Avantax Planning Partners, Inc. Q4 2020 Filing
Filed February 4, 2021
Portfolio Value
$1.9B
Holdings
288
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (288 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $475.8M |
SCHVSCHWAB STRATEGIC TR | $374.9M |
SCHDSCHWAB STRATEGIC TR | $231.3M |
SCHZSCHWAB STRATEGIC TR | $178.4M |
FLRNSPDR SER TR | $126.8M |
MUBISHARES TR | $28.8M |
SCHFSCHWAB STRATEGIC TR | $25.9M |
AAPLAPPLE INC | $21.3M |
EEMISHARES TR | $18.3M |
HYMBSPDR SER TR | $16.6M |
MDYGSPDR SER TR | $11.9M |
IWOISHARES TR | $11.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $9.4M |
IWDISHARES TR | $9.4M |
IVWISHARES TR | $9.3M |
SLYGSPDR SER TR | $9.1M |
MSFTMICROSOFT CORP | $8.7M |
VIGVANGUARD SPECIALIZED FUNDS | $8.6M |
VTVVANGUARD INDEX FDS | $8.1M |
IWPISHARES TR | $7.4M |
MDYVSPDR SER TR | $7.3M |
IWSISHARES TR | $6.7M |
HTLFEURHEARTLAND FINL USA INC | $6.7M |
PGPROCTER AND GAMBLE CO | $6.6M |
PEPPEPSICO INC | $6.0M |
CWISPDR INDEX SHS FDS | $5.9M |
HDHOME DEPOT INC | $5.6M |
DONWISDOMTREE TR | $5.4M |
VGTVANGUARD WORLD FDS | $5.4M |
MRKMERCK & CO. INC | $4.9M |
BACVERIZON COMMUNICATIONS INC | $4.8M |
JNJJOHNSON & JOHNSON | $4.8M |
KOCOCA COLA CO | $4.8M |
DHSWISDOMTREE TR | $4.7M |
NULVNUSHARES ETF TR | $4.7M |
PFEPFIZER INC | $4.6M |
JPMJPMORGAN CHASE & CO | $4.5M |
AMZNAMAZON COM INC | $4.1M |
INTCINTEL CORP | $4.0M |
XOMEXXON MOBIL CORP | $4.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.7M |
MMM3M CO | $3.4M |
MCDMCDONALDS CORP | $3.3M |
CATCATERPILLAR INC | $3.3M |
TRVCCITIGROUP INC | $3.3M |
PFFISHARES TR | $3.3M |
DISDISNEY WALT CO | $3.2M |
VOEVANGUARD INDEX FDS | $3.2M |
TAT&T INC | $3.2M |
WMTWALMART INC | $3.2M |
UPSUNITED PARCEL SERVICE INC | $3.1M |
DEDEERE & CO | $3.0M |
AGGISHARES TR | $3.0M |
TXNTEXAS INSTRS INC | $3.0M |
ABBVABBVIE INC | $2.8M |
GOOGLALPHABET INC | $2.8M |
QCOMQUALCOMM INC | $2.8M |
ABTABBOTT LABS | $2.7M |
LMTLOCKHEED MARTIN CORP | $2.7M |
MOALTRIA GROUP INC | $2.7M |
BLKCHFBLACKROCK INC | $2.6M |
VHTVANGUARD WORLD FDS | $2.6M |
BABOEING CO | $2.5M |
IDOGALPS ETF TR | $2.5M |
SUBISHARES TR | $2.4M |
SPYVSPDR SER TR | $2.4M |
UNPUNION PAC CORP | $2.4M |
DYHTARGET CORP | $2.4M |
VVISA INC | $2.4M |
DUKDUKE ENERGY CORP NEW | $2.3M |
SBUXSTARBUCKS CORP | $2.3M |
FMBFIRST TR EXCH TRADED FD III | $2.3M |
EMREMERSON ELEC CO | $2.3M |
VTIVANGUARD INDEX FDS | $2.3M |
IBMINTERNATIONAL BUSINESS MACHS | $2.2M |
METAFACEBOOK INC | $2.2M |
NVDANVIDIA CORPORATION | $2.2M |
NUBDNUSHARES ETF TR | $2.1M |
BMYBRISTOL-MYERS SQUIBB CO | $2.1M |
UNHUNITEDHEALTH GROUP INC | $2.1M |
NEENEXTERA ENERGY INC | $2.1M |
BKHBLACK HILLS CORP | $2.0M |
NUDMNUSHARES ETF TR | $2.0M |
NDQINVESCO QQQ TR | $2.0M |
ADBEADOBE SYSTEMS INCORPORATED | $2.0M |
CVXCHEVRON CORP NEW | $2.0M |
COSTCOSTCO WHSL CORP NEW | $2.0M |
SCHKSCHWAB STRATEGIC TR | $1.9M |
NKENIKE INC | $1.9M |
SDYSPDR SER TR | $1.8M |
SCHXSCHWAB STRATEGIC TR | $1.7M |
CRMSALESFORCE COM INC | $1.7M |
WFCWELLS FARGO CO NEW | $1.7M |
CVSCVS HEALTH CORP | $1.7M |
IVEISHARES TR | $1.6M |
CSCOCISCO SYS INC | $1.6M |
ITWILLINOIS TOOL WKS INC | $1.5M |
USBUS BANCORP DEL | $1.5M |
PYPLPAYPAL HLDGS INC | $1.5M |
VUGVANGUARD INDEX FDS | $1.5M |
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