Avantax Planning Partners, Inc. Q1 2024 Filing
Filed May 3, 2024
Portfolio Value
$3.1B
Holdings
465
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (465 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $444.5M |
SCHVSCHWAB STRATEGIC TR | $311.3M |
SCHDSCHWAB STRATEGIC TR | $290.1M |
SCHZSCHWAB STRATEGIC TR | $165.4M |
SCHFSCHWAB STRATEGIC TR | $109.6M |
AVUVAMERICAN CENTY ETF TR | $82.4M |
HYMBSPDR SER TR | $72.3M |
CWISPDR INDEX SHS FDS | $56.3M |
FMBFIRST TR EXCH TRADED FD III | $49.4M |
VIGVANGUARD SPECIALIZED FUNDS | $40.9M |
IEMGISHARES INC | $36.1M |
IDOGALPS ETF TR | $35.5M |
AAPLAPPLE INC | $33.9M |
MUBISHARES TR | $33.7M |
VXUSVANGUARD STAR FDS | $32.8M |
IWFISHARES TR | $31.5M |
IWPISHARES TR | $31.1M |
SLYGSPDR SER TR | $31.0M |
SPYVSPDR SER TR | $30.5M |
JMUBJ P MORGAN EXCHANGE TRADED F | $28.6M |
IWSISHARES TR | $26.6M |
MMITINDEXIQ ACTIVE ETF TR | $26.2M |
HYDVANECK ETF TRUST | $25.6M |
MSFTMICROSOFT CORP | $24.4M |
VWOVANGUARD INTL EQUITY INDEX F | $21.1M |
MUNIPIMCO ETF TR | $20.5M |
ACELACCEL ENTERTAINMENT INC | $19.4M |
DFACDIMENSIONAL ETF TRUST | $18.6M |
SLYVSPDR SER TR | $18.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $16.5M |
JPMJPMORGAN CHASE & CO | $15.9M |
VIGIVANGUARD WHITEHALL FDS | $15.3M |
UCONFIRST TR EXCHNG TRADED FD VI | $14.9M |
AVGOBROADCOM INC | $14.7M |
IWNISHARES TR | $13.8M |
IVWISHARES TR | $13.3M |
AGGISHARES TR | $13.0M |
DONWISDOMTREE TR | $13.0M |
MRKMERCK & CO INC | $13.0M |
ABBVABBVIE INC | $12.4M |
VOEVANGUARD INDEX FDS | $12.3M |
KOCOCA COLA CO | $12.2M |
BIVVANGUARD BD INDEX FDS | $12.1M |
HDHOME DEPOT INC | $12.0M |
JPIBJ P MORGAN EXCHANGE TRADED F | $11.2M |
EFVISHARES TR | $11.0M |
XOMEXXON MOBIL CORP | $10.9M |
IBMINTERNATIONAL BUSINESS MACHS | $10.8M |
PEPPEPSICO INC | $10.8M |
CVXCHEVRON CORP NEW | $10.7M |
VTEBVANGUARD MUN BD FDS | $10.7M |
SPYSPDR S&P 500 ETF TR | $9.9M |
BACVERIZON COMMUNICATIONS INC | $9.9M |
PGPROCTER AND GAMBLE CO | $9.7M |
FASTFASTENAL CO | $9.6M |
TXNTEXAS INSTRS INC | $9.6M |
SUBISHARES TR | $9.5M |
COSTCOSTCO WHSL CORP NEW | $9.5M |
NVDANVIDIA CORPORATION | $9.5M |
VBKVANGUARD INDEX FDS | $9.4M |
PFEPFIZER INC | $9.1M |
JNJJOHNSON & JOHNSON | $8.6M |
VYMVANGUARD WHITEHALL FDS | $8.3M |
VLOVALERO ENERGY CORP | $8.3M |
CSCOCISCO SYS INC | $8.2M |
VOTVANGUARD INDEX FDS | $8.1M |
CHRWC H ROBINSON WORLDWIDE INC | $8.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.9M |
VTVVANGUARD INDEX FDS | $7.6M |
DEDEERE & CO | $7.4M |
IWOISHARES TR | $7.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.9M |
AMGNAMGEN INC | $6.8M |
BLKCHFBLACKROCK INC | $6.7M |
AMZNAMAZON COM INC | $6.6M |
LMTLOCKHEED MARTIN CORP | $6.5M |
IBTEISHARES TR | $6.5M |
BACBANK AMERICA CORP | $6.2M |
MCDMCDONALDS CORP | $6.2M |
USBUS BANCORP DEL | $6.1M |
IDV*ISHARES TR | $6.0M |
MOALTRIA GROUP INC | $6.0M |
MDYGSPDR SER TR | $5.9M |
UPSUNITED PARCEL SERVICE INC | $5.9M |
EOGEOG RES INC | $5.3M |
LLYELI LILLY & CO | $5.1M |
ADPAUTOMATIC DATA PROCESSING IN | $4.9M |
GOOGLALPHABET INC | $4.6M |
VBRVANGUARD INDEX FDS | $4.5M |
NDQINVESCO QQQ TR | $4.5M |
QCOMQUALCOMM INC | $4.4M |
COPCONOCOPHILLIPS | $4.3M |
ADMARCHER DANIELS MIDLAND CO | $4.3M |
COWZPACER FDS TR | $4.3M |
IBDRISHARES TR | $4.2M |
MMM3M CO | $4.1M |
FLRNSPDR SER TR | $4.0M |
PGXINVESCO EXCH TRADED FD TR II | $4.0M |
DFLVDIMENSIONAL ETF TRUST | $4.0M |
METAMETA PLATFORMS INC | $4.0M |
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