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)

StockValue
IBDRISHARES TR
$719K
ICOWPACER FDS TR
$718K
LRCXEURLAM RESEARCH CORP
$716K
CMFISHARES TR
$709K
NUBDNUSHARES ETF TR
$708K
VONGVANGUARD SCOTTSDALE FDS
$707K
VOVANGUARD INDEX FDS
$703K
HONHONEYWELL INTL INC
$701K
CMCSACOMCAST CORP NEW
$697K
ETNEATON CORP PLC
$689K
ESGVVANGUARD WORLD FD
$679K
SYKSTRYKER CORPORATION
$679K
CZRCAESARS ENTERTAINMENT INC NE
$678K
WMWASTE MGMT INC DEL
$676K
EPDENTERPRISE PRODS PARTNERS L
$670K
QQEWFIRST TR NAS100 EQ WEIGHTED
$668K
SCHASCHWAB STRATEGIC TR
$666K
IBDQISHARES TR
$655K
BABOEING CO
$653K
MDTMEDTRONIC PLC
$645K
LQDISHARES TR
$638K
XFEBFIRST TR EXCH TRADED FD III
$638K
PWZINVESCO EXCH TRADED FD TR II
$637K
IWVISHARES TR
$636K
NKENIKE INC
$626K
EXIISHARES TR
$626K
BIPBROOKFIELD INFRAST PARTNERS
$621K
JPIEJ P MORGAN EXCHANGE TRADED F
$615K
SRESEMPRA
$608K
FLRNSPDR SER TR
$604K
VHTVANGUARD WORLD FD
$603K
MPCMARATHON PETE CORP
$599K
WFCWELLS FARGO CO NEW
$597K
NULGNUSHARES ETF TR
$596K
MDLZMONDELEZ INTL INC
$575K
CGGRCAPITAL GROUP GROWTH ETF
$574K
IAPRINNOVATOR ETFS TRUST
$573K
SHWSHERWIN WILLIAMS CO
$565K
CLCOLGATE PALMOLIVE CO
$560K
GISGENERAL MLS INC
$554K
CCLCARNIVAL CORP
$549K
SUSBISHARES TR
$545K
PVALPUTNAM ETF TRUST
$543K
XLFSELECT SECTOR SPDR TR
$542K
DHRDANAHER CORPORATION
$541K
SCHESCHWAB STRATEGIC TR
$540K
NSCNORFOLK SOUTHN CORP
$539K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$532K
INTUINTUIT
$523K
NULVNUSHARES ETF TR
$523K
CEGCONSTELLATION ENERGY CORP
$522K
PNCPNC FINL SVCS GROUP INC
$517K
PINCPREMIER INC
$516K
AQLTISHARES TR
$515K
TRVTRAVELERS COMPANIES INC
$506K
FLOTISHARES TR
$506K
AMTAMERICAN TOWER CORP NEW
$506K
IYWISHARES TR
$499K
IJJISHARES TR
$498K
REGNREGENERON PHARMACEUTICALS
$496K
FLEXFLEX LTD
$489K
ALSALLSTATE CORP
$483K
BXBLACKSTONE INC
$483K
CSXCSX CORP
$482K
GWWGRAINGER W W INC
$474K
LOWLOWES COS INC
$473K
ISRGINTUITIVE SURGICAL INC
$473K
IDV*ISHARES TR
$470K
SPDWSPDR INDEX SHS FDS
$469K
ETENERGY TRANSFER L P
$451K
VTIPVANGUARD MALVERN FDS
$446K
SNPSSYNOPSYS INC
$445K
ENBENBRIDGE INC
$442K
IAUISHARES TR
$440K
IBMOISHARES TR
$440K
LHXL3HARRIS TECHNOLOGIES INC
$438K
GSKGSK PLC
$436K
PAYXPAYCHEX INC
$434K
VFHVANGUARD WORLD FD
$433K
RPMRPM INTL INC
$432K
BDJBLACKROCK ENHANCED EQUITY DI
$429K
KLACKLA CORP
$429K
FFORD MTR CO
$429K
COHRCOHERENT CORP
$427K
USRTISHARES TR
$410K
PEGPUBLIC SVC ENTERPRISE GRP IN
$405K
WMBWILLIAMS COS INC
$405K
WPCWP CAREY INC
$401K
XLYSELECT SECTOR SPDR TR
$400K
BSXBOSTON SCIENTIFIC CORP
$399K
VRTXVERTEX PHARMACEUTICALS INC
$397K
MCHPMICROCHIP TECHNOLOGY INC.
$393K
TTENTOTALENERGIES SE
$393K
EMLPFIRST TR EXCHANGE-TRADED FD
$391K
BAFNBAYFIRST FINANCIAL CORP
$389K
AFLAFLAC INC
$389K
VIRVIR BIOTECHNOLOGY INC
$385K
SNASNAP ON INC
$377K
FEZSPDR INDEX SHS FDS
$370K
IWRISHARES TR
$369K
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