$1.94 Billion is the total value of Avantax Planning Partners, Inc.'s 288 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DGLY | Exit | DIGITAL ALLY INC | $0 | – | -33,936 | -100.0% | -0.00% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -11,002 | -100.0% | -0.01% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -10,608 | -100.0% | -0.01% | – |
| KODK | Exit | EASTMAN KODAK CO | $0 | – | -14,514 | -100.0% | -0.01% | – |
| VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -1,335 | -100.0% | -0.01% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -1,259 | -100.0% | -0.01% | – |
| SCHO | Exit | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | -4,177 | -100.0% | -0.01% | – |
| STMP | Exit | STAMPS COM INC | $0 | – | -870 | -100.0% | -0.01% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -1,537 | -100.0% | -0.01% | – |
| FLO | Exit | FLOWERS FOODS INC | $0 | – | -9,701 | -100.0% | -0.01% | – |
| NUMG | Exit | NUSHARES ETF TRnuveen esg midcp | $0 | – | -5,431 | -100.0% | -0.01% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -2,787 | -100.0% | -0.01% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -4,042 | -100.0% | -0.01% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -12,291 | -100.0% | -0.01% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -387 | -100.0% | -0.01% | – |
| FFR | Exit | FIRST TR FTSE EPRA / NAREIT | $0 | – | -6,441 | -100.0% | -0.01% | – |
| VFC | Exit | V F CORP | $0 | – | -3,379 | -100.0% | -0.01% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -4,535 | -100.0% | -0.01% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,985 | -100.0% | -0.01% | – |
| CERN | Exit | CERNER CORP | $0 | – | -4,433 | -100.0% | -0.02% | – |
| SPYD | Exit | SPDR SER TRprtflo s&p500 hi | $0 | – | -11,868 | -100.0% | -0.02% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,143 | -100.0% | -0.02% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -1,350 | -100.0% | -0.02% | – |
| QUAL | Exit | ISHARES TRmsci usa qlt fct | $0 | – | -4,674 | -100.0% | -0.03% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -1,166 | -100.0% | -0.03% | – |
| NOBL | Exit | PROSHARES TRs&p 500 dv arist | $0 | – | -8,431 | -100.0% | -0.03% | – |
| JPST | Exit | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | -14,238 | -100.0% | -0.04% | – |
| ALGN | Exit | ALIGN TECHNOLOGY INC | $0 | – | -2,194 | -100.0% | -0.04% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -14,845 | -100.0% | -0.04% | – |
| Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -9,764 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
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 | 2024-02-09 |
| 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 |
| 13F-HR | 2021-10-27 |
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.