$1.33 Billion is the total value of Avantax Planning Partners, Inc.'s 288 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 9.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $106,165,000 | -5.6% | 2,260,264 | +6.5% | 8.01% | -11.1% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $105,762,000 | -11.5% | 2,145,707 | +0.7% | 7.98% | -16.6% |
| FLRN | Buy | SPDR SER TRblomberg brc inv | $98,057,000 | -1.0% | 3,228,753 | +0.3% | 7.40% | -6.8% |
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $62,490,000 | – | 1,908,665 | +100.0% | 4.71% | – |
| AGG | Buy | ISHARES TRcore us aggbd et | $54,681,000 | +26188.9% | 513,480 | +25978.2% | 4.12% | +24158.8% |
| HYMB | Buy | SPDR SERIES TRUSTnuv hghyld mun | $40,046,000 | +93030.2% | 714,088 | +92398.4% | 3.02% | +100566.7% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $26,592,000 | +9972.7% | 252,296 | +9907.8% | 2.01% | +9452.4% |
| MUB | Buy | ISHARES TRnational mun etf | $24,313,000 | +6435.8% | 222,970 | +6377.9% | 1.83% | +6013.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $19,317,000 | +403.7% | 494,537 | +453.5% | 1.46% | +374.6% |
| PFF | Buy | ISHARES TRs&p us pfd stk | $12,640,000 | +1841.6% | 369,286 | +2006.6% | 0.95% | +1732.7% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $6,354,000 | +8604.1% | 106,431 | +10084.8% | 0.48% | +7883.3% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $6,198,000 | +22.6% | 41,133 | +44.1% | 0.47% | +15.3% |
| AAPL | Buy | APPLE INC | $6,174,000 | -27.5% | 39,141 | +3.8% | 0.47% | -31.6% |
| VXUS | Buy | VANGUARD STAR FDvg tl intl stk f | $5,721,000 | +3043.4% | 121,153 | +3495.0% | 0.43% | +2773.3% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $5,628,000 | +14330.8% | 59,081 | +16877.3% | 0.42% | +14033.3% |
| HTLF | Buy | HEARTLAND FINL USA INC | $5,532,000 | -24.3% | 125,866 | +0.0% | 0.42% | -28.7% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $5,232,000 | +0.5% | 25,622 | +5.4% | 0.40% | -5.3% |
| VIG | Buy | VANGUARD GROUPdiv app etf | $4,634,000 | +4151.4% | 47,305 | +4722.1% | 0.35% | +3777.8% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $4,460,000 | -7.7% | 19,929 | +0.7% | 0.34% | -13.2% |
| SPYD | Buy | SPDR SER TRprtflo s&p500 hi | $3,529,000 | +6558.5% | 103,582 | +7215.1% | 0.27% | +6550.0% |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $3,395,000 | – | 138,465 | +100.0% | 0.26% | – |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,330,000 | +6.5% | 59,235 | +1.1% | 0.25% | +0.4% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $3,332,000 | +828.1% | 139,879 | +975.2% | 0.25% | +765.5% |
| PFE | Buy | PFIZER INC | $3,237,000 | +3.8% | 74,221 | +4.9% | 0.24% | -2.4% |
| AMZN | Buy | AMAZON COM INC | $3,148,000 | -20.7% | 2,096 | +5.8% | 0.24% | -25.5% |
| IR | Buy | INGERSOLL-RAND PLC | $2,810,000 | -10.4% | 30,800 | +0.4% | 0.21% | -15.5% |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $2,729,000 | – | 92,747 | +100.0% | 0.21% | – |
| FLOT | Buy | ISHARES TRfltg rate nt etf | $2,702,000 | +1392.8% | 53,644 | +1413.7% | 0.20% | +1357.1% |
| ABBV | Buy | ABBVIE INC | $2,664,000 | -2.5% | 28,900 | +0.1% | 0.20% | -8.2% |
| MCD | Buy | MCDONALDS CORP | $2,640,000 | +7.9% | 14,866 | +1.7% | 0.20% | +1.5% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $2,624,000 | -10.4% | 15,618 | +14.6% | 0.20% | -15.7% |
| PEP | Buy | PEPSICO INC | $2,411,000 | -0.1% | 21,827 | +1.1% | 0.18% | -5.7% |
| CAT | Buy | CATERPILLAR INC DEL | $2,337,000 | +246.7% | 18,389 | +315.9% | 0.18% | +225.9% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,139,000 | +3525.4% | 56,130 | +3781.7% | 0.16% | +3120.0% |
| VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $2,041,000 | +1706.2% | 26,173 | +1911.8% | 0.15% | +1611.1% |
| MRK | Buy | MERCK & CO INC | $2,021,000 | +16.4% | 26,447 | +8.1% | 0.15% | +9.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,745,000 | -4.5% | 17,875 | +10.4% | 0.13% | -9.6% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $1,734,000 | -15.9% | 11,238 | +1.2% | 0.13% | -20.6% |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $1,643,000 | – | 150,359 | +100.0% | 0.12% | – |
| DIS | Buy | DISNEY WALT CO | $1,610,000 | -6.0% | 14,685 | +0.3% | 0.12% | -11.7% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $1,523,000 | +1148.4% | 25,097 | +1463.7% | 0.12% | +1050.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,505,000 | -5.8% | 1,440 | +8.8% | 0.11% | -10.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,307,000 | -12.4% | 4,991 | +15.7% | 0.10% | -16.8% |
| NEE | Buy | NEXTERA ENERGY INC | $1,203,000 | +5.7% | 6,918 | +1.9% | 0.09% | 0.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,181,000 | -12.5% | 8,535 | +5.8% | 0.09% | -17.6% |
| MDU | Buy | MDU RES GROUP INC | $1,118,000 | -6.8% | 46,891 | +0.5% | 0.08% | -12.5% |
| BAC | Buy | BANK AMER CORP | $1,091,000 | -14.1% | 44,272 | +2.7% | 0.08% | -19.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $1,066,000 | +57.2% | 4,235 | +82.7% | 0.08% | +48.1% |
| EFA | Buy | ISHARES TRmsci eafe etf | $1,064,000 | -11.7% | 18,103 | +2.1% | 0.08% | -16.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,029,000 | +31.1% | 9,566 | +62.1% | 0.08% | +23.8% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $993,000 | +3.3% | 9,325 | +35.6% | 0.08% | -2.6% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $990,000 | +507.4% | 12,206 | +548.2% | 0.08% | +476.9% |
| NKE | Buy | NIKE INCcl b | $944,000 | -5.9% | 12,734 | +7.5% | 0.07% | -11.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $909,000 | +5.9% | 3,647 | +13.1% | 0.07% | 0.0% |
| AMGN | Buy | AMGEN INC | $887,000 | +21.8% | 4,559 | +29.8% | 0.07% | +15.5% |
| COST | Buy | COSTCO WHSL CORP NEW | $836,000 | -9.2% | 4,103 | +4.6% | 0.06% | -14.9% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $821,000 | -15.0% | 8,414 | +1.7% | 0.06% | -19.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $776,000 | -12.8% | 5,794 | +9.7% | 0.06% | -16.9% |
| TXN | Buy | TEXAS INSTRS INC | $779,000 | -7.0% | 8,244 | +5.5% | 0.06% | -11.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $761,000 | -11.3% | 7,772 | +0.2% | 0.06% | -17.4% |
| WM | Buy | WASTE MGMT INC DEL | $740,000 | +1.5% | 8,315 | +3.0% | 0.06% | -3.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $734,000 | -3.9% | 5,601 | +10.5% | 0.06% | -9.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $708,000 | +1.0% | 684 | +16.5% | 0.05% | -5.4% |
| AVGO | Buy | BROADCOM INC | $676,000 | +11.7% | 2,660 | +8.5% | 0.05% | +6.2% |
| FB | Buy | FACEBOOK INCcl a | $673,000 | -13.9% | 5,131 | +7.9% | 0.05% | -19.0% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC | $647,000 | +16.4% | 8,999 | +27.6% | 0.05% | +8.9% |
| ORCL | Buy | ORACLE CORP | $618,000 | -4.9% | 13,680 | +8.6% | 0.05% | -9.6% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $625,000 | -4.3% | 9,142 | +2.1% | 0.05% | -9.6% |
| SYK | Buy | STRYKER CORP | $616,000 | +16.0% | 3,927 | +31.5% | 0.05% | +7.0% |
| CLX | Buy | CLOROX CO DEL | $579,000 | +147.4% | 3,754 | +141.1% | 0.04% | +131.6% |
| LLY | Buy | LILLY ELI & CO | $590,000 | +20.4% | 5,095 | +11.7% | 0.04% | +12.8% |
| HON | Buy | HONEYWELL INTL INC | $570,000 | -7.9% | 4,314 | +16.0% | 0.04% | -14.0% |
| DUK | Buy | DUKE ENERGY CORP NEW | $558,000 | +20.3% | 6,466 | +11.6% | 0.04% | +13.5% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $557,000 | -11.2% | 3,357 | +7.8% | 0.04% | -16.0% |
| SO | Buy | SOUTHERN CO | $543,000 | +20.4% | 12,371 | +19.6% | 0.04% | +13.9% |
| EMR | Buy | EMERSON ELEC CO | $542,000 | -16.9% | 9,069 | +6.6% | 0.04% | -21.2% |
| GIS | Buy | GENERAL MLS INC | $533,000 | +30.6% | 13,689 | +44.0% | 0.04% | +21.2% |
| VOO | Buy | VANGUARD INDEX FDS | $533,000 | +25.4% | 2,319 | +45.7% | 0.04% | +17.6% |
| NFLX | Buy | NETFLIX INC | $517,000 | -23.9% | 1,930 | +6.3% | 0.04% | -27.8% |
| SBUX | Buy | STARBUCKS CORP | $507,000 | +24.0% | 7,871 | +9.3% | 0.04% | +15.2% |
| FDX | Buy | FEDEX CORP | $495,000 | -32.1% | 3,068 | +1.3% | 0.04% | -36.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $486,000 | +319.0% | 10,142 | +405.6% | 0.04% | +311.1% |
| MDT | Buy | MEDTRONIC PLC | $480,000 | -5.0% | 5,276 | +2.7% | 0.04% | -10.0% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $468,000 | -6.0% | 2,480 | +10.8% | 0.04% | -12.5% |
| PFFD | New | GLOBAL X FDSus pfd etf | $451,000 | – | 20,015 | +100.0% | 0.03% | – |
| AEP | Buy | AMERICAN ELEC PWR INC | $457,000 | +84.3% | 6,117 | +75.1% | 0.03% | +70.0% |
| ALGN | Buy | ALIGN TECHNOLOGY INC | $457,000 | -46.3% | 2,183 | +0.4% | 0.03% | -50.0% |
| GILD | Buy | GILEAD SCIENCES INC | $456,000 | -18.6% | 7,290 | +0.5% | 0.03% | -24.4% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $450,000 | +733.3% | 5,891 | +888.4% | 0.03% | +750.0% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $444,000 | +441.5% | 3,907 | +545.8% | 0.03% | +371.4% |
| JPST | Buy | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $418,000 | +703.8% | 8,344 | +701.5% | 0.03% | +700.0% |
| FIBR | Buy | ISHARES TRedge us fixd inm | $417,000 | +1568.0% | 4,358 | +1589.1% | 0.03% | +1450.0% |
| TRV | Buy | TRAVELERS COMPANIES INC | $405,000 | -6.0% | 3,380 | +1.7% | 0.03% | -11.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $403,000 | +48.2% | 1,613 | +72.3% | 0.03% | +36.4% |
| ADBE | Buy | ADOBE INC | $380,000 | +22.2% | 1,678 | +45.5% | 0.03% | +16.0% |
| EFV | Buy | ISHARES TReafe value etf | $354,000 | +71.0% | 7,834 | +96.5% | 0.03% | +58.8% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $359,000 | +18.5% | 2,270 | +8.9% | 0.03% | +12.5% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $352,000 | -11.6% | 14,308 | +3.2% | 0.03% | -15.6% |
| CSX | Buy | CSX CORP | $343,000 | -6.0% | 5,513 | +11.9% | 0.03% | -10.3% |
| CRM | Buy | SALESFORCE COM INC | $346,000 | -5.7% | 2,524 | +9.3% | 0.03% | -10.3% |
| CL | Buy | COLGATE PALMOLIVE CO | $340,000 | -6.1% | 5,706 | +5.4% | 0.03% | -10.3% |
| PAYX | Buy | PAYCHEX INC | $338,000 | +87.8% | 5,187 | +111.8% | 0.02% | +78.6% |
| RPM | Buy | RPM INTL INC | $331,000 | +133.1% | 5,637 | +158.1% | 0.02% | +127.3% |
| JPIB | Buy | JP MORGAN EXCHANGE TRADED FDglobal bd oprt | $316,000 | +1480.0% | 6,685 | +1596.7% | 0.02% | +1100.0% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $316,000 | -18.3% | 7,712 | +0.1% | 0.02% | -22.6% |
| ALLE | Buy | ALLEGION PUB LTD CO | $312,000 | -10.3% | 3,920 | +2.2% | 0.02% | -14.3% |
| BDX | Buy | BECTON DICKINSON & CO | $316,000 | -10.2% | 1,404 | +4.2% | 0.02% | -14.3% |
| ENB | Buy | ENBRIDGE INC | $321,000 | +184.1% | 10,343 | +195.9% | 0.02% | +166.7% |
| C | Buy | CITIGROUP INC | $320,000 | -12.3% | 6,152 | +21.0% | 0.02% | -17.2% |
| AMAT | Buy | APPLIED MATLS INC | $311,000 | -3.7% | 9,507 | +13.9% | 0.02% | -11.5% |
| MAR | Buy | MARRIOTT INTL INC NEWcl a | $305,000 | -17.1% | 2,812 | +0.8% | 0.02% | -20.7% |
| CAG | Buy | CONAGRA BRANDS INC | $288,000 | -11.1% | 13,501 | +41.4% | 0.02% | -15.4% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $289,000 | -11.9% | 5,070 | +4.8% | 0.02% | -15.4% |
| GRMN | Buy | GARMIN LTD | $289,000 | +189.0% | 4,572 | +220.2% | 0.02% | +175.0% |
| IYW | Buy | ISHARES TRu.s. tech etf | $280,000 | -17.4% | 1,750 | +0.1% | 0.02% | -22.2% |
| AWR | Buy | AMERICAN STS WTR CO | $278,000 | +180.8% | 4,140 | +154.6% | 0.02% | +162.5% |
| FNCL | New | FIDELITYmsci finls idx | $280,000 | – | 8,101 | +100.0% | 0.02% | – |
| O | Buy | REALTY INCOME CORP | $261,000 | +1907.7% | 4,139 | +1676.4% | 0.02% | +1900.0% |
| CERN | Buy | CERNER CORP | $269,000 | -13.2% | 5,129 | +6.4% | 0.02% | -20.0% |
| PYPL | Buy | PAYPAL HLDGS INC | $246,000 | +186.0% | 2,926 | +200.4% | 0.02% | +171.4% |
| DRI | Buy | DARDEN RESTAURANTS INC | $257,000 | +375.9% | 2,570 | +424.5% | 0.02% | +375.0% |
| APC | Buy | ANADARKO PETE CORP | $256,000 | -29.3% | 5,836 | +8.6% | 0.02% | -34.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $251,000 | -4.6% | 6,281 | +2.5% | 0.02% | -9.5% |
| KMB | Buy | KIMBERLY CLARK CORP | $252,000 | +5.0% | 2,208 | +4.7% | 0.02% | 0.0% |
| PRU | Buy | PRUDENTIAL FINL INC | $257,000 | -16.6% | 3,152 | +3.6% | 0.02% | -24.0% |
| BAX | Buy | BAXTER INTL INC | $242,000 | +0.4% | 3,682 | +17.9% | 0.02% | -5.3% |
| NUE | Buy | NUCOR CORP | $239,000 | +91.2% | 4,609 | +134.0% | 0.02% | +80.0% |
| PPG | Buy | PPG INDS INC | $233,000 | -5.7% | 2,277 | +0.7% | 0.02% | -10.0% |
| PPL | Buy | PPL CORP | $242,000 | +2.5% | 8,543 | +5.8% | 0.02% | -5.3% |
| FLO | Buy | FLOWERS FOODS INC | $233,000 | +206.6% | 12,640 | +208.4% | 0.02% | +200.0% |
| SHW | Buy | SHERWIN WILLIAMS CO | $242,000 | -12.3% | 616 | +1.7% | 0.02% | -18.2% |
| SYY | Buy | SYSCO CORP | $237,000 | -11.6% | 3,777 | +3.3% | 0.02% | -14.3% |
| F | Buy | FORD MTR CO DEL | $244,000 | -10.0% | 31,900 | +8.9% | 0.02% | -18.2% |
| MOS | Buy | MOSAIC CO NEW | $241,000 | +569.4% | 8,264 | +643.8% | 0.02% | +500.0% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $219,000 | -13.4% | 5,921 | +3.5% | 0.02% | -15.0% |
| GPC | Buy | GENUINE PARTS CO | $219,000 | +584.4% | 2,284 | +611.5% | 0.02% | +466.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $221,000 | +452.5% | 4,421 | +453.3% | 0.02% | +466.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $228,000 | +21.9% | 4,154 | +42.6% | 0.02% | +13.3% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $221,000 | -13.7% | 3,687 | +1.5% | 0.02% | -15.0% |
| WPC | Buy | W P CAREY INC | $219,000 | +1188.2% | 3,359 | +1144.1% | 0.02% | +1600.0% |
| WMB | Buy | WILLIAMS COS INC DEL | $221,000 | +79.7% | 10,002 | +121.6% | 0.02% | +70.0% |
| CE | Buy | CELANESE CORP DEL | $232,000 | -20.8% | 2,583 | +0.5% | 0.02% | -26.1% |
| FXY | New | INVESCO CURNCYSHS JAPANESE Yjapanese yen | $207,000 | – | 2,373 | +100.0% | 0.02% | – |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $216,000 | +402.3% | 1,780 | +390.4% | 0.02% | +433.3% |
| NOW | Buy | SERVICENOW INC | $206,000 | -0.5% | 1,155 | +9.4% | 0.02% | -5.9% |
| TGT | Buy | TARGET CORP | $206,000 | -21.7% | 3,114 | +4.6% | 0.02% | -23.8% |
| ALL | Buy | ALLSTATE CORP | $207,000 | -12.3% | 2,501 | +4.7% | 0.02% | -15.8% |
| HDGE | New | ADVISORSHARES TRranger equity be | $205,000 | – | 24,280 | +100.0% | 0.02% | – |
| ARCC | Buy | ARES CAP CORP | $167,000 | +1013.3% | 10,692 | +1124.7% | 0.01% | +1200.0% |
| AMSWA | Buy | AMERICAN SOFTWARE INCcl a | $153,000 | +595.5% | 14,611 | +690.6% | 0.01% | +500.0% |
| MFA | Buy | MFA FINL INC | $137,000 | +552.4% | 20,508 | +630.9% | 0.01% | +400.0% |
| SNH | Buy | SENIOR HSG PPTYS TRsh ben int | $129,000 | +616.7% | 11,034 | +950.9% | 0.01% | +900.0% |
| L | Buy | LOEWS CORP | $75,000 | +212.5% | 1,642 | +248.6% | 0.01% | +200.0% |
| ACB | New | AURORA CANNABIS INC | $50,000 | – | 10,077 | +100.0% | 0.00% | – |
| TRXC | New | TRANSENTERIX INC | $29,000 | – | 13,000 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $9,000 | – | 3,680 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC COcall | $10,000 | – | 1,300,000 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCcall | $7,000 | – | 100,000 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP | $7,000 | – | 39 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 25.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 23.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 11.0% |
| SPDR SER TR | 28 | Q3 2023 | 5.5% |
| ISHARES TR | 28 | Q3 2023 | 4.0% |
| VANGUARD WORLD FDS | 28 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.1% |
| SPDR SER TR | 28 | Q3 2023 | 3.0% |
| ALPS ETF TR | 28 | Q3 2023 | 2.2% |
View Avantax Planning Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-28 |
View Avantax Planning Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.