Avantax Planning Partners, Inc. Q1 2022 Filing

Filed May 9, 2022

Portfolio Value

$2.5T

Holdings

359

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (359 positions)

StockValue
NEENEXTERA ENERGY INC
$2.2B
WFCWELLS FARGO CO NEW
$2.1B
SCHPSCHWAB STRATEGIC TR
$2.1B
JPIBJ P MORGAN EXCHANGE-TRADED F
$2.0B
DISDISNEY WALT CO
$2.0B
VVISA INC
$2.0B
VTIPVANGUARD MALVERN FDS
$1.9B
MDYSPDR S&P MIDCAP 400 ETF TR
$1.9B
ADMARCHER DANIELS MIDLAND CO
$1.9B
METAFACEBOOK INC
$1.9B
GOOGALPHABET INC
$1.9B
SDYSPDR SER TR
$1.9B
BABOEING CO
$1.8B
SBUXSTARBUCKS CORP
$1.7B
NKENIKE INC
$1.7B
ITWILLINOIS TOOL WKS INC
$1.6B
TAT&T INC
$1.6B
IJHISHARES TR
$1.6B
NEMNEWMONT CORP
$1.6B
VUGVANGUARD INDEX FDS
$1.6B
BACBK OF AMERICA CORP
$1.5B
NUBDNUSHARES ETF TR
$1.5B
XLKSELECT SECTOR SPDR TR
$1.5B
ACNACCENTURE PLC IRELAND
$1.4B
OBDCOWL ROCK CAPITAL CORPORATION
$1.4B
ADBEADOBE SYSTEMS INCORPORATED
$1.4B
UNPUNION PAC CORP
$1.4B
CVSCVS HEALTH CORP
$1.4B
UPSUNITED PARCEL SERVICE INC
$1.4B
MCKMCKESSON CORP
$1.4B
VOTVANGUARD INDEX FDS
$1.3B
CZRCAESARS ENTERTAINMENT INC NE
$1.3B
ORCLORACLE CORP
$1.3B
NULGNUSHARES ETF TR
$1.3B
SUSAISHARES TR
$1.2B
AMATAPPLIED MATLS INC
$1.2B
FASTFASTENAL CO
$1.2B
ESGDISHARES TR
$1.2B
QCOMQUALCOMM INC
$1.2B
IVVISHARES TR
$1.2B
ISHARES TR
$1.2B
NUSCNUSHARES ETF TR
$1.2B
PRFINVESCO EXCHANGE TRADED FD T
$1.2B
BMYBRISTOL-MYERS SQUIBB CO
$1.2B
LOWLOWES COS INC
$1.2B
AQLTISHARES TR
$1.2B
DHRDANAHER CORPORATION
$1.2B
IWMISHARES TR
$1.2B
NUEMNUSHARES ETF TR
$1.1B
LQDISHARES TR
$1.1B
CRMSALESFORCE COM INC
$1.1B
AMTAMERICAN TOWER CORP NEW
$1.1B
SUSBISHARES TR
$1.1B
TJXTJX COS INC NEW
$1.1B
ROKROCKWELL AUTOMATION INC
$1.1B
LNTALLIANT ENERGY CORP
$1.0B
PYPLPAYPAL HLDGS INC
$1.0B
EFGISHARES TR
$1.0B
VBRVANGUARD INDEX FDS
$999.0M
MAMASTERCARD INCORPORATED
$979.0M
EFVISHARES TR
$959.0M
4I1PHILIP MORRIS INTL INC
$947.0M
NFLXNETFLIX INC
$942.0M
IJJISHARES TR
$936.0M
VOOVANGUARD INDEX FDS
$932.0M
NUMVNUSHARES ETF TR
$928.0M
PINCPREMIER INC
$919.0M
AQLTISHARES TR
$917.0M
SOSOUTHERN CO
$879.0M
MDUMDU RES GROUP INC
$870.0M
VPUVANGUARD WORLD FDS
$867.0M
INTUINTUIT
$855.0M
GDGENERAL DYNAMICS CORP
$855.0M
SYSBISHARES TR
$854.0M
JPSTJ P MORGAN EXCHANGE-TRADED F
$852.0M
RTXRAYTHEON TECHNOLOGIES CORP
$851.0M
VISVANGUARD WORLD FDS
$821.0M
XLFISELECT SECTOR SPDR TR
$821.0M
SPGIS&P GLOBAL INC
$819.0M
INSPINSPIRE MED SYS INC
$807.0M
MDTMEDTRONIC PLC
$796.0M
MCHPMICROCHIP TECHNOLOGY INC.
$793.0M
AMDADVANCED MICRO DEVICES INC
$779.0M
WECWEC ENERGY GROUP INC
$770.0M
TTTRANE TECHNOLOGIES PLC
$767.0M
WMWASTE MGMT INC DEL
$762.0M
LLYLILLY ELI & CO
$761.0M
CMCSACOMCAST CORP NEW
$750.0M
GISGENERAL MLS INC
$743.0M
CLCOLGATE PALMOLIVE CO
$733.0M
VFHVANGUARD WORLD FDS
$730.0M
VDCVANGUARD WORLD FDS
$730.0M
XLFSELECT SECTOR SPDR TR
$722.0M
HRTGHERITAGE INS HLDGS INC
$719.0M
SCHBSCHWAB STRATEGIC TR
$719.0M
SPMDSPDR SER TR
$705.0M
HONHONEYWELL INTL INC
$690.0M
NSCNORFOLK SOUTHN CORP
$680.0M
AQLTISHARES TR
$665.0M
FFORD MTR CO DEL
$657.0M
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