Avantax Planning Partners, Inc. Q4 2021 Filing

Filed January 28, 2022

Portfolio Value

$2.4B

Holdings

355

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (355 positions)

StockValue
PSAPUBLIC STORAGE
$606K
IYWISHARES TR
$599K
VYMVANGUARD WHITEHALL FDS
$595K
VTVANGUARD INTL EQUITY INDEX F
$580K
BXBLACKSTONE INC
$577K
SCHBSCHWAB STRATEGIC TR
$564K
CSXCSX CORP
$552K
CLXCLOROX CO DEL
$535K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$525K
SHWSHERWIN WILLIAMS CO
$524K
HRTGHERITAGE INSURANCE HLDGS INC
$522K
FLOTISHARES TR
$521K
COPCONOCOPHILLIPS
$520K
PMLPIMCO MUN INCOME FD II
$515K
HEFAISHARES TR
$513K
WBAWALGREENS BOOTS ALLIANCE INC
$508K
EXIISHARES TR
$506K
GQ9SPDR GOLD TR
$498K
PAYXPAYCHEX INC
$495K
DOWDOW INC
$492K
DDDUPONT DE NEMOURS INC
$488K
PKGPACKAGING CORP AMER
$486K
8CWCROWN CASTLE INTL CORP NEW
$480K
LKQ1LKQ CORP
$475K
TSNTYSON FOODS INC
$474K
CECELANESE CORP DEL
$456K
SYKSTRYKER CORPORATION
$451K
LINLINDE PLC
$441K
STZCONSTELLATION BRANDS INC
$438K
DWDMORGAN STANLEY
$434K
IAUISHARES TR
$426K
ALSALLSTATE CORP
$424K
IAUISHARES TR
$424K
IBDQISHARES TR
$424K
IBDPISHARES TR
$423K
DGXQUEST DIAGNOSTICS INC
$408K
NUENUCOR CORP
$405K
LOVELOVESAC COMPANY
$404K
VBRVANGUARD INDEX FDS
$402K
VAWVANGUARD WORLD FDS
$396K
MOSMOSAIC CO NEW
$386K
AEPAMERICAN ELEC PWR CO INC
$385K
ENBENBRIDGE INC
$384K
AXPAMERICAN EXPRESS CO
$383K
XYZBLOCK INC
$378K
RPMRPM INTL INC
$376K
SLVISHARES SILVER TR
$363K
KMBKIMBERLY-CLARK CORP
$362K
AFLAFLAC INC
$361K
HRLHORMEL FOODS CORP
$361K
CARRCARRIER GLOBAL CORPORATION
$360K
ELVANTHEM INC
$360K
ACHOWENS & MINOR INC NEW
$359K
VBVANGUARD INDEX FDS
$358K
CNXCCONCENTRIX CORP
$358K
GEGENERAL ELECTRIC CO
$354K
GRMNGARMIN LTD
$348K
QQEWFIRST TR NAS100 EQ WEIGHTED
$346K
DDD3-D SYS CORP DEL
$345K
PPGPPG INDS INC
$342K
AMDADVANCED MICRO DEVICES INC
$341K
EWEDWARDS LIFESCIENCES CORP
$339K
ACWXISHARES TR
$339K
CASYCASEYS GEN STORES INC
$337K
GSKGLAXOSMITHKLINE PLC
$334K
BALLBALL CORP
$324K
BDXBECTON DICKINSON & CO
$323K
XLUSELECT SECTOR SPDR TR
$323K
PRUPRUDENTIAL FINL INC
$322K
EIS*ISHARES INC
$321K
DJTDIGITAL WORLD ACQUISITION CO
$321K
PSCTINVESCO EXCH TRADED FD TR II
$318K
PEOEXELON CORP
$315K
IXNISHARES TR
$313K
FDXFEDEX CORP
$304K
IWVISHARES TR
$304K
BPBP PLC
$302K
SPLVINVESCO EXCH TRADED FD TR II
$302K
CTVACORTEVA INC
$298K
WMBWILLIAMS COS INC
$293K
JCIJOHNSON CTLS INTL PLC
$292K
SCHWSCHWAB CHARLES CORP
$292K
MUCBLACKROCK MUNIHOLDINGS QUALI
$289K
SNASNAP ON INC
$287K
ZTSZOETIS INC
$285K
CBCHUBB LIMITED
$285K
NUMGNUSHARES ETF TR
$284K
GPNGLOBAL PMTS INC
$283K
FQIDIGITAL RLTY TR INC
$280K
VTEBVANGUARD MUN BD FDS
$278K
BAXBAXTER INTL INC
$275K
KBESPDR SER TR
$270K
PSXPHILLIPS 66
$267K
MYDBLACKROCK MUNIYIELD FD INC
$266K
WDIVSPDR INDEX SHS FDS
$264K
GPCGENUINE PARTS CO
$263K
CSRCENTERSPACE
$262K
IRINGERSOLL RAND INC
$261K
MLB1MERCADOLIBRE INC
$260K
OTISOTIS WORLDWIDE CORP
$258K
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