Avantax Planning Partners, Inc. Q3 2021 Filing
Filed October 27, 2021
Portfolio Value
$2.2B
Holdings
339
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (339 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $477.3M |
SCHVSCHWAB STRATEGIC TR | $375.7M |
SCHDSCHWAB STRATEGIC TR | $216.3M |
SCHZSCHWAB STRATEGIC TR | $195.1M |
FLRNSPDR SER TR | $140.0M |
IWNISHARES TR | $85.6M |
MUBISHARES TR | $43.7M |
SCHFSCHWAB STRATEGIC TR | $43.0M |
IDOGALPS ETF TR | $24.8M |
AAPLAPPLE INC | $21.3M |
IEMGISHARES INC | $18.3M |
HYMBSPDR SER TR | $15.3M |
IWOISHARES TR | $14.1M |
MSFTMICROSOFT CORP | $13.2M |
VIGVANGUARD SPECIALIZED FUNDS | $13.1M |
IWPISHARES TR | $12.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $11.9M |
IWSISHARES TR | $11.7M |
IWDISHARES TR | $10.7M |
IVWISHARES TR | $10.7M |
VTVVANGUARD INDEX FDS | $8.7M |
HTLFEURHEARTLAND FINL USA INC | $8.0M |
VOEVANGUARD INDEX FDS | $7.1M |
EEMISHARES TR | $6.8M |
DONWISDOMTREE TR | $6.6M |
PGPROCTER AND GAMBLE CO | $6.5M |
MDYGSPDR SER TR | $6.1M |
PEPPEPSICO INC | $6.0M |
JPMJPMORGAN CHASE & CO | $5.7M |
CWISPDR INDEX SHS FDS | $5.6M |
PFEPFIZER INC | $5.1M |
KOCOCA COLA CO | $5.0M |
HDHOME DEPOT INC | $5.0M |
JNJJOHNSON & JOHNSON | $4.9M |
XOMEXXON MOBIL CORP | $4.9M |
TXNTEXAS INSTRS INC | $4.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.5M |
IBMINTERNATIONAL BUSINESS MACHS | $4.5M |
NULVNUSHARES ETF TR | $4.5M |
AMZNAMAZON COM INC | $4.4M |
MRKMERCK & CO INC | $4.4M |
VGTVANGUARD WORLD FDS | $4.3M |
MCDMCDONALDS CORP | $4.3M |
USBUS BANCORP DEL | $4.2M |
BACVERIZON COMMUNICATIONS INC | $4.1M |
DHSWISDOMTREE TR | $4.0M |
GOOGLALPHABET INC | $4.0M |
NDQINVESCO QQQ TR | $3.9M |
DEDEERE & CO | $3.8M |
SLYGSPDR SER TR | $3.7M |
NUDMNUSHARES ETF TR | $3.7M |
BLKCHFBLACKROCK INC | $3.6M |
SPYSPDR S&P 500 ETF TR | $3.6M |
ABTABBOTT LABS | $3.6M |
SLYVSPDR SER TR | $3.5M |
MMM3M CO | $3.5M |
CATCATERPILLAR INC | $3.4M |
INTCINTEL CORP | $3.4M |
WMTWALMART INC | $3.3M |
DYHTARGET CORP | $3.1M |
TAT&T INC | $3.0M |
AVGOBROADCOM INC | $3.0M |
ABBVABBVIE INC | $3.0M |
CVXCHEVRON CORP NEW | $3.0M |
TRVCCITIGROUP INC | $2.9M |
AGGISHARES TR | $2.7M |
LMTLOCKHEED MARTIN CORP | $2.7M |
VWOVANGUARD INTL EQUITY INDEX F | $2.7M |
MOALTRIA GROUP INC | $2.7M |
VHTVANGUARD WORLD FDS | $2.6M |
PFFISHARES TR | $2.6M |
MDYVSPDR SER TR | $2.6M |
EMREMERSON ELEC CO | $2.5M |
VTIVANGUARD INDEX FDS | $2.5M |
DUKDUKE ENERGY CORP NEW | $2.4M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.4M |
DISDISNEY WALT CO | $2.4M |
WECWEC ENERGY GROUP INC | $2.4M |
BABOEING CO | $2.3M |
NUBDNUSHARES ETF TR | $2.2M |
FMBFIRST TR EXCH TRADED FD III | $2.2M |
WFCWELLS FARGO CO NEW | $2.1M |
BMYBRISTOL-MYERS SQUIBB CO | $2.1M |
COSTCOSTCO WHSL CORP NEW | $2.1M |
METAFACEBOOK INC | $2.1M |
UNHUNITEDHEALTH GROUP INC | $2.1M |
NEENEXTERA ENERGY INC | $2.0M |
NVDANVIDIA CORPORATION | $2.0M |
QCOMQUALCOMM INC | $2.0M |
SBUXSTARBUCKS CORP | $1.9M |
CSCOCISCO SYS INC | $1.9M |
CZRCAESARS ENTERTAINMENT INC NE | $1.9M |
SUBISHARES TR | $1.9M |
VVISA INC | $1.9M |
VBKVANGUARD INDEX FDS | $1.8M |
SDYSPDR SER TR | $1.8M |
NUSCNUSHARES ETF TR | $1.8M |
SCHXSCHWAB STRATEGIC TR | $1.8M |
ADBEADOBE SYSTEMS INCORPORATED | $1.7M |
UNPUNION PAC CORP | $1.7M |
Page 1 of 4Next