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 |
|---|---|
VLOVALERO ENERGY CORP | $2.1M |
LLYELI LILLY & CO | $2.1M |
SCHXSCHWAB STRATEGIC TR | $2.1M |
ABTABBOTT LABS | $2.1M |
DUKDUKE ENERGY CORP NEW | $2.0M |
IVEISHARES TR | $2.0M |
IWMISHARES TR | $1.9M |
SCHPSCHWAB STRATEGIC TR | $1.9M |
CATCATERPILLAR INC | $1.9M |
VLUEISHARES TR | $1.8M |
WMTWALMART INC | $1.8M |
ITWILLINOIS TOOL WKS INC | $1.8M |
VTIPVANGUARD MALVERN FDS | $1.8M |
WKWORKIVA INC | $1.8M |
UPSUNITED PARCEL SERVICE INC | $1.8M |
RWRSPDR SER TR | $1.7M |
ADMARCHER DANIELS MIDLAND CO | $1.6M |
ADBEADOBE INC | $1.6M |
TJXTJX COS INC NEW | $1.6M |
GOOGALPHABET INC | $1.6M |
BKHBLACK HILLS CORP | $1.6M |
LINLINDE PLC | $1.5M |
LNTALLIANT ENERGY CORP | $1.5M |
IJHISHARES TR | $1.5M |
ORCLORACLE CORP | $1.5M |
ESGDISHARES TR | $1.5M |
UNPUNION PAC CORP | $1.5M |
IBTEISHARES TR | $1.5M |
AQLTISHARES TR | $1.5M |
XLKSELECT SECTOR SPDR TR | $1.5M |
NEENEXTERA ENERGY INC | $1.5M |
FFORD MTR CO DEL | $1.5M |
DYHTARGET CORP | $1.4M |
NEMNEWMONT CORP | $1.4M |
BABOEING CO | $1.4M |
CASYCASEYS GEN STORES INC | $1.4M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.4M |
ACNACCENTURE PLC IRELAND | $1.4M |
SDYSPDR SER TR | $1.4M |
AQLTISHARES TR | $1.4M |
NUBDNUSHARES ETF TR | $1.3M |
VEAVANGUARD TAX-MANAGED FDS | $1.3M |
VTVANGUARD INTL EQUITY INDEX F | $1.3M |
ROKROCKWELL AUTOMATION INC | $1.3M |
BKNGBOOKING HOLDINGS INC | $1.3M |
EFAISHARES TR | $1.3M |
SBUXSTARBUCKS CORP | $1.3M |
SHMSPDR SER TR | $1.2M |
EMREMERSON ELEC CO | $1.2M |
AMATAPPLIED MATLS INC | $1.2M |
NFLXNETFLIX INC | $1.2M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.2M |
AMDADVANCED MICRO DEVICES INC | $1.2M |
AQLTISHARES TR | $1.1M |
VHTVANGUARD WORLD FDS | $1.1M |
SUSAISHARES TR | $1.1M |
PRFINVESCO EXCHANGE TRADED FD T | $1.1M |
CRMSALESFORCE INC | $1.0M |
PRUPRUDENTIAL FINL INC | $1.0M |
DISDISNEY WALT CO | $1.0M |
DHRDANAHER CORPORATION | $994K |
COPCONOCOPHILLIPS | $992K |
XLYSELECT SECTOR SPDR TR | $987K |
HEMIHARTFORD FDS EXCHANGE TRADED | $961K |
NUSCNUSHARES ETF TR | $956K |
VOOVANGUARD INDEX FDS | $953K |
IVVISHARES TR | $950K |
NULGNUSHARES ETF TR | $935K |
INTCINTEL CORP | $934K |
MAMASTERCARD INCORPORATED | $901K |
WFCWELLS FARGO CO NEW | $891K |
HUBBHUBBELL INC | $888K |
MCKMCKESSON CORP | $865K |
IJJISHARES TR | $865K |
EFGISHARES TR | $852K |
AMTAMERICAN TOWER CORP NEW | $842K |
4I1PHILIP MORRIS INTL INC | $829K |
HYGISHARES TR | $813K |
SYSBISHARES TR | $806K |
AQLTISHARES TR | $805K |
INTUINTUIT | $801K |
JPSTJ P MORGAN EXCHANGE TRADED F | $790K |
DFUVDIMENSIONAL ETF TRUST | $781K |
CZRCAESARS ENTERTAINMENT INC NE | $776K |
PHPARKER-HANNIFIN CORP | $769K |
GQ9SPDR GOLD TR | $761K |
NUEMNUSHARES ETF TR | $746K |
NOWSERVICENOW INC | $742K |
LRCXEURLAM RESEARCH CORP | $740K |
FLOTISHARES TR | $738K |
MCHPMICROCHIP TECHNOLOGY INC. | $716K |
DFUSDIMENSIONAL ETF TRUST | $707K |
WECWEC ENERGY GROUP INC | $698K |
HONHONEYWELL INTL INC | $694K |
LOWLOWES COS INC | $693K |
RTXRTX CORPORATION | $671K |
IAUISHARES TR | $669K |
SNPSSYNOPSYS INC | $660K |
SOSOUTHERN CO | $644K |
MDLZMONDELEZ INTL INC | $643K |