Avantax Planning Partners, Inc. Q2 2020 Filing
Filed July 15, 2020
Portfolio Value
$1.8B
Holdings
280
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (280 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $434.7M |
SCHVSCHWAB STRATEGIC TR | $284.5M |
SCHDSCHWAB STRATEGIC TR | $201.7M |
SCHZSCHWAB STRATEGIC TR | $166.3M |
FLRNSPDR SER TR | $119.2M |
SPYVSPDR SER TR | $60.3M |
HYMBSPDR SER TR | $21.1M |
SCHFSCHWAB STRATEGIC TR | $19.7M |
MDYGSPDR SER TR | $15.5M |
AAPLAPPLE INC | $15.4M |
EEMISHARES TR | $14.4M |
IWDISHARES TR | $14.4M |
SLYGSPDR SER TR | $11.4M |
MSFTMICROSOFT CORP | $10.1M |
MDYVSPDR SER TR | $9.9M |
TMOTHERMO FISHER SCIENTIFIC INC | $7.6M |
IVWISHARES TR | $7.5M |
AMZNAMAZON COM INC | $7.4M |
VTVVANGUARD INDEX FDS | $6.8M |
VIGVANGUARD SPECIALIZED FUNDS | $6.8M |
PGPROCTER AND GAMBLE CO | $6.5M |
VGTVANGUARD WORLD FDS | $6.5M |
HDHOME DEPOT INC | $6.4M |
PEPPEPSICO INC | $5.8M |
CWISPDR INDEX SHS FDS | $5.7M |
DHSWISDOMTREE TR | $5.4M |
INTCINTEL CORP | $5.4M |
MRKMERCK & CO. INC | $5.4M |
JNJJOHNSON & JOHNSON | $5.2M |
BACVERIZON COMMUNICATIONS INC | $5.2M |
VVISA INC | $5.1M |
XOMEXXON MOBIL CORP | $4.9M |
HTLFEURHEARTLAND FINL USA INC | $4.8M |
KOCOCA COLA CO | $4.8M |
DONWISDOMTREE TR | $4.6M |
VOEVANGUARD INDEX FDS | $4.5M |
PFEPFIZER INC | $4.4M |
NULVNUSHARES ETF TR | $4.4M |
TAT&T INC | $4.1M |
NDQINVESCO QQQ TR | $4.0M |
IWOISHARES TR | $3.9M |
FMBFIRST TR EXCH TRADED FD III | $3.8M |
MUBISHARES TR | $3.6M |
JPMJPMORGAN CHASE & CO | $3.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.6M |
LMTLOCKHEED MARTIN CORP | $3.4M |
MMM3M CO | $3.4M |
AGGISHARES TR | $3.3M |
GOOGLALPHABET INC | $3.3M |
TRVCCITIGROUP INC | $3.2M |
MCDMCDONALDS CORP | $3.2M |
VHTVANGUARD WORLD FDS | $3.0M |
MOALTRIA GROUP INC | $3.0M |
WMTWALMART INC | $2.9M |
ABBVABBVIE INC | $2.7M |
SCHKSCHWAB STRATEGIC TR | $2.7M |
CVXCHEVRON CORP NEW | $2.7M |
ABTABBOTT LABS | $2.6M |
SUBISHARES TR | $2.6M |
IBMINTERNATIONAL BUSINESS MACHS | $2.5M |
TXNTEXAS INSTRS INC | $2.4M |
DUKDUKE ENERGY CORP NEW | $2.4M |
IDOGALPS ETF TR | $2.4M |
UPSUNITED PARCEL SERVICE INC | $2.3M |
BABOEING CO | $2.3M |
BMYBRISTOL-MYERS SQUIBB CO | $2.3M |
UNPUNION PAC CORP | $2.2M |
PFFISHARES TR | $2.2M |
BLKCHFBLACKROCK INC | $2.2M |
METAFACEBOOK INC | $2.1M |
COSTCOSTCO WHSL CORP NEW | $2.1M |
IWFISHARES TR | $2.1M |
QCOMQUALCOMM INC | $2.1M |
ADBEADOBE INC | $2.0M |
CATCATERPILLAR INC DEL | $2.0M |
NUBDNUSHARES ETF TR | $2.0M |
VTIVANGUARD INDEX FDS | $2.0M |
VUGVANGUARD INDEX FDS | $2.0M |
IWPISHARES TR | $1.9M |
UNHUNITEDHEALTH GROUP INC | $1.9M |
DISDISNEY WALT CO | $1.9M |
BKHBLACK HILLS CORP | $1.9M |
CRMSALESFORCE COM INC | $1.8M |
NVDANVIDIA CORPORATION | $1.8M |
NUDMNUSHARES ETF TR | $1.8M |
WFCWELLS FARGO CO NEW | $1.8M |
NEENEXTERA ENERGY INC | $1.8M |
CVSCVS HEALTH CORP | $1.8M |
CSCOCISCO SYS INC | $1.8M |
VFHVANGUARD WORLD FDS | $1.7M |
NKENIKE INC | $1.7M |
NFLXNETFLIX INC | $1.7M |
EMREMERSON ELEC CO | $1.7M |
NULGNUSHARES ETF TR | $1.6M |
SCHXSCHWAB STRATEGIC TR | $1.6M |
MAMASTERCARD INCORPORATED | $1.5M |
DEDEERE & CO | $1.5M |
GISGENERAL MLS INC | $1.5M |
AMGNAMGEN INC | $1.5M |
DYHTARGET CORP | $1.5M |
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