Avantax Planning Partners, Inc. Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$2.6T
Holdings
372
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (372 positions)
| Stock | Value |
|---|---|
AXPAMERICAN EXPRESS CO | $727K |
EMXCISHARES INC | $710K |
CMFISHARES TR | $707K |
FLOTISHARES TR | $698K |
NKENIKE INC | $679K |
SNPSSYNOPSYS INC | $674K |
XJRISHARES TR | $670K |
PWZINVESCO EXCH TRADED FD TR II | $668K |
SPMDSPDR SER TR | $668K |
MDLZMONDELEZ INTL INC | $665K |
JPSTJ P MORGAN EXCHANGE TRADED F | $647K |
TAT&T INC | $646K |
LOWLOWES COS INC | $644K |
LQDISHARES TR | $642K |
NUMVNUSHARES ETF TR | $640K |
WFCWELLS FARGO CO NEW | $633K |
PSXPHILLIPS 66 | $609K |
SCHBSCHWAB STRATEGIC TR | $609K |
MDUMDU RES GROUP INC | $608K |
GISGENERAL MLS INC | $606K |
SCHASCHWAB STRATEGIC TR | $605K |
XLFSELECT SECTOR SPDR TR | $600K |
PINCPREMIER INC | $577K |
BIPBROOKFIELD INFRAST PARTNERS | $558K |
CSXCSX CORP | $556K |
CCLCARNIVAL CORP | $554K |
VUGVANGUARD INDEX FDS | $554K |
NSCNORFOLK SOUTHN CORP | $550K |
SYKSTRYKER CORPORATION | $538K |
EXIISHARES TR | $536K |
CLCOLGATE PALMOLIVE CO | $529K |
SUSBISHARES TR | $526K |
CMCSACOMCAST CORP NEW | $525K |
CMICUMMINS INC | $509K |
ESGVVANGUARD WORLD FD | $505K |
KNFKNIFE RIVER CORP | $504K |
ISRGINTUITIVE SURGICAL INC | $502K |
CVSCVS HEALTH CORP | $500K |
MDTMEDTRONIC PLC | $495K |
EPDENTERPRISE PRODS PARTNERS L | $494K |
XLYSELECT SECTOR SPDR TR | $492K |
VISVANGUARD WORLD FDS | $486K |
NUENUCOR CORP | $474K |
BMYBRISTOL-MYERS SQUIBB CO | $472K |
KDPKEURIG DR PEPPER INC | $468K |
SHWSHERWIN WILLIAMS CO | $463K |
BXBLACKSTONE INC | $462K |
IBDRISHARES TR | $455K |
RPMRPM INTL INC | $453K |
AFLAFLAC INC | $450K |
IBDPISHARES TR | $449K |
IBDQISHARES TR | $449K |
AEPAMERICAN ELEC PWR CO INC | $446K |
MLB1MERCADOLIBRE INC | $427K |
ALSALLSTATE CORP | $423K |
PAYXPAYCHEX INC | $421K |
VOVANGUARD INDEX FDS | $416K |
DDDUPONT DE NEMOURS INC | $415K |
CECELANESE CORP DEL | $414K |
VFHVANGUARD WORLD FDS | $413K |
ZTSZOETIS INC | $407K |
DFAXDIMENSIONAL ETF TRUST | $405K |
IYWISHARES TR | $401K |
PANWPALO ALTO NETWORKS INC | $394K |
GRMNGARMIN LTD | $392K |
DWDMORGAN STANLEY | $388K |
GDGENERAL DYNAMICS CORP | $386K |
QQEWFIRST TR NAS100 EQ WEIGHTED | $383K |
CARRCARRIER GLOBAL CORPORATION | $379K |
TTENTOTALENERGIES SE | $374K |
VDCVANGUARD WORLD FDS | $372K |
OKEONEOK INC NEW | $372K |
VNQVANGUARD INDEX FDS | $359K |
GILDGILEAD SCIENCES INC | $355K |
DGRWWISDOMTREE TR | $355K |
GEGENERAL ELECTRIC CO | $355K |
DOWDOW INC | $355K |
SCHWSCHWAB CHARLES CORP | $352K |
DVNDEVON ENERGY CORP NEW | $352K |
FIBKFIRST INTST BANCSYSTEM INC | $347K |
KMBKIMBERLY-CLARK CORP | $344K |
CLXCLOROX CO DEL | $343K |
SHOPSHOPIFY INC | $342K |
KLACKLA CORP | $341K |
GWWGRAINGER W W INC | $335K |
VAWVANGUARD WORLD FDS | $333K |
FEZSPDR INDEX SHS FDS | $332K |
HRTGHERITAGE INSURANCE HLDGS INC | $328K |
ELVELEVANCE HEALTH INC | $327K |
SNASNAP ON INC | $321K |
FQIDIGITAL RLTY TR INC | $318K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $316K |
TKRTIMKEN CO | $315K |
ETNEATON CORP PLC | $311K |
SMHVANECK ETF TRUST | $303K |
IXNISHARES TR | $301K |
VOXVANGUARD WORLD FDS | $300K |
RSPGINVESCO EXCHANGE TRADED FD T | $296K |
XLUSELECT SECTOR SPDR TR | $291K |
COWZPACER FDS TR | $288K |