Avantax Planning Partners, Inc. Q1 2023 Filing
Filed April 21, 2023
Portfolio Value
$2.5B
Holdings
377
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (377 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $366.9M |
SCHVSCHWAB STRATEGIC TR | $281.0M |
SCHDSCHWAB STRATEGIC TR | $260.1M |
SCHZSCHWAB STRATEGIC TR | $148.0M |
SCHFSCHWAB STRATEGIC TR | $86.7M |
FLRNSPDR SER TR | $75.1M |
IWNISHARES TR | $70.9M |
HYMBSPDR SER TR | $63.6M |
SUBISHARES TR | $56.8M |
FMBFIRST TR EXCH TRADED FD III | $48.8M |
CWISPDR INDEX SHS FDS | $39.6M |
VXUSVANGUARD STAR FDS | $32.2M |
VIGVANGUARD SPECIALIZED FUNDS | $30.7M |
IWOISHARES TR | $28.8M |
IWFISHARES TR | $28.3M |
JMUBJ P MORGAN EXCHANGE TRADED F | $27.9M |
IEMGISHARES INC | $26.3M |
AAPLAPPLE INC | $25.8M |
SPYVSPDR SER TR | $25.5M |
SLYVSPDR SER TR | $23.7M |
IDOGALPS ETF TR | $23.2M |
HYDVANECK ETF TRUST | $21.2M |
MUBISHARES TR | $21.0M |
IWPISHARES TR | $20.7M |
IWSISHARES TR | $19.7M |
VWOVANGUARD INTL EQUITY INDEX F | $19.2M |
MUNIPIMCO ETF TR | $17.6M |
ACELACCEL ENTERTAINMENT INC | $17.0M |
MSFTMICROSOFT CORP | $14.0M |
JPIBJ P MORGAN EXCHANGE TRADED F | $13.4M |
IVWISHARES TR | $12.1M |
VOEVANGUARD INDEX FDS | $11.1M |
PGXINVESCO EXCH TRADED FD TR II | $10.4M |
VTVVANGUARD INDEX FDS | $9.2M |
VIGIVANGUARD WHITEHALL FDS | $8.6M |
AGGISHARES TR | $8.2M |
DONWISDOMTREE TR | $7.9M |
VOTVANGUARD INDEX FDS | $7.5M |
EFVISHARES TR | $7.5M |
VBKVANGUARD INDEX FDS | $7.5M |
VYMVANGUARD WHITEHALL FDS | $7.4M |
SPYSPDR S&P 500 ETF TR | $7.2M |
KOCOCA COLA CO | $6.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.9M |
PEPPEPSICO INC | $6.8M |
SLYGSPDR SER TR | $6.8M |
MRKMERCK & CO INC | $6.6M |
XOMEXXON MOBIL CORP | $6.5M |
IDV*ISHARES TR | $6.4M |
PGPROCTER AND GAMBLE CO | $5.9M |
JPMJPMORGAN CHASE & CO | $5.9M |
IBMINTERNATIONAL BUSINESS MACHS | $5.7M |
MDYGSPDR SER TR | $5.6M |
AVGOBROADCOM INC | $5.6M |
ABBVABBVIE INC | $5.4M |
IWDISHARES TR | $5.3M |
HTLFEURHEARTLAND FINL USA INC | $5.3M |
JNJJOHNSON & JOHNSON | $5.3M |
PFEPFIZER INC | $5.2M |
TXNTEXAS INSTRS INC | $5.2M |
CVXCHEVRON CORP NEW | $5.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.8M |
BACVERIZON COMMUNICATIONS INC | $4.7M |
EEMISHARES TR | $4.4M |
HDHOME DEPOT INC | $4.3M |
TSLATESLA INC | $4.3M |
MMM3M CO | $4.1M |
DEDEERE & CO | $4.1M |
MCDMCDONALDS CORP | $4.0M |
NULVNUSHARES ETF TR | $3.8M |
AMZNAMAZON COM INC | $3.7M |
VBRVANGUARD INDEX FDS | $3.5M |
GOOGLALPHABET INC | $3.5M |
CSCOCISCO SYS INC | $3.5M |
USBUS BANCORP DEL | $3.4M |
NDQINVESCO QQQ TR | $3.4M |
LMTLOCKHEED MARTIN CORP | $3.4M |
BLKCHFBLACKROCK INC | $3.3M |
AMGNAMGEN INC | $3.3M |
DHSWISDOMTREE TR | $3.3M |
MOALTRIA GROUP INC | $3.2M |
NVDANVIDIA CORPORATION | $3.1M |
VGTVANGUARD WORLD FDS | $3.0M |
COSTCOSTCO WHSL CORP NEW | $3.0M |
VTEBVANGUARD MUN BD FDS | $3.0M |
IXUSISHARES TR | $2.9M |
MDYVSPDR SER TR | $2.7M |
ABTABBOTT LABS | $2.7M |
BSVVANGUARD BD INDEX FDS | $2.7M |
IJKISHARES TR | $2.6M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.5M |
UNHUNITEDHEALTH GROUP INC | $2.5M |
VVISA INC | $2.5M |
ADPAUTOMATIC DATA PROCESSING IN | $2.4M |
FASTFASTENAL CO | $2.3M |
IDEVISHARES TR | $2.2M |
EOGEOG RES INC | $2.2M |
DUKDUKE ENERGY CORP NEW | $2.2M |
DYHTARGET CORP | $2.2M |
BACBANK AMERICA CORP | $2.2M |
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