Avantax Planning Partners, Inc. Q4 2020 Filing
Filed February 4, 2021
Portfolio Value
$1.9T
Holdings
288
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (288 positions)
| Stock | Value |
|---|---|
SCHBSCHWAB STRATEGIC TR | $403.0M |
LLYLILLY ELI & CO | $375.0M |
HRLHORMEL FOODS CORP | $372.0M |
CECELANESE CORP DEL | $343.0M |
CR1USDCRANE CO | $341.0M |
PAYXPAYCHEX INC | $332.0M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $331.0M |
ACWXISHARES TR | $323.0M |
PPGPPG INDS INC | $322.0M |
SPHQINVESCO EXCHANGE TRADED FD T | $321.0M |
TKRTIMKEN CO | $320.0M |
VBRVANGUARD INDEX FDS | $319.0M |
UALUNITED AIRLS HLDGS INC | $318.0M |
XLFSELECT SECTOR SPDR TR | $311.0M |
COPCONOCOPHILLIPS | $309.0M |
STZCONSTELLATION BRANDS INC | $309.0M |
VEAVANGUARD TAX-MANAGED INTL FD | $305.0M |
BALLBALL CORP | $304.0M |
XELXCEL ENERGY INC | $303.0M |
IXNISHARES TR | $301.0M |
RPMRPM INTL INC | $301.0M |
GRMNGARMIN LTD | $300.0M |
ENBENBRIDGE INC | $299.0M |
IEMGISHARES INC | $297.0M |
BXBLACKSTONE GROUP INC | $296.0M |
VXUSVANGUARD STAR FDS | $296.0M |
VTRSVIATRIS INC | $295.0M |
ALSALLSTATE CORP | $294.0M |
BDXBECTON DICKINSON & CO | $294.0M |
GSKGLAXOSMITHKLINE PLC | $293.0M |
XLYSELECT SECTOR SPDR TR | $289.0M |
AWCAMERICAN WTR WKS CO INC NEW | $289.0M |
CASYCASEYS GEN STORES INC | $289.0M |
SYYSYSCO CORP | $289.0M |
JETSETF SER SOLUTIONS | $287.0M |
MUCBLACKROCK MUNIHOLDINGS QUALI | $282.0M |
VTEBVANGUARD MUN BD FDS | $279.0M |
GILDGILEAD SCIENCES INC | $277.0M |
8CWCROWN CASTLE INTL CORP NEW | $274.0M |
CAGCONAGRA BRANDS INC | $271.0M |
DOWDOW INC | $265.0M |
PSFCOHEN & STEERS SELECT PFD & | $264.0M |
AFLAFLAC INC | $260.0M |
MYDBLACKROCK MUNIYIELD FD INC | $260.0M |
PEOEXELON CORP | $255.0M |
FDXFEDEX CORP | $254.0M |
BABAALIBABA GROUP HLDG LTD | $253.0M |
—BLACKROCK MUNIYIELD INVT FD | $250.0M |
XLESELECT SECTOR SPDR TR | $247.0M |
MOSMOSAIC CO NEW | $247.0M |
GEGENERAL ELECTRIC CO | $245.0M |
SLVISHARES SILVER TR | $239.0M |
IBBISHARES TR | $238.0M |
LMNDLEMONADE INC | $238.0M |
TRVTRAVELERS COMPANIES INC | $236.0M |
VNQVANGUARD INDEX FDS | $232.0M |
DDOMINION ENERGY INC | $231.0M |
ACHOWENS & MINOR INC NEW | $228.0M |
EDCONSOLIDATED EDISON INC | $228.0M |
IWVISHARES TR | $225.0M |
KHCKRAFT HEINZ CO | $225.0M |
SWKSTANLEY BLACK & DECKER INC | $223.0M |
EWEDWARDS LIFESCIENCES CORP | $218.0M |
CARRCARRIER GLOBAL CORPORATION | $218.0M |
NUENUCOR CORP | $218.0M |
FFORD MTR CO DEL | $212.0M |
XLUSELECT SECTOR SPDR TR | $210.0M |
ELVANTHEM INC | $208.0M |
CMBMCAMBIUM NETWORKS CORP | $208.0M |
PRUPRUDENTIAL FINL INC | $207.0M |
GDGENERAL DYNAMICS CORP | $207.0M |
KBESPDR SER TR | $207.0M |
BIVVANGUARD BD INDEX FDS | $207.0M |
GMEGAMESTOP CORP NEW | $207.0M |
CMICUMMINS INC | $206.0M |
MBBISHARES TR | $206.0M |
OTISOTIS WORLDWIDE CORP | $204.0M |
IJRISHARES TR | $202.0M |
BAXBAXTER INTL INC | $202.0M |
AWRAMER STATES WTR CO | $201.0M |
LDOSLEIDOS HOLDINGS INC | $201.0M |
DNPDNP SELECT INCOME FD INC | $184.0M |
KROKRONOS WORLDWIDE INC | $164.0M |
—FIRST TR SR FLOATING RATE 20 | $147.0M |
OBDCOWL ROCK CAPITAL CORPORATION | $127.0M |
—TRANSENTERIX INC | $126.0M |
—RETAIL PPTYS AMER INC | $96.0M |
MNKDMANNKIND CORP | $37.0M |
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