Avantax Planning Partners, Inc. Q4 2017 Filing
Filed February 9, 2018
Portfolio Value
$1.1B
Holdings
307
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (307 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $248.5M |
SCHZSCHWAB STRATEGIC TR | $112.2M |
SCHVSCHWAB STRATEGIC TR | $106.3M |
SCHDSCHWAB STRATEGIC TR | $98.8M |
FLRNSPDR SER TR | $82.8M |
VFHVANGUARD WORLD FDS | $48.5M |
MDYGSPDR SERIES TRUST | $48.1M |
SLYGSPDR SERIES TRUST | $23.3M |
IDOGALPS ETF TR | $22.2M |
DHSWISDOMTREE TR | $9.5M |
AAPLAPPLE INC | $7.6M |
HTLFEURHEARTLAND FINL USA INC | $6.6M |
LQDISHARES TR | $5.2M |
SCHFSCHWAB STRATEGIC TR | $4.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.7M |
XOMEXXON MOBIL CORP | $4.6M |
MSFTMICROSOFT CORP | $4.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $4.5M |
IVWISHARES TR | $4.5M |
JNJJOHNSON & JOHNSON | $4.5M |
TAT&T INC | $4.1M |
DONWISDOMTREE TR | $3.9M |
SLYVSPDR SERIES TRUST | $3.7M |
CVXCHEVRON CORP NEW | $3.3M |
VGTVANGUARD WORLD FDS | $3.3M |
KOCOCA COLA CO | $3.2M |
MMM3M CO | $3.0M |
INTCINTEL CORP | $3.0M |
WFCWELLS FARGO CO NEW | $3.0M |
BABOEING CO | $2.9M |
HDHOME DEPOT INC | $2.9M |
PGPROCTER AND GAMBLE CO | $2.9M |
BACVERIZON COMMUNICATIONS INC | $2.8M |
JPMJPMORGAN CHASE & CO | $2.8M |
MOALTRIA GROUP INC | $2.8M |
IRINGERSOLL-RAND PLC | $2.8M |
IWOISHARES TR | $2.8M |
MDYVSPDR SERIES TRUST | $2.6M |
PFEPFIZER INC | $2.6M |
ABBVABBVIE INC | $2.6M |
NEENEXTERA ENERGY INC | $2.5M |
GOOGLALPHABET INC | $2.5M |
MCDMCDONALDS CORP | $2.5M |
AMZNAMAZON COM INC | $2.4M |
VVISA INC | $2.4M |
WMTWAL-MART STORES INC | $2.3M |
PEPPEPSICO INC | $2.3M |
USBUS BANCORP DEL | $2.1M |
BKHBLACK HILLS CORP | $2.1M |
IVEISHARES TR | $2.0M |
STZCONSTELLATION BRANDS INC | $1.9M |
IJKISHARES TR | $1.9M |
URIUNITED RENTALS INC | $1.8M |
VHTVANGUARD WORLD FDS | $1.7M |
SPYSPDR S&P 500 ETF TR | $1.7M |
—JOHN HANCOCK EXCHANGE TRADED | $1.6M |
BACBANK AMER CORP | $1.6M |
SDYSPDR SERIES TRUST | $1.6M |
4I1PHILIP MORRIS INTL INC | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.6M |
AGGISHARES TR | $1.5M |
MRKMERCK & CO INC | $1.5M |
EFAISHARES TR | $1.5M |
—POWERSHARES QQQ TRUST | $1.5M |
UNPUNION PAC CORP | $1.4M |
IJJISHARES TR | $1.4M |
LENLENNAR CORP | $1.4M |
TRVCCITIGROUP INC | $1.4M |
AVGOBROADCOM LTD | $1.4M |
DEDEERE & CO | $1.4M |
IWNISHARES TR | $1.4M |
VEAVANGUARD TAX MANAGED INTL FD | $1.4M |
CSCOCISCO SYS INC | $1.4M |
ABTABBOTT LABS | $1.4M |
ATVIEURACTIVISION BLIZZARD INC | $1.3M |
—DOWDUPONT INC | $1.3M |
CATCATERPILLAR INC DEL | $1.3M |
AQLTISHARES TR | $1.3M |
UNMUNUM GROUP | $1.3M |
DISDISNEY WALT CO | $1.3M |
GEGENERAL ELECTRIC CO | $1.3M |
MDUMDU RES GROUP INC | $1.3M |
LMTLOCKHEED MARTIN CORP | $1.2M |
UPSUNITED PARCEL SERVICE INC | $1.2M |
PFFISHARES TR | $1.2M |
QCOMQUALCOMM INC | $1.2M |
SYFSYNCHRONY FINL | $1.2M |
RTN1USDRAYTHEON CO | $1.2M |
GPNGLOBAL PMTS INC | $1.2M |
EWEDWARDS LIFESCIENCES CORP | $1.1M |
—AETNA INC NEW | $1.1M |
MUMICRON TECHNOLOGY INC | $1.1M |
METAFACEBOOK INC | $1.1M |
IEURISHARES TR | $1.1M |
FANGDIAMONDBACK ENERGY INC | $1.1M |
—POWERSHARES ETF TR II | $1.1M |
CFGCITIZENS FINL GROUP INC | $1.1M |
TTENTOTAL S A | $1.0M |
TXNTEXAS INSTRS INC | $997K |
VTIVANGUARD INDEX FDS | $988K |
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