Avantax Planning Partners, Inc. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.3T
Holdings
275
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (275 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $246.5M |
SCHZSCHWAB STRATEGIC TR | $109.4M |
SCHDSCHWAB STRATEGIC TR | $106.2M |
SCHVSCHWAB STRATEGIC TR | $105.8M |
FLRNSPDR SER TR | $98.1M |
CWISPDR INDEX SHS FDS | $62.5M |
AGGISHARES TR | $54.7M |
MDYGSPDR SERIES TRUST | $46.6M |
VFHVANGUARD WORLD FDS | $44.5M |
HYMBSPDR SERIES TRUST | $40.0M |
SLYGSPDR SERIES TRUST | $28.9M |
SUBISHARES TR | $26.6M |
MUBISHARES TR | $24.3M |
EEMISHARES TR | $19.3M |
IDOGALPS ETF TR | $16.6M |
PFFISHARES TR | $12.6M |
DHSWISDOMTREE TR | $7.3M |
SCHXSCHWAB STRATEGIC TR | $6.4M |
IVWISHARES TR | $6.2M |
AAPLAPPLE INC | $6.2M |
VXUSVANGUARD STAR FD | $5.7M |
VOEVANGUARD INDEX FDS | $5.6M |
SCHFSCHWAB STRATEGIC TR | $5.5M |
HTLFEURHEARTLAND FINL USA INC | $5.5M |
MSFTMICROSOFT CORP | $5.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.2M |
VIGVANGUARD GROUP | $4.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $4.5M |
DONWISDOMTREE TR | $4.3M |
JNJJOHNSON & JOHNSON | $4.3M |
BABOEING CO | $3.6M |
SPYDSPDR SER TR | $3.5M |
SCHKSCHWAB STRATEGIC TR | $3.4M |
XLFSELECT SECTOR SPDR TR | $3.3M |
BACVERIZON COMMUNICATIONS INC | $3.3M |
HDHOME DEPOT INC | $3.2M |
PFEPFIZER INC | $3.2M |
PGPROCTER AND GAMBLE CO | $3.2M |
AMZNAMAZON COM INC | $3.1M |
INTCINTEL CORP | $3.1M |
VGTVANGUARD WORLD FDS | $3.1M |
XOMEXXON MOBIL CORP | $3.1M |
MDYVSPDR SERIES TRUST | $2.9M |
TAT&T INC | $2.9M |
KOCOCA COLA CO | $2.9M |
IRINGERSOLL-RAND PLC | $2.8M |
SPMDSPDR SERIES TRUST | $2.7M |
FLOTISHARES TR | $2.7M |
ABBVABBVIE INC | $2.7M |
MCDMCDONALDS CORP | $2.6M |
IWOISHARES TR | $2.6M |
MMM3M CO | $2.6M |
VVISA INC | $2.5M |
PEPPEPSICO INC | $2.4M |
CATCATERPILLAR INC DEL | $2.3M |
CVXCHEVRON CORP NEW | $2.3M |
WFCWELLS FARGO CO NEW | $2.1M |
VWOVANGUARD INTL EQUITY INDEX F | $2.1M |
WMTWALMART INC | $2.1M |
UNPUNION PAC CORP | $2.1M |
BKHBLACK HILLS CORP | $2.1M |
VYMVANGUARD WHITEHALL FDS INC | $2.0M |
MRKMERCK & CO INC | $2.0M |
USBUS BANCORP DEL | $1.8M |
MOALTRIA GROUP INC | $1.8M |
JPMJPMORGAN CHASE & CO | $1.7M |
NDQINVESCO QQQ TR | $1.7M |
IVEISHARES TR | $1.7M |
MLPXUSDGLOBAL X FDS | $1.6M |
SLYVSPDR SERIES TRUST | $1.6M |
HRTGHERITAGE INS HLDGS INC | $1.6M |
DISDISNEY WALT CO | $1.6M |
ABTABBOTT LABS | $1.6M |
SCHASCHWAB STRATEGIC TR | $1.5M |
GOOGLALPHABET INC | $1.5M |
IJKISHARES TR | $1.5M |
VTIVANGUARD INDEX FDS | $1.4M |
VHTVANGUARD WORLD FDS | $1.4M |
SDYSPDR SERIES TRUST | $1.4M |
—DOWDUPONT INC | $1.4M |
CSCOCISCO SYS INC | $1.4M |
LMTLOCKHEED MARTIN CORP | $1.3M |
DEDEERE & CO | $1.2M |
LQDISHARES TR | $1.2M |
NEENEXTERA ENERGY INC | $1.2M |
IJJISHARES TR | $1.2M |
4I1PHILIP MORRIS INTL INC | $1.1M |
MDUMDU RES GROUP INC | $1.1M |
BACBANK AMER CORP | $1.1M |
IVVISHARES TR | $1.1M |
EFAISHARES TR | $1.1M |
QCOMQUALCOMM INC | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.0M |
AQLTISHARES TR | $1.0M |
IWNISHARES TR | $1.0M |
UTXZUNITED TECHNOLOGIES CORP | $993K |
HYGISHARES TR | $990K |
NKENIKE INC | $944K |
UNHUNITEDHEALTH GROUP INC | $909K |
AQLTISHARES TR | $906K |
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