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 |
|---|---|
LHXL3HARRIS TECHNOLOGIES INC | $362K |
KLACKLA CORP | $359K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $358K |
CWCURTISS WRIGHT CORP | $356K |
SCHESCHWAB STRATEGIC TR | $354K |
IAUISHARES TR | $351K |
IWRISHARES TR | $350K |
SHOPSHOPIFY INC | $349K |
PJANINNOVATOR ETFS TRUST | $347K |
REGNREGENERON PHARMACEUTICALS | $346K |
MIGAMICROSTRATEGY INC | $340K |
WPCWP CAREY INC | $339K |
GILDGILEAD SCIENCES INC | $338K |
IBMOISHARES TR | $337K |
RSGREPUBLIC SVCS INC | $337K |
FEZSPDR INDEX SHS FDS | $335K |
IBMPISHARES TR | $333K |
DFASDIMENSIONAL ETF TRUST | $332K |
FHIFEDERATED HERMES INC | $331K |
HWMHOWMET AEROSPACE INC | $330K |
CMICUMMINS INC | $326K |
VBVANGUARD INDEX FDS | $325K |
ESGUISHARES TR | $322K |
CLXCLOROX CO DEL | $322K |
SFMSPROUTS FMRS MKT INC | $321K |
OKEONEOK INC NEW | $321K |
SLVISHARES SILVER TR | $317K |
TRPTC ENERGY CORP | $316K |
XLESELECT SECTOR SPDR TR | $316K |
ADUNITED STATES CELLULAR CORP | $314K |
NFGNATIONAL FUEL GAS CO | $309K |
SPSMSPDR SER TR | $301K |
XLUSELECT SECTOR SPDR TR | $300K |
KKRKKR & CO INC | $300K |
IWBISHARES TR | $298K |
ULUNILEVER PLC | $296K |
XLISELECT SECTOR SPDR TR | $294K |
ESSESSEX PPTY TR INC | $289K |
MCHPMICROCHIP TECHNOLOGY INC. | $288K |
QTECFIRST TR NASDAQ 100 TECH IND | $287K |
ETGEATON VANCE TX ADV GLBL DIV | $285K |
SPGIS&P GLOBAL INC | $285K |
PYPLPAYPAL HLDGS INC | $281K |
PEOEXELON CORP | $280K |
CITHE CIGNA GROUP | $277K |
XLVSELECT SECTOR SPDR TR | $276K |
PAPRINNOVATOR ETFS TRUST | $275K |
HPEHEWLETT PACKARD ENTERPRISE C | $275K |
AQLTISHARES TR | $273K |
A4SAMERIPRISE FINL INC | $273K |
CADECADENCE BANK | $273K |
TPLTEXAS PACIFIC LAND CORPORATI | $272K |
TRVCCITIGROUP INC | $271K |
DDDUPONT DE NEMOURS INC | $271K |
CHECHEMED CORP NEW | $271K |
FVDFIRST TR VALUE LINE DIVID IN | $270K |
AWRAMER STATES WTR CO | $265K |
FTNTFORTINET INC | $265K |
PPLPEMBINA PIPELINE CORP | $264K |
MTBM & T BK CORP | $263K |
BRBROADRIDGE FINL SOLUTIONS IN | $261K |
PSAPUBLIC STORAGE OPER CO | $259K |
POCTINNOVATOR ETFS TRUST | $257K |
BBYBEST BUY INC | $256K |
IPINTERNATIONAL PAPER CO | $256K |
BDXBECTON DICKINSON & CO | $255K |
CALMCAL MAINE FOODS INC | $254K |
PWRQUANTA SVCS INC | $253K |
ISTBISHARES TR | $249K |
EXREXTRA SPACE STORAGE INC | $249K |
CTVACORTEVA INC | $248K |
GLWCORNING INC | $246K |
LRGELEGG MASON ETF INVT | $244K |
AGMFEDERAL AGRIC MTG CORP | $244K |
NUENUCOR CORP | $242K |
ESGDISHARES TR | $242K |
PAAPLAINS ALL AMERN PIPELINE L | $239K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $239K |
MRSHMARSH & MCLENNAN COS INC | $238K |
KNGFIRST TR EXCHANGE-TRADED FD | $238K |
CAHCARDINAL HEALTH INC | $233K |
MCXMCCORMICK & CO INC | $231K |
CARRCARRIER GLOBAL CORPORATION | $231K |
FDXFEDEX CORP | $229K |
DKSDICKS SPORTING GOODS INC | $229K |
IBDSISHARES TR | $228K |
INGRINGREDION INC | $227K |
AQLTISHARES TR | $226K |
AEMAGNICO EAGLE MINES LTD | $226K |
PLTRPALANTIR TECHNOLOGIES INC | $225K |
DOWDOW INC | $225K |
IJANINNOVATOR ETFS TRUST | $224K |
TKRTIMKEN CO | $223K |
GEGE AEROSPACE | $222K |
OMCOMNICOM GROUP INC | $221K |
PJULINNOVATOR ETFS TRUST | $221K |
APHAMPHENOL CORP NEW | $220K |
NUSCNUSHARES ETF TR | $220K |
HNIHNI CORP | $218K |
IBBISHARES TR | $218K |