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 |
|---|---|
MAMASTERCARD INCORPORATED | $1.1M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.1M |
AMTAMERICAN TOWER CORP NEW | $1.1M |
CGGRCAPITAL GROUP GROWTH ETF | $1.1M |
PHPARKER-HANNIFIN CORP | $1.1M |
INTUINTUIT | $1.1M |
NULGNUSHARES ETF TR | $1.1M |
MCKMCKESSON CORP | $1.1M |
4I1PHILIP MORRIS INTL INC | $1.0M |
EFGISHARES TR | $1.0M |
WFCWELLS FARGO CO NEW | $1.0M |
AXPAMERICAN EXPRESS CO | $999K |
SCHHSCHWAB STRATEGIC TR | $993K |
TAT&T INC | $957K |
RTXRTX CORPORATION | $914K |
TTTRANE TECHNOLOGIES PLC | $906K |
AJGGALLAGHER ARTHUR J & CO | $866K |
SNPSSYNOPSYS INC | $855K |
HYGISHARES TR | $852K |
VUGVANGUARD INDEX FDS | $851K |
FFORD MTR CO DEL | $825K |
SCHASCHWAB STRATEGIC TR | $821K |
IAPRINNOVATOR ETFS TRUST | $803K |
IJJISHARES TR | $799K |
PFFISHARES TR | $794K |
SYSBISHARES TR | $791K |
NUEMNUSHARES ETF TR | $790K |
MCHPMICROCHIP TECHNOLOGY INC. | $788K |
MDUMDU RES GROUP INC | $783K |
MPCMARATHON PETE CORP | $779K |
AQLTISHARES TR | $775K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $769K |
HONHONEYWELL INTL INC | $765K |
IAUISHARES TR | $749K |
NKENIKE INC | $747K |
WECWEC ENERGY GROUP INC | $746K |
IBDPISHARES TR | $743K |
IBMOISHARES TR | $742K |
SPMDSPDR SER TR | $740K |
DHRDANAHER CORPORATION | $738K |
LOWLOWES COS INC | $733K |
EMXCISHARES INC | $732K |
CZRCAESARS ENTERTAINMENT INC NE | $730K |
BAFNBAYFIRST FINANCIAL CORP | $727K |
SYKSTRYKER CORPORATION | $720K |
ISRGINTUITIVE SURGICAL INC | $710K |
PVALPUTNAM ETF TRUST | $707K |
CMFISHARES TR | $702K |
NUMVNUSHARES ETF TR | $696K |
MDTMEDTRONIC PLC | $693K |
XJRISHARES TR | $687K |
GISGENERAL MLS INC | $686K |
FLOTISHARES TR | $686K |
IBMQISHARES TR | $680K |
MDLZMONDELEZ INTL INC | $676K |
ETNEATON CORP PLC | $675K |
XLFSELECT SECTOR SPDR TR | $653K |
NEMNEWMONT CORP | $653K |
GCOWPACER FDS TR | $647K |
VONGVANGUARD SCOTTSDALE FDS | $635K |
PWZINVESCO EXCH TRADED FD TR II | $631K |
IBDQISHARES TR | $629K |
QQEWFIRST TR NAS100 EQ WEIGHTED | $618K |
LQDISHARES TR | $617K |
BMYBRISTOL-MYERS SQUIBB CO | $615K |
KNFKNIFE RIVER CORP | $608K |
IWVISHARES TR | $604K |
CSXCSX CORP | $600K |
EXIISHARES TR | $588K |
CLCOLGATE PALMOLIVE CO | $585K |
NSCNORFOLK SOUTHN CORP | $580K |
CMICUMMINS INC | $572K |
PXDEURPIONEER NAT RES CO | $571K |
PINCPREMIER INC | $571K |
EPDENTERPRISE PRODS PARTNERS L | $567K |
RPMRPM INTL INC | $563K |
AQLTISHARES TR | $559K |
VISVANGUARD WORLD FD | $557K |
IBMPISHARES TR | $557K |
ESGVVANGUARD WORLD FD | $554K |
BIPBROOKFIELD INFRAST PARTNERS | $553K |
TTENTOTALENERGIES SE | $546K |
SUSBISHARES TR | $545K |
SCHWSCHWAB CHARLES CORP | $540K |
TRVTRAVELERS COMPANIES INC | $535K |
VOVANGUARD INDEX FDS | $531K |
GBTCGRAYSCALE BITCOIN TR BTC | $525K |
ALSALLSTATE CORP | $522K |
VIRVIR BIOTECHNOLOGY INC | $520K |
SRESEMPRA | $515K |
SHWSHERWIN WILLIAMS CO | $509K |
XLYSELECT SECTOR SPDR TR | $506K |
TNLTRAVEL PLUS LEISURE CO | $500K |
CMCSACOMCAST CORP NEW | $493K |
AFLAFLAC INC | $492K |
CCLCARNIVAL CORP | $488K |
VFHVANGUARD WORLD FD | $482K |
PNCPNC FINL SVCS GROUP INC | $473K |
OKEONEOK INC NEW | $470K |
GSKGSK PLC | $459K |