Avantax Planning Partners, Inc. Q2 2022 Filing

Filed July 18, 2022

Portfolio Value

$2.3T

Holdings

343

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (343 positions)

#StockSharesValue% PortfolioType
201
SPMDSPDR SER TR
14,938$593.0M0.03%
202
HONHONEYWELL INTL INC
3,409$593.0M0.03%
203
CMCSACOMCAST CORP NEW
14,985$588.0M0.03%
204
MCHPMICROCHIP TECHNOLOGY INC.
10,019$582.0M0.02%
205
COPCONOCOPHILLIPS
6,443$579.0M0.02%
206
MDTMEDTRONIC PLC
6,417$576.0M0.02%
207
INSPINSPIRE MED SYS INC
3,143$574.0M0.02%
208
DFUVDIMENSIONAL ETF TRUST
17,875$565.0M0.02%
209
VISVANGUARD WORLD FDS
3,344$546.0M0.02%
210
PWRQUANTA SVCS INC
4,278$536.0M0.02%
211
NSCNORFOLK SOUTHN CORP
2,334$530.0M0.02%
212
VNQVANGUARD INDEX FDS
5,741$523.0M0.02%
213
XYZBLOCK INC
8,475$521.0M0.02%
214
CADECADENCE BANK
22,044$518.0M0.02%
215
SCHBSCHWAB STRATEGIC TR
11,481$507.0M0.02%
216
FFORD MTR CO DEL
45,381$505.0M0.02%
217
PECOPHILLIPS EDISON & CO INC
14,854$496.0M0.02%
218
PSAPUBLIC STORAGE
1,558$487.0M0.02%
219
PHPARKER-HANNIFIN CORP
1,962$483.0M0.02%
220
XJRISHARES TR
14,300$464.0M0.02%
221
HEFAISHARES TR
14,520$462.0M0.02%
222
VTVANGUARD INTL EQUITY INDEX F
5,400$461.0M0.02%
223
VFHVANGUARD WORLD FDS
5,910$456.0M0.02%
224
ETNEATON CORP PLC
3,619$456.0M0.02%
225
AEPAMERICAN ELEC PWR CO INC
4,755$456.0M0.02%
226
SCHASCHWAB STRATEGIC TR
11,347$442.0M0.02%
227
VAWVANGUARD WORLD FDS
2,751$441.0M0.02%
228
XLYSELECT SECTOR SPDR TR
3,199$440.0M0.02%
229
ALSALLSTATE CORP
3,443$436.0M0.02%
230
CLXCLOROX CO DEL
3,043$429.0M0.02%
231
IAUISHARES TR
17,053$426.0M0.02%
232
AQLTISHARES TR
7,180$423.0M0.02%
233
DOWDOW INC
8,186$422.0M0.02%
234
IAUISHARES TR
16,746$420.0M0.02%
235
SRESEMPRA
2,781$418.0M0.02%
236
CSXCSX CORP
14,181$412.0M0.02%
237
IBDPISHARES TR
16,661$412.0M0.02%
238
IBDQISHARES TR
16,634$411.0M0.02%
239
STZCONSTELLATION BRANDS INC
1,765$411.0M0.02%
240
DDDUPONT DE NEMOURS INC
7,366$409.0M0.02%
241
BXBLACKSTONE INC
4,333$395.0M0.02%
242
EXIISHARES TR
4,100$394.0M0.02%
243
BNDVANGUARD BD INDEX FDS
5,127$386.0M0.02%
244
DWDMORGAN STANLEY
5,071$386.0M0.02%
245
ELVELEVANCE HEALTH INC
798$385.0M0.02%
246
PAYXPAYCHEX INC
3,372$384.0M0.02%
247
ENBENBRIDGE INC
8,904$376.0M0.02%
248
IYWISHARES TR
4,568$365.0M0.02%
249
8CWCROWN CASTLE INTL CORP NEW
2,133$359.0M0.02%
250
KMBKIMBERLY-CLARK CORP
2,649$358.0M0.02%
251
LINLINDE PLC
1,241$357.0M0.02%
252
IBDRISHARES TR
14,865$354.0M0.02%
253
XLUSELECT SECTOR SPDR TR
5,051$354.0M0.02%
254
HRLHORMEL FOODS CORP
7,361$349.0M0.01%
255
OXYOCCIDENTAL PETE CORP
5,927$349.0M0.01%
256
WBAWALGREENS BOOTS ALLIANCE INC
9,106$345.0M0.01%
257
FIBKFIRST INTST BANCSYSTEM INC
8,990$343.0M0.01%
258
CTVACORTEVA INC
6,218$337.0M0.01%
259
SYKSTRYKER CORPORATION
1,690$336.0M0.01%
260
WMBWILLIAMS COS INC
10,683$333.0M0.01%
261
SHWSHERWIN WILLIAMS CO
1,467$328.0M0.01%
262
AXPAMERICAN EXPRESS CO
2,353$326.0M0.01%
263
CECELANESE CORP DEL
2,750$323.0M0.01%
264
HYGISHARES TR
4,381$322.0M0.01%
265
CASYCASEYS GEN STORES INC
1,736$321.0M0.01%
266
SLVISHARES SILVER TR
17,067$318.0M0.01%
267
DGXQUEST DIAGNOSTICS INC
2,358$314.0M0.01%
268
PSXPHILLIPS 66
3,819$313.0M0.01%
269
NUENUCOR CORP
2,995$313.0M0.01%
270
GSKGSK PLC
7,176$312.0M0.01%
271
LKQ1LKQ CORP
6,134$301.0M0.01%
272
PRUPRUDENTIAL FINL INC
3,143$301.0M0.01%
273
RPMRPM INTL INC
3,808$300.0M0.01%
274
RSPGINVESCO EXCHANGE TRADED FD T
4,774$294.0M0.01%
275
BDXBECTON DICKINSON & CO
1,189$293.0M0.01%
276
GQ9SPDR GOLD TR
1,721$290.0M0.01%
277
CMICUMMINS INC
1,469$284.0M0.01%
278
QQEWFIRST TR NAS100 EQ WEIGHTED
3,246$283.0M0.01%
279
MOSMOSAIC CO NEW
5,993$283.0M0.01%
280
AFLAFLAC INC
5,120$283.0M0.01%
281
PSCTINVESCO EXCH TRADED FD TR II
5,441$280.0M0.01%
282
SNASNAP ON INC
1,406$277.0M0.01%
283
LRGELEGG MASON ETF INVT TR
6,565$274.0M0.01%
284
SPLVINVESCO EXCH TRADED FD TR II
4,406$273.0M0.01%
285
IBBISHARES TR
2,309$272.0M0.01%
286
FDXFEDEX CORP
1,195$271.0M0.01%
287
HRTGHERITAGE INSURANCE HLDGS INC
100,707$266.0M0.01%
288
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,205$262.0M0.01%
289
VEAVANGUARD TAX-MANAGED INTL FD
6,395$261.0M0.01%
290
EDCONSOLIDATED EDISON INC
2,714$258.0M0.01%
291
TRVTRAVELERS COMPANIES INC
1,523$258.0M0.01%
292
KHCKRAFT HEINZ CO
6,726$257.0M0.01%
293
FNFFIDELITY NATIONAL FINANCIAL
6,877$254.0M0.01%
294
CBCHUBB LIMITED
1,287$253.0M0.01%
295
WPCWP CAREY INC
3,024$251.0M0.01%
296
SCHWSCHWAB CHARLES CORP
3,945$249.0M0.01%
297
PPLPEMBINA PIPELINE CORP
6,991$247.0M0.01%
298
EWEDWARDS LIFESCIENCES CORP
2,594$247.0M0.01%
299
IWRISHARES TR
3,819$247.0M0.01%
300
KLACKLA CORP
770$246.0M0.01%
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