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 |
|---|---|
LLYELI LILLY & CO | $3.2M |
BMYBRISTOL-MYERS SQUIBB CO | $3.2M |
PGXINVESCO EXCH TRADED FD TR II | $3.2M |
SPYMSPDR SER TR | $3.1M |
METAMETA PLATFORMS INC | $3.0M |
PG4PRINCIPAL FINANCIAL GROUP IN | $3.0M |
VEAVANGUARD TAX-MANAGED FDS | $2.9M |
ITWILLINOIS TOOL WKS INC | $2.9M |
IBHDISHARES TR | $2.8M |
ABTABBOTT LABS | $2.8M |
ADMARCHER DANIELS MIDLAND CO | $2.8M |
KMBKIMBERLY-CLARK CORP | $2.7M |
WMTWALMART INC | $2.7M |
IVVISHARES TR | $2.6M |
UCONFIRST TR EXCHNG TRADED FD VI | $2.6M |
XYLDGLOBAL X FDS | $2.6M |
CATCATERPILLAR INC | $2.5M |
TJXTJX COS INC NEW | $2.5M |
DHSWISDOMTREE TR | $2.4M |
PSXPHILLIPS 66 | $2.4M |
IJKISHARES TR | $2.2M |
DFAXDIMENSIONAL ETF TRUST | $2.2M |
GPCGENUINE PARTS CO | $2.2M |
UNHUNITEDHEALTH GROUP INC | $2.2M |
VVISA INC | $2.1M |
VTIVANGUARD INDEX FDS | $2.1M |
AMATAPPLIED MATLS INC | $2.0M |
IWDISHARES TR | $2.0M |
XLKSELECT SECTOR SPDR TR | $2.0M |
BKHBLACK HILLS CORP | $2.0M |
VGTVANGUARD WORLD FD | $2.0M |
DYHTARGET CORP | $1.8M |
DFUSDIMENSIONAL ETF TRUST | $1.8M |
VOOVANGUARD INDEX FDS | $1.8M |
LNTALLIANT ENERGY CORP | $1.8M |
STZCONSTELLATION BRANDS INC | $1.8M |
GQ9SPDR GOLD TR | $1.6M |
VYMIVANGUARD WHITEHALL FDS | $1.6M |
IWMISHARES TR | $1.6M |
VLUEISHARES TR | $1.6M |
NEENEXTERA ENERGY INC | $1.6M |
IVEISHARES TR | $1.6M |
PRUPRUDENTIAL FINL INC | $1.5M |
DFUVDIMENSIONAL ETF TRUST | $1.5M |
IXUSISHARES TR | $1.5M |
COWZPACER FDS TR | $1.5M |
LINLINDE PLC | $1.5M |
GOOGALPHABET INC | $1.5M |
SUSAISHARES TR | $1.5M |
WSBCWESBANCO INC | $1.4M |
ROKROCKWELL AUTOMATION INC | $1.4M |
AQLTISHARES TR | $1.4M |
WKWORKIVA INC | $1.4M |
UNPUNION PAC CORP | $1.4M |
CASYCASEYS GEN STORES INC | $1.4M |
SCHBSCHWAB STRATEGIC TR | $1.4M |
4I1PHILIP MORRIS INTL INC | $1.3M |
ADBEADOBE INC | $1.3M |
MMM3M CO | $1.3M |
PRFINVESCO EXCHANGE TRADED FD T | $1.3M |
PHPARKER-HANNIFIN CORP | $1.3M |
EFAISHARES TR | $1.3M |
AMDADVANCED MICRO DEVICES INC | $1.2M |
IJHISHARES TR | $1.2M |
SDYSPDR SER TR | $1.2M |
SBUXSTARBUCKS CORP | $1.2M |
HUBBHUBBELL INC | $1.2M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.2M |
BNDVANGUARD BD INDEX FDS | $1.2M |
OBDCBLUE OWL CAPITAL CORPORATION | $1.2M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.2M |
GDGENERAL DYNAMICS CORP | $1.2M |
EMREMERSON ELEC CO | $1.1M |
VUGVANGUARD INDEX FDS | $1.1M |
TAT&T INC | $1.1M |
TTTRANE TECHNOLOGIES PLC | $1.1M |
DUKDUKE ENERGY CORP NEW | $1.1M |
SHMSPDR SER TR | $1.1M |
DISDISNEY WALT CO | $1.0M |
MCKMCKESSON CORP | $989K |
EFGISHARES TR | $981K |
AJGGALLAGHER ARTHUR J & CO | $973K |
BKNGBOOKING HOLDINGS INC | $944K |
CRMSALESFORCE INC | $934K |
ACNACCENTURE PLC IRELAND | $933K |
HEMIHARTFORD FDS EXCHANGE TRADED | $927K |
WECWEC ENERGY GROUP INC | $883K |
NFLXNETFLIX INC | $846K |
IBDPISHARES TR | $839K |
HYGISHARES TR | $824K |
RTXRTX CORPORATION | $822K |
CALFPACER FDS TR | $813K |
IDEVISHARES TR | $791K |
NOWSERVICENOW INC | $784K |
NUDMNUSHARES ETF TR | $760K |
EDCONSOLIDATED EDISON INC | $754K |
SCHXSCHWAB STRATEGIC TR | $738K |
AXPAMERICAN EXPRESS CO | $738K |
MAMASTERCARD INCORPORATED | $725K |
INTCINTEL CORP | $721K |