Avantax Planning Partners, Inc. Q2 2017 Filing
Filed July 27, 2017
Portfolio Value
$1.2B
Holdings
337
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (337 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $260.2M |
SCHVSCHWAB STRATEGIC TR | $114.4M |
SCHZSCHWAB STRATEGIC TR | $109.7M |
SCHDSCHWAB STRATEGIC TR | $99.5M |
FLRNSPDR SER TR | $76.6M |
MDYGSPDR SERIES TRUST | $51.6M |
VFHVANGUARD WORLD FDS | $47.4M |
SLYGSPDR SERIES TRUST | $27.1M |
IDOGALPS ETF TR | $19.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $16.2M |
DHSWISDOMTREE TR | $13.0M |
AAPLAPPLE INC | $9.2M |
LQDISHARES TR | $7.7M |
IVWISHARES TR | $6.5M |
JNJJOHNSON & JOHNSON | $6.5M |
MSFTMICROSOFT CORP | $6.2M |
TAT&T INC | $5.6M |
XOMEXXON MOBIL CORP | $5.4M |
UPSUNITED PARCEL SERVICE INC | $5.3M |
HTLFEURHEARTLAND FINL USA INC | $5.2M |
KOCOCA COLA CO | $4.9M |
WFCWELLS FARGO CO NEW | $4.6M |
GEGENERAL ELECTRIC CO | $4.6M |
MOALTRIA GROUP INC | $4.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $4.3M |
CVXCHEVRON CORP NEW | $4.1M |
SCHFSCHWAB STRATEGIC TR | $4.1M |
SLYVSPDR SERIES TRUST | $4.0M |
INTCINTEL CORP | $3.7M |
PGPROCTER AND GAMBLE CO | $3.6M |
PFEPFIZER INC | $3.5M |
IWOISHARES TR | $3.5M |
IJKISHARES TR | $3.5M |
DONWISDOMTREE TR | $3.4M |
PEPPEPSICO INC | $3.3M |
JPMJPMORGAN CHASE & CO | $3.1M |
BACVERIZON COMMUNICATIONS INC | $3.0M |
MMM3M CO | $2.9M |
USBUS BANCORP DEL | $2.9M |
GOOGLALPHABET INC | $2.9M |
VTIVANGUARD INDEX FDS | $2.8M |
IRINGERSOLL-RAND PLC | $2.8M |
IJJISHARES TR | $2.7M |
MCDMCDONALDS CORP | $2.7M |
ATVIEURACTIVISION BLIZZARD INC | $2.7M |
WMTWAL-MART STORES INC | $2.6M |
VGTVANGUARD WORLD FDS | $2.5M |
AMZNAMAZON COM INC | $2.5M |
IVEISHARES TR | $2.5M |
ABBVABBVIE INC | $2.5M |
—ENERGY TRANSFER PARTNERS LP | $2.4M |
BABOEING CO | $2.4M |
4I1PHILIP MORRIS INTL INC | $2.4M |
BKHBLACK HILLS CORP | $2.4M |
MDYVSPDR SERIES TRUST | $2.2M |
MRKMERCK & CO INC | $2.2M |
NEENEXTERA ENERGY INC | $2.1M |
IWNISHARES TR | $2.1M |
IBMINTERNATIONAL BUSINESS MACHS | $2.1M |
STZCONSTELLATION BRANDS INC | $2.1M |
BACBANK AMER CORP | $2.0M |
VVISA INC | $2.0M |
DISDISNEY WALT CO | $2.0M |
—JOHN HANCOCK EXCHANGE TRADED | $1.9M |
—REYNOLDS AMERICAN INC | $1.9M |
VHTVANGUARD WORLD FDS | $1.8M |
EFAISHARES TR | $1.8M |
UNPUNION PAC CORP | $1.7M |
—POWERSHARES ETF TR II | $1.7M |
QCOMQUALCOMM INC | $1.7M |
VYMVANGUARD WHITEHALL FDS INC | $1.6M |
AQLTISHARES TR | $1.6M |
HDHOME DEPOT INC | $1.6M |
GPNGLOBAL PMTS INC | $1.6M |
MUMICRON TECHNOLOGY INC | $1.6M |
AGGISHARES TR | $1.6M |
CATCATERPILLAR INC DEL | $1.5M |
MDUMDU RES GROUP INC | $1.5M |
SDYSPDR SERIES TRUST | $1.5M |
GILDGILEAD SCIENCES INC | $1.5M |
ABTABBOTT LABS | $1.5M |
LMTLOCKHEED MARTIN CORP | $1.5M |
EPDENTERPRISE PRODS PARTNERS L | $1.4M |
CLCOLGATE PALMOLIVE CO | $1.4M |
EWEDWARDS LIFESCIENCES CORP | $1.4M |
CSCOCISCO SYS INC | $1.4M |
SPYSPDR S&P 500 ETF TR | $1.4M |
VUGVANGUARD INDEX FDS | $1.3M |
CVSCVS HEALTH CORP | $1.3M |
PFFISHARES TR | $1.3M |
LENLENNAR CORP | $1.3M |
UNMUNUM GROUP | $1.2M |
UTXZUNITED TECHNOLOGIES CORP | $1.2M |
URIUNITED RENTALS INC | $1.2M |
EFGISHARES TR | $1.2M |
VTVVANGUARD INDEX FDS | $1.2M |
HOLXHOLOGIC INC | $1.2M |
TRVCCITIGROUP INC | $1.1M |
LLYLILLY ELI & CO | $1.1M |
RTN1USDRAYTHEON CO | $1.1M |
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