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 |
|---|---|
GPNGLOBAL PMTS INC | $453K |
ERIEERIE INDTY CO | $451K |
SMHVANECK ETF TRUST | $444K |
TRVTRAVELERS COMPANIES INC | $440K |
GCOWPACER FDS TR | $439K |
ETENERGY TRANSFER L P | $431K |
WMBWILLIAMS COS INC | $428K |
IBMPISHARES TR | $428K |
LHXL3HARRIS TECHNOLOGIES INC | $424K |
GSKGSK PLC | $423K |
CEGCONSTELLATION ENERGY CORP | $420K |
BXBLACKSTONE INC | $420K |
DDDUPONT DE NEMOURS INC | $416K |
SPDWSPDR INDEX SHS FDS | $415K |
PAYXPAYCHEX INC | $415K |
VDCVANGUARD WORLD FD | $415K |
VFHVANGUARD WORLD FD | $414K |
VTIPVANGUARD MALVERN FDS | $413K |
MRSHMARSH & MCLENNAN COS INC | $412K |
RPMRPM INTL INC | $409K |
BDJBLACKROCK ENHANCED EQUITY DI | $406K |
BMYBRISTOL-MYERS SQUIBB CO | $394K |
PJANINNOVATOR ETFS TRUST | $389K |
IPINTERNATIONAL PAPER CO | $387K |
GWWGRAINGER W W INC | $381K |
GRMNGARMIN LTD | $377K |
IBMQISHARES TR | $372K |
BSXBOSTON SCIENTIFIC CORP | $371K |
CBZCBIZ INC | $371K |
IXNISHARES TR | $366K |
PAPRINNOVATOR ETFS TRUST | $361K |
IWRISHARES TR | $360K |
CECELANESE CORP DEL | $356K |
EMLPFIRST TR EXCHANGE-TRADED FD | $355K |
COHRCOHERENT CORP | $348K |
CITHE CIGNA GROUP | $348K |
FEZSPDR INDEX SHS FDS | $348K |
WPCWP CAREY INC | $345K |
VBVANGUARD INDEX FDS | $344K |
PPGPPG INDS INC | $343K |
SNASNAP ON INC | $342K |
AEPAMERICAN ELEC PWR CO INC | $336K |
GEGE AEROSPACE | $336K |
NUENUCOR CORP | $333K |
HTLFEURHEARTLAND FINL USA INC | $330K |
FQIDIGITAL RLTY TR INC | $328K |
SLVISHARES SILVER TR | $326K |
RSGREPUBLIC SVCS INC | $325K |
RSPGINVESCO EXCHANGE TRADED FD T | $324K |
ULUNILEVER PLC | $320K |
CMGCHIPOTLE MEXICAN GRILL INC | $320K |
DWDMORGAN STANLEY | $318K |
FIBKFIRST INTST BANCSYSTEM INC | $314K |
FDXFEDEX CORP | $313K |
DFASDIMENSIONAL ETF TRUST | $307K |
ESGUISHARES TR | $304K |
XLESELECT SECTOR SPDR TR | $303K |
ORIOLD REP INTL CORP | $301K |
PYPLPAYPAL HLDGS INC | $299K |
CLXCLOROX CO DEL | $299K |
DOWDOW INC | $298K |
VAWVANGUARD WORLD FD | $298K |
XLUSELECT SECTOR SPDR TR | $297K |
SOLVSOLVENTUM CORP | $294K |
ETGEATON VANCE TX ADV GLBL DIV | $291K |
ENBENBRIDGE INC | $288K |
SPSMSPDR SER TR | $285K |
TRVCCITIGROUP INC | $284K |
NEMNEWMONT CORP | $282K |
TKRTIMKEN CO | $280K |
ADUNITED STATES CELLULAR CORP | $279K |
IJANINNOVATOR ETFS TRUST | $278K |
BDXBECTON DICKINSON & CO | $274K |
SPRYARS PHARMACEUTICALS INC | $274K |
ZTSZOETIS INC | $272K |
VOXVANGUARD WORLD FD | $271K |
CWCURTISS WRIGHT CORP | $269K |
HIGHARTFORD FINL SVCS GROUP INC | $268K |
GBTCGRAYSCALE BITCOIN TR BTC | $268K |
ESSESSEX PPTY TR INC | $266K |
HPEHEWLETT PACKARD ENTERPRISE C | $265K |
PPLPEMBINA PIPELINE CORP | $264K |
BPBP PLC | $264K |
POCTINNOVATOR ETFS TRUST | $261K |
APHAMPHENOL CORP NEW | $260K |
EXREXTRA SPACE STORAGE INC | $260K |
BBYBEST BUY INC | $260K |
CVSCVS HEALTH CORP | $258K |
TRPTC ENERGY CORP | $258K |
QTECFIRST TR NASDAQ 100 TECH IND | $256K |
HWMHOWMET AEROSPACE INC | $254K |
FVDFIRST TR VALUE LINE DIVID IN | $252K |
GILDGILEAD SCIENCES INC | $252K |
ISTBISHARES TR | $252K |
PAAPLAINS ALL AMERN PIPELINE L | $250K |
PEOEXELON CORP | $250K |
PSAPUBLIC STORAGE OPER CO | $249K |
AWRAMER STATES WTR CO | $248K |
PPLPPL CORP | $247K |
SHOPSHOPIFY INC | $246K |