Avantax Planning Partners, Inc. Q3 2023 Filing
Filed November 6, 2023
Portfolio Value
$2.4B
Holdings
362
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (362 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $373.2M |
SCHVSCHWAB STRATEGIC TR | $276.0M |
SCHDSCHWAB STRATEGIC TR | $257.5M |
SCHZSCHWAB STRATEGIC TR | $145.5M |
SCHFSCHWAB STRATEGIC TR | $98.4M |
IWNISHARES TR | $75.8M |
HYMBSPDR SER TR | $72.0M |
FMBFIRST TR EXCH TRADED FD III | $44.4M |
CWISPDR INDEX SHS FDS | $39.3M |
VIGVANGUARD SPECIALIZED FUNDS | $34.7M |
MUBISHARES TR | $31.6M |
AAPLAPPLE INC | $30.2M |
IWFISHARES TR | $30.2M |
VXUSVANGUARD STAR FDS | $29.9M |
IWOISHARES TR | $29.4M |
IEMGISHARES INC | $29.0M |
IDOGALPS ETF TR | $27.4M |
SPYVSPDR SER TR | $25.7M |
JMUBJ P MORGAN EXCHANGE TRADED F | $23.1M |
IWPISHARES TR | $22.5M |
SLYVSPDR SER TR | $21.5M |
IWSISHARES TR | $21.4M |
HYDVANECK ETF TRUST | $18.9M |
ACELACCEL ENTERTAINMENT INC | $18.6M |
VWOVANGUARD INTL EQUITY INDEX F | $17.7M |
SUBISHARES TR | $17.6M |
MUNIPIMCO ETF TR | $17.0M |
MSFTMICROSOFT CORP | $14.8M |
IVWISHARES TR | $12.9M |
JEPIJ P MORGAN EXCHANGE TRADED F | $12.5M |
JPIBJ P MORGAN EXCHANGE TRADED F | $12.0M |
PGXINVESCO EXCH TRADED FD TR II | $11.8M |
VOEVANGUARD INDEX FDS | $11.2M |
VIGIVANGUARD WHITEHALL FDS | $10.2M |
DONWISDOMTREE TR | $8.9M |
SPYSPDR S&P 500 ETF TR | $8.0M |
VOTVANGUARD INDEX FDS | $8.0M |
EFVISHARES TR | $7.9M |
VBKVANGUARD INDEX FDS | $7.5M |
XOMEXXON MOBIL CORP | $7.3M |
VYMVANGUARD WHITEHALL FDS | $7.2M |
AVGOBROADCOM INC | $6.9M |
JPMJPMORGAN CHASE & CO | $6.8M |
VTVVANGUARD INDEX FDS | $6.7M |
SLYGSPDR SER TR | $6.6M |
KOCOCA COLA CO | $6.3M |
MRKMERCK & CO INC | $6.1M |
IDV*ISHARES TR | $6.1M |
CVXCHEVRON CORP NEW | $6.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.9M |
PEPPEPSICO INC | $5.9M |
AGGISHARES TR | $5.9M |
FASTFASTENAL CO | $5.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $5.7M |
FLRNSPDR SER TR | $5.5M |
HDHOME DEPOT INC | $5.5M |
IWDISHARES TR | $5.4M |
JNJJOHNSON & JOHNSON | $5.3M |
MDYGSPDR SER TR | $5.1M |
ABBVABBVIE INC | $5.0M |
TSLATESLA INC | $5.0M |
PFEPFIZER INC | $4.9M |
AMZNAMAZON COM INC | $4.7M |
DEDEERE & CO | $4.6M |
TXNTEXAS INSTRS INC | $4.6M |
IBMINTERNATIONAL BUSINESS MACHS | $4.5M |
NVDANVIDIA CORPORATION | $4.3M |
BACVERIZON COMMUNICATIONS INC | $4.2M |
NDQINVESCO QQQ TR | $4.2M |
PGPROCTER AND GAMBLE CO | $4.1M |
GOOGLALPHABET INC | $3.7M |
VBRVANGUARD INDEX FDS | $3.6M |
MCDMCDONALDS CORP | $3.6M |
AMGNAMGEN INC | $3.6M |
EEMISHARES TR | $3.5M |
MMM3M CO | $3.5M |
COSTCOSTCO WHSL CORP NEW | $3.4M |
HTLFEURHEARTLAND FINL USA INC | $3.3M |
LMTLOCKHEED MARTIN CORP | $3.2M |
NULVNUSHARES ETF TR | $3.2M |
CSCOCISCO SYS INC | $3.2M |
BLKCHFBLACKROCK INC | $3.1M |
MOALTRIA GROUP INC | $3.0M |
BACBANK AMERICA CORP | $2.9M |
UNHUNITEDHEALTH GROUP INC | $2.9M |
IXUSISHARES TR | $2.8M |
DHSWISDOMTREE TR | $2.8M |
USBUS BANCORP DEL | $2.8M |
VTEBVANGUARD MUN BD FDS | $2.8M |
VGTVANGUARD WORLD FDS | $2.7M |
NUDMNUSHARES ETF TR | $2.7M |
IJKISHARES TR | $2.6M |
ADPAUTOMATIC DATA PROCESSING IN | $2.6M |
VVISA INC | $2.6M |
EOGEOG RES INC | $2.6M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.5M |
MDYVSPDR SER TR | $2.5M |
VTIVANGUARD INDEX FDS | $2.2M |
METAMETA PLATFORMS INC | $2.2M |
IDEVISHARES TR | $2.1M |
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