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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 39.49% of Avantax Planning Partners's stock portfolio.
Added to shares of these 10 stocks: SCHF (+$13M), SCHD (+$10M), SCHZ (+$6.2M), BPRE (+$5.3M), COST (+$5.1M), MDYV (+$5.0M), MUB, JMUB, AVEM, SPTL.
Started 27 new stock positions in VCR, FV, NXT, BPRE, VAW, ICLN, EW, UL, BDX, SWBI.
Reduced shares in these 10 stocks: DFAC, SCHG, CWI, IWF, VWO, FMB, MSFT, VIG, VXUS, HYD.
Sold out of its positions in ALE, AWR, CALM, CARR, COIN, CL, DKS, DD, HNI, HBI.
Avantax Planning Partners was a net buyer of stock by $44M.
Avantax Planning Partners has $3.6B in assets under management (AUM), dropping by 2.51%.
Central Index Key (CIK): 0001005441

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Portfolio Holdings for Avantax Planning Partners

Avantax Planning Partners holds 437 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	13.6	$486M		15M	32.62	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.4	$302M		10M	29.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.8	$277M	+3%	10M	27.43	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.9	$174M	+3%	7.4M	23.37	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.8	$173M	+7%	7.2M	24.04	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.2	$114M	+3%	2.3M	48.70	View chart
Spdr Series Trust State Street Spd (SPTL)	3.1	$111M	+4%	4.2M	26.47	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$88M	+3%	859k	101.98	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$85M	+5%	1.1M	77.02	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.3	$81M	-4%	2.3M	35.92	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.2	$77M	+2%	1.6M	47.35	View chart
Spdr Series Trust State Street Spd (MDYV)	2.1	$76M	+7%	893k	84.65	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.8	$63M	+7%	1.3M	50.50	View chart
Ishares Tr National Mun Etf (MUB)	1.5	$54M	+9%	503k	107.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$50M	-3%	225k	219.78	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.2	$44M	-5%	854k	51.13	View chart
Spdr Series Trust State Street Spd (HYMB)	1.2	$42M	-2%	1.7M	24.94	View chart
Apple (AAPL)	1.1	$40M		147k	271.86	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.0	$36M	-2%	943k	38.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$34M	-8%	72k	473.30	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$34M	-4%	448k	75.44	View chart
Spdr Series Trust State Street Spd (SPYV)	0.9	$31M	-4%	540k	56.81	View chart
Spdr Series Trust State Street Spd (SLYG)	0.8	$30M	+8%	317k	94.19	View chart
Spdr Series Trust State Street Spd (MDYG)	0.7	$27M	+17%	289k	92.43	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$23M	-2%	186k	123.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$22M		386k	57.24	View chart
Microsoft Corporation (MSFT)	0.6	$20M	-9%	42k	483.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$18M		193k	91.45	View chart
NVIDIA Corporation (NVDA)	0.5	$18M		94k	186.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$18M		54k	323.01	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$17M	-4%	188k	90.97	View chart
JPMorgan Chase & Co. (JPM)	0.5	$17M		51k	322.22	View chart
Broadcom (AVGO)	0.5	$16M		47k	346.10	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.5	$16M	-5%	160k	100.83	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$16M	-2%	114k	136.94	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$15M	-6%	51k	302.11	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$15M	-4%	468k	32.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$15M	-3%	107k	141.05	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$14M		420k	32.89	View chart
Abbvie (ABBV)	0.4	$13M		58k	228.49	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$13M	-4%	46k	279.14	View chart
Coca-Cola Company (KO)	0.4	$13M		180k	69.91	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$12M	-7%	228k	52.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$12M	-27%	301k	39.59	View chart
Amazon (AMZN)	0.3	$12M		51k	230.82	View chart
Merck & Co (MRK)	0.3	$12M		112k	105.26	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$12M	-2%	227k	51.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$12M	-18%	217k	53.76	View chart
Fastenal Company (FAST)	0.3	$11M		283k	40.13	View chart
Deere & Company (DE)	0.3	$11M		24k	465.57	View chart
Cisco Systems (CSCO)	0.3	$11M		144k	77.03	View chart
International Business Machines (IBM)	0.3	$11M		37k	296.21	View chart
Exxon Mobil Corporation (XOM)	0.3	$11M	+2%	89k	120.34	View chart
Home Depot (HD)	0.3	$11M	+2%	31k	344.10	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$10M	-4%	155k	67.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$10M		15k	681.94	View chart
Amgen (AMGN)	0.3	$10M		31k	327.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$10M	+2%	70k	143.52	View chart
Johnson & Johnson (JNJ)	0.3	$10M		49k	206.95	View chart
Chevron Corporation (CVX)	0.3	$9.9M		65k	152.41	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$9.5M		53k	177.37	View chart
Lockheed Martin Corporation (LMT)	0.3	$9.3M		19k	483.67	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$9.3M		91k	101.67	View chart
Costco Wholesale Corporation (COST)	0.3	$9.2M	+126%	11k	862.37	View chart
Verizon Communications (VZ)	0.3	$9.0M	+3%	221k	40.73	View chart
Pepsi (PEP)	0.3	$9.0M	+11%	63k	143.52	View chart
Texas Instruments Incorporated (TXN)	0.3	$8.9M		52k	173.49	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$8.6M	-15%	168k	51.12	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$8.3M	-3%	107k	77.88	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$8.1M	-4%	81k	99.88	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$8.0M		26k	313.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$7.9M		41k	190.99	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$7.5M	-4%	148k	50.29	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$7.4M		123k	60.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$7.4M	+2%	12k	614.29	View chart
Procter & Gamble Company (PG)	0.2	$7.4M	-2%	52k	143.31	View chart
Valero Energy Corporation (VLO)	0.2	$7.4M		45k	162.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$7.3M	+3%	15k	502.65	View chart
Tesla Motors (TSLA)	0.2	$7.2M		16k	449.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$6.9M	-6%	96k	71.41	View chart
Altria (MO)	0.2	$6.7M		117k	57.66	View chart
Eli Lilly & Co. (LLY)	0.2	$6.5M		6.1k	1074.63	View chart
Pfizer (PFE)	0.2	$6.3M	+5%	254k	24.90	View chart
Blackrock (BLK)	0.2	$6.3M		5.8k	1070.29	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$6.3M	-2%	160k	39.11	View chart
Bank of America Corporation (BAC)	0.2	$6.1M		111k	55.00	View chart
United Parcel Service CL B (UPS)	0.2	$5.9M	+25%	60k	99.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$5.8M		32k	181.21	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$5.6M	-11%	52k	106.70	View chart
McDonald's Corporation (MCD)	0.2	$5.5M		18k	305.62	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$5.3M	NEW	354k	15.00	View chart
Us Bancorp Del Com New (USB)	0.1	$4.9M		92k	53.36	View chart
Meta Platforms Cl A (META)	0.1	$4.3M	-11%	6.6k	660.09	View chart
EOG Resources (EOG)	0.1	$4.2M	+6%	41k	105.01	View chart
Visa Com Cl A (V)	0.1	$4.2M	+5%	12k	350.70	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$4.2M	-9%	172k	24.33	View chart
Qualcomm (QCOM)	0.1	$4.1M		24k	171.05	View chart
Bristol Myers Squibb (BMY)	0.1	$4.0M	+7%	75k	53.94	View chart
Casey's General Stores (CASY)	0.1	$4.0M	+75%	7.2k	552.71	View chart
Caterpillar (CAT)	0.1	$3.9M	+8%	6.8k	572.90	View chart
M&T Bank Corporation (MTB)	0.1	$3.9M		19k	201.48	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.7M		91k	40.63	View chart
Oracle Corporation (ORCL)	0.1	$3.7M	+5%	19k	194.91	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.7M	-7%	67k	54.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.6M		11k	335.28	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$3.6M		45k	80.22	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$3.5M	-11%	26k	136.73	View chart
Wal-Mart Stores (WMT)	0.1	$3.5M	+7%	31k	111.41	View chart
Southern Company (SO)	0.1	$3.4M		39k	87.20	View chart
Oneok (OKE)	0.1	$3.3M	+16%	46k	73.50	View chart
Slide Ins Hldgs (SLDE)	0.1	$3.3M	+812%	168k	19.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.2M	-14%	15k	211.79	View chart
Principal Financial (PFG)	0.1	$3.1M		35k	88.21	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$3.1M	+118%	22k	143.97	View chart
TJX Companies (TJX)	0.1	$3.1M		20k	153.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.1M		9.7k	313.81	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.9M	-2%	5.1k	579.47	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.9M	+11%	7.4k	396.31	View chart
ConocoPhillips (COP)	0.1	$2.9M		31k	93.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.8M	-2%	45k	62.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.8M		38k	74.07	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.7M	+6%	27k	100.89	View chart
Advanced Micro Devices (AMD)	0.1	$2.6M		12k	214.17	View chart
Abbott Laboratories (ABT)	0.1	$2.4M	-19%	19k	125.29	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.4M		3.8k	627.08	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$2.3M		23k	101.82	View chart
Applied Materials (AMAT)	0.1	$2.3M		8.9k	256.99	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.2M	-4%	55k	39.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.1M		9.9k	210.34	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.0M		12k	171.18	View chart
UnitedHealth (UNH)	0.1	$2.0M	+3%	6.0k	330.10	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$2.0M		78k	25.17	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$1.9M	-2%	170k	11.24	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.9M	-7%	20k	96.88	View chart
Archer Daniels Midland Company (ADM)	0.1	$1.9M	-5%	33k	57.49	View chart
Phillips 66 (PSX)	0.1	$1.9M	-2%	14k	129.04	View chart
Alliant Energy Corporation (LNT)	0.1	$1.8M	+10%	28k	65.01	View chart
Linde SHS (LIN)	0.1	$1.8M	+3%	4.3k	426.43	View chart
Black Hills Corporation (BKH)	0.1	$1.8M	-11%	26k	69.42	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.8M		2.0k	878.81	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$1.8M		20k	90.00	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.8M	+10%	5.0k	350.01	View chart
Philip Morris International (PM)	0.0	$1.8M		11k	160.39	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.0	$1.7M	-3%	95k	18.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.7M		7.0k	246.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$1.7M	-35%	2.3k	753.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.7M		7.9k	212.06	View chart
salesforce (CRM)	0.0	$1.7M	+3%	6.2k	264.89	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.6M	-3%	12k	139.34	View chart
WesBan (WSBC)	0.0	$1.6M		48k	33.24	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.6M		9.0k	177.75	View chart
Booking Holdings (BKNG)	0.0	$1.6M	+7%	299.00	5359.39	View chart
Rockwell Automation (ROK)	0.0	$1.6M	-6%	4.1k	389.10	View chart
McKesson Corporation (MCK)	0.0	$1.6M		1.9k	820.21	View chart
Netflix (NFLX)	0.0	$1.5M	+977%	16k	93.76	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.5M	+100%	2.00	754800.00	View chart
Nextera Energy (NEE)	0.0	$1.5M		18k	80.28	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$1.5M		31k	46.92	View chart
Workiva Com Cl A (WK)	0.0	$1.4M		17k	86.25	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$1.4M		10k	139.16	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.4M	+19%	2.5k	570.92	View chart
Genuine Parts Company (GPC)	0.0	$1.4M	-4%	12k	122.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.4M		54k	26.23	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.4M	+11%	7.4k	183.41	View chart
Enterprise Products Partners (EPD)	0.0	$1.3M	+2%	42k	32.06	View chart
At&t (T)	0.0	$1.3M	+3%	54k	24.84	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$1.3M		58k	22.88	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$1.3M	-4%	28k	46.29	View chart
3M Company (MMM)	0.0	$1.3M	-4%	8.1k	160.09	View chart
Emerson Electric (EMR)	0.0	$1.3M	-2%	9.8k	132.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$1.3M	+8%	1.9k	684.94	View chart
Servicenow (NOW)	0.0	$1.3M	+458%	8.2k	153.19	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.3M	+3%	4.7k	268.29	View chart
Uber Technologies (UBER)	0.0	$1.3M	+13%	15k	81.71	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$1.2M	-26%	15k	84.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.2M	-17%	18k	66.00	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.2M		16k	74.17	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$1.2M		13k	92.51	View chart
Target Corporation (TGT)	0.0	$1.2M	-10%	12k	97.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.1M		43k	26.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.1M	-14%	2.4k	487.92	View chart
Union Pacific Corporation (UNP)	0.0	$1.1M	-5%	4.8k	231.33	View chart
Intuitive Surgical Com New (ISRG)	0.0	$1.1M	+4%	2.0k	566.36	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$1.1M	+22%	13k	85.91	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$1.1M	-9%	1.8k	603.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.1M		13k	80.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.1M	-24%	11k	96.03	View chart
Ford Motor Company (F)	0.0	$1.1M		82k	13.12	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$1.1M	-27%	32k	32.73	View chart
Trane Technologies SHS (TT)	0.0	$1.0M		2.7k	389.20	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.0M		9.1k	113.93	View chart
Intuit (INTU)	0.0	$1.0M	+11%	1.5k	662.57	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.0M	+10%	2.2k	468.67	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$997k	+6%	6.2k	160.76	View chart
Wells Fargo & Company (WFC)	0.0	$995k		11k	93.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$991k	-2%	17k	60.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$985k		21k	46.59	View chart
Palo Alto Networks (PANW)	0.0	$960k	+7%	5.2k	184.20	View chart
American Express Company (AXP)	0.0	$942k		2.5k	369.99	View chart
General Dynamics Corporation (GD)	0.0	$934k		2.8k	336.67	View chart
Prudential Financial (PRU)	0.0	$929k		8.2k	112.88	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$916k	-6%	32k	28.48	View chart
Boeing Company (BA)	0.0	$906k	-2%	4.2k	217.10	View chart
Duke Energy Corp Com New (DUK)	0.0	$904k	-3%	7.7k	117.21	View chart
Vanguard World Health Car Etf (VHT)	0.0	$888k	-51%	3.1k	287.82	View chart
Coherent Corp (COHR)	0.0	$886k		4.8k	184.57	View chart
Flex Ord (FLEX)	0.0	$881k		15k	60.42	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$877k	+9%	2.9k	303.89	View chart
Danaher Corporation (DHR)	0.0	$873k		3.8k	228.92	View chart
Automatic Data Processing (ADP)	0.0	$850k	-40%	3.3k	257.23	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$845k		18k	47.99	View chart
Vanguard World Financials Etf (VFH)	0.0	$835k	+13%	6.3k	133.49	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$824k		21k	38.68	View chart
Walt Disney Company (DIS)	0.0	$803k	-9%	7.1k	113.77	View chart
Wec Energy Group (WEC)	0.0	$803k		7.6k	105.46	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$796k		6.6k	120.96	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$783k	+4%	12k	64.42	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$765k	-2%	13k	58.74	View chart
Hubbell (HUBB)	0.0	$762k	-20%	1.7k	444.11	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$758k		2.0k	386.91	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$742k	+28%	3.8k	193.63	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$738k		4.2k	175.34	View chart
Stryker Corporation (SYK)	0.0	$735k		2.1k	351.43	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$707k		29k	24.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$700k		2.4k	290.18	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$692k		6.6k	105.69	View chart
Waste Management (WM)	0.0	$671k		3.1k	219.71	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$669k		15k	44.47	View chart
Howmet Aerospace (HWM)	0.0	$660k		3.2k	205.03	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$658k		3.3k	199.69	View chart
Ge Aerospace Com New (GE)	0.0	$656k		2.1k	308.07	View chart
Sempra Energy (SRE)	0.0	$654k		7.4k	88.29	View chart
Eaton Corp SHS (ETN)	0.0	$648k		2.0k	318.55	View chart
Honeywell International (HON)	0.0	$646k		3.3k	195.07	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$639k		14k	45.57	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$638k	+137%	14k	44.71	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$632k	-31%	7.7k	82.48	View chart
Norfolk Southern (NSC)	0.0	$629k		2.2k	288.72	View chart
Micron Technology (MU)	0.0	$617k	+11%	2.2k	285.45	View chart
Vanguard World Industrial Etf (VIS)	0.0	$606k	-58%	2.0k	298.38	View chart
Marathon Petroleum Corp (MPC)	0.0	$603k		3.7k	162.65	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.0	$597k		17k	34.74	View chart
PNC Financial Services (PNC)	0.0	$595k		2.9k	208.72	View chart
Travelers Companies (TRV)	0.0	$591k	-5%	2.0k	290.03	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$590k	-2%	10k	57.46	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$588k	-10%	11k	54.77	View chart
Constellation Brands Cl A (STZ)	0.0	$588k		4.3k	137.96	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$588k		19k	30.84	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$585k		4.4k	131.60	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$584k	-61%	2.8k	211.24	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$581k		13k	45.71	View chart
Caesars Entertainment (CZR)	0.0	$574k	+7%	25k	23.39	View chart
Vanguard World Energy Etf (VDE)	0.0	$573k	-42%	4.6k	125.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$562k		2.2k	257.92	View chart
Medtronic SHS (MDT)	0.0	$562k		5.8k	96.06	View chart
Constellation Energy (CEG)	0.0	$562k	+10%	1.6k	353.31	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$560k		34k	16.49	View chart
UGI Corporation (UGI)	0.0	$560k	+62%	15k	37.43	View chart
Enbridge (ENB)	0.0	$553k		12k	47.83	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$553k		1.2k	480.57	View chart
Morgan Stanley Com New (MS)	0.0	$550k		3.1k	177.53	View chart
Consolidated Edison (ED)	0.0	$536k	-3%	5.4k	99.32	View chart
AFLAC Incorporated (AFL)	0.0	$532k		4.8k	110.27	View chart
Applovin Corp Com Cl A (APP)	0.0	$530k		786.00	673.82	View chart
Allstate Corporation (ALL)	0.0	$529k	-2%	2.5k	208.15	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$527k		12k	44.41	View chart
L3harris Technologies (LHX)	0.0	$526k		1.8k	293.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$500k	NEW	3.5k	141.06	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.0	$498k	NEW	21k	23.50	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.0	$497k	NEW	21k	23.67	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$493k		3.2k	154.12	View chart
Intel Corporation (INTC)	0.0	$489k	+7%	13k	36.90	View chart
Lowe's Companies (LOW)	0.0	$489k	+9%	2.0k	241.15	View chart
W.W. Grainger (GWW)	0.0	$487k		483.00	1009.05	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$485k		1.9k	258.74	View chart
Charles Schwab Corporation (SCHW)	0.0	$485k	+8%	4.9k	99.92	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$482k	-7%	13k	36.21	View chart
Boston Scientific Corporation (BSX)	0.0	$481k		5.0k	95.35	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$476k		21k	22.36	View chart
Agnico (AEM)	0.0	$473k		2.8k	169.53	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$471k		50k	9.48	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$468k		1.7k	275.39	View chart
GSK Sponsored Adr (GSK)	0.0	$468k		9.5k	49.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$464k	-3%	5.2k	89.46	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$464k		4.4k	105.00	View chart
Kla Corp Com New (KLAC)	0.0	$457k	-6%	376.00	1215.08	View chart
Paychex (PAYX)	0.0	$455k		4.1k	112.19	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$453k	-5%	4.6k	97.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$453k		2.7k	167.94	View chart
Celestica (CLS)	0.0	$452k	+2%	1.5k	295.61	View chart
American Electric Power Company (AEP)	0.0	$449k	+28%	3.9k	115.30	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$448k		7.0k	64.39	View chart
Tc Energy Corp (TRP)	0.0	$447k		8.1k	55.01	View chart
CSX Corporation (CSX)	0.0	$447k		12k	36.25	View chart
Gilead Sciences (GILD)	0.0	$446k	+9%	3.6k	122.75	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$444k		8.7k	50.86	View chart
Snap-on Incorporated (SNA)	0.0	$444k		1.3k	344.64	View chart
American Tower Reit (AMT)	0.0	$441k	+4%	2.5k	175.57	View chart
Williams Companies (WMB)	0.0	$433k		7.2k	60.11	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$430k	+6%	3.9k	110.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$428k		5.6k	75.77	View chart
Nike CL B (NKE)	0.0	$423k		6.6k	63.71	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$417k		5.1k	81.17	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$413k		7.7k	53.83	View chart
Cummins (CMI)	0.0	$401k	-3%	786.00	510.45	View chart
Ea Series Trust Strive Mid Cap (STXM)	0.0	$399k	NEW	14k	28.51	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$398k	+100%	9.3k	42.69	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.0	$398k	NEW	12k	33.27	View chart
Curtiss-Wright (CW)	0.0	$396k		718.00	551.27	View chart
Dell Technologies CL C (DELL)	0.0	$395k	+10%	3.1k	125.86	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$390k	-53%	31k	12.43	View chart
Citigroup Com New (C)	0.0	$390k		3.3k	116.68	View chart
Corning Incorporated (GLW)	0.0	$389k	-2%	4.4k	87.56	View chart
Totalenergies Se Act (TTE)	0.0	$388k	NEW	5.9k	65.42	View chart
Amphenol Corp Cl A (APH)	0.0	$386k		2.9k	135.13	View chart
Hewlett Packard Enterprise (HPE)	0.0	$385k		16k	24.02	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$381k		1.0k	373.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$375k	-9%	2.0k	191.56	View chart
Cardinal Health (CAH)	0.0	$374k		1.8k	205.45	View chart
Federated Hermes CL B (FHI)	0.0	$365k		7.0k	52.07	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$362k		16k	23.10	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$362k	-3%	14k	25.24	View chart
Servisfirst Bancshares (SFBS)	0.0	$359k		5.0k	71.79	View chart
Ge Vernova (GEV)	0.0	$359k	+3%	549.00	653.61	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$358k	-2%	15k	24.16	View chart
Garmin SHS (GRMN)	0.0	$356k	-6%	1.8k	202.85	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$349k	NEW	887.00	393.92	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$347k		7.8k	44.37	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$347k	+46%	2.9k	119.41	View chart
National Fuel Gas (NFG)	0.0	$344k		4.3k	80.06	View chart
Hershey Company (HSY)	0.0	$340k		1.9k	182.01	View chart
Barrick Mng Corp Com Shs (B)	0.0	$339k	-17%	7.8k	43.55	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$339k		13k	25.64	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$336k		2.3k	149.01	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$336k		19k	17.96	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$333k		3.0k	111.78	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$331k		13k	25.39	View chart
Nucor Corporation (NUE)	0.0	$331k		2.0k	163.12	View chart
RPM International (RPM)	0.0	$331k	-9%	3.2k	104.00	View chart
Goldman Sachs (GS)	0.0	$329k	+4%	375.00	878.51	View chart
New York Life Invts Active E Nyli Mackay Cali (MMCA)	0.0	$328k	NEW	15k	21.82	View chart
Ea Series Trust Strive Intl Dev (STXI)	0.0	$325k	NEW	10k	31.18	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$322k	-13%	8.5k	37.87	View chart
Digital Realty Trust (DLR)	0.0	$322k		2.1k	154.71	View chart
National Health Investors (NHI)	0.0	$321k		4.2k	76.37	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$321k		30k	10.72	View chart
Strategy Cl A New (MSTR)	0.0	$320k	+35%	2.1k	151.95	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$320k		6.8k	46.86	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$319k		13k	25.57	View chart
Quanta Services (PWR)	0.0	$313k		742.00	422.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$313k		3.3k	96.27	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$308k		4.4k	69.67	View chart
Corteva (CTVA)	0.0	$308k		4.6k	67.04	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$302k	NEW	17k	17.35	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$299k		3.1k	95.09	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$298k		1.3k	230.15	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$296k	-33%	9.6k	30.73	View chart
Starbucks Corporation (SBUX)	0.0	$296k	-8%	3.5k	84.22	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$294k		2.1k	141.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$288k		8.8k	32.75	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$285k		6.2k	46.08	View chart
One Liberty Properties (OLP)	0.0	$284k		14k	20.29	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$283k	NEW	5.5k	51.77	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$272k	-8%	4.3k	63.77	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$271k	+19%	6.2k	43.53	View chart
Illinois Tool Works (ITW)	0.0	$271k	-24%	1.1k	246.30	View chart
Microchip Technology (MCHP)	0.0	$270k		4.2k	63.72	View chart
Old Republic International Corporation (ORI)	0.0	$267k	-18%	5.9k	45.64	View chart
MGIC Investment (MTG)	0.0	$267k	+27%	9.1k	29.22	View chart
Sterling Construction Company (STRL)	0.0	$266k		870.00	306.23	View chart
Unilever Spon Adr New (UL)	0.0	$266k	NEW	4.1k	65.40	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.0	$263k		3.2k	82.34	View chart
Comcast Corp Cl A (CMCSA)	0.0	$258k		8.6k	29.89	View chart
Timken Company (TKR)	0.0	$257k		3.1k	84.13	View chart
Kkr & Co (KKR)	0.0	$255k		2.0k	127.48	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$254k		10k	24.28	View chart
Exelon Corporation (EXC)	0.0	$253k	+8%	5.8k	43.59	View chart
Chubb (CB)	0.0	$252k	+3%	806.00	312.12	View chart
Western Digital (WDC)	0.0	$250k	NEW	1.5k	172.27	View chart
Northern Trust Corporation (NTRS)	0.0	$249k		1.8k	136.59	View chart
Ameriprise Financial (AMP)	0.0	$248k		506.00	490.34	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$246k		2.9k	86.15	View chart
Rbc Cad (RY)	0.0	$245k		1.4k	170.49	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$245k	-17%	317.00	771.87	View chart
Canary Xrp Etf SHS (XRPC)	0.0	$244k	NEW	13k	19.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$242k	-11%	2.7k	88.49	View chart
Atmos Energy Corporation (ATO)	0.0	$238k		1.4k	167.63	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$236k	NEW	2.9k	82.32	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$236k	-10%	5.2k	45.05	View chart
General Motors Company (GM)	0.0	$235k	NEW	2.9k	81.32	View chart
S&p Global (SPGI)	0.0	$234k		448.00	522.59	View chart
Strategy Series A Perp Pf (STRK)	0.0	$233k		3.0k	78.76	View chart
Progressive Corporation (PGR)	0.0	$231k	-2%	1.0k	227.72	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$230k		6.0k	38.05	View chart
UMB Financial Corporation (UMBF)	0.0	$229k	-11%	2.0k	115.04	View chart
Broadridge Financial Solutions (BR)	0.0	$227k	-8%	1.0k	223.17	View chart
Omeros Corporation (OMER)	0.0	$227k	+30%	13k	17.18	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$226k	+9%	1.7k	130.09	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$224k		5.3k	41.93	View chart
Clorox Company (CLX)	0.0	$223k		2.2k	100.83	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$222k	-4%	4.6k	48.75	View chart
BP Sponsored Adr (BP)	0.0	$222k	+4%	6.4k	34.73	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$222k	-37%	4.4k	50.01	View chart
Nextpower Class A Com (NXT)	0.0	$221k	NEW	2.5k	87.11	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.0	$220k	NEW	6.7k	33.02	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$220k		3.2k	68.36	View chart
Federal Agric Mtg Corp CL C (AGM)	0.0	$217k		1.2k	175.57	View chart
Key (KEY)	0.0	$217k		11k	20.64	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$215k	NEW	13k	16.43	View chart
Invesco SHS (IVZ)	0.0	$215k	NEW	8.2k	26.27	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$214k		4.5k	47.79	View chart
CVS Caremark Corporation (CVS)	0.0	$213k		2.7k	79.36	View chart
Texas Pacific Land Corp (TPL)	0.0	$212k	+200%	738.00	287.22	View chart
Vanguard World Materials Etf (VAW)	0.0	$212k	NEW	1.0k	207.55	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$211k		4.3k	49.15	View chart
Pembina Pipeline Corp (PBA)	0.0	$211k	-22%	5.5k	38.06	View chart
Edwards Lifesciences (EW)	0.0	$209k	NEW	2.4k	85.25	View chart
Xcel Energy (XEL)	0.0	$208k	-6%	2.8k	73.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$208k	-23%	1.7k	120.18	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$207k		3.5k	59.54	View chart
Becton, Dickinson and (BDX)	0.0	$206k	NEW	1.1k	194.07	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$206k	-10%	4.4k	46.43	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$205k	NEW	3.3k	62.92	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$205k	-12%	5.7k	36.16	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$205k		3.0k	68.11	View chart
Shell Spon Ads (SHEL)	0.0	$203k	NEW	2.8k	73.49	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$203k		8.0k	25.43	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$202k		6.8k	29.55	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$201k		8.7k	23.07	View chart
AES Corporation (AES)	0.0	$192k		13k	14.34	View chart
Smith & Wesson Brands (SWBI)	0.0	$164k	NEW	17k	9.87	View chart
DNP Select Income Fund (DNP)	0.0	$112k		11k	9.99	View chart
Dakota Gold Corp (DC)	0.0	$77k		14k	5.68	View chart
Organogenesis Hldgs (ORGO)	0.0	$54k		10k	5.18	View chart
Telefonica S A Sponsored Adr	0.0	$43k		11k	4.05	View chart
Plug Power Com New (PLUG)	0.0	$36k		18k	1.97	View chart
High Tide Com New (HITI)	0.0	$34k		13k	2.65	View chart

Past Filings by Avantax Planning Partners

SEC 13F filings are viewable for Avantax Planning Partners going back to 2016

Avantax Planning Partners 2025 Q4 filed Feb. 5, 2026
Avantax Planning Partners 2025 Q3 filed Oct. 31, 2025
Avantax Planning Partners 2025 Q2 filed Aug. 11, 2025
Avantax Planning Partners 2025 Q1 filed April 29, 2025
Avantax Planning Partners 2024 Q4 filed Feb. 7, 2025
Avantax Planning Partners 2024 Q3 filed Nov. 14, 2024
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

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