZER INC | $3.9M |
JPMJPMORGAN CHASE & CO | $3.9M |
DONWISDOMTREE TR | $3.9M |
VVISA INC | $3.8M |
VIGVANGUARD SPECIALIZED FUNDS | $3.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.6M |
AGGISHARES TR | $3.4M |
VOEVANGUARD INDEX FDS | $2.8M |
SUBISHARES TR | $2.7M |
MUBISHARES TR | $2.7M |
LMTLOCKHEED MARTIN CORP | $2.7M |
NDQINVESCO QQQ TR | $2.7M |
MCDMCDONALDS CORP | $2.7M |
WMTWALMART INC | $2.7M |
XOMEXXON MOBIL CORP | $2.6M |
GOOGLALPHABET INC | $2.4M |
HYMBSPDR SER TR | $2.4M |
ABTABBOTT LABS | $2.4M |
PFFISHARES TR | $2.3M |
MMM3M CO | $2.3M |
SCHKSCHWAB STRATEGIC TR | $2.2M |
IWOISHARES TR | $2.2M |
IWFISHARES TR | $2.2M |
VFHVANGUARD WORLD FDS | $2.2M |
VHTVANGUARD WORLD FDS | $2.2M |
ABBVABBVIE INC | $2.1M |
BKHBLACK HILLS CORP | $2.1M |
NUBDNUSHARES ETF TR | $2.1M |
CVXCHEVRON CORP NEW | $2.1M |
SPYDSPDR SER TR | $2.0M |
BMYBRISTOL-MYERS SQUIBB CO | $2.0M |
CSCOCISCO SYS INC | $2.0M |
IBMINTERNATIONAL BUSINESS MACHS | $2.0M |
WFCWELLS FARGO CO NEW | $1.9M |
UNPUNION PAC CORP | $1.9M |
UPSUNITED PARCEL SERVICE INC | $1.9M |
BABOEING CO | $1.8M |
CATCATERPILLAR INC DEL | $1.8M |
TXNTEXAS INSTRS INC | $1.7M |
NEENEXTERA ENERGY INC | $1.7M |
NULVNUSHARES ETF TR | $1.7M |
DUKDUKE ENERGY CORP NEW | $1.6M |
COSTCOSTCO WHSL CORP NEW | $1.6M |
MOALTRIA GROUP INC | $1.6M |
BLKCHFBLACKROCK INC | $1.6M |
VTIVANGUARD INDEX FDS | $1.5M |
VWOVANGUARD INTL EQUITY INDEX F | $1.5M |
SCHXSCHWAB STRATEGIC TR | $1.5M |
CVSCVS HEALTH CORP | $1.5M |
QCOMQUALCOMM INC | $1.5M |
DISDISNEY WALT CO | $1.5M |
UNHUNITEDHEALTH GROUP INC | $1.4M |
NUDMNUSHARES ETF TR | $1.4M |
IDOGALPS ETF TR | $1.4M |
IVEISHARES TR | $1.4M |
IPINTL PAPER CO | $1.4M |
VTVVANGUARD INDEX FDS | $1.4M |
VYMVANGUARD WHITEHALL FDS | $1.4M |
GISGENERAL MLS INC | $1.3M |
—ISHARES TR | $1.3M |
NKENIKE INC | $1.3M |
METAFACEBOOK INC | $1.3M |
DEDEERE & CO | $1.3M |
—ISHARES TR | $1.3M |
USBUS BANCORP DEL | $1.2M |
AQLTISHARES TR | $1.2M |
VXUSVANGUARD STAR FDS | $1.2M |
NVDANVIDIA CORP | $1.2M |
HRTGHERITAGE INS HLDGS INC | $1.2M |
ADBEADOBE INC | $1.2M |
IJKISHARES TR | $1.2M |
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