Avantax Planning Partners, Inc. Q2 2018 Filing
Filed August 13, 2018
Portfolio Value
$1.1B
Holdings
235
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (235 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $275.4M |
SCHZSCHWAB STRATEGIC TR | $122.6M |
SCHVSCHWAB STRATEGIC TR | $110.1M |
SCHDSCHWAB STRATEGIC TR | $102.4M |
FLRNSPDR SER TR | $93.6M |
MDYGSPDR SERIES TRUST | $54.7M |
VFHVANGUARD WORLD FDS | $50.9M |
SLYGSPDR SERIES TRUST | $33.2M |
IDOGALPS ETF TR | $25.1M |
DHSWISDOMTREE TR | $7.9M |
HTLFEURHEARTLAND FINL USA INC | $6.9M |
SCHFSCHWAB STRATEGIC TR | $6.8M |
AAPLAPPLE INC | $6.7M |
MSFTMICROSOFT CORP | $5.1M |
DONWISDOMTREE TR | $4.9M |
IVWISHARES TR | $4.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.4M |
LQDISHARES TR | $4.3M |
TAT&T INC | $4.3M |
XOMEXXON MOBIL CORP | $4.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $4.0M |
JNJJOHNSON & JOHNSON | $4.0M |
BABOEING CO | $3.9M |
HDHOME DEPOT INC | $3.8M |
VGTVANGUARD WORLD FDS | $3.8M |
MDYVSPDR SERIES TRUST | $3.6M |
AMZNAMAZON COM INC | $3.3M |
EEMISHARES TR | $3.3M |
INTCINTEL CORP | $3.2M |
IWOISHARES TR | $2.8M |
BACVERIZON COMMUNICATIONS INC | $2.8M |
CVXCHEVRON CORP NEW | $2.8M |
IRINGERSOLL-RAND PLC | $2.7M |
VVISA INC | $2.7M |
ABBVABBVIE INC | $2.7M |
WFCWELLS FARGO CO NEW | $2.6M |
KOCOCA COLA CO | $2.6M |
MMM3M CO | $2.6M |
PGPROCTER AND GAMBLE CO | $2.6M |
PFEPFIZER INC | $2.4M |
MCDMCDONALDS CORP | $2.3M |
SLYVSPDR SERIES TRUST | $2.3M |
PEPPEPSICO INC | $2.3M |
MOALTRIA GROUP INC | $2.1M |
BKHBLACK HILLS CORP | $2.1M |
UNPUNION PAC CORP | $2.0M |
WMTWALMART INC | $2.0M |
IVEISHARES TR | $1.9M |
USBUS BANCORP DEL | $1.9M |
HRTGHERITAGE INS HLDGS INC | $1.8M |
—DOWDUPONT INC | $1.8M |
IJKISHARES TR | $1.8M |
VHTVANGUARD WORLD FDS | $1.8M |
VTIVANGUARD INDEX FDS | $1.6M |
SHVISHARES TR | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
JPMJPMORGAN CHASE & CO | $1.5M |
—JOHN HANCOCK EXCHANGE TRADED | $1.5M |
DISDISNEY WALT CO | $1.5M |
4I1PHILIP MORRIS INTL INC | $1.5M |
MRKMERCK & CO INC | $1.5M |
GOOGLALPHABET INC | $1.4M |
ABTABBOTT LABS | $1.4M |
SDYSPDR SERIES TRUST | $1.4M |
CSCOCISCO SYS INC | $1.4M |
MDUMDU RES GROUP INC | $1.3M |
NDQINVESCO QQQ TR | $1.3M |
IJJISHARES TR | $1.3M |
LMTLOCKHEED MARTIN CORP | $1.3M |
AQLTISHARES TR | $1.3M |
RTN1USDRAYTHEON CO | $1.2M |
DEDEERE & CO | $1.2M |
NEENEXTERA ENERGY INC | $1.1M |
BACBANK AMER CORP | $1.1M |
QCOMQUALCOMM INC | $1.1M |
EFAISHARES TR | $1.1M |
GEGENERAL ELECTRIC CO | $1.0M |
METAFACEBOOK INC | $1.0M |
NKENIKE INC | $1.0M |
COPCONOCOPHILLIPS | $997K |
PSXPHILLIPS 66 | $968K |
VUGVANGUARD INDEX FDS | $933K |
BABINVESCO EXCHNG TRADED FD TR | $927K |
COSTCOSTCO WHSL CORP NEW | $926K |
UPSUNITED PARCEL SERVICE INC | $917K |
EFGISHARES TR | $901K |
KBESPDR SERIES TRUST | $890K |
TXNTEXAS INSTRS INC | $889K |
CMCSACOMCAST CORP NEW | $875K |
IWMISHARES TR | $865K |
—ISHARES TR | $848K |
—ISHARES TR | $845K |
VTVVANGUARD INDEX FDS | $834K |
AQLTISHARES TR | $832K |
AMGNAMGEN INC | $821K |
IVVISHARES TR | $815K |
UNHUNITEDHEALTH GROUP INC | $805K |
BMYBRISTOL MYERS SQUIBB CO | $794K |
UTXZUNITED TECHNOLOGIES CORP | $781K |
IWNISHARES TR | $778K |
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