Avantax Planning Partners, Inc. Q2 2021 Filing
Filed August 10, 2021
Portfolio Value
$2.1B
Holdings
326
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (326 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $468.7M |
SCHVSCHWAB STRATEGIC TR | $374.9M |
SCHDSCHWAB STRATEGIC TR | $214.0M |
SCHZSCHWAB STRATEGIC TR | $193.2M |
FLRNSPDR SER TR | $138.5M |
IWNISHARES TR | $85.7M |
MUBISHARES TR | $40.5M |
SCHFSCHWAB STRATEGIC TR | $39.4M |
IDOGALPS ETF TR | $23.9M |
AAPLAPPLE INC | $20.0M |
IEMGISHARES INC | $17.3M |
HYMBSPDR SER TR | $15.7M |
IWOISHARES TR | $15.6M |
MSFTMICROSOFT CORP | $12.0M |
IWPISHARES TR | $11.2M |
IWSISHARES TR | $10.9M |
IWDISHARES TR | $10.7M |
IVWISHARES TR | $10.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $10.5M |
DONWISDOMTREE TR | $10.1M |
VTVVANGUARD INDEX FDS | $9.0M |
HTLFEURHEARTLAND FINL USA INC | $7.8M |
EEMISHARES TR | $7.5M |
PFFISHARES TR | $7.4M |
VIGVANGUARD SPECIALIZED FUNDS | $6.8M |
MDYGSPDR SER TR | $6.4M |
PGPROCTER AND GAMBLE CO | $6.3M |
CWISPDR INDEX SHS FDS | $5.9M |
XOMEXXON MOBIL CORP | $5.8M |
PEPPEPSICO INC | $5.7M |
MRKMERCK & CO INC | $5.5M |
JPMJPMORGAN CHASE & CO | $5.2M |
DHSWISDOMTREE TR | $5.1M |
BACVERIZON COMMUNICATIONS INC | $5.0M |
KOCOCA COLA CO | $4.9M |
JNJJOHNSON & JOHNSON | $4.8M |
IBMINTERNATIONAL BUSINESS MACHS | $4.7M |
PFEPFIZER INC | $4.7M |
VGTVANGUARD WORLD FDS | $4.5M |
AMZNAMAZON COM INC | $4.4M |
NULVNUSHARES ETF TR | $4.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.3M |
DEDEERE & CO | $4.0M |
MCDMCDONALDS CORP | $3.9M |
CATCATERPILLAR INC | $3.9M |
SLYGSPDR SER TR | $3.7M |
BLKCHFBLACKROCK INC | $3.7M |
VOEVANGUARD INDEX FDS | $3.7M |
TRVCCITIGROUP INC | $3.7M |
GOOGLALPHABET INC | $3.7M |
NUDMNUSHARES ETF TR | $3.6M |
SPYSPDR S&P 500 ETF TR | $3.6M |
INTCINTEL CORP | $3.5M |
ABTABBOTT LABS | $3.4M |
NDQINVESCO QQQ TR | $3.4M |
MMM3M CO | $3.4M |
TAT&T INC | $3.3M |
TXNTEXAS INSTRS INC | $3.3M |
DYHTARGET CORP | $3.3M |
LMTLOCKHEED MARTIN CORP | $3.2M |
WMTWALMART INC | $3.2M |
USBUS BANCORP DEL | $3.2M |
ABBVABBVIE INC | $3.1M |
HDHOME DEPOT INC | $3.1M |
UPSUNITED PARCEL SERVICE INC | $3.0M |
BMYBRISTOL-MYERS SQUIBB CO | $2.9M |
MOALTRIA GROUP INC | $2.8M |
CVXCHEVRON CORP NEW | $2.8M |
AGGISHARES TR | $2.8M |
MDYVSPDR SER TR | $2.7M |
VHTVANGUARD WORLD FDS | $2.6M |
DISDISNEY WALT CO | $2.6M |
EMREMERSON ELEC CO | $2.5M |
BABOEING CO | $2.5M |
VTIVANGUARD INDEX FDS | $2.5M |
SUBISHARES TR | $2.4M |
WECWEC ENERGY GROUP INC | $2.4M |
CVSCVS HEALTH CORP | $2.4M |
DUKDUKE ENERGY CORP NEW | $2.3M |
QCOMQUALCOMM INC | $2.3M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.3M |
NVDANVIDIA CORPORATION | $2.2M |
FMBFIRST TR EXCH TRADED FD III | $2.2M |
METAFACEBOOK INC | $2.1M |
WFCWELLS FARGO CO NEW | $2.1M |
SDYSPDR SER TR | $2.0M |
NUBDNUSHARES ETF TR | $2.0M |
VVISA INC | $1.9M |
SBUXSTARBUCKS CORP | $1.9M |
COSTCOSTCO WHSL CORP NEW | $1.9M |
UNHUNITEDHEALTH GROUP INC | $1.9M |
NEENEXTERA ENERGY INC | $1.8M |
ADBEADOBE SYSTEMS INCORPORATED | $1.8M |
NUSCNUSHARES ETF TR | $1.8M |
CSCOCISCO SYS INC | $1.8M |
BKHBLACK HILLS CORP | $1.8M |
SCHXSCHWAB STRATEGIC TR | $1.8M |
CZRCAESARS ENTERTAINMENT INC NE | $1.7M |
IVEISHARES TR | $1.7M |
NKENIKE INC | $1.7M |
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