Honkamp Krueger Financial Services
Latest statistics and disclosures from Avantax Planning Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, SCHV, SCHD, SCHZ, SCHF, and represent 41.81% of Avantax Planning Partners's stock portfolio.
- Added to shares of these 10 stocks: SPTL (+$99M), AVEM (+$23M), MDYG (+$17M), MDYV (+$17M), SCHF (+$9.3M), NVDA (+$9.2M), AVUV (+$7.8M), JEPI (+$7.8M), JCPB (+$5.3M), JPEM.
- Started 31 new stock positions in CBZ, FPE, USM, LUNR, WBD, GPN, PLUG, JPIE, SFM, CERO.
- Reduced shares in these 10 stocks: SCHG (-$30M), IEMG (-$23M), ACEL (-$19M), IWP (-$16M), IWS (-$14M), SCHZ (-$9.0M), SCHV (-$5.7M), UCON (-$5.3M), IWN, SLYV.
- Sold out of its positions in ACEL, AISPW, AKTS, BALL, CARR, DMTKQ, DG, DLTR, ECL, HEES.
- Avantax Planning Partners was a net buyer of stock by $17M.
- Avantax Planning Partners has $3.1B in assets under management (AUM), dropping by 0.76%.
- Central Index Key (CIK): 0001005441
Tip: Access up to 7 years of quarterly data
Positions held by Honkamp Krueger Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Avantax Planning Partners
Avantax Planning Partners holds 471 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 14.6 | $453M | -6% | 4.5M | 100.84 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 9.6 | $298M | 4.0M | 74.08 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 8.9 | $278M | 3.6M | 77.76 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 5.0 | $155M | -5% | 3.4M | 45.58 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.8 | $117M | +8% | 3.1M | 38.42 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 3.2 | $99M | NEW | 3.6M | 27.22 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.8 | $87M | +9% | 966k | 89.72 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 2.2 | $69M | -3% | 2.7M | 25.44 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.7 | $54M | -3% | 1.9M | 28.31 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 1.5 | $47M | -4% | 914k | 51.06 |
|
| Apple (AAPL) | 1.3 | $40M | -4% | 189k | 210.62 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $40M | -2% | 218k | 182.55 |
|
| Alps Etf Tr Intl Sec Dv Dog (IDOG) | 1.2 | $36M | +2% | 1.2M | 29.68 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $35M | +4% | 327k | 106.55 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 1.1 | $34M | +10% | 393k | 85.86 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $32M | -5% | 89k | 364.51 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.0 | $30M | -7% | 504k | 60.30 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $28M | -4% | 584k | 48.74 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.9 | $28M | -2% | 547k | 50.38 |
|
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 0.8 | $26M | 1.1M | 24.18 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.8 | $24M | -3% | 473k | 51.65 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.8 | $24M | +48% | 423k | 56.68 |
|
| Microsoft Corporation (MSFT) | 0.8 | $23M | -9% | 52k | 446.95 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.7 | $23M | NEW | 373k | 61.09 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.7 | $23M | +297% | 269k | 84.06 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $20M | -3% | 378k | 52.06 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $20M | -11% | 449k | 43.76 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.6 | $20M | +616% | 269k | 72.94 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.6 | $19M | +26% | 237k | 81.28 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $19M | 581k | 32.24 |
|
|
| Broadcom (AVGO) | 0.5 | $17M | -6% | 10k | 1605.50 |
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $14M | -61% | 269k | 53.53 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $14M | -52% | 130k | 110.35 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.5 | $14M | +28% | 302k | 47.12 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $14M | -2% | 153k | 92.54 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $14M | -12% | 70k | 202.26 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $14M | -20% | 174k | 78.31 |
|
| Coca-Cola Company (KO) | 0.4 | $13M | +2% | 205k | 63.65 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $13M | +2% | 274k | 46.77 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $12M | -4% | 128k | 97.07 |
|
| Merck & Co (MRK) | 0.4 | $12M | 98k | 123.80 |
|
|
| Abbvie (ABBV) | 0.4 | $12M | 68k | 171.52 |
|
|
| Texas Instruments Incorporated (TXN) | 0.4 | $11M | +6% | 59k | 194.53 |
|
| Home Depot (HD) | 0.4 | $11M | +5% | 33k | 344.24 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $11M | -5% | 75k | 150.43 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.4 | $11M | -56% | 93k | 120.74 |
|
| Chevron Corporation (CVX) | 0.4 | $11M | +4% | 71k | 156.42 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.3 | $11M | 204k | 53.04 |
|
|
| Exxon Mobil Corporation (XOM) | 0.3 | $11M | -2% | 92k | 115.12 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $11M | +713% | 85k | 123.54 |
|
| Pepsi (PEP) | 0.3 | $11M | +3% | 64k | 164.93 |
|
| Procter & Gamble Company (PG) | 0.3 | $10M | +3% | 62k | 164.92 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.3 | $10M | -15% | 136k | 74.89 |
|
| Verizon Communications (VZ) | 0.3 | $10M | +3% | 245k | 41.24 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $10M | -2% | 19k | 544.22 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $10M | -8% | 12k | 850.00 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $9.8M | -7% | 196k | 50.11 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $9.6M | -27% | 63k | 152.30 |
|
| Pfizer (PFE) | 0.3 | $9.6M | +5% | 343k | 27.98 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.3 | $9.5M | -35% | 390k | 24.45 |
|
| International Business Machines (IBM) | 0.3 | $9.5M | -2% | 55k | 172.95 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $9.1M | 103k | 88.12 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $8.9M | -6% | 86k | 104.55 |
|
| Fastenal Company (FAST) | 0.3 | $8.9M | +14% | 142k | 62.84 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $8.6M | -4% | 35k | 250.13 |
|
| Cisco Systems (CSCO) | 0.3 | $8.4M | +7% | 177k | 47.51 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $8.0M | 68k | 118.60 |
|
|
| Deere & Company (DE) | 0.3 | $7.9M | +17% | 21k | 373.64 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $7.5M | -4% | 33k | 229.56 |
|
| Valero Energy Corporation (VLO) | 0.2 | $7.5M | 48k | 156.76 |
|
|
| Amgen (AMGN) | 0.2 | $7.5M | 24k | 312.45 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $7.5M | -2% | 18k | 406.80 |
|
| Johnson & Johnson (JNJ) | 0.2 | $7.4M | -6% | 51k | 146.16 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $7.4M | 46k | 160.41 |
|
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $7.0M | +6% | 291k | 23.98 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $6.8M | 15k | 467.11 |
|
|
| BlackRock (BLK) | 0.2 | $6.5M | +2% | 8.3k | 787.37 |
|
| Altria (MO) | 0.2 | $6.4M | +2% | 142k | 45.55 |
|
| Bank of America Corporation (BAC) | 0.2 | $6.4M | -2% | 160k | 39.77 |
|
| Amazon (AMZN) | 0.2 | $6.2M | -12% | 32k | 193.25 |
|
| United Parcel Service CL B (UPS) | 0.2 | $6.1M | +11% | 44k | 136.85 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $5.8M | -17% | 22k | 262.53 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $5.3M | -3% | 29k | 182.15 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $5.3M | 134k | 39.70 |
|
|
| EOG Resources (EOG) | 0.2 | $5.3M | 42k | 125.87 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $5.3M | -5% | 21k | 254.85 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.2 | $5.3M | NEW | 113k | 46.33 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $5.2M | +7% | 11k | 479.10 |
|
| Qualcomm (QCOM) | 0.2 | $5.1M | 25k | 199.18 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $4.8M | +2% | 20k | 238.69 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $4.3M | -26% | 4.8k | 905.45 |
|
| Meta Platforms Cl A (META) | 0.1 | $4.2M | 8.2k | 504.24 |
|
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.1 | $4.1M | NEW | 77k | 54.08 |
|
| ConocoPhillips (COP) | 0.1 | $4.1M | +5% | 36k | 114.38 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.9M | 75k | 52.01 |
|
|
| 3M Company (MMM) | 0.1 | $3.9M | -2% | 38k | 102.19 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $3.9M | 133k | 28.91 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $3.8M | 50k | 76.57 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $3.8M | -41% | 6.9k | 553.03 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $3.8M | -11% | 21k | 182.52 |
|
| Tesla Motors (TSLA) | 0.1 | $3.8M | 19k | 197.88 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $3.6M | -12% | 60k | 60.45 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $3.6M | -9% | 308k | 11.55 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $3.5M | 93k | 37.79 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $3.5M | +4% | 15k | 236.96 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.4M | -8% | 81k | 42.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.4M | -5% | 5.9k | 576.59 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $3.2M | +66% | 23k | 138.20 |
|
| Visa Com Cl A (V) | 0.1 | $3.2M | -8% | 12k | 262.47 |
|
| Southern Company (SO) | 0.1 | $3.0M | -9% | 39k | 77.57 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.0M | -5% | 22k | 141.20 |
|
| UnitedHealth (UNH) | 0.1 | $2.9M | -14% | 5.8k | 509.26 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $2.9M | -2% | 94k | 31.13 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.9M | 46k | 64.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.9M | -9% | 11k | 267.51 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $2.9M | 71k | 40.43 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.9M | -3% | 58k | 49.42 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $2.9M | -29% | 52k | 54.49 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.1 | $2.8M | +9% | 123k | 23.24 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $2.8M | -52% | 103k | 27.67 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $2.8M | -33% | 117k | 23.82 |
|
| Phillips 66 (PSX) | 0.1 | $2.8M | +3% | 20k | 141.17 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.8M | +6% | 43k | 64.25 |
|
| Applied Materials (AMAT) | 0.1 | $2.7M | -6% | 12k | 235.99 |
|
| Abbott Laboratories (ABT) | 0.1 | $2.7M | -5% | 26k | 103.91 |
|
| Principal Financial (PFG) | 0.1 | $2.7M | 35k | 78.45 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.7M | -2% | 31k | 88.11 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.6M | +4% | 39k | 67.71 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.5M | +6% | 4.6k | 547.21 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.5M | 37k | 67.56 |
|
|
| TJX Companies (TJX) | 0.1 | $2.4M | 22k | 110.10 |
|
|
| Caterpillar (CAT) | 0.1 | $2.3M | -5% | 6.9k | 333.11 |
|
| Genuine Parts Company (GPC) | 0.1 | $2.3M | +6% | 17k | 138.32 |
|
| Prudential Financial (PRU) | 0.1 | $2.2M | -30% | 19k | 117.19 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $2.2M | 87k | 25.42 |
|
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $2.2M | -13% | 26k | 84.59 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $2.2M | +2% | 12k | 183.42 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.1 | $2.2M | -38% | 96k | 22.44 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $2.1M | -39% | 86k | 24.77 |
|
| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.1 | $2.1M | -37% | 88k | 24.00 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $2.1M | 32k | 65.64 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.1M | -2% | 12k | 174.47 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.0M | -4% | 11k | 182.00 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $2.0M | 8.7k | 226.24 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | 3.5k | 555.54 |
|
|
| Linde SHS (LIN) | 0.1 | $1.9M | 4.3k | 438.81 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.8M | +36% | 6.9k | 266.01 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.8M | -4% | 11k | 162.22 |
|
| Black Hills Corporation (BKH) | 0.1 | $1.8M | 33k | 54.38 |
|
|
| Target Corporation (TGT) | 0.1 | $1.8M | 12k | 148.03 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $1.8M | 17k | 103.46 |
|
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $1.7M | -24% | 40k | 43.56 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $1.7M | 6.6k | 257.28 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $1.7M | 29k | 58.85 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.7M | 21k | 78.78 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | -45% | 17k | 100.23 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.6M | -14% | 24k | 68.53 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.6M | -6% | 7.6k | 215.01 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.6M | -16% | 5.6k | 290.12 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $1.6M | -60% | 52k | 30.85 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.6M | -32% | 7.7k | 202.88 |
|
| Casey's General Stores (CASY) | 0.1 | $1.6M | 4.1k | 381.57 |
|
|
| Netflix (NFLX) | 0.1 | $1.6M | -7% | 2.3k | 674.91 |
|
| Booking Holdings (BKNG) | 0.0 | $1.5M | -7% | 385.00 | 3964.32 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $1.5M | -16% | 3.0k | 500.18 |
|
| Alliant Energy Corporation (LNT) | 0.0 | $1.5M | 29k | 50.90 |
|
|
| Rockwell Automation (ROK) | 0.0 | $1.5M | -3% | 5.4k | 275.30 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $1.5M | -5% | 37k | 39.27 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.4M | -2% | 20k | 72.05 |
|
| Lam Research Corporation (LRCX) | 0.0 | $1.4M | +3% | 1.3k | 1064.72 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $1.4M | 60k | 23.22 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $1.4M | -14% | 2.6k | 535.08 |
|
| Union Pacific Corporation (UNP) | 0.0 | $1.4M | -12% | 6.2k | 226.24 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $1.4M | -19% | 22k | 62.87 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.0 | $1.4M | -9% | 46k | 30.36 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.4M | 12k | 112.37 |
|
|
| salesforce (CRM) | 0.0 | $1.4M | 5.3k | 257.12 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.3M | 17k | 78.33 |
|
|
| WesBan (WSBC) | 0.0 | $1.3M | +10% | 48k | 27.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.3M | -3% | 23k | 58.52 |
|
| Nextera Energy (NEE) | 0.0 | $1.3M | +2% | 19k | 70.81 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $1.3M | 86k | 15.36 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $1.3M | 35k | 37.95 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $1.3M | 10k | 127.18 |
|
|
| Boeing Company (BA) | 0.0 | $1.3M | -3% | 7.2k | 182.01 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.3M | -9% | 4.3k | 303.39 |
|
| Workiva Com Cl A (WK) | 0.0 | $1.3M | 18k | 72.99 |
|
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $1.3M | -3% | 58k | 21.82 |
|
| Servicenow (NOW) | 0.0 | $1.3M | -5% | 1.6k | 786.75 |
|
| At&t (T) | 0.0 | $1.3M | +20% | 66k | 19.11 |
|
| McKesson Corporation (MCK) | 0.0 | $1.2M | +2% | 2.0k | 584.15 |
|
| Emerson Electric (EMR) | 0.0 | $1.2M | -2% | 11k | 110.16 |
|
| Walt Disney Company (DIS) | 0.0 | $1.2M | -3% | 12k | 99.29 |
|
| American Tower Reit (AMT) | 0.0 | $1.1M | +3% | 5.8k | 194.37 |
|
| Starbucks Corporation (SBUX) | 0.0 | $1.1M | 15k | 77.85 |
|
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $1.1M | 13k | 84.04 |
|
|
| Philip Morris International (PM) | 0.0 | $1.1M | -3% | 11k | 101.33 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.0 | $1.1M | -14% | 28k | 38.70 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $1.1M | -38% | 48k | 22.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.1M | +3% | 2.5k | 441.24 |
|
| Intuit (INTU) | 0.0 | $1.1M | 1.6k | 657.33 |
|
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $1.1M | -2% | 27k | 39.34 |
|
| Fiserv (FI) | 0.0 | $1.1M | NEW | 7.1k | 149.04 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $1.0M | -11% | 22k | 47.19 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $1.0M | +12% | 2.8k | 374.01 |
|
| Hubbell (HUBB) | 0.0 | $1.0M | 2.8k | 365.48 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.0M | 2.0k | 505.81 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $1.0M | -71% | 19k | 53.56 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $999k | 9.8k | 102.30 |
|
|
| Intel Corporation (INTC) | 0.0 | $978k | -8% | 32k | 30.97 |
|
| American Express Company (AXP) | 0.0 | $961k | -5% | 4.1k | 231.57 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $955k | -16% | 12k | 81.16 |
|
| Trane Technologies SHS (TT) | 0.0 | $949k | -4% | 2.9k | 328.93 |
|
| Waste Management (WM) | 0.0 | $942k | -21% | 4.4k | 213.36 |
|
| Consolidated Edison (ED) | 0.0 | $939k | -22% | 11k | 89.42 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $919k | +16% | 2.1k | 444.85 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $898k | 3.5k | 259.29 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $892k | -14% | 15k | 59.39 |
|
| Synopsys (SNPS) | 0.0 | $874k | 1.5k | 595.06 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $855k | +14% | 34k | 25.13 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $844k | -26% | 26k | 32.89 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $842k | 11k | 77.14 |
|
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $824k | +4% | 17k | 47.45 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $811k | 28k | 28.67 |
|
|
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $805k | 30k | 27.04 |
|
|
| Ford Motor Company (F) | 0.0 | $801k | +2% | 64k | 12.54 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $790k | -16% | 7.9k | 100.38 |
|
| MDU Resources (MDU) | 0.0 | $772k | 31k | 25.10 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $764k | 13k | 59.20 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $758k | 6.3k | 120.98 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $748k | -63% | 28k | 26.56 |
|
| Wec Energy Group (WEC) | 0.0 | $733k | +2% | 9.3k | 78.46 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $728k | +8% | 4.2k | 173.46 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $713k | -6% | 6.3k | 113.46 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $709k | 20k | 36.30 |
|
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $708k | 14k | 51.30 |
|
|
| Stryker Corporation (SYK) | 0.0 | $705k | +2% | 2.1k | 340.19 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $694k | 12k | 56.88 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $687k | 7.3k | 93.81 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $686k | +53% | 18k | 39.16 |
|
| Honeywell International (HON) | 0.0 | $684k | -14% | 3.2k | 213.54 |
|
| Eaton Corp SHS (ETN) | 0.0 | $672k | 2.1k | 313.58 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $666k | -2% | 13k | 51.09 |
|
| Ishares Tr Esg Scrnd S&p Sm (XJR) | 0.0 | $664k | 18k | 37.87 |
|
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.0 | $664k | NEW | 15k | 45.46 |
|
| Caesars Entertainment (CZR) | 0.0 | $663k | 17k | 39.74 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $660k | 20k | 33.03 |
|
|
| Bayfirst Financial Corp (BAFN) | 0.0 | $652k | 56k | 11.62 |
|
|
| Lowe's Companies (LOW) | 0.0 | $647k | 2.9k | 220.47 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $646k | +2% | 26k | 24.86 |
|
| Medtronic SHS (MDT) | 0.0 | $642k | +2% | 8.2k | 78.71 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $638k | +23% | 2.6k | 242.07 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $634k | +3% | 5.1k | 123.29 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $632k | 15k | 41.11 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $632k | -15% | 24k | 26.48 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $631k | +12% | 24k | 26.05 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $626k | 25k | 24.67 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $622k | 2.0k | 308.65 |
|
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $614k | -17% | 24k | 25.32 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $612k | -3% | 9.4k | 65.44 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $608k | -62% | 5.4k | 112.63 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $608k | 5.7k | 107.11 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.0 | $603k | NEW | 35k | 17.36 |
|
| Nike CL B (NKE) | 0.0 | $595k | 7.9k | 75.37 |
|
|
| Danaher Corporation (DHR) | 0.0 | $588k | -20% | 2.4k | 249.85 |
|
| Enterprise Products Partners (EPD) | 0.0 | $579k | +2% | 20k | 28.98 |
|
| Public Service Enterprise (PEG) | 0.0 | $577k | -32% | 7.8k | 73.70 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $574k | 5.9k | 96.62 |
|
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $568k | 4.2k | 135.09 |
|
|
| General Mills (GIS) | 0.0 | $561k | -9% | 8.9k | 63.26 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $556k | 30k | 18.72 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $544k | +8% | 3.1k | 173.81 |
|
| Sempra Energy (SRE) | 0.0 | $543k | 7.1k | 76.06 |
|
|
| CSX Corporation (CSX) | 0.0 | $541k | 16k | 33.45 |
|
|
| Cummins (CMI) | 0.0 | $539k | 1.9k | 276.99 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $526k | +2% | 5.9k | 89.31 |
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $525k | 7.9k | 66.68 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $522k | +52% | 3.7k | 142.74 |
|
| Knife River Corp Common Stock (KNF) | 0.0 | $520k | 7.4k | 70.14 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $511k | -4% | 2.2k | 235.22 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $511k | -6% | 21k | 24.49 |
|
| Microchip Technology (MCHP) | 0.0 | $509k | -36% | 5.6k | 91.50 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $503k | 2.8k | 182.40 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $498k | -21% | 5.1k | 97.03 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $497k | 473.00 | 1051.03 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $496k | 3.3k | 150.50 |
|
|
| Micron Technology (MU) | 0.0 | $490k | +33% | 3.7k | 131.54 |
|
| Norfolk Southern (NSC) | 0.0 | $489k | 2.3k | 214.69 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $488k | -11% | 6.6k | 73.69 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $487k | 18k | 27.44 |
|
|
| Allstate Corporation (ALL) | 0.0 | $483k | 3.0k | 159.66 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $483k | -7% | 586.00 | 824.51 |
|
| Premier Cl A (PINC) | 0.0 | $482k | 26k | 18.67 |
|
|
| Oneok (OKE) | 0.0 | $476k | 5.8k | 81.55 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $470k | +14% | 18k | 25.72 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $468k | 14k | 33.40 |
|
|
| Flex Ord (FLEX) | 0.0 | $466k | 16k | 29.49 |
|
|
| Vir Biotechnology (VIR) | 0.0 | $457k | 51k | 8.90 |
|
|
| PNC Financial Services (PNC) | 0.0 | $457k | 2.9k | 155.49 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $454k | +3% | 1.5k | 298.43 |
|
| Global Payments (GPN) | 0.0 | $453k | NEW | 4.7k | 96.70 |
|
| Erie Indty Cl A (ERIE) | 0.0 | $451k | +9% | 1.2k | 362.54 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $444k | 1.7k | 260.70 |
|
|
| Travelers Companies (TRV) | 0.0 | $440k | -6% | 2.2k | 203.29 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $439k | -30% | 13k | 33.72 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $431k | +25% | 27k | 16.22 |
|
| Williams Companies (WMB) | 0.0 | $428k | -7% | 10k | 42.50 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $428k | -22% | 17k | 25.01 |
|
| L3harris Technologies (LHX) | 0.0 | $424k | +4% | 1.9k | 224.58 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $423k | +2% | 11k | 38.50 |
|
| Constellation Energy (CEG) | 0.0 | $420k | 2.1k | 200.27 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $420k | -2% | 3.4k | 123.81 |
|
| Dupont De Nemours (DD) | 0.0 | $416k | 5.2k | 80.48 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $416k | 12k | 35.08 |
|
|
| Paychex (PAYX) | 0.0 | $415k | +4% | 3.5k | 118.56 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $415k | 2.0k | 203.03 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $414k | -11% | 4.1k | 99.88 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $414k | 8.5k | 48.54 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $412k | 2.0k | 210.76 |
|
|
| RPM International (RPM) | 0.0 | $409k | -19% | 3.8k | 107.68 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $406k | 50k | 8.17 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $395k | -16% | 9.5k | 41.53 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $389k | +8% | 9.7k | 40.23 |
|
| International Paper Company (IP) | 0.0 | $388k | +40% | 9.0k | 43.15 |
|
| W.W. Grainger (GWW) | 0.0 | $381k | +4% | 422.00 | 902.24 |
|
| Garmin SHS (GRMN) | 0.0 | $377k | -9% | 2.3k | 162.93 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $372k | -44% | 15k | 25.02 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $371k | 4.8k | 77.01 |
|
|
| Cbiz (CBZ) | 0.0 | $371k | NEW | 5.0k | 74.10 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $366k | 4.4k | 82.82 |
|
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $361k | -13% | 10k | 34.66 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $360k | -2% | 4.4k | 81.08 |
|
| Celanese Corporation (CE) | 0.0 | $356k | 2.6k | 134.89 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $355k | +2% | 12k | 30.46 |
|
| Coherent Corp (COHR) | 0.0 | $348k | +7% | 4.8k | 72.46 |
|
| Cigna Corp (CI) | 0.0 | $348k | 1.1k | 330.57 |
|
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $348k | 7.0k | 50.03 |
|
|
| Wp Carey (WPC) | 0.0 | $345k | +7% | 6.3k | 55.05 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $344k | +20% | 1.6k | 218.00 |
|
| PPG Industries (PPG) | 0.0 | $343k | +3% | 2.7k | 125.90 |
|
| Snap-on Incorporated (SNA) | 0.0 | $342k | 1.3k | 261.47 |
|
|
| American Electric Power Company (AEP) | 0.0 | $336k | -17% | 3.8k | 87.73 |
|
| Ge Aerospace Com New (GE) | 0.0 | $336k | -2% | 2.1k | 158.96 |
|
| Nucor Corporation (NUE) | 0.0 | $333k | 2.1k | 158.09 |
|
|
| Heartland Financial USA (HTLF) | 0.0 | $330k | 7.4k | 44.45 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $328k | 2.2k | 152.05 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $326k | 12k | 26.57 |
|
|
| Republic Services (RSG) | 0.0 | $325k | 1.7k | 194.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $324k | 4.0k | 80.63 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $320k | -12% | 5.8k | 54.99 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $320k | +4900% | 5.1k | 62.65 |
|
| Morgan Stanley Com New (MS) | 0.0 | $318k | -10% | 3.3k | 97.19 |
|
| First Interstate Bancsystem (FIBK) | 0.0 | $314k | 11k | 27.77 |
|
|
| FedEx Corporation (FDX) | 0.0 | $313k | 1.0k | 299.70 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $307k | 5.1k | 60.08 |
|
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $304k | 2.5k | 119.32 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $303k | NEW | 3.3k | 91.14 |
|
| Old Republic International Corporation (ORI) | 0.0 | $301k | +15% | 9.7k | 30.90 |
|
| Paypal Holdings (PYPL) | 0.0 | $300k | 5.2k | 58.03 |
|
|
| Clorox Company (CLX) | 0.0 | $299k | -2% | 2.2k | 136.47 |
|
| Dow (DOW) | 0.0 | $298k | -2% | 5.6k | 53.05 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $298k | -11% | 1.5k | 192.63 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $298k | 4.4k | 68.14 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $294k | NEW | 5.6k | 52.88 |
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $291k | 16k | 18.61 |
|
|
| Enbridge (ENB) | 0.0 | $288k | +4% | 8.1k | 35.59 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $285k | NEW | 6.9k | 41.53 |
|
| Citigroup Com New (C) | 0.0 | $284k | 4.5k | 63.46 |
|
|
| Newmont Mining Corporation (NEM) | 0.0 | $283k | -62% | 6.7k | 41.87 |
|
| Timken Company (TKR) | 0.0 | $280k | 3.5k | 80.13 |
|
|
| United States Cellular Corporation (USM) | 0.0 | $279k | NEW | 5.0k | 55.82 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $278k | -5% | 8.8k | 31.41 |
|
| Becton, Dickinson and (BDX) | 0.0 | $274k | +6% | 1.2k | 233.71 |
|
| Silverback Therapeutics (SPRY) | 0.0 | $274k | 32k | 8.51 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $272k | -22% | 1.6k | 173.36 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $271k | -3% | 2.0k | 138.20 |
|
| Curtiss-Wright (CW) | 0.0 | $269k | +11% | 992.00 | 270.94 |
|
| Hartford Financial Services (HIG) | 0.0 | $268k | -6% | 2.7k | 100.54 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $268k | -39% | 5.0k | 53.24 |
|
| Essex Property Trust (ESS) | 0.0 | $266k | -4% | 977.00 | 272.20 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $265k | 13k | 21.17 |
|
|
| Pembina Pipeline Corp (PBA) | 0.0 | $265k | 7.1k | 37.08 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $264k | -3% | 7.3k | 36.10 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $261k | +6% | 6.8k | 38.29 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $260k | +106% | 3.9k | 67.37 |
|
| Extra Space Storage (EXR) | 0.0 | $260k | 1.7k | 155.41 |
|
|
| Best Buy (BBY) | 0.0 | $260k | -6% | 3.1k | 84.29 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $258k | -9% | 4.4k | 59.07 |
|
| Tc Energy Corp (TRP) | 0.0 | $258k | 6.8k | 37.90 |
|
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $256k | 1.3k | 197.39 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $254k | -2% | 3.3k | 77.62 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.0 | $252k | NEW | 6.2k | 40.75 |
|
| Gilead Sciences (GILD) | 0.0 | $252k | 3.7k | 68.61 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $252k | 5.3k | 47.37 |
|
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $250k | 14k | 17.86 |
|
|
| Exelon Corporation (EXC) | 0.0 | $250k | 7.2k | 34.61 |
|
|
| Public Storage (PSA) | 0.0 | $249k | 867.00 | 287.65 |
|
|
| American States Water Company (AWR) | 0.0 | $248k | 3.4k | 72.57 |
|
|
| PPL Corporation (PPL) | 0.0 | $247k | 8.9k | 27.65 |
|
|
| Shopify Cl A (SHOP) | 0.0 | $246k | 3.7k | 66.05 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $244k | +4% | 5.2k | 47.40 |
|
| Corteva (CTVA) | 0.0 | $241k | -3% | 4.5k | 53.95 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $240k | 807.00 | 297.54 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $239k | -75% | 12k | 19.97 |
|
| MetLife (MET) | 0.0 | $236k | -8% | 3.4k | 70.20 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $235k | +2% | 539.00 | 435.95 |
|
| Omni (OMC) | 0.0 | $234k | 2.6k | 89.70 |
|
|
| Kkr & Co (KKR) | 0.0 | $233k | -34% | 2.2k | 105.24 |
|
| Shell Spon Ads (SHEL) | 0.0 | $232k | 3.2k | 72.19 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $231k | 1.1k | 214.85 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $230k | 5.9k | 38.85 |
|
|
| Federated Hermes CL B (FHI) | 0.0 | $230k | 7.0k | 32.88 |
|
|
| Ingersoll Rand (IR) | 0.0 | $229k | 2.5k | 90.84 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $228k | 1.7k | 137.26 |
|
|
| National Fuel Gas (NFG) | 0.0 | $227k | -4% | 4.2k | 54.19 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $227k | +8% | 3.2k | 70.94 |
|
| Centene Corporation (CNC) | 0.0 | $227k | 3.4k | 66.30 |
|
|
| Legg Mason Etf Invt Clearbrideg Lr (LRGE) | 0.0 | $227k | 3.2k | 69.82 |
|
|
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $224k | 1.2k | 180.82 |
|
|
| Cadence Bank (CADE) | 0.0 | $224k | 7.9k | 28.28 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $222k | -6% | 519.00 | 427.19 |
|
| M&T Bank Corporation (MTB) | 0.0 | $221k | 1.5k | 151.35 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $221k | -17% | 4.7k | 47.44 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.0 | $220k | NEW | 5.3k | 41.51 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $220k | 1.8k | 122.60 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $218k | +8% | 6.0k | 36.49 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $217k | -6% | 4.3k | 50.52 |
|
| Chubb (CB) | 0.0 | $217k | NEW | 851.00 | 255.08 |
|
| Cardinal Health (CAH) | 0.0 | $217k | -10% | 2.2k | 98.34 |
|
| Edwards Lifesciences (EW) | 0.0 | $216k | 2.3k | 92.37 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $214k | +6% | 9.0k | 23.73 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $213k | +7% | 2.5k | 83.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $213k | 2.0k | 106.66 |
|
|
| Church & Dwight (CHD) | 0.0 | $213k | NEW | 2.1k | 103.68 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $212k | -5% | 5.1k | 41.81 |
|
| Sprouts Fmrs Mkt (SFM) | 0.0 | $212k | NEW | 2.5k | 83.66 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $211k | 2.4k | 88.73 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $211k | -2% | 2.1k | 100.71 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $211k | +2% | 1.7k | 121.87 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.0 | $210k | 2.9k | 73.60 |
|
|
| Anthem (ELV) | 0.0 | $209k | -44% | 386.00 | 541.86 |
|
| S&p Global (SPGI) | 0.0 | $208k | NEW | 466.00 | 446.00 |
|
| LKQ Corporation (LKQ) | 0.0 | $208k | 5.0k | 41.59 |
|
|
| Innovator Etfs Trust Grwt100 Pwr Buf (NJUL) | 0.0 | $207k | NEW | 3.5k | 59.46 |
|
| Builders FirstSource (BLDR) | 0.0 | $206k | 1.5k | 138.41 |
|
|
| Quanta Services (PWR) | 0.0 | $205k | 808.00 | 254.09 |
|
|
| Barrick Gold Corp (GOLD) | 0.0 | $204k | +19% | 12k | 16.68 |
|
| Hcw Biologics (HCWB) | 0.0 | $181k | +55% | 280k | 0.65 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $167k | -7% | 18k | 9.54 |
|
| Key (KEY) | 0.0 | $163k | 11k | 14.21 |
|
|
| Bridgewater Bancshares (BWB) | 0.0 | $152k | 13k | 11.61 |
|
|
| Hanesbrands (HBI) | 0.0 | $127k | 26k | 4.93 |
|
|
| Spectral Ai Com Cl A (MDAI) | 0.0 | $113k | +114% | 64k | 1.76 |
|
| DNP Select Income Fund (DNP) | 0.0 | $98k | +5% | 12k | 8.22 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $78k | NEW | 11k | 7.44 |
|
| Mira Pharmaceuticals (MIRA) | 0.0 | $76k | NEW | 119k | 0.64 |
|
| Knightscope Class A Com (KSCP) | 0.0 | $67k | NEW | 219k | 0.31 |
|
| Lantern Pharma (LTRN) | 0.0 | $54k | 12k | 4.67 |
|
|
| Cadrenal Therapeutics (CVKD) | 0.0 | $53k | +300% | 113k | 0.47 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $49k | 12k | 4.21 |
|
|
| Intuitive Machines Class A Com (LUNR) | 0.0 | $44k | NEW | 13k | 3.30 |
|
| Nano Dimension Sponsord Ads New (NNDM) | 0.0 | $33k | NEW | 15k | 2.20 |
|
| Abvc Biopharma Com New (ABVC) | 0.0 | $30k | NEW | 39k | 0.77 |
|
| Organogenesis Hldgs (ORGO) | 0.0 | $29k | NEW | 10k | 2.80 |
|
| High Tide Com New (HITI) | 0.0 | $28k | 13k | 2.21 |
|
|
| Plug Power Com New (PLUG) | 0.0 | $25k | NEW | 11k | 2.33 |
|
| Cero Therapeutics Hldgs Class A Com (CERO) | 0.0 | $24k | NEW | 80k | 0.30 |
|
| Xilio Therapeutics (XLO) | 0.0 | $24k | NEW | 25k | 0.95 |
|
| Hub Cyber Security Ord Shs New (HUBC) | 0.0 | $15k | NEW | 18k | 0.82 |
|
| Gritstone Oncology Ord (GRTS) | 0.0 | $11k | 18k | 0.62 |
|
|
| Asensus Surgical (ASXC) | 0.0 | $4.3k | 13k | 0.33 |
|
Past Filings by Avantax Planning Partners
SEC 13F filings are viewable for Avantax Planning Partners going back to 2016
- Avantax Planning Partners 2024 Q2 filed Aug. 9, 2024
- Avantax Planning Partners 2024 Q1 filed May 3, 2024
- Avantax Planning Partners 2023 Q4 filed Feb. 9, 2024
- Avantax Planning Partners 2023 Q3 filed Nov. 6, 2023
- Avantax Planning Partners 2023 Q2 filed July 18, 2023
- Avantax Planning Partners 2023 Q1 filed April 21, 2023
- Avantax Planning Partners 2022 Q4 filed Feb. 10, 2023
- Avantax Planning Partners 2022 Q3 filed Oct. 14, 2022
- Avantax Planning Partners 2022 Q2 filed July 18, 2022
- Avantax Planning Partners 2022 Q1 filed May 9, 2022
- Avantax Planning Partners 2021 Q4 filed Jan. 28, 2022
- Avantax Planning Partners 2021 Q3 filed Oct. 27, 2021
- Avantax Planning Partners 2021 Q2 filed Aug. 10, 2021
- Avantax Planning Partners 2021 Q1 filed May 6, 2021
- Avantax Planning Partners 2020 Q4 filed Feb. 4, 2021
- Honkamp Krueger Financial Services 2020 Q3 filed Oct. 28, 2020