Avantax Planning Partners, Inc. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$2.8B
Holdings
430
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (430 positions)
| Stock | Value |
|---|---|
SCHGSCHWAB STRATEGIC TR | $428.4M |
SCHVSCHWAB STRATEGIC TR | $258.8M |
SCHDSCHWAB STRATEGIC TR | $256.3M |
SCHZSCHWAB STRATEGIC TR | $147.8M |
SCHFSCHWAB STRATEGIC TR | $110.3M |
SPTLSPDR SER TR | $94.6M |
AVUVAMERICAN CENTY ETF TR | $83.1M |
CWISPDR INDEX SHS FDS | $53.7M |
HYMBSPDR SER TR | $51.3M |
AAPLAPPLE INC | $39.7M |
SLYGSPDR SER TR | $33.9M |
FMBFIRST TR EXCH TRADED FD III | $33.2M |
VIGVANGUARD SPECIALIZED FUNDS | $32.7M |
MUBISHARES TR | $32.1M |
JPIBJ P MORGAN EXCHANGE TRADED F | $28.6M |
IDOGALPS ETF TR | $28.3M |
IWFISHARES TR | $27.2M |
MDYVSPDR SER TR | $27.1M |
AVEMAMERICAN CENTY ETF TR | $26.7M |
MDYGSPDR SER TR | $25.4M |
JMUBJ P MORGAN EXCHANGE TRADED F | $24.8M |
VXUSVANGUARD STAR FDS | $24.8M |
SPYVSPDR SER TR | $23.1M |
DFACDIMENSIONAL ETF TRUST | $19.8M |
JEPIJ P MORGAN EXCHANGE TRADED F | $19.8M |
JCPBJ P MORGAN EXCHANGE TRADED F | $18.9M |
MSFTMICROSOFT CORP | $18.8M |
HYDVANECK ETF TRUST | $17.1M |
MMITNEW YORK LIFE INVTS ACTIVE E | $16.6M |
VIGIVANGUARD WHITEHALL FDS | $15.2M |
MUNIPIMCO ETF TR | $14.1M |
IVWISHARES TR | $13.6M |
AVGOBROADCOM INC | $12.8M |
JPMJPMORGAN CHASE & CO. | $12.8M |
VWOVANGUARD INTL EQUITY INDEX F | $12.6M |
SLYVSPDR SER TR | $11.9M |
DONWISDOMTREE TR | $11.7M |
ABBVABBVIE INC | $10.7M |
KOCOCA COLA CO | $10.6M |
HDHOME DEPOT INC | $10.4M |
FASTFASTENAL CO | $10.0M |
CHRWC H ROBINSON WORLDWIDE INC | $10.0M |
AGGISHARES TR | $9.9M |
COSTCOSTCO WHSL CORP NEW | $9.8M |
IWPISHARES TR | $9.6M |
IBMINTERNATIONAL BUSINESS MACHS | $9.2M |
PGPROCTER AND GAMBLE CO | $9.1M |
CSCOCISCO SYS INC | $9.0M |
VTEBVANGUARD MUN BD FDS | $9.0M |
TXNTEXAS INSTRS INC | $8.7M |
IEMGISHARES INC | $8.6M |
XOMEXXON MOBIL CORP | $8.5M |
DEDEERE & CO | $8.5M |
SPYSPDR S&P 500 ETF TR | $8.5M |
VYMVANGUARD WHITEHALL FDS | $8.5M |
BIVVANGUARD BD INDEX FDS | $8.4M |
CVXCHEVRON CORP NEW | $8.4M |
VBKVANGUARD INDEX FDS | $8.4M |
MRKMERCK & CO INC | $8.1M |
BACVERIZON COMMUNICATIONS INC | $7.8M |
NVDANVIDIA CORPORATION | $7.6M |
VTVVANGUARD INDEX FDS | $7.5M |
PEPPEPSICO INC | $7.3M |
IWSISHARES TR | $7.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.0M |
AMGNAMGEN INC | $6.9M |
VOEVANGUARD INDEX FDS | $6.8M |
PFEPFIZER INC | $6.6M |
SUBISHARES TR | $6.6M |
JNJJOHNSON & JOHNSON | $6.3M |
JPEMJ P MORGAN EXCHANGE TRADED F | $6.2M |
VOTVANGUARD INDEX FDS | $6.2M |
BLKBLACKROCK INC | $6.2M |
MOALTRIA GROUP INC | $6.0M |
TSLATESLA INC | $5.8M |
IWNISHARES TR | $5.8M |
LMTLOCKHEED MARTIN CORP | $5.7M |
MCDMCDONALDS CORP | $5.6M |
AMZNAMAZON COM INC | $5.5M |
VLOVALERO ENERGY CORP | $5.2M |
BACBANK AMERICA CORP | $5.1M |
NDQINVESCO QQQ TR | $5.0M |
IWOISHARES TR | $4.9M |
UPSUNITED PARCEL SERVICE INC | $4.9M |
USBUS BANCORP DEL | $4.9M |
ADPAUTOMATIC DATA PROCESSING IN | $4.7M |
EFVISHARES TR | $4.6M |
SCHPSCHWAB STRATEGIC TR | $4.1M |
EOGEOG RES INC | $4.1M |
VONVVANGUARD SCOTTSDALE FDS | $4.0M |
GOOGLALPHABET INC | $4.0M |
DFLVDIMENSIONAL ETF TRUST | $4.0M |
TLHISHARES TR | $3.9M |
QCOMQUALCOMM INC | $3.9M |
LLYELI LILLY & CO | $3.7M |
BMYBRISTOL-MYERS SQUIBB CO | $3.6M |
VBRVANGUARD INDEX FDS | $3.6M |
ORCLORACLE CORP | $3.4M |
COPCONOCOPHILLIPS | $3.3M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.3M |
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