$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHK | SCHWAB STRATEGIC TR1000 index etf | $1,903,000 | +13.3% | 50,896 | 0.0% | 0.10% | +10.1% | |
| VAW | VANGUARD WORLD FDSmaterials etf | $673,000 | +16.6% | 4,287 | 0.0% | 0.04% | +16.7% | |
| HYD | VANECK VECTORS ETF TRhigh yld mun etf | $663,000 | +3.0% | 10,770 | 0.0% | 0.03% | 0.0% | |
| TITN | TITAN MACHY INC | $614,000 | +48.0% | 31,400 | 0.0% | 0.03% | +45.5% | |
| VIS | VANGUARD WORLD FDSindustrial etf | $588,000 | +17.4% | 3,461 | 0.0% | 0.03% | +15.4% | |
| WEC | WEC ENERGY GROUP INC | $535,000 | -5.0% | 5,812 | 0.0% | 0.03% | -6.7% | |
| PH | PARKER-HANNIFIN CORP | $519,000 | +34.8% | 1,904 | 0.0% | 0.03% | +35.0% | |
| CP | CANADIAN PAC RY LTD | $473,000 | +14.0% | 1,364 | 0.0% | 0.02% | +9.1% | |
| MAR | MARRIOTT INTL INC NEWcl a | $404,000 | +42.3% | 3,063 | 0.0% | 0.02% | +40.0% | |
| XLY | SELECT SECTOR SPDR TRsbi cons discr | $289,000 | +9.5% | 1,795 | 0.0% | 0.02% | +7.1% | |
| IBB | ISHARES TRnasdaq biotech | $238,000 | +11.7% | 1,571 | 0.0% | 0.01% | +9.1% | |
| GME | GAMESTOP CORP NEWcl a | $207,000 | +84.8% | 11,000 | 0.0% | 0.01% | +83.3% | |
| DNP | DNP SELECT INCOME FD INC | $184,000 | +2.2% | 17,959 | 0.0% | 0.01% | -10.0% | |
| MNKD | MANNKIND CORP | $37,000 | +68.2% | 11,730 | 0.0% | 0.00% | +100.0% |
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.