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
ULUNILEVER PLC
$368K
IBMPISHARES TR
$366K
IJRISHARES TR
$366K
IXNISHARES TR
$364K
SCHWSCHWAB CHARLES CORP
$361K
GEGE AEROSPACE
$356K
GRMNGARMIN LTD
$355K
FQIDIGITAL RLTY TR INC
$352K
CITHE CIGNA GROUP
$346K
DWDMORGAN STANLEY
$341K
CHECHEMED CORP NEW
$341K
PJANINNOVATOR ETFS TRUST
$341K
CECELANESE CORP DEL
$340K
SLVISHARES SILVER TR
$339K
RSGREPUBLIC SVCS INC
$336K
DFASDIMENSIONAL ETF TRUST
$331K
VBVANGUARD INDEX FDS
$328K
CWCURTISS WRIGHT CORP
$326K
TRPTC ENERGY CORP
$323K
CLXCLOROX CO DEL
$323K
XLUSELECT SECTOR SPDR TR
$320K
AQLTISHARES TR
$319K
ESGUISHARES TR
$315K
PSAPUBLIC STORAGE OPER CO
$314K
NUENUCOR CORP
$312K
BBYBEST BUY INC
$309K
NFGNATIONAL FUEL GAS CO
$308K
DDDUPONT DE NEMOURS INC
$308K
SPSMSPDR SER TR
$305K
ETGEATON VANCE TX ADV GLBL DIV
$304K
DOWDOW INC
$303K
HWMHOWMET AEROSPACE INC
$302K
EXREXTRA SPACE STORAGE INC
$300K
ESSESSEX PPTY TR INC
$300K
CMICUMMINS INC
$299K
QTECFIRST TR NASDAQ 100 TECH IND
$298K
HTLFEURHEARTLAND FINL USA INC
$295K
SHOPSHOPIFY INC
$295K
PPLPEMBINA PIPELINE CORP
$294K
PEOEXELON CORP
$293K
IWBISHARES TR
$290K
OKEONEOK INC NEW
$290K
SPGIS&P GLOBAL INC
$289K
AWRAMER STATES WTR CO
$284K
FVDFIRST TR VALUE LINE DIVID IN
$282K
GILDGILEAD SCIENCES INC
$280K
SFMSPROUTS FMRS MKT INC
$279K
NVONOVO-NORDISK A S
$275K
AQLTISHARES TR
$273K
ADUNITED STATES CELLULAR CORP
$273K
ERIEERIE INDTY CO
$271K
KNGFIRST TR EXCHANGE-TRADED FD
$270K
PAPRINNOVATOR ETFS TRUST
$270K
BDXBECTON DICKINSON & CO
$270K
VOXVANGUARD WORLD FD
$268K
ESGDISHARES TR
$267K
OMCOMNICOM GROUP INC
$266K
KKRKKR & CO INC
$264K
TKRTIMKEN CO
$264K
PYPLPAYPAL HLDGS INC
$264K
ISTBISHARES TR
$259K
FHIFEDERATED HERMES INC
$257K
POCTINNOVATOR ETFS TRUST
$257K
VNQVANGUARD INDEX FDS
$255K
GBTCGRAYSCALE BITCOIN TR BTC
$254K
CADECADENCE BANK
$252K
MRSHMARSH & MCLENNAN COS INC
$252K
CTVACORTEVA INC
$250K
MTBM & T BK CORP
$248K
INGRINGREDION INC
$248K
HPEHEWLETT PACKARD ENTERPRISE C
$248K
MCXMCCORMICK & CO INC
$247K
NUSCNUSHARES ETF TR
$246K
IJANINNOVATOR ETFS TRUST
$244K
IBTOISHARES TR
$244K
PAAPLAINS ALL AMERN PIPELINE L
$243K
A4SAMERIPRISE FINL INC
$242K
PPGPPG INDS INC
$242K
IBBISHARES TR
$241K
PWRQUANTA SVCS INC
$239K
PJULINNOVATOR ETFS TRUST
$238K
IBMQISHARES TR
$237K
TRVCCITIGROUP INC
$237K
LRGELEGG MASON ETF INVT
$237K
CARRCARRIER GLOBAL CORPORATION
$236K
IRINGERSOLL RAND INC
$235K
GLWCORNING INC
$234K
HNIHNI CORP
$234K
IPINTERNATIONAL PAPER CO
$233K
AEMAGNICO EAGLE MINES LTD
$233K
SNYSANOFI
$232K
AGMFEDERAL AGRIC MTG CORP
$232K
AEPAMERICAN ELEC PWR CO INC
$231K
HIGHARTFORD FINL SVCS GROUP INC
$229K
ABXBARRICK GOLD CORP
$229K
IBMSISHARES TR
$228K
NEMNEWMONT CORP
$228K
FTAFIRST TR LRG CP VL ALPHADEX
$226K
CBCHUBB LIMITED
$226K
XLISELECT SECTOR SPDR TR
$224K
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