Avantax Planning Partners, Inc. Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$2.6B
Holdings
372
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (372 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $409.1M |
SCHVSCHWAB STRATEGIC TR | $292.3M |
SCHDSCHWAB STRATEGIC TR | $271.5M |
SCHZSCHWAB STRATEGIC TR | $139.6M |
SCHFSCHWAB STRATEGIC TR | $95.9M |
IWNISHARES TR | $91.3M |
HYMBSPDR SER TR | $73.2M |
CWISPDR INDEX SHS FDS | $60.3M |
FMBFIRST TR EXCH TRADED FD III | $53.2M |
VIGVANGUARD SPECIALIZED FUNDS | $42.7M |
VXUSVANGUARD STAR FDS | $34.2M |
AAPLAPPLE INC | $32.9M |
IWFISHARES TR | $32.7M |
IWOISHARES TR | $32.7M |
SPYVSPDR SER TR | $32.2M |
IEMGISHARES INC | $30.2M |
JMUBJ P MORGAN EXCHANGE TRADED F | $29.7M |
IWPISHARES TR | $28.4M |
IDOGALPS ETF TR | $27.7M |
MMITINDEXIQ ACTIVE ETF TR | $27.4M |
HYDVANECK ETF TRUST | $27.2M |
MUBISHARES TR | $26.7M |
IWSISHARES TR | $23.9M |
MUNIPIMCO ETF TR | $22.0M |
SLYVSPDR SER TR | $19.0M |
VWOVANGUARD INTL EQUITY INDEX F | $19.0M |
MSFTMICROSOFT CORP | $19.0M |
ACELACCEL ENTERTAINMENT INC | $17.1M |
IVWISHARES TR | $13.9M |
AGGISHARES TR | $13.8M |
BIVVANGUARD BD INDEX FDS | $12.6M |
VOEVANGUARD INDEX FDS | $12.6M |
JPIBJ P MORGAN EXCHANGE TRADED F | $12.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $11.2M |
SUBISHARES TR | $10.7M |
EFVISHARES TR | $10.6M |
VIGIVANGUARD WHITEHALL FDS | $10.4M |
DONWISDOMTREE TR | $9.9M |
JPMJPMORGAN CHASE & CO | $9.9M |
VBKVANGUARD INDEX FDS | $9.7M |
SPYSPDR S&P 500 ETF TR | $8.5M |
AVGOBROADCOM INC | $8.5M |
VOTVANGUARD INDEX FDS | $8.0M |
VYMVANGUARD WHITEHALL FDS | $7.7M |
SLYGSPDR SER TR | $7.5M |
XOMEXXON MOBIL CORP | $7.1M |
FASTFASTENAL CO | $6.9M |
VTVVANGUARD INDEX FDS | $6.6M |
KOCOCA COLA CO | $6.5M |
MRKMERCK & CO INC | $6.3M |
HDHOME DEPOT INC | $6.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.1M |
IDV*ISHARES TR | $6.1M |
PEPPEPSICO INC | $5.9M |
CVXCHEVRON CORP NEW | $5.7M |
IWDISHARES TR | $5.6M |
AMZNAMAZON COM INC | $5.6M |
MDYGSPDR SER TR | $5.5M |
JNJJOHNSON & JOHNSON | $5.5M |
NVDANVIDIA CORPORATION | $5.3M |
NDQINVESCO QQQ TR | $5.2M |
ABBVABBVIE INC | $5.1M |
IBMINTERNATIONAL BUSINESS MACHS | $5.0M |
DEDEERE & CO | $4.9M |
BACVERIZON COMMUNICATIONS INC | $4.8M |
VBRVANGUARD INDEX FDS | $4.6M |
TXNTEXAS INSTRS INC | $4.5M |
EEMISHARES TR | $4.2M |
FLRNSPDR SER TR | $4.1M |
MCDMCDONALDS CORP | $4.1M |
PFEPFIZER INC | $4.1M |
PGXINVESCO EXCH TRADED FD TR II | $4.1M |
GOOGLALPHABET INC | $4.0M |
MMM3M CO | $3.9M |
COSTCOSTCO WHSL CORP NEW | $3.8M |
TSLATESLA INC | $3.7M |
AMGNAMGEN INC | $3.7M |
BLKCHFBLACKROCK INC | $3.7M |
PGPROCTER AND GAMBLE CO | $3.6M |
USBUS BANCORP DEL | $3.6M |
LLYELI LILLY & CO | $3.5M |
LMTLOCKHEED MARTIN CORP | $3.5M |
NULVNUSHARES ETF TR | $3.4M |
VVISA INC | $3.2M |
BACBANK AMERICA CORP | $3.1M |
VTEBVANGUARD MUN BD FDS | $3.1M |
VGTVANGUARD WORLD FDS | $3.0M |
XYLDGLOBAL X FDS | $3.0M |
CSCOCISCO SYS INC | $2.9M |
UNHUNITEDHEALTH GROUP INC | $2.9M |
NUDMNUSHARES ETF TR | $2.9M |
IJKISHARES TR | $2.9M |
MDYVSPDR SER TR | $2.9M |
MOALTRIA GROUP INC | $2.8M |
METAMETA PLATFORMS INC | $2.7M |
PG4PRINCIPAL FINANCIAL GROUP IN | $2.7M |
DHSWISDOMTREE TR | $2.6M |
IXUSISHARES TR | $2.6M |
ADPAUTOMATIC DATA PROCESSING IN | $2.5M |
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