Avantax Planning Partners, Inc. Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2.8B
Holdings
443
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (443 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $406.6M |
SCHVSCHWAB STRATEGIC TR | $265.8M |
SCHDSCHWAB STRATEGIC TR | $262.5M |
SCHZSCHWAB STRATEGIC TR | $149.0M |
SCHFSCHWAB STRATEGIC TR | $114.0M |
SPTLSPDR SER TR | $103.1M |
AVUVAMERICAN CENTY ETF TR | $81.4M |
HYMBSPDR SER TR | $53.4M |
CWISPDR INDEX SHS FDS | $49.3M |
AAPLAPPLE INC | $40.4M |
FMBFIRST TR EXCHANGE-TRADED FD | $37.5M |
VIGVANGUARD SPECIALIZED FUNDS | $33.8M |
SLYGSPDR SER TR | $33.3M |
MUBISHARES TR | $32.1M |
IDOGALPS ETF TR | $30.7M |
VXUSVANGUARD STAR FDS | $27.3M |
IWFISHARES TR | $26.1M |
AVEMAMERICAN CENTY ETF TR | $25.3M |
JMUBJ P MORGAN EXCHANGE TRADED F | $24.7M |
SPYVSPDR SER TR | $24.6M |
MDYGSPDR SER TR | $23.9M |
JPIBJ P MORGAN EXCHANGE TRADED F | $23.5M |
MDYVSPDR SER TR | $22.4M |
JEPIJ P MORGAN EXCHANGE TRADED F | $20.1M |
DFACDIMENSIONAL ETF TRUST | $19.9M |
MSFTMICROSOFT CORP | $19.0M |
HYDVANECK ETF TRUST | $18.8M |
MMITNEW YORK LIFE INVTS ACTIVE E | $18.3M |
MUNIPIMCO ETF TR | $16.9M |
VIGIVANGUARD WHITEHALL FDS | $16.0M |
VWOVANGUARD INTL EQUITY INDEX F | $14.3M |
JCPBJ P MORGAN EXCHANGE TRADED F | $13.4M |
IVWISHARES TR | $13.0M |
SLYVSPDR SER TR | $12.1M |
DONWISDOMTREE TR | $12.1M |
KOCOCA COLA CO | $11.8M |
ABBVABBVIE INC | $11.6M |
CHRWC H ROBINSON WORLDWIDE INC | $11.1M |
AGGISHARES TR | $11.0M |
JPMJPMORGAN CHASE & CO. | $10.9M |
HDHOME DEPOT INC | $10.5M |
IEMGISHARES INC | $10.0M |
FASTFASTENAL CO | $9.8M |
TXNTEXAS INSTRS INC | $9.4M |
IBMINTERNATIONAL BUSINESS MACHS | $9.3M |
VTEBVANGUARD MUN BD FDS | $9.3M |
AVGOBROADCOM INC | $9.3M |
PGPROCTER AND GAMBLE CO | $9.3M |
COSTCOSTCO WHSL CORP NEW | $9.2M |
XOMEXXON MOBIL CORP | $9.1M |
BIVVANGUARD BD INDEX FDS | $9.1M |
MRKMERCK & CO INC | $8.9M |
IWPISHARES TR | $8.8M |
VYMVANGUARD WHITEHALL FDS | $8.7M |
BACVERIZON COMMUNICATIONS INC | $8.6M |
CVXCHEVRON CORP NEW | $8.5M |
SPYSPDR S&P 500 ETF TR | $8.4M |
PEPPEPSICO INC | $8.3M |
AMGNAMGEN INC | $8.3M |
VTVVANGUARD INDEX FDS | $8.2M |
VBKVANGUARD INDEX FDS | $8.2M |
CSCOCISCO SYS INC | $8.0M |
DEDEERE & CO | $7.9M |
PFEPFIZER INC | $7.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.4M |
VOEVANGUARD INDEX FDS | $7.4M |
SUBISHARES TR | $7.2M |
JNJJOHNSON & JOHNSON | $7.0M |
IBTEISHARES TR | $6.9M |
IWSISHARES TR | $6.8M |
NVDANVIDIA CORPORATION | $6.7M |
LMTLOCKHEED MARTIN CORP | $6.7M |
JPEMJ P MORGAN EXCHANGE TRADED F | $6.6M |
IWNISHARES TR | $6.3M |
VOTVANGUARD INDEX FDS | $6.1M |
MOALTRIA GROUP INC | $5.7M |
MCDMCDONALDS CORP | $5.7M |
BLKCHFBLACKROCK INC | $5.7M |
VLOVALERO ENERGY CORP | $5.6M |
EFVISHARES TR | $5.3M |
UPSUNITED PARCEL SERVICE INC | $5.1M |
NDQINVESCO QQQ TR | $4.8M |
USBUS BANCORP DEL | $4.7M |
BACBANK AMERICA CORP | $4.6M |
IWOISHARES TR | $4.3M |
QCOMQUALCOMM INC | $4.3M |
ADPAUTOMATIC DATA PROCESSING IN | $4.3M |
AMZNAMAZON COM INC | $4.2M |
VONVVANGUARD SCOTTSDALE FDS | $4.2M |
DFLVDIMENSIONAL ETF TRUST | $4.1M |
SCHPSCHWAB STRATEGIC TR | $4.0M |
EOGEOG RES INC | $4.0M |
VBRVANGUARD INDEX FDS | $3.8M |
TSLATESLA INC | $3.6M |
GOOGLALPHABET INC | $3.5M |
COPCONOCOPHILLIPS | $3.5M |
EEMISHARES TR | $3.5M |
ORCLORACLE CORP | $3.4M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.4M |
SOSOUTHERN CO | $3.3M |
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