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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, SCHF, SCHZ, SCHD, and represent 35.55% of Avantax Planning Partners's stock portfolio.
Added to shares of these 10 stocks: IWF (+$34M), JPEF (+$11M), SCHF (+$8.5M), SCHZ (+$6.1M), SPTL (+$6.1M), VGT (+$5.8M), JMUB, MUB, JPIB, MDYV.
Started 43 new stock positions in JTEK, YETI, IJR, SHV, MRVL, SPHQ, ICLR, ANET, CHE, Inno Holdings.
Reduced shares in these 10 stocks: VIG, SCHD, SCHG, SPYV, SLDE, QQQ, AMAT, CWI, AVEM, DFAE.
Sold out of its positions in AVLV, AVRE, AVDE, AVUS, ATO, MUC, Creative Media &, LNG, CHD, CMCSA. EMLP, HP, HITI, Honeywell International, ICE, IXC, STRK, OBDC, SHEL, SNDK, SLDE, UGI, WDC, ACN.
Avantax Planning Partners was a net buyer of stock by $68M.
Avantax Planning Partners has $4.0B in assets under management (AUM), dropping by 10.29%.
Central Index Key (CIK): 0001005441

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Portfolio Holdings for Avantax Planning Partners

Avantax Planning Partners holds 454 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.6	$506M		15M	33.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.8	$356M		10M	34.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.3	$211M	+4%	7.6M	27.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.6	$185M	+3%	8.0M	23.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.3	$171M	-2%	5.4M	31.71	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	3.8	$155M	+7%	1.9M	80.33	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.0	$122M	+3%	2.5M	48.35	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	3.0	$119M	+5%	4.5M	26.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.7	$108M		865k	124.76	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.6	$103M		1.1M	96.49	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	2.3	$92M		2.3M	40.67	View chart
Spdr Series Trust St Str Sp400val (MDYV)	2.2	$90M	+3%	952k	94.85	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.0	$81M	+3%	1.7M	46.94	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.7	$68M	+7%	1.3M	50.66	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$58M	+8%	537k	107.62	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$45M	+291%	363k	124.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$44M		64k	686.81	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$43M		837k	51.37	View chart
Apple (AAPL)	1.1	$43M		147k	289.36	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	1.0	$42M	+5%	353k	119.13	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	1.0	$42M	-2%	1.6M	25.44	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	1.0	$39M	+8%	348k	112.09	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.0	$38M		929k	41.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$38M		445k	85.49	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$36M	-12%	153k	236.62	View chart
Spdr Series Trust St Str P500val (SPYV)	0.8	$31M	-6%	509k	60.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$25M	-3%	180k	137.53	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$24M	+5%	416k	56.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$21M	-5%	52k	393.96	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.5	$19M	-3%	177k	109.11	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.5	$19M		187k	100.97	View chart
Microsoft Corporation (MSFT)	0.5	$19M	-2%	50k	373.02	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$18M	-2%	111k	164.60	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$18M		194k	93.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$18M	-2%	49k	365.70	View chart
NVIDIA Corporation (NVDA)	0.4	$18M	-4%	88k	200.09	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$17M	-6%	427k	40.21	View chart
Broadcom (AVGO)	0.4	$17M	-2%	45k	377.75	View chart
JPMorgan Chase & Co. (JPM)	0.4	$16M		50k	327.33	View chart
Deere & Company (DE)	0.4	$16M		25k	634.32	View chart
Cisco Systems (CSCO)	0.4	$16M	-2%	137k	117.46	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$16M	-4%	107k	146.41	View chart
Abbvie (ABBV)	0.4	$15M		61k	251.64	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.4	$15M	-4%	393k	38.79	View chart
Coca-Cola Company (KO)	0.3	$14M		172k	81.27	View chart
Texas Instruments Incorporated (TXN)	0.3	$14M		46k	298.07	View chart
Fastenal Company (FAST)	0.3	$14M		286k	48.03	View chart
Exxon Mobil Corporation (XOM)	0.3	$14M	+2%	100k	136.72	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$14M	-2%	45k	306.30	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$13M		236k	56.52	View chart
Merck & Co (MRK)	0.3	$13M		100k	128.50	View chart
Amazon (AMZN)	0.3	$13M		53k	238.34	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$12M		149k	82.84	View chart
Johnson & Johnson (JNJ)	0.3	$12M	+3%	45k	253.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$12M	-6%	193k	59.69	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$11M	-2%	211k	52.60	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.3	$11M		283k	39.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$11M		14k	746.74	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$11M	-2%	206k	51.51	View chart
Valero Energy Corporation (VLO)	0.3	$11M	-3%	41k	260.44	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$11M	-9%	237k	44.36	View chart
Amgen (AMGN)	0.3	$10M		29k	362.12	View chart
International Business Machines (IBM)	0.3	$10M		37k	281.21	View chart
Chevron Corporation (CVX)	0.3	$10M		61k	165.76	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$10M	-4%	100k	100.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$9.9M	-4%	50k	197.60	View chart
Home Depot (HD)	0.2	$9.9M	-3%	28k	352.68	View chart
Costco Wholesale Corporation (COST)	0.2	$9.5M		10k	935.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$9.5M	+3%	27k	357.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$9.2M	-4%	58k	158.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$9.0M	+5%	18k	500.39	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$9.0M		41k	217.93	View chart
Verizon Communications (VZ)	0.2	$8.9M		210k	42.34	View chart
Lockheed Martin Corporation (LMT)	0.2	$8.6M	+2%	17k	509.47	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$8.5M		111k	76.70	View chart
Eli Lilly & Co. (LLY)	0.2	$8.0M	+6%	6.7k	1199.42	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$8.0M	+3%	127k	62.78	View chart
Procter & Gamble Company (PG)	0.2	$7.8M		54k	146.64	View chart
Altria (MO)	0.2	$7.5M		104k	71.95	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$7.5M		75k	98.98	View chart
Caterpillar (CAT)	0.2	$7.4M		7.0k	1064.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$7.4M		96k	76.55	View chart
Tesla Motors (TSLA)	0.2	$7.0M	+3%	17k	420.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$6.7M	-23%	9.2k	736.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.6M	+682%	55k	119.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$6.6M	-2%	30k	221.20	View chart
Pepsi (PEP)	0.2	$6.4M		47k	135.40	View chart
ConocoPhillips (COP)	0.2	$6.3M		61k	103.96	View chart
Advanced Micro Devices (AMD)	0.2	$6.2M	-4%	11k	580.89	View chart
Bank of America Corporation (BAC)	0.1	$6.0M		105k	56.98	View chart
Pfizer (PFE)	0.1	$5.7M		238k	24.08	View chart
Casey's General Stores (CASY)	0.1	$5.7M		7.2k	794.79	View chart
United Parcel Svcs CL B (UPS)	0.1	$5.6M		52k	107.50	View chart
Applied Materials (AMAT)	0.1	$5.2M	-20%	7.2k	723.00	View chart
EOG Resources (EOG)	0.1	$5.1M		40k	129.73	View chart
Us Bancorp Com New (USB)	0.1	$5.1M		85k	60.40	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$5.0M	-2%	25k	199.81	View chart
McDonald's Corporation (MCD)	0.1	$4.9M		18k	270.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.9M	+2%	96k	50.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$4.7M	-4%	44k	106.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.3M		59k	73.41	View chart
Visa Com Cl A (V)	0.1	$4.3M		13k	343.08	View chart
M&T Bank Corporation (MTB)	0.1	$4.3M	-2%	18k	238.01	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$4.2M	-5%	325k	13.01	View chart
Meta Platforms Cl A (META)	0.1	$4.2M	+7%	7.5k	563.31	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.1	$4.2M		47k	87.88	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$4.2M	-5%	102k	40.79	View chart
Qualcomm (QCOM)	0.1	$4.0M	-3%	22k	184.79	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.0M	-2%	59k	68.41	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	0.1	$4.0M	-3%	163k	24.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.9M	+2%	11k	370.04	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$3.9M	-3%	21k	190.52	View chart
Bristol Myers Squibb (BMY)	0.1	$3.9M		68k	57.62	View chart
Oneok (OKE)	0.1	$3.8M		44k	86.94	View chart
Principal Financial (PFG)	0.1	$3.8M		36k	107.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.6M	-2%	15k	242.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.5M	-2%	9.9k	353.32	View chart
Wal-Mart Stores (WMT)	0.1	$3.4M	-3%	30k	113.26	View chart
Lam Research Corp Com New (LRCX)	0.1	$3.4M	-7%	7.9k	433.35	View chart
Oracle Corporation (ORCL)	0.1	$3.3M	+2%	23k	146.55	View chart
Southern Company (SO)	0.1	$3.2M		33k	95.71	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.2M	+3%	29k	109.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.2M	-2%	45k	71.25	View chart
TJX Companies (TJX)	0.1	$3.0M		20k	151.50	View chart
Virgin Galactic Holdings Com New (SPCE)	0.1	$2.5M	NEW	868k	2.89	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.5M	-4%	5.0k	501.31	View chart
Ge Aerospace Com New (GE)	0.1	$2.4M	+12%	6.5k	373.76	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.4M		9.8k	242.43	View chart
Flex Ord (FLEX)	0.1	$2.4M		15k	162.07	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$2.3M	+3%	130k	17.88	View chart
Phillips 66 (PSX)	0.1	$2.3M		14k	169.06	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$2.3M	-2%	20k	113.68	View chart
Linde SHS (LIN)	0.1	$2.3M		4.4k	518.92	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.3M	-2%	19k	117.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.2M	-15%	6.0k	368.38	View chart
Alliant Energy Corporation (LNT)	0.1	$2.2M		28k	76.29	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.2M	-4%	52k	41.43	View chart
UnitedHealth (UNH)	0.1	$2.1M		5.2k	415.65	View chart
Palo Alto Networks (PANW)	0.1	$2.1M	+5%	6.3k	341.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.1M		6.9k	300.45	View chart
Rockwell Automation (ROK)	0.0	$2.0M		4.0k	495.12	View chart
Parker-Hannifin Corporation (PH)	0.0	$2.0M		2.0k	978.09	View chart
Ge Vernova (GEV)	0.0	$2.0M	+9%	1.7k	1174.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.0M	+2%	8.7k	227.05	View chart
Booking Holdings (BKNG)	0.0	$1.9M	+2924%	11k	178.25	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.0	$1.9M		77k	24.88	View chart
Coherent Corp (COHR)	0.0	$1.9M		4.8k	394.47	View chart
WesBan (WSBC)	0.0	$1.9M		48k	39.03	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$1.9M		19k	98.20	View chart
Intel Corporation (INTC)	0.0	$1.9M		13k	139.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$1.9M		2.4k	763.02	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.8M		12k	154.30	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.8M	-9%	9.4k	189.74	View chart
Micron Technology (MU)	0.0	$1.8M	-35%	1.5k	1154.31	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$1.7M	-5%	158k	10.84	View chart
Dell Technologies CL C (DELL)	0.0	$1.7M	-9%	3.9k	431.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$1.7M		31k	54.03	View chart
Nextera Energy (NEE)	0.0	$1.7M	+2%	19k	87.77	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$1.6M	+2%	10k	152.18	View chart
Abbott Laboratories (ABT)	0.0	$1.6M	-4%	17k	90.74	View chart
Netflix (NFLX)	0.0	$1.5M		22k	71.40	View chart
Philip Morris International (PM)	0.0	$1.5M		8.5k	180.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.5M		2.00	748850.00	View chart
Black Hills Corporation (BKH)	0.0	$1.5M		20k	74.40	View chart
Uber Technologies (UBER)	0.0	$1.5M	+6%	21k	72.16	View chart
Blackrock (BLK)	0.0	$1.4M	-10%	1.5k	961.78	View chart
McKesson Corporation (MCK)	0.0	$1.4M		1.9k	755.53	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$1.4M	+13%	15k	99.10	View chart
Archer Daniels Midland Company (ADM)	0.0	$1.4M		19k	76.40	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.4M	+12%	6.9k	205.03	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$1.4M	+2%	31k	46.05	View chart
Servicenow (NOW)	0.0	$1.4M	+15%	14k	99.28	View chart
Emerson Electric (EMR)	0.0	$1.4M	-4%	9.7k	143.15	View chart
Union Pacific Corporation (UNP)	0.0	$1.4M	+19%	5.1k	272.00	View chart
3M Company (MMM)	0.0	$1.4M	+5%	8.6k	161.91	View chart
salesforce (CRM)	0.0	$1.4M	+9%	8.8k	156.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.4M	+5%	46k	29.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.3M	-9%	46k	28.96	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$1.3M		60k	22.37	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$1.3M		58k	22.89	View chart
Trane Technologies SHS (TT)	0.0	$1.3M		2.7k	491.16	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.0	$1.3M		16k	81.94	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.0	$1.3M	+9%	25k	52.34	View chart
Enterprise Products Partners (EPD)	0.0	$1.3M		35k	36.76	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.3M		11k	116.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.3M	+7%	17k	77.11	View chart
Genuine Parts Company (GPC)	0.0	$1.3M	-4%	11k	117.98	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.2M	-5%	2.4k	513.65	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$1.2M	-10%	13k	95.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$1.2M		1.6k	748.95	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$1.2M	-11%	2.5k	477.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$1.2M	-5%	3.9k	303.12	View chart
Kla Corp Com New (KLAC)	0.0	$1.2M	+882%	3.9k	301.71	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$1.1M	+30%	8.6k	132.24	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$1.1M	-3%	12k	93.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.1M		9.1k	124.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.1M	-9%	30k	36.13	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$1.0M	-7%	19k	55.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.0M	+497%	12k	86.14	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.0M		13k	79.97	View chart
Marathon Petroleum Corp (MPC)	0.0	$969k		3.8k	255.67	View chart
Wells Fargo & Company (WFC)	0.0	$955k	-2%	12k	82.64	View chart
At&t (T)	0.0	$927k		45k	20.70	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$924k	-21%	1.3k	703.34	View chart
Eaton Corp SHS (ETN)	0.0	$920k	+3%	2.2k	426.17	View chart
Hubbell (HUBB)	0.0	$897k		1.7k	523.20	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$887k		21k	41.63	View chart
Intuitive Surgical Com New (ISRG)	0.0	$886k	+9%	2.2k	397.68	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$867k	-14%	14k	62.20	View chart
American Express Company (AXP)	0.0	$862k		2.5k	338.31	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$862k	+11%	16k	53.47	View chart
Howmet Aerospace (HWM)	0.0	$856k	-3%	3.2k	268.87	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$854k	+31%	1.3k	655.66	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$853k	+14%	16k	53.61	View chart
PPG Industries (PPG)	0.0	$852k	NEW	7.0k	121.29	View chart
Boeing Company (BA)	0.0	$849k	-9%	3.9k	216.44	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$843k		4.2k	200.50	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.0	$837k		18k	47.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$831k		3.3k	252.24	View chart
Duke Energy Corp Com New (DUK)	0.0	$825k		6.5k	126.57	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$812k	-6%	19k	42.72	View chart
Workiva Com Cl A (WK)	0.0	$807k		17k	48.51	View chart
Corning Incorporated (GLW)	0.0	$782k	-12%	3.1k	255.45	View chart
General Dynamics Corporation (GD)	0.0	$772k	-4%	2.2k	354.24	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$771k	-7%	3.4k	225.49	View chart
Walt Disney Company (DIS)	0.0	$771k		8.0k	96.25	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.0	$769k		15k	53.11	View chart
Vanguard World Financials Etf (VFH)	0.0	$767k	-5%	5.8k	131.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$754k	+247%	9.4k	80.57	View chart
Vanguard World Industrial Etf (VIS)	0.0	$752k	-13%	2.1k	360.38	View chart
Waste Management (WM)	0.0	$751k		3.4k	222.91	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$749k		8.4k	89.01	View chart
Prudential Financial (PRU)	0.0	$748k	-2%	6.9k	107.93	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$735k	-36%	7.1k	103.88	View chart
Hewlett Packard Enterprise (HPE)	0.0	$721k		16k	45.11	View chart
Enbridge (ENB)	0.0	$706k		13k	54.21	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.0	$704k		15k	47.20	View chart
Vanguard World Health Car Etf (VHT)	0.0	$702k	-23%	2.3k	299.01	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$695k	-2%	14k	50.95	View chart
Vanguard World Energy Etf (VDE)	0.0	$694k	-16%	4.6k	150.12	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$689k	-24%	9.4k	73.34	View chart
Sempra Energy (SRE)	0.0	$687k		7.4k	92.71	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$684k		19k	36.84	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$676k	-7%	3.6k	188.34	View chart
Wec Energy Group (WEC)	0.0	$662k	-25%	5.7k	116.77	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$660k	-4%	27k	24.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$653k		4.4k	147.74	View chart
Intuit (INTU)	0.0	$652k	+12%	2.5k	260.95	View chart
W.W. Grainger (GWW)	0.0	$646k		475.00	1360.40	View chart
New York Life Invts Active E Mackay Cali Mun (MMCA)	0.0	$640k	+7%	29k	21.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$638k	-15%	33k	19.12	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$638k		4.4k	144.48	View chart
PNC Financial Services (PNC)	0.0	$633k	-14%	2.6k	246.22	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$633k		19k	33.21	View chart
Stryker Corporation (SYK)	0.0	$628k	-4%	2.0k	314.81	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.0	$627k		17k	36.49	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$625k		26k	24.51	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$621k		3.8k	163.59	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$618k		1.2k	522.39	View chart
Automatic Data Processing (ADP)	0.0	$614k	-10%	2.7k	223.95	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.0	$611k		2.1k	287.68	View chart
Caesars Entertainment (CZR)	0.0	$611k	-17%	20k	30.18	View chart
Allstate Corporation (ALL)	0.0	$604k		2.5k	237.94	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$596k	NEW	3.5k	170.84	View chart
Tc Energy Corp (TRP)	0.0	$586k		8.8k	66.29	View chart
Norfolk Southern (NSC)	0.0	$583k	-14%	1.9k	314.59	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.0	$582k		13k	45.80	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$578k		6.4k	90.60	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$576k		11k	50.39	View chart
CSX Corporation (CSX)	0.0	$574k		12k	47.53	View chart
Travelers Companies (TRV)	0.0	$573k	-11%	1.7k	330.17	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$561k	-8%	3.0k	183.95	View chart
Cummins (CMI)	0.0	$561k		786.00	713.21	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$557k		3.5k	156.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.0	$554k		24k	23.44	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.0	$554k		23k	23.64	View chart
AFLAC Incorporated (AFL)	0.0	$553k		4.7k	117.25	View chart
American Electric Power Company (AEP)	0.0	$552k		4.0k	136.82	View chart
Lowe's Companies (LOW)	0.0	$552k	-5%	2.5k	220.51	View chart
Morgan Stanley Com New (MS)	0.0	$548k	-17%	2.6k	209.04	View chart
Curtiss-Wright (CW)	0.0	$544k		718.00	757.76	View chart
Consolidated Edison (ED)	0.0	$541k		4.9k	110.63	View chart
Quanta Services (PWR)	0.0	$540k	+2%	750.00	720.04	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$538k		4.6k	117.06	View chart
Constellation Brands Cl A (STZ)	0.0	$535k		3.8k	139.09	View chart
Danaher Corporation (DHR)	0.0	$533k		2.8k	190.48	View chart
Snap-on Incorporated (SNA)	0.0	$515k		1.3k	402.54	View chart
Inno Holdings	0.0	$513k	NEW	13k	39.49	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$511k	-3%	13k	40.02	View chart
L3harris Technologies (LHX)	0.0	$509k		1.8k	290.59	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$503k	-10%	1.3k	396.61	View chart
Amphenol Corp Cl A (APH)	0.0	$502k		2.8k	176.33	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$495k	+54%	8.4k	58.92	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$479k		9.4k	51.05	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$477k		7.0k	68.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$477k		4.9k	96.57	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$475k		50k	9.57	View chart
Citigroup Com New (C)	0.0	$471k		3.4k	139.98	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.0	$464k		12k	38.81	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$461k	-21%	8.0k	57.64	View chart
Gilead Sciences (GILD)	0.0	$460k		3.6k	126.34	View chart
Nucor Corporation (NUE)	0.0	$455k		2.0k	222.77	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$455k	NEW	4.7k	96.46	View chart
Carrier Global Corporation (CARR)	0.0	$454k	-2%	6.2k	73.35	View chart
Cardinal Health (CAH)	0.0	$452k		1.9k	237.51	View chart
Agnico (AEM)	0.0	$450k	-3%	2.9k	155.13	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$441k	+2%	20k	22.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$441k		2.1k	212.77	View chart
Timken Company (TKR)	0.0	$439k		3.0k	145.32	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$439k	+5%	1.0k	426.57	View chart
Servisfirst Bancshares (SFBS)	0.0	$434k		5.0k	86.75	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$434k		1.3k	334.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$430k	+6%	1.1k	409.50	View chart
Target Corporation (TGT)	0.0	$423k	+11%	3.2k	130.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$418k	+2%	5.5k	75.51	View chart
UMB Financial Corporation (UMBF)	0.0	$416k		2.9k	142.78	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$409k		3.7k	109.08	View chart
Garmin SHS (GRMN)	0.0	$406k		1.7k	237.54	View chart
Williams Companies (WMB)	0.0	$399k	-14%	5.4k	74.34	View chart
Constellation Energy (CEG)	0.0	$399k		1.6k	248.32	View chart
GSK Sponsored Adr (GSK)	0.0	$396k	-4%	7.6k	52.42	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$396k	+507%	4.8k	82.62	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$395k	-4%	6.8k	57.67	View chart
Microchip Technology (MCHP)	0.0	$387k		4.2k	91.20	View chart
Medtronic SHS (MDT)	0.0	$384k	-14%	4.9k	78.23	View chart
Charles Schwab Corporation (SCHW)	0.0	$383k	-4%	4.2k	92.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$382k	NEW	2.6k	148.31	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$380k	+12%	7.4k	51.29	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$374k		3.2k	117.67	View chart
Honeywell International (HON)	0.0	$374k	NEW	1.7k	223.95	View chart
Corteva (CTVA)	0.0	$374k		4.4k	84.70	View chart
Digital Realty Trust (DLR)	0.0	$370k		2.1k	179.58	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$369k	-14%	16k	23.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$368k		2.3k	163.64	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$367k		17k	22.26	View chart
CVS Caremark Corporation (CVS)	0.0	$364k	+17%	3.5k	103.46	View chart
American Centy Etf Tr Avan Emer Ex Etf (AVXC)	0.0	$363k	+5%	4.2k	85.65	View chart
Honeywell Aerospace (HONA)	0.0	$363k	NEW	1.6k	221.08	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$360k	-6%	7.1k	50.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$354k	NEW	553.00	640.76	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$351k		14k	24.99	View chart
Icon Pub SHS (ICLR)	0.0	$346k	NEW	2.0k	173.71	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.0	$343k	NEW	3.1k	111.55	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$341k		2.9k	117.28	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$339k		13k	25.64	View chart
American Tower Reit (AMT)	0.0	$336k	-21%	2.1k	163.57	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$332k		13k	25.42	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$331k	-2%	1.8k	188.09	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$331k		1.7k	197.08	View chart
RPM International (RPM)	0.0	$329k		3.0k	111.15	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$325k		2.1k	156.30	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$323k		3.1k	102.81	View chart
Starbucks Corporation (SBUX)	0.0	$323k	-8%	3.2k	102.20	View chart
Texas Pacific Land Corp (TPL)	0.0	$323k		738.00	437.64	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$322k	-15%	7.1k	45.34	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$320k	+53%	6.3k	50.60	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$319k		13k	25.58	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$319k	-12%	3.9k	82.34	View chart
Northern Trust Corporation (NTRS)	0.0	$316k		1.8k	173.84	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$309k		17k	17.73	View chart
Ford Motor Company (F)	0.0	$307k	-7%	22k	13.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$307k	-3%	2.8k	110.32	View chart
Lattice Semiconductor (LSCC)	0.0	$306k	NEW	2.0k	152.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$303k	-3%	3.1k	96.44	View chart
Nextpower Class A Com (NXT)	0.0	$303k		2.5k	119.14	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$302k	-4%	5.2k	57.84	View chart
National Fuel Gas (NFG)	0.0	$300k	-6%	3.9k	77.21	View chart
Clorox Company (CLX)	0.0	$299k	+44%	3.1k	95.44	View chart
Angel Oak Funds Trust High Yie Opp Etf (AOHY)	0.0	$298k	+21%	27k	11.01	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.0	$298k		9.6k	30.85	View chart
Rbc Cad (RY)	0.0	$297k		1.4k	206.97	View chart
Omeros Corporation (OMER)	0.0	$296k	+47%	31k	9.51	View chart
Nike CL B (NKE)	0.0	$295k	+35%	7.2k	41.05	View chart
Chubb (CB)	0.0	$290k		850.00	340.74	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$285k		14k	20.49	View chart
Old Republic International Corporation (ORI)	0.0	$284k	+29%	6.9k	40.92	View chart
Hershey Company (HSY)	0.0	$283k	-4%	1.6k	175.48	View chart
Dover Corporation (DOV)	0.0	$283k	NEW	1.3k	224.30	View chart
Paychex (PAYX)	0.0	$281k	+3%	2.9k	98.34	View chart
Qnity Electronics Common Stock (Q)	0.0	$280k	NEW	1.7k	163.35	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$276k		2.9k	96.80	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.0	$274k		3.2k	85.66	View chart
MGIC Investment (MTG)	0.0	$269k	NEW	9.5k	28.20	View chart
Vanguard World Materials Etf (VAW)	0.0	$266k		1.2k	228.79	View chart
Xcel Energy (XEL)	0.0	$263k	+22%	3.3k	80.31	View chart
Annaly Capital Management In Com New (NLY)	0.0	$262k	NEW	12k	22.36	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$262k	-2%	864.00	302.99	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.0	$262k	NEW	2.3k	115.98	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$261k	-10%	24k	10.90	View chart
Exelon Corporation (EXC)	0.0	$259k	-4%	5.6k	46.62	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$259k		5.4k	48.18	View chart
Devon Energy Corporation (DVN)	0.0	$258k	NEW	6.2k	41.32	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$257k	NEW	8.3k	31.10	View chart
Touchstone Etf Trust Secur Incom Etf (TSEC)	0.0	$255k	NEW	9.9k	25.82	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$254k	+21%	2.2k	114.18	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$253k		10k	24.22	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$253k	NEW	9.5k	26.52	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$252k		6.0k	41.82	View chart
Smith & Wesson Brands (SWBI)	0.0	$250k		17k	15.04	View chart
Pembina Pipeline Corp (PBA)	0.0	$250k	-2%	5.4k	46.25	View chart
Kkr & Co (KKR)	0.0	$248k		2.7k	91.78	View chart
Yeti Hldgs (YETI)	0.0	$248k	NEW	5.0k	49.56	View chart
Federal Agric Mtg Corp CL C (AGM)	0.0	$247k	NEW	1.2k	199.27	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$243k		4.9k	49.99	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$243k		3.5k	69.90	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$241k		2.5k	95.09	View chart
Totalenergies Se Act (TTE)	0.0	$240k	-5%	3.1k	77.75	View chart
Marriott Intl Cl A (MAR)	0.0	$238k		643.00	370.59	View chart
United Rentals (URI)	0.0	$238k	NEW	210.00	1132.89	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$237k	NEW	22k	10.92	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$237k		6.8k	34.62	View chart
Fifth Third Ban (FITB)	0.0	$235k	-6%	4.2k	56.37	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$234k	NEW	1.7k	134.57	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.0	$233k	NEW	3.1k	75.88	View chart
Ameriprise Financial (AMP)	0.0	$232k		506.00	458.76	View chart
Key (KEY)	0.0	$229k	-4%	9.9k	23.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$229k	-24%	6.3k	36.26	View chart
Ea Series Trust Strive Emerging (STXE)	0.0	$228k	NEW	4.3k	52.55	View chart
Riot Blockchain (RIOT)	0.0	$228k	NEW	8.3k	27.38	View chart
Marvell Technology (MRVL)	0.0	$228k	NEW	764.00	297.72	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$227k		1.1k	211.95	View chart
Strategy Cl A New (MSTR)	0.0	$225k	+12%	2.6k	86.93	View chart
Public Storage (PSA)	0.0	$224k	NEW	705.00	318.31	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$223k	NEW	4.2k	52.76	View chart
Edwards Lifesciences (EW)	0.0	$219k	NEW	2.4k	90.46	View chart
SM Energy (SM)	0.0	$218k		8.4k	26.10	View chart
Dick's Sporting Goods (DKS)	0.0	$218k	NEW	959.00	226.81	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.0	$217k		13k	16.50	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$217k		4.3k	50.50	View chart
Illinois Tool Works (ITW)	0.0	$217k	-13%	801.00	270.47	View chart
BP Sponsored Adr (BP)	0.0	$217k	-4%	5.9k	36.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$216k		4.4k	48.81	View chart
Invesco SHS (IVZ)	0.0	$216k	NEW	8.2k	26.39	View chart
Regal-beloit Corporation (RRX)	0.0	$214k	NEW	900.00	238.19	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$211k	NEW	2.3k	90.10	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$210k		1.8k	114.61	View chart
Goldman Sachs (GS)	0.0	$209k	-18%	207.00	1010.36	View chart
Boston Scientific Corporation (BSX)	0.0	$209k	-6%	4.9k	42.68	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$207k	NEW	5.4k	38.08	View chart
Unilever Spon Adr New (UL)	0.0	$204k	-4%	3.4k	60.12	View chart
Johnson Controls Internation SHS (JCI)	0.0	$203k	-9%	1.4k	146.10	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$203k		8.0k	25.39	View chart
Loews Corporation (L)	0.0	$203k	NEW	1.8k	113.21	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$201k	NEW	1.8k	110.32	View chart
Arista Networks Com Shs (ANET)	0.0	$201k	NEW	1.2k	169.88	View chart
Paypal Holdings (PYPL)	0.0	$201k	-4%	4.6k	43.18	View chart
Ball Corporation (BALL)	0.0	$200k	NEW	3.2k	62.40	View chart
Chemed Corp Com Stk (CHE)	0.0	$200k	NEW	430.00	465.74	View chart
AES Corporation (AES)	0.0	$195k		13k	14.66	View chart
Canary Xrp Etf SHS (XRPC)	0.0	$141k		13k	11.08	View chart
DNP Select Income Fund (DNP)	0.0	$134k		12k	10.79	View chart
Dakota Gold Corp (DC)	0.0	$58k		14k	4.26	View chart
Coty Com Cl A (COTY)	0.0	$55k	+38%	26k	2.16	View chart
Organogenesis Hldgs (ORGO)	0.0	$25k		10k	2.43	View chart

Past Filings by Avantax Planning Partners

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

Avantax Planning Partners 2026 Q2 filed July 28, 2026
Avantax Planning Partners 2026 Q1 filed May 4, 2026
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

View all past filings

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