Avantax Planning Partners, Inc. Q2 2024 Filing
Filed August 9, 2024
Portfolio Value
$3.1B
Holdings
471
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (471 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $453.0M |
SCHVSCHWAB STRATEGIC TR | $297.8M |
SCHDSCHWAB STRATEGIC TR | $277.9M |
SCHZSCHWAB STRATEGIC TR | $154.9M |
SCHFSCHWAB STRATEGIC TR | $117.2M |
SPTLSPDR SER TR | $98.5M |
AVUVAMERICAN CENTY ETF TR | $86.7M |
HYMBSPDR SER TR | $68.9M |
CWISPDR INDEX SHS FDS | $54.4M |
FMBFIRST TR EXCHANGE-TRADED FD | $46.7M |
AAPLAPPLE INC | $39.8M |
VIGVANGUARD SPECIALIZED FUNDS | $39.7M |
IDOGALPS ETF TR | $36.4M |
MUBISHARES TR | $34.8M |
SLYGSPDR SER TR | $33.7M |
IWFISHARES TR | $32.3M |
VXUSVANGUARD STAR FDS | $30.4M |
SPYVSPDR SER TR | $28.4M |
JMUBJ P MORGAN EXCHANGE TRADED F | $27.5M |
MMITINDEXIQ ACTIVE ETF TR | $25.6M |
HYDVANECK ETF TRUST | $24.4M |
JEPIJ P MORGAN EXCHANGE TRADED F | $24.0M |
MSFTMICROSOFT CORP | $23.4M |
AVEMAMERICAN CENTY ETF TR | $22.8M |
MDYGSPDR SER TR | $22.6M |
MUNIPIMCO ETF TR | $19.7M |
VWOVANGUARD INTL EQUITY INDEX F | $19.6M |
MDYVSPDR SER TR | $19.6M |
VIGIVANGUARD WHITEHALL FDS | $19.2M |
DFACDIMENSIONAL ETF TRUST | $18.7M |
AVGOBROADCOM INC | $16.6M |
IEMGISHARES INC | $14.4M |
IWPISHARES TR | $14.3M |
JPIBJ P MORGAN EXCHANGE TRADED F | $14.2M |
IVWISHARES TR | $14.2M |
JPMJPMORGAN CHASE & CO. | $14.1M |
SLYVSPDR SER TR | $13.6M |
KOCOCA COLA CO | $13.0M |
DONWISDOMTREE TR | $12.8M |
AGGISHARES TR | $12.4M |
MRKMERCK & CO INC | $12.1M |
ABBVABBVIE INC | $11.7M |
TXNTEXAS INSTRS INC | $11.4M |
HDHOME DEPOT INC | $11.4M |
VOEVANGUARD INDEX FDS | $11.3M |
IWSISHARES TR | $11.3M |
CVXCHEVRON CORP NEW | $11.1M |
EFVISHARES TR | $10.8M |
XOMEXXON MOBIL CORP | $10.6M |
NVDANVIDIA CORPORATION | $10.5M |
PEPPEPSICO INC | $10.5M |
PGPROCTER AND GAMBLE CO | $10.3M |
BIVVANGUARD BD INDEX FDS | $10.2M |
BACVERIZON COMMUNICATIONS INC | $10.1M |
SPYSPDR S&P 500 ETF TR | $10.1M |
COSTCOSTCO WHSL CORP NEW | $10.0M |
VTEBVANGUARD MUN BD FDS | $9.8M |
IWNISHARES TR | $9.6M |
PFEPFIZER INC | $9.6M |
UCONFIRST TR EXCHNG TRADED FD VI | $9.5M |
IBMINTERNATIONAL BUSINESS MACHS | $9.5M |
CHRWC H ROBINSON WORLDWIDE INC | $9.1M |
SUBISHARES TR | $8.9M |
FASTFASTENAL CO | $8.9M |
VBKVANGUARD INDEX FDS | $8.6M |
CSCOCISCO SYS INC | $8.4M |
VYMVANGUARD WHITEHALL FDS | $8.0M |
DEDEERE & CO | $7.9M |
VOTVANGUARD INDEX FDS | $7.5M |
VLOVALERO ENERGY CORP | $7.5M |
AMGNAMGEN INC | $7.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.5M |
JNJJOHNSON & JOHNSON | $7.4M |
VTVVANGUARD INDEX FDS | $7.4M |
IBTEISHARES TR | $7.0M |
LMTLOCKHEED MARTIN CORP | $6.8M |
BLKCHFBLACKROCK INC | $6.5M |
MOALTRIA GROUP INC | $6.4M |
BACBANK AMERICA CORP | $6.4M |
AMZNAMAZON COM INC | $6.2M |
UPSUNITED PARCEL SERVICE INC | $6.1M |
IWOISHARES TR | $5.8M |
GOOGLALPHABET INC | $5.3M |
USBUS BANCORP DEL | $5.3M |
EOGEOG RES INC | $5.3M |
MCDMCDONALDS CORP | $5.3M |
JCPBJ P MORGAN EXCHANGE TRADED F | $5.3M |
NDQINVESCO QQQ TR | $5.2M |
QCOMQUALCOMM INC | $5.1M |
ADPAUTOMATIC DATA PROCESSING IN | $4.8M |
LLYELI LILLY & CO | $4.3M |
METAMETA PLATFORMS INC | $4.2M |
JPEMJ P MORGAN EXCHANGE TRADED F | $4.1M |
COPCONOCOPHILLIPS | $4.1M |
SCHPSCHWAB STRATEGIC TR | $3.9M |
MMM3M CO | $3.9M |
DFLVDIMENSIONAL ETF TRUST | $3.9M |
VONVVANGUARD SCOTTSDALE FDS | $3.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.8M |
VBRVANGUARD INDEX FDS | $3.8M |
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