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 |
|---|---|
VONVVANGUARD SCOTTSDALE FDS | $3.9M |
SCHPSCHWAB STRATEGIC TR | $3.8M |
ITWILLINOIS TOOL WKS INC | $3.8M |
VVISA INC | $3.7M |
NULVNUSHARES ETF TR | $3.7M |
EEMISHARES TR | $3.6M |
IBDTISHARES TR | $3.6M |
IBMSISHARES TR | $3.6M |
USRTISHARES TR | $3.5M |
IBTOISHARES TR | $3.5M |
TSLATESLA INC | $3.4M |
UNHUNITEDHEALTH GROUP INC | $3.3M |
VGTVANGUARD WORLD FD | $3.3M |
PRUPRUDENTIAL FINL INC | $3.2M |
ABTABBOTT LABS | $3.2M |
VTIVANGUARD INDEX FDS | $3.1M |
SOSOUTHERN CO | $3.1M |
PSXPHILLIPS 66 | $3.1M |
NUDMNUSHARES ETF TR | $3.0M |
VEAVANGUARD TAX-MANAGED FDS | $3.0M |
PG4PRINCIPAL FINANCIAL GROUP IN | $3.0M |
DUKDUKE ENERGY CORP NEW | $2.9M |
XYLDGLOBAL X FDS | $2.9M |
IJKISHARES TR | $2.9M |
MDYVSPDR SER TR | $2.9M |
ORCLORACLE CORP | $2.8M |
SPYMSPDR SER TR | $2.8M |
CATCATERPILLAR INC | $2.7M |
IBHDISHARES TR | $2.6M |
CALFPACER FDS TR | $2.6M |
DHSWISDOMTREE TR | $2.6M |
AMATAPPLIED MATLS INC | $2.6M |
IXUSISHARES TR | $2.5M |
SCHXSCHWAB STRATEGIC TR | $2.5M |
IWMISHARES TR | $2.4M |
GPCGENUINE PARTS CO | $2.4M |
IVVISHARES TR | $2.3M |
DFAXDIMENSIONAL ETF TRUST | $2.2M |
WMTWALMART INC | $2.2M |
TJXTJX COS INC NEW | $2.2M |
IWDISHARES TR | $2.2M |
IDEVISHARES TR | $2.2M |
IVEISHARES TR | $2.1M |
DYHTARGET CORP | $2.1M |
AMDADVANCED MICRO DEVICES INC | $2.1M |
LINLINDE PLC | $2.0M |
SCHESCHWAB STRATEGIC TR | $2.0M |
VYMIVANGUARD WHITEHALL FDS | $1.9M |
GDGENERAL DYNAMICS CORP | $1.9M |
VLUEISHARES TR | $1.8M |
KMBKIMBERLY-CLARK CORP | $1.8M |
XLKSELECT SECTOR SPDR TR | $1.8M |
STZCONSTELLATION BRANDS INC | $1.8M |
BKHBLACK HILLS CORP | $1.8M |
IBTGISHARES TR | $1.8M |
ADBEADOBE INC | $1.8M |
GOOGALPHABET INC | $1.8M |
VOOVANGUARD INDEX FDS | $1.8M |
UNPUNION PAC CORP | $1.7M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.7M |
ESGDISHARES TR | $1.7M |
GQ9SPDR GOLD TR | $1.7M |
SCHBSCHWAB STRATEGIC TR | $1.7M |
ACNACCENTURE PLC IRELAND | $1.7M |
DFUSDIMENSIONAL ETF TRUST | $1.6M |
ROKROCKWELL AUTOMATION INC | $1.6M |
CRMSALESFORCE INC | $1.6M |
ICOWPACER FDS TR | $1.6M |
DFUVDIMENSIONAL ETF TRUST | $1.6M |
VTVANGUARD INTL EQUITY INDEX F | $1.6M |
INTCINTEL CORP | $1.5M |
BKNGBOOKING HOLDINGS INC | $1.5M |
DISDISNEY WALT CO | $1.5M |
NFLXNETFLIX INC | $1.5M |
WKWORKIVA INC | $1.5M |
LNTALLIANT ENERGY CORP | $1.5M |
BNDVANGUARD BD INDEX FDS | $1.5M |
BABOEING CO | $1.4M |
IJHISHARES TR | $1.4M |
AQLTISHARES TR | $1.4M |
EFAISHARES TR | $1.4M |
VHTVANGUARD WORLD FD | $1.4M |
SDYSPDR SER TR | $1.4M |
SUSAISHARES TR | $1.3M |
SBUXSTARBUCKS CORP | $1.3M |
PRFINVESCO EXCHANGE TRADED FD T | $1.3M |
NUBDNUSHARES ETF TR | $1.3M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.3M |
CASYCASEYS GEN STORES INC | $1.3M |
NOWSERVICENOW INC | $1.3M |
HEMIHARTFORD FDS EXCHANGE TRADED | $1.3M |
WSBCWESBANCO INC | $1.3M |
EMREMERSON ELEC CO | $1.3M |
LRCXEURLAM RESEARCH CORP | $1.2M |
EDCONSOLIDATED EDISON INC | $1.2M |
WMWASTE MGMT INC DEL | $1.2M |
SHMSPDR SER TR | $1.2M |
HUBBHUBBELL INC | $1.2M |
NEENEXTERA ENERGY INC | $1.2M |
NUSCNUSHARES ETF TR | $1.1M |