Avantax Planning Partners, Inc. Q4 2023 Filing
Filed February 9, 2024
Portfolio Value
$2.6B
Holdings
372
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (372 positions)
| Stock | Value |
|---|---|
VBVANGUARD INDEX FDS | $288K |
OMCOMNICOM GROUP INC | $288K |
WMBWILLIAMS COS INC | $287K |
AQLTISHARES TR | $286K |
IWVISHARES TR | $281K |
REGNREGENERON PHARMACEUTICALS | $280K |
ORIOLD REP INTL CORP | $279K |
SRESEMPRA | $279K |
FDXFEDEX CORP | $278K |
TRPTC ENERGY CORP | $278K |
TRVTRAVELERS COMPANIES INC | $277K |
SLVISHARES SILVER TR | $276K |
PPGPPG INDS INC | $265K |
CAHCARDINAL HEALTH INC | $262K |
EDCONSOLIDATED EDISON INC | $260K |
CMGCHIPOTLE MEXICAN GRILL INC | $258K |
CNCCENTENE CORP DEL | $258K |
ISTBISHARES TR | $253K |
NOCNORTHROP GRUMMAN CORP | $252K |
OTISOTIS WORLDWIDE CORP | $251K |
A4SAMERIPRISE FINL INC | $250K |
XLFISELECT SECTOR SPDR TR | $250K |
BDXBECTON DICKINSON & CO | $247K |
GPCGENUINE PARTS CO | $246K |
NVONOVO-NORDISK A S | $244K |
BLDRBUILDERS FIRSTSOURCE INC | $244K |
BPBP PLC | $243K |
PPLPEMBINA PIPELINE CORP | $241K |
TEXTEREX CORP NEW | $240K |
IJRISHARES TR | $240K |
LKQ1LKQ CORP | $238K |
AGMFEDERAL AGRIC MTG CORP | $237K |
IWRISHARES TR | $235K |
CADECADENCE BANK | $234K |
ESSESSEX PPTY TR INC | $234K |
IPINTERNATIONAL PAPER CO | $232K |
KEYKEYCORP | $230K |
NUMGNUSHARES ETF TR | $229K |
HIHILLENBRAND INC | $228K |
HPEHEWLETT PACKARD ENTERPRISE C | $228K |
DFASDIMENSIONAL ETF TRUST | $226K |
HEESEURH & E EQUIPMENT SERVICES INC | $224K |
IBBISHARES TR | $222K |
MTGMGIC INVT CORP WIS | $221K |
MUMICRON TECHNOLOGY INC | $221K |
AVTAVNET INC | $220K |
HCWBHCW BIOLOGICS INC | $220K |
WPCWP CAREY INC | $219K |
CTVACORTEVA INC | $218K |
PAAPLAINS ALL AMERN PIPELINE L | $212K |
XLISELECT SECTOR SPDR TR | $207K |
DALDELTA AIR LINES INC DEL | $207K |
XLVSELECT SECTOR SPDR TR | $205K |
RWRSPDR SER TR | $205K |
TRVCCITIGROUP INC | $204K |
PXDEURPIONEER NAT RES CO | $204K |
IRINGERSOLL RAND INC | $204K |
MCXMCCORMICK & CO INC | $203K |
FTAFIRST TR LRG CP VL ALPHADEX | $202K |
IBTGISHARES TR | $201K |
HSYHERSHEY CO | $201K |
QQQEDIREXION SHS ETF TR | $201K |
GSKGSK PLC | $200K |
ETENERGY TRANSFER L P | $188K |
SPRYARS PHARMACEUTICALS INC | $176K |
AGNCAGNC INVT CORP | $152K |
RQICOHEN & STEERS QUALITY INCOM | $144K |
HN9HANESBRANDS INC | $115K |
DNPDNP SELECT INCOME FD INC | $95K |
TRXCEURASENSUS SURGICAL INC | $36K |
HITIHIGH TIDE INC | $21K |
—NIKOLA CORP | $9K |
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