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 |
|---|---|
SPDWSPDR INDEX SHS FDS | $416K |
CGXUCAPITAL GROUP INTL FOCUS EQT | $411K |
GWWGRAINGER W W INC | $411K |
VDCVANGUARD WORLD FD | $411K |
PAYXPAYCHEX INC | $410K |
VTIPVANGUARD MALVERN FDS | $409K |
BDJBLACKROCK ENHANCED EQUITY DI | $404K |
PAPRINNOVATOR ETFS TRUST | $403K |
MRSHMARSH & MCLENNAN COS INC | $402K |
AEPAMERICAN ELEC PWR CO INC | $401K |
DDDUPONT DE NEMOURS INC | $397K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $392K |
CVSCVS HEALTH CORP | $387K |
SNASNAP ON INC | $387K |
CEGCONSTELLATION ENERGY CORP | $387K |
LHXL3HARRIS TECHNOLOGIES INC | $385K |
IWRISHARES TR | $385K |
SMHVANECK ETF TRUST | $383K |
GEGENERAL ELECTRIC CO | $381K |
PPGPPG INDS INC | $381K |
GRMNGARMIN LTD | $379K |
CITHE CIGNA GROUP | $377K |
FEZSPDR INDEX SHS FDS | $365K |
ELVELEVANCE HEALTH INC | $363K |
VAWVANGUARD WORLD FD | $358K |
PJANINNOVATOR ETFS TRUST | $347K |
CLXCLOROX CO DEL | $345K |
DWDMORGAN STANLEY | $344K |
ZTSZOETIS INC | $343K |
PYPLPAYPAL HLDGS INC | $341K |
KKRKKR & CO INC | $340K |
EMLPFIRST TR EXCHANGE-TRADED FD | $337K |
BSXBOSTON SCIENTIFIC CORP | $336K |
DOWDOW INC | $334K |
ULUNILEVER PLC | $334K |
RSPGINVESCO EXCHANGE TRADED FD T | $334K |
ETENERGY TRANSFER L P | $332K |
IXNISHARES TR | $330K |
SPRYARS PHARMACEUTICALS INC | $329K |
WPCWP CAREY INC | $329K |
MUMICRON TECHNOLOGY INC | $329K |
RSGREPUBLIC SVCS INC | $320K |
DFASDIMENSIONAL ETF TRUST | $318K |
HCWBHCW BIOLOGICS INC | $315K |
FQIDIGITAL RLTY TR INC | $311K |
BLDRBUILDERS FIRSTSOURCE INC | $309K |
NVONOVO-NORDISK A S | $308K |
FIBKFIRST INTST BANCSYSTEM INC | $307K |
TKRTIMKEN CO | $306K |
VBVANGUARD INDEX FDS | $300K |
FDXFEDEX CORP | $299K |
ESGUISHARES TR | $298K |
CMGCHIPOTLE MEXICAN GRILL INC | $296K |
HIGHARTFORD FINL SVCS GROUP INC | $295K |
IQVIQVIA HLDGS INC | $293K |
IJANINNOVATOR ETFS TRUST | $292K |
XLUSELECT SECTOR SPDR TR | $287K |
SHOPSHOPIFY INC | $287K |
TRVCCITIGROUP INC | $286K |
BPBP PLC | $286K |
ETGEATON VANCE TX ADV GLBL DIV | $282K |
ENBENBRIDGE INC | $280K |
SLVISHARES SILVER TR | $279K |
CAHCARDINAL HEALTH INC | $276K |
TRPTC ENERGY CORP | $273K |
BDXBECTON DICKINSON & CO | $273K |
GILDGILEAD SCIENCES INC | $273K |
CNCCENTENE CORP DEL | $273K |
METMETLIFE INC | $272K |
COHRCOHERENT CORP | $272K |
PEOEXELON CORP | $271K |
DALDELTA AIR LINES INC DEL | $271K |
BBYBEST BUY INC | $270K |
CTVACORTEVA INC | $268K |
VOXVANGUARD WORLD FD | $267K |
LKQ1LKQ CORP | $267K |
CARRCARRIER GLOBAL CORPORATION | $263K |
HTLFEURHEARTLAND FINL USA INC | $261K |
ORIOLD REP INTL CORP | $260K |
FHIFEDERATED HERMES INC | $253K |
ISTBISHARES TR | $252K |
NOCNORTHROP GRUMMAN CORP | $252K |
PPLPEMBINA PIPELINE CORP | $252K |
OMCOMNICOM GROUP INC | $252K |
ESSESSEX PPTY TR INC | $251K |
IPINTERNATIONAL PAPER CO | $250K |
PSAPUBLIC STORAGE | $250K |
DVNDEVON ENERGY CORP NEW | $248K |
QTECFIRST TR NASDAQ 100 TECH IND | $247K |
AWRAMER STATES WTR CO | $247K |
KNGFIRST TR EXCHANGE-TRADED FD | $246K |
PPLPPL CORP | $246K |
PAAPLAINS ALL AMERN PIPELINE L | $246K |
EXREXTRA SPACE STORAGE INC | $246K |
AGMFEDERAL AGRIC MTG CORP | $244K |
A4SAMERIPRISE FINL INC | $243K |
DKSDICKS SPORTING GOODS INC | $241K |
POCTINNOVATOR ETFS TRUST | $240K |
HEESEURH & E EQUIPMENT SERVICES INC | $240K |
HIHILLENBRAND INC | $240K |