$1.55 Billion is the total value of Avantax Planning Partners, Inc.'s 302 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IP | New | INTL PAPER CO | $1,077,000 | – | 24,859 | +100.0% | 0.07% | – |
| NUMV | New | NUSHARES ETF TRnuveen esg midvl | $654,000 | – | 22,762 | +100.0% | 0.04% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $501,000 | – | 3,705 | +100.0% | 0.03% | – |
| DD | New | DUPONT DE NEMOURS INC | $429,000 | – | 5,947 | +100.0% | 0.03% | – |
| ARRY | New | ARRAY BIOPHARMA INC | $297,000 | – | 6,331 | +100.0% | 0.02% | – |
| DOW | New | DOW INC | $292,000 | – | 6,014 | +100.0% | 0.02% | – |
| EOG | New | EOG RES INC | $268,000 | – | 2,978 | +100.0% | 0.02% | – |
| MPW | New | MEDICAL PPTYS TRUST INC | $248,000 | – | 13,510 | +100.0% | 0.02% | – |
| INSP | New | INSPIRE MED SYS INC | $228,000 | – | 3,425 | +100.0% | 0.02% | – |
| BLL | New | BALL CORP | $236,000 | – | 3,342 | +100.0% | 0.02% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $237,000 | – | 1,945 | +100.0% | 0.02% | – |
| APD | New | AIR PRODS & CHEMS INC | $214,000 | – | 937 | +100.0% | 0.01% | – |
| DBEF | New | DBX ETF TRxtrack msci eafe | $203,000 | – | 6,325 | +100.0% | 0.01% | – |
| BX | New | BLACKSTONE GROUP L P | $206,000 | – | 4,449 | +100.0% | 0.01% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $203,000 | – | 1,719 | +100.0% | 0.01% | – |
| GPRO | New | GOPRO INCcl a | $64,000 | – | 11,436 | +100.0% | 0.00% | – |
| SND | New | SMART SAND INC | $36,000 | – | 15,578 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-07
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.