Avantax Planning Partners, Inc. Q4 2019 Filing
Filed January 15, 2020
Portfolio Value
$1.7B
Holdings
304
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (304 positions)
| Stock | Value |
|---|---|
SCHVSCHWAB STRATEGIC TR | $400.5M |
SCHGSCHWAB STRATEGIC TR | $366.4M |
SCHDSCHWAB STRATEGIC TR | $212.9M |
SCHZSCHWAB STRATEGIC TR | $162.1M |
FLRNSPDR SERIES TRUST | $115.7M |
MDYGSPDR SERIES TRUST | $14.2M |
CWISPDR INDEX SHS FDS | $13.7M |
AAPLAPPLE INC | $12.5M |
SCHFSCHWAB STRATEGIC TR | $11.9M |
EEMISHARES TR | $11.5M |
SLYGSPDR SERIES TRUST | $8.2M |
IVWISHARES TR | $8.0M |
DHSWISDOMTREE TR | $7.4M |
MSFTMICROSOFT CORP | $7.3M |
MDYVSPDR SERIES TRUST | $6.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.4M |
HTLFEURHEARTLAND FINL USA INC | $6.2M |
TAT&T INC | $6.1M |
DONWISDOMTREE TR | $5.9M |
JNJJOHNSON & JOHNSON | $5.9M |
VGTVANGUARD WORLD FDS | $5.8M |
PGPROCTER & GAMBLE CO | $5.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.0M |
INTCINTEL CORP | $5.0M |
VXUSVANGUARD STAR FD | $4.8M |
XOMEXXON MOBIL CORP | $4.8M |
HDHOME DEPOT INC | $4.7M |
BACVERIZON COMMUNICATIONS INC | $4.7M |
AMZNAMAZON COM INC | $4.5M |
BABOEING CO | $4.5M |
JPMJPMORGAN CHASE & CO | $4.5M |
MRKMERCK & CO INC | $4.4M |
NULVNUSHARES ETF TR | $4.3M |
VVISA INC | $4.2M |
PFEPFIZER INC | $4.0M |
WFCWELLS FARGO CO NEW | $4.0M |
VFHVANGUARD WORLD FDS | $3.8M |
IWDISHARES TR | $3.7M |
KOCOCA COLA CO | $3.7M |
AGGISHARES TR | $3.6M |
PEPPEPSICO INC | $3.6M |
ABBVABBVIE INC | $3.5M |
CVXCHEVRON CORP NEW | $3.4M |
MCDMCDONALDS CORP | $3.3M |
MMM3M CO | $3.3M |
IWOISHARES TR | $3.1M |
WMTWALMART INC | $3.1M |
IDOGALPS ETF TR | $3.1M |
PFFISHARES TR | $3.1M |
VOEVANGUARD INDEX FDS | $3.0M |
SCHKSCHWAB STRATEGIC TR | $2.8M |
SUBISHARES TR | $2.7M |
UNPUNION PACIFIC CORP | $2.7M |
MUBISHARES TR | $2.7M |
HYMBSPDR SERIES TRUST | $2.6M |
NDQINVESCO QQQ TR | $2.6M |
BKHBLACK HILLS CORP | $2.6M |
USBUS BANCORP DEL | $2.6M |
DISDISNEY WALT CO | $2.4M |
MOALTRIA GROUP INC | $2.4M |
VHTVANGUARD WORLD FDS | $2.4M |
ABTABBOTT LABS | $2.4M |
GOOGLALPHABET INC | $2.4M |
CATCATERPILLAR INC DEL | $2.2M |
4I1PHILIP MORRIS INTL INC | $2.2M |
IVEISHARES TR | $2.1M |
LMTLOCKHEED MARTIN CORP | $2.1M |
CSCOCISCO SYS INC | $2.0M |
NUBDNUSHARES ETF TR | $2.0M |
VTIVANGUARD INDEX FDS | $2.0M |
SCHXSCHWAB STRATEGIC TR | $1.9M |
NEENEXTERA ENERGY INC | $1.8M |
VIGVANGUARD GROUP | $1.8M |
IBMINTERNATIONAL BUSINESS MACHS | $1.8M |
VTVVANGUARD INDEX FDS | $1.8M |
VYMVANGUARD WHITEHALL FDS INC | $1.8M |
IJKISHARES TR | $1.7M |
—ISHARES TR | $1.7M |
UTXZUNITED TECHNOLOGIES CORP | $1.7M |
QCOMQUALCOMM INC | $1.6M |
—ISHARES TR | $1.6M |
DEDEERE & CO | $1.6M |
IPINTL PAPER CO | $1.5M |
DUKDUKE ENERGY CORP NEW | $1.5M |
CMCSACOMCAST CORP NEW | $1.5M |
XLFSELECT SECTOR SPDR TR | $1.5M |
HRTGHERITAGE INS HLDGS INC | $1.5M |
SDYSPDR SERIES TRUST | $1.5M |
BACBANK AMER CORP | $1.4M |
METAFACEBOOK INC | $1.4M |
NULGNUSHARES ETF TR | $1.4M |
NKENIKE INC | $1.4M |
COSTCOSTCO WHSL CORP NEW | $1.4M |
IJJISHARES TR | $1.3M |
—ELDORADO RESORTS INC | $1.3M |
UPSUNITED PARCEL SERVICE INC | $1.3M |
TXNTEXAS INSTRS INC | $1.3M |
UNHUNITEDHEALTH GROUP INC | $1.3M |
MDUMDU RES GROUP INC | $1.2M |
BMYBRISTOL MYERS SQUIBB CO | $1.2M |
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