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 |
|---|---|
AQLTISHARES TR | $639K |
TTTRANE TECHNOLOGIES PLC | $638K |
BAFNBAYFIRST FINANCIAL CORP | $630K |
WMWASTE MGMT INC DEL | $630K |
TAT&T INC | $623K |
LQDISHARES TR | $620K |
PFFISHARES TR | $615K |
XJRISHARES TR | $606K |
MDUMDU RES GROUP INC | $604K |
NKENIKE INC | $603K |
SPMDSPDR SER TR | $601K |
GISGENERAL MLS INC | $587K |
NUMVNUSHARES ETF TR | $580K |
CVSCVS HEALTH CORP | $572K |
QCOMQUALCOMM INC | $560K |
PINCPREMIER INC | $555K |
EMXCISHARES INC | $554K |
EPDENTERPRISE PRODS PARTNERS L | $534K |
SCHASCHWAB STRATEGIC TR | $532K |
XLFSELECT SECTOR SPDR TR | $529K |
BIPBROOKFIELD INFRAST PARTNERS | $521K |
SUSBISHARES TR | $512K |
CMCSACOMCAST CORP NEW | $508K |
PSXPHILLIPS 66 | $501K |
MDTMEDTRONIC PLC | $495K |
CSXCSX CORP | $493K |
SCHBSCHWAB STRATEGIC TR | $493K |
SYKSTRYKER CORPORATION | $490K |
RMBS*RAMBUS INC DEL | $480K |
IYWISHARES TR | $479K |
BMYBRISTOL-MYERS SQUIBB CO | $476K |
EXIISHARES TR | $475K |
VUGVANGUARD INDEX FDS | $475K |
CLCOLGATE PALMOLIVE CO | $472K |
NSCNORFOLK SOUTHN CORP | $459K |
ESGVVANGUARD WORLD FD | $454K |
PAYXPAYCHEX INC | $448K |
KDPKEURIG DR PEPPER INC | $448K |
IBDPISHARES TR | $446K |
IBDRISHARES TR | $444K |
IBDQISHARES TR | $441K |
VISVANGUARD WORLD FDS | $438K |
NUENUCOR CORP | $431K |
IAUISHARES TR | $425K |
VFHVANGUARD WORLD FDS | $423K |
DDDUPONT DE NEMOURS INC | $421K |
VYMIVANGUARD WHITEHALL FDS | $419K |
AFLAFLAC INC | $419K |
CCLCARNIVAL CORP | $409K |
ISRGINTUITIVE SURGICAL INC | $399K |
RPMRPM INTL INC | $389K |
SHWSHERWIN WILLIAMS CO | $379K |
BXBLACKSTONE INC | $378K |
ZTSZOETIS INC | $376K |
KNFKNIFE RIVER CORP | $374K |
QQEWFIRST TR NAS100 EQ WEIGHTED | $366K |
DOWDOW INC | $358K |
VDCVANGUARD WORLD FDS | $356K |
STZCONSTELLATION BRANDS INC | $354K |
AEPAMERICAN ELEC PWR CO INC | $353K |
VPUVANGUARD WORLD FDS | $353K |
GDGENERAL DYNAMICS CORP | $346K |
MLB1MERCADOLIBRE INC | $345K |
CMICUMMINS INC | $343K |
MMITINDEXIQ ACTIVE ETF TR | $341K |
ALSALLSTATE CORP | $339K |
DWDMORGAN STANLEY | $337K |
GILDGILEAD SCIENCES INC | $337K |
CECELANESE CORP DEL | $335K |
GRMNGARMIN LTD | $333K |
CARRCARRIER GLOBAL CORPORATION | $330K |
HRTGHERITAGE INSURANCE HLDGS INC | $327K |
BNDVANGUARD BD INDEX FDS | $326K |
AXPAMERICAN EXPRESS CO | $324K |
DGRWWISDOMTREE TR | $321K |
VOXVANGUARD WORLD FDS | $319K |
ELVELEVANCE HEALTH INC | $313K |
DFAXDIMENSIONAL ETF TRUST | $312K |
GEGENERAL ELECTRIC CO | $311K |
RSPGINVESCO EXCHANGE TRADED FD T | $308K |
CLXCLOROX CO DEL | $307K |
FQIDIGITAL RLTY TR INC | $305K |
SCHWSCHWAB CHARLES CORP | $303K |
TKRTIMKEN CO | $303K |
VAWVANGUARD WORLD FDS | $302K |
SLVISHARES SILVER TR | $293K |
KMBKIMBERLY-CLARK CORP | $292K |
FEZSPDR INDEX SHS FDS | $292K |
SNASNAP ON INC | $288K |
PWZINVESCO EXCH TRADED FD TR II | $288K |
FDXFEDEX CORP | $286K |
WMBWILLIAMS COS INC | $284K |
GPCGENUINE PARTS CO | $284K |
FIBKFIRST INTST BANCSYSTEM INC | $282K |
GWWGRAINGER W W INC | $280K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $275K |
BPBP PLC | $274K |
ETNEATON CORP PLC | $273K |
XLUSELECT SECTOR SPDR TR | $271K |
KLACKLA CORP | $269K |