$1.77 Billion is the total value of Avantax Planning Partners, Inc.'s 280 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITW | New | ILLINOIS TOOL WKS INC | $1,404,000 | – | 8,030 | +100.0% | 0.08% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $1,019,000 | – | 16,543 | +100.0% | 0.06% | – |
| NUMV | New | NUSHARES ETF TRnuveen esg midvl | $647,000 | – | 26,932 | +100.0% | 0.04% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $638,000 | – | 10,770 | +100.0% | 0.04% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $550,000 | – | 3,678 | +100.0% | 0.03% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $415,000 | – | 11,997 | +100.0% | 0.02% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $316,000 | – | 22,406 | +100.0% | 0.02% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $305,000 | – | 8,067 | +100.0% | 0.02% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $274,000 | – | 4,818 | +100.0% | 0.02% | – |
| IXN | New | ISHARES TRglobal tech etf | $246,000 | – | 1,044 | +100.0% | 0.01% | – |
| PPG | New | PPG INDS INC | $231,000 | – | 2,174 | +100.0% | 0.01% | – |
| NVS | New | NOVARTIS AGsponsored adr | $232,000 | – | 2,660 | +100.0% | 0.01% | – |
| KHC | New | KRAFT HEINZ CO | $238,000 | – | 7,450 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $229,000 | – | 1,795 | +100.0% | 0.01% | – |
| CE | New | CELANESE CORP DEL | $222,000 | – | 2,577 | +100.0% | 0.01% | – |
| DOW | New | DOW INC | $239,000 | – | 5,871 | +100.0% | 0.01% | – |
| TKR | New | TIMKEN CO | $215,000 | – | 4,719 | +100.0% | 0.01% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $207,000 | – | 2,222 | +100.0% | 0.01% | – |
| VFC | New | V F CORP | $211,000 | – | 3,462 | +100.0% | 0.01% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $204,000 | – | 2,549 | +100.0% | 0.01% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $220,000 | – | 9,902 | +100.0% | 0.01% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $210,000 | – | 3,042 | +100.0% | 0.01% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $208,000 | – | 12,641 | +100.0% | 0.01% | – |
| NUMG | New | NUSHARES ETF TRnuveen esg midcp | $216,000 | – | 5,533 | +100.0% | 0.01% | – |
| DAN | New | DANA INCORPORATED | $122,000 | – | 10,000 | +100.0% | 0.01% | – |
| GME | New | GAMESTOP CORP NEWcl a | $43,000 | – | 10,000 | +100.0% | 0.00% | – |
| RIG | New | TRANSOCEAN LTD | $19,000 | – | 10,338 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-15
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.