Avantax Planning Partners, Inc. Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$2.6T
Holdings
372
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (372 positions)
| Stock | Value |
|---|---|
AXPAMERICAN EXPRESS CO | $726.9M |
EMXCISHARES INC | $709.9M |
CMFISHARES TR | $706.6M |
FLOTISHARES TR | $698.4M |
NKENIKE INC | $678.8M |
SNPSSYNOPSYS INC | $674.0M |
XJRISHARES TR | $669.9M |
PWZINVESCO EXCH TRADED FD TR II | $668.1M |
SPMDSPDR SER TR | $667.8M |
MDLZMONDELEZ INTL INC | $664.6M |
JPSTJ P MORGAN EXCHANGE TRADED F | $646.7M |
TAT&T INC | $645.8M |
LOWLOWES COS INC | $644.3M |
LQDISHARES TR | $642.2M |
NUMVNUSHARES ETF TR | $639.7M |
WFCWELLS FARGO CO NEW | $633.5M |
PSXPHILLIPS 66 | $609.3M |
SCHBSCHWAB STRATEGIC TR | $609.0M |
MDUMDU RES GROUP INC | $607.9M |
GISGENERAL MLS INC | $606.3M |
SCHASCHWAB STRATEGIC TR | $605.0M |
XLFSELECT SECTOR SPDR TR | $600.2M |
PINCPREMIER INC | $577.2M |
BIPBROOKFIELD INFRAST PARTNERS | $558.3M |
CSXCSX CORP | $556.2M |
CCLCARNIVAL CORP | $554.0M |
VUGVANGUARD INDEX FDS | $554.0M |
NSCNORFOLK SOUTHN CORP | $549.8M |
SYKSTRYKER CORPORATION | $538.5M |
EXIISHARES TR | $536.0M |
CLCOLGATE PALMOLIVE CO | $529.1M |
SUSBISHARES TR | $526.0M |
CMCSACOMCAST CORP NEW | $525.3M |
CMICUMMINS INC | $509.0M |
ESGVVANGUARD WORLD FD | $505.4M |
KNFKNIFE RIVER CORP | $503.7M |
ISRGINTUITIVE SURGICAL INC | $501.7M |
CVSCVS HEALTH CORP | $500.1M |
MDTMEDTRONIC PLC | $494.9M |
EPDENTERPRISE PRODS PARTNERS L | $494.4M |
XLYSELECT SECTOR SPDR TR | $492.3M |
VISVANGUARD WORLD FDS | $486.3M |
NUENUCOR CORP | $474.1M |
BMYBRISTOL-MYERS SQUIBB CO | $472.0M |
KDPKEURIG DR PEPPER INC | $467.8M |
SHWSHERWIN WILLIAMS CO | $462.9M |
BXBLACKSTONE INC | $461.8M |
IBDRISHARES TR | $454.8M |
RPMRPM INTL INC | $452.5M |
AFLAFLAC INC | $449.6M |
IBDPISHARES TR | $448.9M |
IBDQISHARES TR | $448.6M |
AEPAMERICAN ELEC PWR CO INC | $445.9M |
MLB1MERCADOLIBRE INC | $427.5M |
ALSALLSTATE CORP | $422.7M |
PAYXPAYCHEX INC | $421.4M |
VOVANGUARD INDEX FDS | $416.0M |
DDDUPONT DE NEMOURS INC | $414.7M |
CECELANESE CORP DEL | $414.1M |
VFHVANGUARD WORLD FDS | $413.3M |
ZTSZOETIS INC | $407.2M |
DFAXDIMENSIONAL ETF TRUST | $404.5M |
IYWISHARES TR | $401.1M |
PANWPALO ALTO NETWORKS INC | $394.3M |
GRMNGARMIN LTD | $391.7M |
DWDMORGAN STANLEY | $388.2M |
GDGENERAL DYNAMICS CORP | $386.1M |
QQEWFIRST TR NAS100 EQ WEIGHTED | $383.0M |
CARRCARRIER GLOBAL CORPORATION | $378.9M |
TTENTOTALENERGIES SE | $374.0M |
VDCVANGUARD WORLD FDS | $372.0M |
OKEONEOK INC NEW | $372.0M |
VNQVANGUARD INDEX FDS | $358.9M |
GILDGILEAD SCIENCES INC | $355.0M |
DGRWWISDOMTREE TR | $354.9M |
GEGENERAL ELECTRIC CO | $354.8M |
DOWDOW INC | $354.5M |
SCHWSCHWAB CHARLES CORP | $352.5M |
DVNDEVON ENERGY CORP NEW | $352.3M |
FIBKFIRST INTST BANCSYSTEM INC | $347.2M |
KMBKIMBERLY-CLARK CORP | $344.0M |
CLXCLOROX CO DEL | $342.8M |
SHOPSHOPIFY INC | $342.2M |
KLACKLA CORP | $340.6M |
GWWGRAINGER W W INC | $334.8M |
VAWVANGUARD WORLD FDS | $332.6M |
FEZSPDR INDEX SHS FDS | $332.3M |
HRTGHERITAGE INSURANCE HLDGS INC | $328.5M |
ELVELEVANCE HEALTH INC | $326.8M |
SNASNAP ON INC | $321.5M |
FQIDIGITAL RLTY TR INC | $318.3M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $315.5M |
TKRTIMKEN CO | $314.7M |
ETNEATON CORP PLC | $310.9M |
SMHVANECK ETF TRUST | $303.2M |
IXNISHARES TR | $300.9M |
VOXVANGUARD WORLD FDS | $300.1M |
RSPGINVESCO EXCHANGE TRADED FD T | $296.4M |
XLUSELECT SECTOR SPDR TR | $291.3M |
COWZPACER FDS TR | $288.4M |