Avantax Planning Partners, Inc. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$2.8T
Holdings
430
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (430 positions)
| Stock | Value |
|---|---|
AXPAMERICAN EXPRESS CO | $748K |
CALFPACER FDS TR | $747K |
IDEVISHARES TR | $738K |
EPDENTERPRISE PRODS PARTNERS L | $732K |
SYKSTRYKER CORPORATION | $732K |
CCLCARNIVAL CORP | $720K |
LRCXLAM RESEARCH CORP | $710K |
ESGVVANGUARD WORLD FD | $701K |
NUBDNUSHARES ETF TR | $695K |
ETNEATON CORP PLC | $692K |
IBDRISHARES TR | $687K |
VONGVANGUARD SCOTTSDALE FDS | $672K |
WMWASTE MGMT INC DEL | $672K |
SCHASCHWAB STRATEGIC TR | $667K |
CMFISHARES TR | $665K |
NUDMNUSHARES ETF TR | $655K |
MDAISPECTRAL AI INC | $655K |
ICOWPACER FDS TR | $653K |
IWVISHARES TR | $652K |
SRESEMPRA | $651K |
IBDQISHARES TR | $649K |
VOVANGUARD INDEX FDS | $647K |
INTUINTUIT | $636K |
IDV*ISHARES TR | $633K |
DFSVDIMENSIONAL ETF TRUST | $630K |
PWZINVESCO EXCH TRADED FD TR II | $625K |
EDCONSOLIDATED EDISON INC | $611K |
IJJISHARES TR | $602K |
JPIEJ P MORGAN EXCHANGE TRADED F | $599K |
WECWEC ENERGY GROUP INC | $599K |
EXIISHARES TR | $594K |
DHRDANAHER CORPORATION | $590K |
FLRNSPDR SER TR | $587K |
VTEIVANGUARD MUN BD FDS | $586K |
XLFSELECT SECTOR SPDR TR | $578K |
NULGNUSHARES ETF TR | $578K |
CGGRCAPITAL GROUP GROWTH ETF | $574K |
MDTMEDTRONIC PLC | $571K |
INTCINTEL CORP | $568K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $567K |
FLEXFLEX LTD | $561K |
LQDISHARES TR | $555K |
ETENERGY TRANSFER L P | $550K |
ISRGINTUITIVE SURGICAL INC | $549K |
PINCPREMIER INC | $547K |
BIPBROOKFIELD INFRAST PARTNERS | $546K |
PNCPNC FINL SVCS GROUP INC | $542K |
TRVTRAVELERS COMPANIES INC | $539K |
IAPRINNOVATOR ETFS TRUST | $538K |
SUSBISHARES TR | $535K |
PVALPUTNAM ETF TRUST | $532K |
BXBLACKSTONE INC | $526K |
IYWISHARES TR | $525K |
SNPSSYNOPSYS INC | $525K |
XLYSELECT SECTOR SPDR TR | $517K |
MPCMARATHON PETE CORP | $516K |
SHWSHERWIN WILLIAMS CO | $515K |
NSCNORFOLK SOUTHN CORP | $510K |
CMCSACOMCAST CORP NEW | $507K |
ALSALLSTATE CORP | $493K |
NKENIKE INC | $491K |
GWWGRAINGER W W INC | $487K |
CEGCONSTELLATION ENERGY CORP | $471K |
APPAPPLOVIN CORP | $469K |
FLOTISHARES TR | $468K |
VFHVANGUARD WORLD FD | $465K |
GISGENERAL MLS INC | $465K |
VDCVANGUARD WORLD FD | $460K |
CLCOLGATE PALMOLIVE CO | $457K |
COHRCOHERENT CORP | $455K |
PAYXPAYCHEX INC | $453K |
MDLZMONDELEZ INTL INC | $453K |
CSXCSX CORP | $451K |
ENBENBRIDGE INC | $451K |
VTIPVANGUARD MALVERN FDS | $448K |
NULVNUSHARES ETF TR | $443K |
SNASNAP ON INC | $442K |
RPMRPM INTL INC | $440K |
LOWLOWES COS INC | $435K |
SPDWSPDR INDEX SHS FDS | $427K |
BSXBOSTON SCIENTIFIC CORP | $425K |
EMLPFIRST TR EXCHANGE-TRADED FD | $415K |
HTLFEURHEARTLAND FINL USA INC | $413K |
BDJBLACKROCK ENHANCED EQUITY DI | $411K |
AMTAMERICAN TOWER CORP NEW | $407K |
DWDMORGAN STANLEY | $406K |
GRMNGARMIN LTD | $406K |
VRTXVERTEX PHARMACEUTICALS INC | $404K |
VOXVANGUARD WORLD FD | $401K |
GSKGSK PLC | $397K |
SCHWSCHWAB CHARLES CORP | $392K |
FQIDIGITAL RLTY TR INC | $385K |
FFORD MTR CO | $378K |
WMBWILLIAMS COS INC | $376K |
BNDXVANGUARD CHARLOTTE FDS | $375K |
IXNISHARES TR | $374K |
VIRVIR BIOTECHNOLOGY INC | $371K |
AFLAFLAC INC | $364K |
IJRISHARES TR | $364K |
TTENTOTALENERGIES SE | $362K |