Avantax Planning Partners, Inc. Q3 2018 Filing
Filed November 13, 2018
Portfolio Value
$1.2B
Holdings
1,479
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (1,479 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $299.1M |
SCHZSCHWAB STRATEGIC TR | $130.3M |
SCHVSCHWAB STRATEGIC TR | $119.5M |
SCHDSCHWAB STRATEGIC TR | $112.4M |
FLRNSPDR SER TR | $99.1M |
MDYGSPDR SERIES TRUST | $58.6M |
VFHVANGUARD WORLD FDS | $54.6M |
SLYGSPDR SERIES TRUST | $37.3M |
IDOGALPS ETF TR | $27.0M |
AAPLAPPLE INC | $8.5M |
DHSWISDOMTREE TR | $8.2M |
SCHFSCHWAB STRATEGIC TR | $7.5M |
HTLFEURHEARTLAND FINL USA INC | $7.3M |
MSFTMICROSOFT CORP | $6.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.2M |
DONWISDOMTREE TR | $5.2M |
IVWISHARES TR | $5.1M |
TMOTHERMO FISHER SCIENTIFIC INC | $4.8M |
JNJJOHNSON & JOHNSON | $4.6M |
TAT&T INC | $4.4M |
VGTVANGUARD WORLD FDS | $4.4M |
XOMEXXON MOBIL CORP | $4.3M |
BABOEING CO | $4.3M |
HDHOME DEPOT INC | $4.1M |
AMZNAMAZON COM INC | $4.0M |
MDYVSPDR SERIES TRUST | $4.0M |
EEMISHARES TR | $3.8M |
INTCINTEL CORP | $3.3M |
IRINGERSOLL-RAND PLC | $3.1M |
BACVERIZON COMMUNICATIONS INC | $3.1M |
PFEPFIZER INC | $3.1M |
VVISA INC | $3.0M |
PGPROCTER AND GAMBLE CO | $3.0M |
MMM3M CO | $2.9M |
IWOISHARES TR | $2.9M |
KOCOCA COLA CO | $2.9M |
ABBVABBVIE INC | $2.7M |
CVXCHEVRON CORP NEW | $2.6M |
WFCWELLS FARGO CO NEW | $2.5M |
UNPUNION PAC CORP | $2.5M |
MCDMCDONALDS CORP | $2.4M |
PEPPEPSICO INC | $2.4M |
MOALTRIA GROUP INC | $2.3M |
WMTWALMART INC | $2.2M |
LQDISHARES TR | $2.2M |
SLYVSPDR SERIES TRUST | $2.2M |
VHTVANGUARD WORLD FDS | $2.2M |
USBUS BANCORP DEL | $2.2M |
NDQINVESCO QQQ TR | $2.1M |
IVEISHARES TR | $2.0M |
BKHBLACK HILLS CORP | $2.0M |
VTIVANGUARD INDEX FDS | $1.9M |
—DOWDUPONT INC | $1.9M |
IJKISHARES TR | $1.8M |
JPMJPMORGAN CHASE & CO | $1.8M |
MRKMERCK & CO INC | $1.7M |
IBMINTERNATIONAL BUSINESS MACHS | $1.7M |
DISDISNEY WALT CO | $1.7M |
ABTABBOTT LABS | $1.7M |
HRTGHERITAGE INS HLDGS INC | $1.6M |
GOOGLALPHABET INC | $1.6M |
SHVISHARES TR | $1.6M |
CSCOCISCO SYS INC | $1.6M |
SDYSPDR SERIES TRUST | $1.5M |
4I1PHILIP MORRIS INTL INC | $1.5M |
LMTLOCKHEED MARTIN CORP | $1.5M |
RTN1USDRAYTHEON CO | $1.4M |
IJJISHARES TR | $1.4M |
QCOMQUALCOMM INC | $1.3M |
DEDEERE & CO | $1.3M |
AQLTISHARES TR | $1.3M |
BACBANK AMER CORP | $1.3M |
EFAISHARES TR | $1.2M |
MDUMDU RES GROUP INC | $1.2M |
COPCONOCOPHILLIPS | $1.2M |
NEENEXTERA ENERGY INC | $1.1M |
PSXPHILLIPS 66 | $1.0M |
NKENIKE INC | $1.0M |
BMYBRISTOL MYERS SQUIBB CO | $980K |
VUGVANGUARD INDEX FDS | $975K |
UPSUNITED PARCEL SERVICE INC | $966K |
UTXZUNITED TECHNOLOGIES CORP | $961K |
CMCSACOMCAST CORP NEW | $946K |
GEGENERAL ELECTRIC CO | $921K |
COSTCOSTCO WHSL CORP NEW | $921K |
—JOHN HANCOCK EXCHANGE TRADED | $918K |
BABINVESCO EXCHNG TRADED FD TR | $899K |
—ISHARES TR | $899K |
AQLTISHARES TR | $896K |
IWMISHARES TR | $890K |
—ISHARES TR | $886K |
KBESPDR SERIES TRUST | $868K |
UNHUNITEDHEALTH GROUP INC | $858K |
VTVVANGUARD INDEX FDS | $858K |
AFWALIGN TECHNOLOGY INC | $851K |
EFGISHARES TR | $844K |
TXNTEXAS INSTRS INC | $838K |
AMLPUSDALPS ETF TR | $835K |
SUSAISHARES TR | $788K |
IWNISHARES TR | $785K |
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