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 |
|---|---|
IRINGERSOLL RAND INC | $239K |
NUMGNUSHARES ETF TR | $239K |
NFGNATIONAL FUEL GAS CO | $236K |
IWBISHARES TR | $232K |
HSYHERSHEY CO | $231K |
HWMHOWMET AEROSPACE INC | $230K |
CADECADENCE BANK | $229K |
CWCURTISS WRIGHT CORP | $228K |
IBBISHARES TR | $228K |
MCXMCCORMICK & CO INC | $228K |
PJULINNOVATOR ETFS TRUST | $227K |
HPEHEWLETT PACKARD ENTERPRISE C | $224K |
EWEDWARDS LIFESCIENCES CORP | $224K |
MIGAMICROSTRATEGY INC | $223K |
AQLTISHARES TR | $223K |
IJRISHARES TR | $222K |
BALLBALL CORP | $219K |
FTAFIRST TR LRG CP VL ALPHADEX | $218K |
LRGELEGG MASON ETF INVT | $218K |
SHELSHELL PLC | $217K |
SGOVISHARES TR | $216K |
IBTHISHARES TR | $216K |
APHAMPHENOL CORP NEW | $215K |
LENLENNAR CORP | $215K |
XLISELECT SECTOR SPDR TR | $213K |
QQQEDIREXION SHS ETF TR | $212K |
MTBM & T BK CORP | $212K |
PWRQUANTA SVCS INC | $210K |
ECLECOLAB INC | $208K |
DLTRDOLLAR TREE INC | $206K |
TEXTEREX CORP NEW | $206K |
FITBFIFTH THIRD BANCORP | $205K |
VNQVANGUARD INDEX FDS | $205K |
TFCTRUIST FINL CORP | $204K |
RWRSPDR SER TR | $203K |
DGDOLLAR GEN CORP NEW | $203K |
IBKRINTERACTIVE BROKERS GROUP IN | $202K |
IBDSISHARES TR | $201K |
AGNCAGNC INVT CORP | $188K |
KEYKEYCORP | $178K |
ABXBARRICK GOLD CORP | $170K |
BWBBRIDGEWATER BANCSHARES INC | $152K |
HN9HANESBRANDS INC | $149K |
LTRNLANTERN PHARMA INC | $102K |
DNPDNP SELECT INCOME FD INC | $102K |
MDAISPECTRAL AI INC | $64K |
TELFYTELEFONICA S A | $51K |
2JQGRITSTONE BIO INC | $46K |
DMTKQDERMTECH INC | $34K |
HITIHIGH TIDE INC | $26K |
CVKDCADRENAL THERAPEUTICS INC | $17K |
AVGOBROADCOM INC | $14K |
—NIKOLA CORP | $14K |
NVDANVIDIA CORPORATION | $9K |
COSTCOSTCO WHSL CORP NEW | $9K |
AKTSQAKOUSTIS TECHNOLOGIES INC | $8K |
BLKCHFBLACKROCK INC | $6K |
TMOTHERMO FISHER SCIENTIFIC INC | $6K |
LLYELI LILLY & CO | $5K |
BKNGBOOKING HOLDINGS INC | $1K |
INTUINTUIT | $1K |
NOWSERVICENOW INC | $1K |
PHPARKER-HANNIFIN CORP | $1K |
LRCXEURLAM RESEARCH CORP | $1K |
MCKMCKESSON CORP | $1K |
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