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 |
|---|---|
WMWASTE MGMT INC DEL | $706K |
MCHPMICROCHIP TECHNOLOGY INC. | $697K |
HUBBHUBBELL INC | $690K |
SPGIS&P GLOBAL INC | $685K |
VOOVANGUARD INDEX FDS | $684K |
IAUISHARES TR | $683K |
BMYBRISTOL-MYERS SQUIBB CO | $682K |
NOWSERVICENOW INC | $680K |
DFUSDIMENSIONAL ETF TRUST | $675K |
PHPARKER-HANNIFIN CORP | $670K |
ISTBISHARES TR | $664K |
SPMDSPDR SER TR | $656K |
NUMVNUSHARES ETF TR | $635K |
ZTSZOETIS INC | $631K |
LRCXEURLAM RESEARCH CORP | $628K |
XJRISHARES TR | $621K |
PFFISHARES TR | $612K |
DFUVDIMENSIONAL ETF TRUST | $598K |
HONHONEYWELL INTL INC | $596K |
CITCINTAS CORP | $588K |
COPCONOCOPHILLIPS | $581K |
SNPSSYNOPSYS INC | $575K |
LOWLOWES COS INC | $571K |
FFORD MTR CO DEL | $563K |
VDCVANGUARD WORLD FDS | $541K |
XLFSELECT SECTOR SPDR TR | $533K |
CMCSACOMCAST CORP NEW | $532K |
DDDUPONT DE NEMOURS INC | $531K |
VYMIVANGUARD WHITEHALL FDS | $510K |
SCHASCHWAB STRATEGIC TR | $505K |
CLCOLGATE PALMOLIVE CO | $501K |
VAWVANGUARD WORLD FDS | $499K |
MDTMEDTRONIC PLC | $492K |
NSCNORFOLK SOUTHN CORP | $491K |
VFHVANGUARD WORLD FDS | $485K |
FISVFISERV INC | $479K |
SCHBSCHWAB STRATEGIC TR | $469K |
EXIISHARES TR | $468K |
UPSUNITED PARCEL SERVICE INC | $458K |
DOWDOW INC | $450K |
SYKSTRYKER CORPORATION | $447K |
IBDPISHARES TR | $443K |
IBDQISHARES TR | $441K |
RMBS*RAMBUS INC DEL | $441K |
ESGVVANGUARD WORLD FD | $441K |
IBDRISHARES TR | $438K |
IYWISHARES TR | $424K |
IAUISHARES TR | $422K |
OXYOCCIDENTAL PETE CORP | $419K |
SPYGSPDR SER TR | $417K |
AEPAMERICAN ELEC PWR CO INC | $413K |
CSXCSX CORP | $413K |
VPUVANGUARD WORLD FDS | $408K |
SCHWSCHWAB CHARLES CORP | $405K |
NUENUCOR CORP | $401K |
STZCONSTELLATION BRANDS INC | $389K |
PAYXPAYCHEX INC | $380K |
CTVACORTEVA INC | $380K |
ENBENBRIDGE INC | $377K |
CLXCLOROX CO DEL | $371K |
BNDVANGUARD BD INDEX FDS | $371K |
WBAWALGREENS BOOTS ALLIANCE INC | $363K |
QQEWFIRST TR NAS100 EQ WEIGHTED | $355K |
MLB1MERCADOLIBRE INC | $355K |
AFLAFLAC INC | $352K |
AXPAMERICAN EXPRESS CO | $348K |
XLUSELECT SECTOR SPDR TR | $345K |
SHWSHERWIN WILLIAMS CO | $343K |
ALSALLSTATE CORP | $340K |
OMCOMNICOM GROUP INC | $340K |
RPMRPM INTL INC | $338K |
FIBKFIRST INTST BANCSYSTEM INC | $337K |
DWDMORGAN STANLEY | $335K |
CMICUMMINS INC | $329K |
RSPGINVESCO EXCHANGE TRADED FD T | $326K |
KMBKIMBERLY-CLARK CORP | $325K |
HSYHERSHEY CO | $324K |
GDGENERAL DYNAMICS CORP | $321K |
DFAXDIMENSIONAL ETF TRUST | $319K |
GILDGILEAD SCIENCES INC | $319K |
ELVELEVANCE HEALTH INC | $319K |
BXBLACKSTONE INC | $315K |
DGRWWISDOMTREE TR | $315K |
CCLCARNIVAL CORP | $315K |
MRNAMODERNA INC | $313K |
FEZSPDR INDEX SHS FDS | $312K |
HRLHORMEL FOODS CORP | $310K |
BDXBECTON DICKINSON & CO | $306K |
KLACKLA CORP | $305K |
PWZINVESCO EXCH TRADED FD TR II | $304K |
CARRCARRIER GLOBAL CORPORATION | $302K |
CADECADENCE BANK | $300K |
VOXVANGUARD WORLD FDS | $300K |
GRMNGARMIN LTD | $300K |
AQLTISHARES TR | $299K |
WPCWP CAREY INC | $296K |
CECELANESE CORP DEL | $295K |
SLVISHARES SILVER TR | $295K |
PSXPHILLIPS 66 | $293K |
FQIDIGITAL RLTY TR INC | $292K |