Avantax Planning Partners, Inc. Q3 2020 Filing
Filed October 28, 2020
Portfolio Value
$1.9B
Holdings
296
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (296 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $479.8M |
SCHVSCHWAB STRATEGIC TR | $353.0M |
SCHDSCHWAB STRATEGIC TR | $211.6M |
SCHZSCHWAB STRATEGIC TR | $170.6M |
FLRNSPDR SER TR | $124.7M |
MUBISHARES TR | $28.2M |
SCHFSCHWAB STRATEGIC TR | $22.0M |
HYMBSPDR SER TR | $20.4M |
AAPLAPPLE INC | $18.6M |
EEMISHARES TR | $16.3M |
MDYGSPDR SER TR | $11.6M |
MSFTMICROSOFT CORP | $9.9M |
IWDISHARES TR | $9.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $9.1M |
IWOISHARES TR | $8.3M |
AMZNAMAZON COM INC | $8.1M |
IVWISHARES TR | $8.0M |
SLYGSPDR SER TR | $7.8M |
VIGVANGUARD SPECIALIZED FUNDS | $7.4M |
PGPROCTER AND GAMBLE CO | $7.3M |
VTVVANGUARD INDEX FDS | $7.3M |
VGTVANGUARD WORLD FDS | $7.2M |
HDHOME DEPOT INC | $7.1M |
MDYVSPDR SER TR | $6.2M |
IWPISHARES TR | $6.1M |
PEPPEPSICO INC | $6.0M |
CWISPDR INDEX SHS FDS | $6.0M |
MRKMERCK & CO. INC | $5.9M |
BACVERIZON COMMUNICATIONS INC | $5.4M |
JNJJOHNSON & JOHNSON | $5.3M |
KOCOCA COLA CO | $5.2M |
DHSWISDOMTREE TR | $5.1M |
PFEPFIZER INC | $4.9M |
DONWISDOMTREE TR | $4.9M |
VVISA INC | $4.8M |
INTCINTEL CORP | $4.5M |
NULVNUSHARES ETF TR | $4.4M |
IWSISHARES TR | $4.3M |
HTLFEURHEARTLAND FINL USA INC | $4.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
VOEVANGUARD INDEX FDS | $3.9M |
LMTLOCKHEED MARTIN CORP | $3.9M |
MCDMCDONALDS CORP | $3.8M |
JPMJPMORGAN CHASE & CO | $3.8M |
TAT&T INC | $3.7M |
XOMEXXON MOBIL CORP | $3.6M |
FMBFIRST TR EXCH TRADED FD III | $3.4M |
UPSUNITED PARCEL SERVICE INC | $3.4M |
AGGISHARES TR | $3.3M |
WMTWALMART INC | $3.3M |
MMM3M CO | $3.3M |
GOOGLALPHABET INC | $3.0M |
ABTABBOTT LABS | $2.9M |
VHTVANGUARD WORLD FDS | $2.9M |
SPYVSPDR SER TR | $2.9M |
MOALTRIA GROUP INC | $2.9M |
TRVCCITIGROUP INC | $2.8M |
TXNTEXAS INSTRS INC | $2.8M |
UNPUNION PAC CORP | $2.7M |
QQQINVESCO QQQ TR | $2.7M |
CATCATERPILLAR INC DEL | $2.7M |
SUBISHARES TR | $2.7M |
DEDEERE & CO | $2.6M |
DUKDUKE ENERGY CORP NEW | $2.6M |
IBMINTERNATIONAL BUSINESS MACHS | $2.5M |
QCOMQUALCOMM INC | $2.5M |
ABBVABBVIE INC | $2.5M |
PFFISHARES TR | $2.4M |
NVDANVIDIA CORPORATION | $2.4M |
IDOGALPS ETF TR | $2.3M |
COSTCOSTCO WHSL CORP NEW | $2.3M |
BMYBRISTOL-MYERS SQUIBB CO | $2.3M |
CRMSALESFORCE COM INC | $2.3M |
METAFACEBOOK INC | $2.3M |
BLKCHFBLACKROCK INC | $2.2M |
CVXCHEVRON CORP NEW | $2.2M |
NKENIKE INC | $2.2M |
BABOEING CO | $2.1M |
VUGVANGUARD INDEX FDS | $2.1M |
DYHTARGET CORP | $2.1M |
ADBEADOBE SYSTEMS INCORPORATED | $2.1M |
DISDISNEY WALT CO | $2.1M |
EMREMERSON ELEC CO | $2.0M |
VTIVANGUARD INDEX FDS | $2.0M |
UNHUNITEDHEALTH GROUP INC | $1.9M |
NEENEXTERA ENERGY INC | $1.9M |
NUBDNUSHARES ETF TR | $1.9M |
NUDMNUSHARES ETF TR | $1.9M |
NFLXNETFLIX INC | $1.8M |
SCHXSCHWAB STRATEGIC TR | $1.7M |
MAMASTERCARD INCORPORATED | $1.7M |
BKHBLACK HILLS CORP | $1.7M |
SCHKSCHWAB STRATEGIC TR | $1.7M |
WFCWELLS FARGO CO NEW | $1.7M |
LOWLOWES COS INC | $1.6M |
NULGNUSHARES ETF TR | $1.6M |
CVSCVS HEALTH CORP | $1.6M |
VWOVANGUARD INTL EQUITY INDEX F | $1.6M |
AMGNAMGEN INC | $1.6M |
CSCOCISCO SYS INC | $1.5M |
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