Avantax Planning Partners, Inc. Q1 2021 Filing
Filed May 6, 2021
Portfolio Value
$1.9B
Holdings
314
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (314 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $411.8M |
SCHVSCHWAB STRATEGIC TR | $344.5M |
SCHDSCHWAB STRATEGIC TR | $199.1M |
SCHZSCHWAB STRATEGIC TR | $185.5M |
FLRNSPDR SER TR | $136.7M |
IWNISHARES TR | $69.1M |
SCHFSCHWAB STRATEGIC TR | $35.6M |
MUBISHARES TR | $35.1M |
AAPLAPPLE INC | $19.0M |
HYMBSPDR SER TR | $16.0M |
IWOISHARES TR | $12.7M |
EEMISHARES TR | $11.9M |
MDYGSPDR SER TR | $10.8M |
IWDISHARES TR | $10.3M |
MSFTMICROSOFT CORP | $10.0M |
SLYGSPDR SER TR | $9.9M |
IVWISHARES TR | $9.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $9.0M |
IDOGALPS ETF TR | $8.8M |
VTVVANGUARD INDEX FDS | $8.6M |
IWSISHARES TR | $8.4M |
HTLFEURHEARTLAND FINL USA INC | $8.4M |
IWPISHARES TR | $8.3M |
MDYVSPDR SER TR | $7.9M |
IEMGISHARES INC | $7.7M |
VIGVANGUARD SPECIALIZED FUNDS | $6.2M |
PGPROCTER AND GAMBLE CO | $6.1M |
DONWISDOMTREE TR | $6.0M |
CWISPDR INDEX SHS FDS | $5.7M |
JPMJPMORGAN CHASE & CO | $5.2M |
DHSWISDOMTREE TR | $5.0M |
XOMEXXON MOBIL CORP | $4.9M |
PEPPEPSICO INC | $4.8M |
VGTVANGUARD WORLD FDS | $4.6M |
NULVNUSHARES ETF TR | $4.3M |
CATCATERPILLAR INC | $4.3M |
PFEPFIZER INC | $4.3M |
JNJJOHNSON & JOHNSON | $4.3M |
KOCOCA COLA CO | $4.2M |
DEDEERE & CO | $4.2M |
HDHOME DEPOT INC | $4.2M |
BACVERIZON COMMUNICATIONS INC | $4.2M |
INTCINTEL CORP | $4.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
AMZNAMAZON COM INC | $3.9M |
TRVCCITIGROUP INC | $3.6M |
VOEVANGUARD INDEX FDS | $3.6M |
MRKMERCK & CO. INC | $3.5M |
TAT&T INC | $3.3M |
GOOGLALPHABET INC | $3.3M |
MCDMCDONALDS CORP | $3.2M |
NUDMNUSHARES ETF TR | $3.2M |
PFFISHARES TR | $3.1M |
SPYSPDR S&P 500 ETF TR | $3.1M |
ABTABBOTT LABS | $3.0M |
DISDISNEY WALT CO | $3.0M |
MMM3M CO | $3.0M |
TXNTEXAS INSTRS INC | $2.9M |
NDQINVESCO QQQ TR | $2.9M |
ABBVABBVIE INC | $2.9M |
WMTWALMART INC | $2.8M |
BABOEING CO | $2.8M |
IBMINTERNATIONAL BUSINESS MACHS | $2.8M |
AGGISHARES TR | $2.7M |
MOALTRIA GROUP INC | $2.7M |
DYHTARGET CORP | $2.7M |
SPYVSPDR SER TR | $2.6M |
SUBISHARES TR | $2.5M |
UNPUNION PAC CORP | $2.5M |
BLKCHFBLACKROCK INC | $2.5M |
UPSUNITED PARCEL SERVICE INC | $2.4M |
VHTVANGUARD WORLD FDS | $2.4M |
USBUS BANCORP DEL | $2.3M |
EMREMERSON ELEC CO | $2.3M |
CVXCHEVRON CORP NEW | $2.3M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.2M |
QCOMQUALCOMM INC | $2.2M |
FMBFIRST TR EXCH TRADED FD III | $2.2M |
LMTLOCKHEED MARTIN CORP | $2.2M |
VTIVANGUARD INDEX FDS | $2.1M |
NEENEXTERA ENERGY INC | $2.1M |
NVDANVIDIA CORPORATION | $2.0M |
SBUXSTARBUCKS CORP | $2.0M |
DUKDUKE ENERGY CORP NEW | $2.0M |
BMYBRISTOL-MYERS SQUIBB CO | $2.0M |
METAFACEBOOK INC | $2.0M |
NUBDNUSHARES ETF TR | $1.9M |
BKHBLACK HILLS CORP | $1.9M |
SDYSPDR SER TR | $1.9M |
SCHKSCHWAB STRATEGIC TR | $1.8M |
VVISA INC | $1.8M |
COSTCOSTCO WHSL CORP NEW | $1.8M |
UNHUNITEDHEALTH GROUP INC | $1.7M |
IVEISHARES TR | $1.7M |
NUSCNUSHARES ETF TR | $1.7M |
SCHXSCHWAB STRATEGIC TR | $1.6M |
AQLTISHARES TR | $1.6M |
NKENIKE INC | $1.6M |
—ISHARES TR | $1.6M |
WFCWELLS FARGO CO NEW | $1.6M |
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