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, FLRN, and represent 71.38% of Avantax Planning Partners's stock portfolio.
- Added to shares of these 10 stocks: SCHZ (+$7.9M), IVW (+$7.1M), IWP, FLRN, QQQ, IWS, NEE, HTLF, IJK, SBUX.
- Started 22 new stock positions in XLP, WBA, CMBM, ANTM, KBE, VEA, XLF, LMND, CMI, QQQ. PRU, Raytheon Technologies Corp, VTRS, VBR, RPAI, MBB, SPHQ, IJR, SLV, TRXC, EXI, IWV.
- Reduced shares in these 10 stocks: SCHG (-$59M), SCHV (-$28M), SCHD (-$14M), HYMB, AMZN, V, VGT, Invesco Qqq mf closed and mf open, MDYG, MSFT.
- Sold out of its positions in AEM, APD, ALGN, LUMN, CERN, CHTR, DGLY, DLR, DD, KODK.
- Avantax Planning Partners was a net seller of stock by $-136M.
- Avantax Planning Partners has $1.9B in assets under management (AUM), dropping by 2.70%.
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Positions held by HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Avantax Planning Partners
Companies in the Avantax Planning Partners portfolio as of the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 24.5 | $476M | -11% | 3.7M | 128.41 | |
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 19.3 | $375M | -6% | 6.3M | 59.53 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.9 | $231M | -5% | 3.6M | 64.14 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 9.2 | $178M | +4% | 3.2M | 56.03 | |
Spdr Ser Tr Blomberg Brc Inv (FLRN) | 6.5 | $127M | 4.1M | 30.59 | ||
Ishares Tr National Mun Etf (MUB) | 1.5 | $29M | 246k | 117.20 | ||
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $26M | +3% | 720k | 36.01 | |
Apple (AAPL) | 1.1 | $21M | 161k | 132.69 | ||
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.9 | $18M | -4% | 355k | 51.67 | |
Spdr Ser Tr Nuveen Bbg Brcly (HYMB) | 0.9 | $17M | -21% | 281k | 58.99 | |
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.6 | $12M | -15% | 171k | 69.33 | |
Ishares Tr Rus 2000 Grw Etf (IWO) | 0.6 | $11M | +2% | 38k | 286.69 | |
Thermo Fisher Scientific (TMO) | 0.5 | $9.4M | -2% | 20k | 465.79 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 0.5 | $9.4M | -15% | 69k | 136.73 | |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $9.3M | +320% | 146k | 63.82 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.5 | $9.1M | -10% | 119k | 76.37 | |
Microsoft Corporation (MSFT) | 0.4 | $8.7M | -17% | 39k | 222.43 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $8.6M | +6% | 61k | 141.17 | |
Vanguard Index Fds Value Etf (VTV) | 0.4 | $8.1M | -2% | 68k | 118.96 | |
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $7.4M | +102% | 72k | 102.65 | |
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.4 | $7.3M | -7% | 131k | 55.50 | |
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.3 | $6.7M | +30% | 69k | 96.96 | |
Heartland Financial USA (HTLF) | 0.3 | $6.7M | +15% | 166k | 40.37 | |
Procter & Gamble Company (PG) | 0.3 | $6.6M | -9% | 48k | 139.13 | |
Pepsi (PEP) | 0.3 | $6.0M | -6% | 41k | 148.30 | |
Spdr Index Shs Fds Msci Acwi Exus (CWI) | 0.3 | $5.9M | -13% | 214k | 27.65 | |
Home Depot (HD) | 0.3 | $5.6M | -17% | 21k | 265.60 | |
Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $5.4M | -8% | 156k | 34.81 | |
Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $5.4M | -33% | 15k | 353.76 | |
Merck & Co (MRK) | 0.3 | $4.9M | -15% | 60k | 81.80 | |
Verizon Communications (VZ) | 0.2 | $4.8M | -9% | 83k | 58.75 | |
Johnson & Johnson (JNJ) | 0.2 | $4.8M | -13% | 31k | 157.39 | |
Coca-Cola Company (KO) | 0.2 | $4.8M | -17% | 87k | 54.84 | |
Wisdomtree Tr Us High Dividend (DHS) | 0.2 | $4.7M | -17% | 68k | 69.36 | |
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.2 | $4.7M | -5% | 143k | 32.94 | |
Pfizer (PFE) | 0.2 | $4.6M | -6% | 126k | 36.81 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $4.5M | -9% | 36k | 127.08 | |
Amazon (AMZN) | 0.2 | $4.1M | -50% | 1.3k | 3257.10 | |
Intel Corporation (INTC) | 0.2 | $4.0M | -6% | 81k | 49.83 | |
Exxon Mobil Corporation (XOM) | 0.2 | $4.0M | -8% | 96k | 41.22 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.7M | -15% | 16k | 231.89 | |
3M Company (MMM) | 0.2 | $3.4M | -5% | 19k | 174.79 | |
McDonald's Corporation (MCD) | 0.2 | $3.3M | -10% | 16k | 214.61 | |
Caterpillar (CAT) | 0.2 | $3.3M | 18k | 182.01 | ||
Citigroup Com New (C) | 0.2 | $3.3M | -18% | 54k | 61.65 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $3.3M | +27% | 85k | 38.51 | |
Walt Disney Company (DIS) | 0.2 | $3.2M | +8% | 18k | 181.18 | |
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $3.2M | -29% | 27k | 118.97 | |
At&t (T) | 0.2 | $3.2M | -14% | 110k | 28.76 | |
Wal-Mart Stores (WMT) | 0.2 | $3.2M | -6% | 22k | 144.17 | |
United Parcel Service CL B (UPS) | 0.2 | $3.1M | -10% | 18k | 168.38 | |
Deere & Company (DE) | 0.2 | $3.0M | -5% | 11k | 269.05 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $3.0M | -9% | 25k | 118.19 | |
Texas Instruments Incorporated (TXN) | 0.2 | $3.0M | -8% | 18k | 164.11 | |
Abbvie (ABBV) | 0.1 | $2.8M | -5% | 27k | 107.16 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.8M | -22% | 1.6k | 1752.95 | |
Qualcomm (QCOM) | 0.1 | $2.8M | -11% | 19k | 152.32 | |
Abbott Laboratories (ABT) | 0.1 | $2.7M | -6% | 25k | 109.49 | |
Lockheed Martin Corporation (LMT) | 0.1 | $2.7M | -24% | 7.7k | 354.92 | |
Altria (MO) | 0.1 | $2.7M | -10% | 66k | 40.99 | |
BlackRock (BLK) | 0.1 | $2.6M | -8% | 3.6k | 721.66 | |
Vanguard World Fds Health Car Etf (VHT) | 0.1 | $2.6M | -17% | 12k | 223.77 | |
Boeing Company (BA) | 0.1 | $2.5M | -7% | 12k | 214.09 | |
Alps Etf Tr Intl Sec Dv Dog (IDOG) | 0.1 | $2.5M | -12% | 96k | 26.01 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $2.4M | -9% | 23k | 108.13 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $2.4M | -26% | 70k | 34.39 | |
Union Pacific Corporation (UNP) | 0.1 | $2.4M | -17% | 12k | 208.25 | |
Target Corporation (TGT) | 0.1 | $2.4M | 13k | 176.51 | ||
Visa Com Cl A (V) | 0.1 | $2.4M | -54% | 11k | 218.71 | |
Duke Energy Corp Com New (DUK) | 0.1 | $2.3M | -13% | 26k | 91.55 | |
Starbucks Corporation (SBUX) | 0.1 | $2.3M | +55% | 22k | 106.98 | |
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $2.3M | -34% | 40k | 56.73 | |
Emerson Electric (EMR) | 0.1 | $2.3M | -5% | 28k | 80.37 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.3M | 12k | 194.64 | ||
International Business Machines (IBM) | 0.1 | $2.2M | -13% | 18k | 125.88 | |
Facebook Cl A (FB) | 0.1 | $2.2M | -7% | 8.0k | 273.17 | |
NVIDIA Corporation (NVDA) | 0.1 | $2.2M | -5% | 4.1k | 522.18 | |
Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.1 | $2.1M | +12% | 79k | 26.79 | |
Bristol Myers Squibb (BMY) | 0.1 | $2.1M | -12% | 34k | 62.02 | |
UnitedHealth (UNH) | 0.1 | $2.1M | -4% | 5.9k | 350.71 | |
Nextera Energy (NEE) | 0.1 | $2.1M | +291% | 27k | 77.16 | |
Black Hills Corporation (BKH) | 0.1 | $2.0M | +6% | 33k | 61.46 | |
Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $2.0M | -4% | 69k | 29.24 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $2.0M | NEW | 6.4k | 313.66 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | -5% | 4.0k | 500.00 | |
Chevron Corporation (CVX) | 0.1 | $2.0M | -21% | 24k | 84.43 | |
Costco Wholesale Corporation (COST) | 0.1 | $2.0M | -18% | 5.3k | 376.67 | |
Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $1.9M | 51k | 37.39 | ||
Nike CL B (NKE) | 0.1 | $1.9M | -23% | 13k | 141.47 | |
Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $1.8M | +19% | 17k | 105.91 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.7M | -12% | 19k | 90.93 | |
salesforce (CRM) | 0.1 | $1.7M | -16% | 7.6k | 222.59 | |
Wells Fargo & Company (WFC) | 0.1 | $1.7M | -22% | 56k | 30.18 | |
CVS Caremark Corporation (CVS) | 0.1 | $1.7M | -12% | 24k | 68.31 | |
Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.6M | 13k | 128.04 | ||
Cisco Systems (CSCO) | 0.1 | $1.6M | -10% | 35k | 44.75 | |
Illinois Tool Works (ITW) | 0.1 | $1.5M | -6% | 7.4k | 203.92 | |
Us Bancorp Del Com New (USB) | 0.1 | $1.5M | 32k | 46.58 | ||
Paypal Holdings (PYPL) | 0.1 | $1.5M | -8% | 6.3k | 234.23 | |
Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | -37% | 5.8k | 253.34 | |
Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $1.5M | +2% | 11k | 138.13 | |
Broadcom (AVGO) | 0.1 | $1.5M | -8% | 3.3k | 437.91 | |
General Mills (GIS) | 0.1 | $1.4M | 25k | 58.79 | ||
Vanguard World Fds Financials Etf (VFH) | 0.1 | $1.4M | -5% | 20k | 72.87 | |
Ishares Tr Ibonds Dec2022 (IBMK) | 0.1 | $1.4M | +7% | 54k | 26.36 | |
Ishares Tr Ibonds Dec2023 (IBML) | 0.1 | $1.4M | +6% | 54k | 26.18 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.4M | -5% | 3.8k | 373.81 | |
Caesars Entertainment (CZR) | 0.1 | $1.4M | 19k | 74.29 | ||
Automatic Data Processing (ADP) | 0.1 | $1.4M | -2% | 7.9k | 176.15 | |
Lowe's Companies (LOW) | 0.1 | $1.4M | -14% | 8.5k | 160.47 | |
Ishares Tr Ibonds Dec2021 (IBMJ) | 0.1 | $1.4M | +6% | 53k | 25.78 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.3M | -4% | 5.2k | 261.21 | |
Amgen (AMGN) | 0.1 | $1.3M | -6% | 5.7k | 229.97 | |
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | +226% | 18k | 72.25 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.3M | -15% | 5.4k | 241.13 | |
TJX Companies (TJX) | 0.1 | $1.3M | 19k | 68.29 | ||
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $1.3M | -30% | 22k | 56.28 | |
Heritage Ins Hldgs (HRTG) | 0.1 | $1.2M | +9% | 122k | 10.13 | |
Applied Materials (AMAT) | 0.1 | $1.1M | 13k | 86.34 | ||
Ishares Tr Msci Usa Esg Slc (SUSA) | 0.1 | $1.1M | +100% | 13k | 82.35 | |
Netflix (NFLX) | 0.1 | $1.1M | -44% | 2.0k | 540.80 | |
Tesla Motors (TSLA) | 0.1 | $1.1M | -4% | 1.5k | 705.53 | |
Archer Daniels Midland Company (ADM) | 0.1 | $1.0M | 21k | 50.41 | ||
Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.0M | +4% | 5.3k | 196.01 | |
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $1.0M | -4% | 31k | 33.46 | |
Fastenal Company (FAST) | 0.1 | $1.0M | 21k | 48.85 | ||
Mastercard Incorporated Cl A (MA) | 0.1 | $992k | -44% | 2.8k | 356.83 | |
Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $944k | -3% | 9.4k | 100.93 | |
MDU Resources (MDU) | 0.0 | $937k | 36k | 26.33 | ||
Rockwell Automation (ROK) | 0.0 | $920k | 3.7k | 250.75 | ||
Oracle Corporation (ORCL) | 0.0 | $918k | +15% | 14k | 64.73 | |
Ishares Tr Select Divid Etf (DVY) | 0.0 | $912k | +5% | 9.5k | 96.18 | |
Alphabet Cap Stk Cl C (GOOG) | 0.0 | $909k | -29% | 519.00 | 1751.45 | |
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $906k | -6% | 24k | 38.35 | |
Select Sector Spdr Tr Technology (XLK) | 0.0 | $886k | 6.8k | 129.97 | ||
Colgate-Palmolive Company (CL) | 0.0 | $848k | 9.9k | 85.48 | ||
Honeywell International (HON) | 0.0 | $847k | -5% | 4.0k | 212.65 | |
American Tower Reit (AMT) | 0.0 | $844k | -11% | 3.8k | 224.53 | |
Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $834k | +41% | 9.7k | 86.28 | |
Philip Morris International (PM) | 0.0 | $833k | -9% | 10k | 82.80 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $820k | -55% | 16k | 50.13 | |
Medtronic SHS (MDT) | 0.0 | $808k | -3% | 6.9k | 117.10 | |
Alliant Energy Corporation (LNT) | 0.0 | $796k | -9% | 16k | 51.51 | |
McKesson Corporation (MCK) | 0.0 | $781k | +2% | 4.5k | 173.83 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $770k | -12% | 15k | 50.74 | |
Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $756k | -3% | 25k | 30.07 | |
Comcast Corp Cl A (CMCSA) | 0.0 | $742k | -8% | 14k | 52.39 | |
Southern Company (SO) | 0.0 | $720k | -7% | 12k | 61.45 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $713k | 3.1k | 229.70 | ||
Ishares Tr U.s. Fixed Incme (FIBR) | 0.0 | $707k | +9% | 6.9k | 102.55 | |
Microchip Technology (MCHP) | 0.0 | $698k | -36% | 5.1k | 138.05 | |
Raytheon Technologies Corp | 0.0 | $697k | NEW | 9.7k | 71.53 | |
Vanguard World Fds Materials Etf (VAW) | 0.0 | $673k | 4.3k | 156.99 | ||
Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $671k | -19% | 1.8k | 375.49 | |
LKQ Corporation (LKQ) | 0.0 | $668k | -5% | 19k | 35.26 | |
Bank of America Corporation (BAC) | 0.0 | $666k | -9% | 22k | 30.33 | |
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 0.0 | $663k | 11k | 61.56 | ||
Norfolk Southern (NSC) | 0.0 | $654k | -10% | 2.8k | 237.73 | |
Vanguard World Fds Consum Stp Etf (VDC) | 0.0 | $648k | 3.7k | 173.82 | ||
Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $647k | 16k | 40.41 | ||
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $632k | -5% | 5.8k | 109.06 | |
Mondelez Intl Cl A (MDLZ) | 0.0 | $631k | -6% | 11k | 58.49 | |
Vanguard World Fds Utilities Etf (VPU) | 0.0 | $629k | 4.6k | 137.19 | ||
Clorox Company (CLX) | 0.0 | $629k | -4% | 3.1k | 202.06 | |
Waste Management (WM) | 0.0 | $625k | -32% | 5.3k | 117.92 | |
Titan Machinery (TITN) | 0.0 | $614k | 31k | 19.55 | ||
Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $599k | NEW | 8.9k | 67.49 | |
Inspire Med Sys (INSP) | 0.0 | $590k | -11% | 3.1k | 188.02 | |
Vanguard World Fds Industrial Etf (VIS) | 0.0 | $588k | 3.5k | 169.89 | ||
Delta Air Lines Inc Del Com New (DAL) | 0.0 | $580k | -28% | 14k | 40.19 | |
Ishares Tr Eafe Value Etf (EFV) | 0.0 | $578k | +24% | 12k | 47.22 | |
Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $575k | -12% | 4.4k | 131.85 | |
Wec Energy Group (WEC) | 0.0 | $535k | 5.8k | 92.05 | ||
Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $534k | NEW | 5.0k | 106.80 | |
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.0 | $520k | +63% | 34k | 15.26 | |
Parker-Hannifin Corporation (PH) | 0.0 | $519k | 1.9k | 272.58 | ||
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) | 0.0 | $511k | +8% | 9.9k | 51.87 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $507k | +8% | 3.8k | 134.77 | |
Pimco Municipal Income Fund II (PML) | 0.0 | $504k | -18% | 35k | 14.30 | |
Phillips 66 (PSX) | 0.0 | $501k | -37% | 7.2k | 69.97 | |
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $500k | 5.4k | 92.59 | ||
Ishares Tr Ibonds Dec21 Etf (IBDM) | 0.0 | $494k | +2% | 20k | 24.89 | |
Canadian Pacific Railway (CP) | 0.0 | $473k | 1.4k | 346.77 | ||
Stryker Corporation (SYK) | 0.0 | $468k | -45% | 1.9k | 245.15 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $460k | +5% | 5.0k | 91.49 | |
Spdr Gold Tr Gold Shs (GLD) | 0.0 | $460k | +34% | 2.6k | 178.29 | |
Trane Technologies SHS (TT) | 0.0 | $460k | 3.2k | 145.11 | ||
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $457k | 17k | 27.35 | ||
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $455k | 1.3k | 343.92 | ||
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $455k | -45% | 6.2k | 72.88 | |
Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $452k | -3% | 17k | 26.56 | |
Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.0 | $452k | 18k | 25.57 | ||
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $452k | -20% | 5.1k | 88.98 | |
Walgreen Boots Alliance (WBA) | 0.0 | $449k | NEW | 11k | 39.87 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $444k | +300% | 5.2k | 85.06 | |
Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.0 | $438k | 17k | 26.26 | ||
American Electric Power Company (AEP) | 0.0 | $432k | -20% | 5.2k | 83.35 | |
Sherwin-Williams Company (SHW) | 0.0 | $427k | -5% | 581.00 | 734.94 | |
CSX Corporation (CSX) | 0.0 | $409k | -14% | 4.5k | 90.81 | |
Marriott Intl Cl A (MAR) | 0.0 | $404k | 3.1k | 131.90 | ||
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $403k | 4.4k | 90.99 | ||
Eli Lilly & Co. (LLY) | 0.0 | $375k | -60% | 2.2k | 168.84 | |
Hormel Foods Corporation (HRL) | 0.0 | $372k | -16% | 8.0k | 46.65 | |
Celanese Corporation (CE) | 0.0 | $343k | -2% | 2.6k | 130.07 | |
Crane (CR) | 0.0 | $341k | +7% | 4.4k | 77.57 | |
Paychex (PAYX) | 0.0 | $332k | -12% | 3.6k | 93.10 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 0.0 | $331k | -3% | 13k | 25.40 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $323k | 6.1k | 53.05 | ||
PPG Industries (PPG) | 0.0 | $322k | +2% | 2.2k | 144.01 | |
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $321k | NEW | 7.6k | 42.05 | |
Timken Company (TKR) | 0.0 | $320k | -16% | 4.1k | 77.41 | |
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $319k | NEW | 2.2k | 142.09 | |
Hldgs (UAL) | 0.0 | $318k | -38% | 7.4k | 43.21 | |
Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $311k | NEW | 11k | 29.51 | |
ConocoPhillips (COP) | 0.0 | $309k | -34% | 7.7k | 40.00 | |
Constellation Brands Cl A (STZ) | 0.0 | $309k | -9% | 1.4k | 218.84 | |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $305k | NEW | 6.5k | 47.21 | |
Ball Corporation (BLL) | 0.0 | $304k | 3.3k | 93.31 | ||
Xcel Energy (XEL) | 0.0 | $303k | +8% | 4.5k | 66.64 | |
Ishares Tr Global Tech Etf (IXN) | 0.0 | $301k | -3% | 1.0k | 299.80 | |
RPM International (RPM) | 0.0 | $301k | -12% | 3.3k | 90.72 | |
Garmin SHS (GRMN) | 0.0 | $300k | -13% | 2.5k | 119.62 | |
Enbridge (ENB) | 0.0 | $299k | -7% | 9.4k | 31.94 | |
Ishares Core Msci Emkt (IEMG) | 0.0 | $297k | -8% | 4.8k | 62.06 | |
Blackstone Group Com Cl A (BX) | 0.0 | $296k | -14% | 4.6k | 64.71 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $296k | -39% | 4.9k | 60.25 | |
Viatris (VTRS) | 0.0 | $295k | NEW | 16k | 18.76 | |
Allstate Corporation (ALL) | 0.0 | $294k | +6% | 2.7k | 110.11 | |
Becton, Dickinson and (BDX) | 0.0 | $294k | -7% | 1.2k | 250.21 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $293k | 8.0k | 36.83 | ||
Casey's General Stores (CASY) | 0.0 | $289k | -30% | 1.6k | 178.40 | |
SYSCO Corporation (SYY) | 0.0 | $289k | -10% | 3.9k | 74.14 | |
American Water Works (AWK) | 0.0 | $289k | -2% | 1.9k | 153.64 | |
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $289k | 1.8k | 161.00 | ||
Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $287k | +18% | 13k | 22.35 | |
Blackrock Muniholdings Insured Fund II (MUE) | 0.0 | $282k | -10% | 21k | 13.66 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $279k | -9% | 5.1k | 55.19 | |
Gilead Sciences (GILD) | 0.0 | $277k | -18% | 4.8k | 58.25 | |
Crown Castle Intl (CCI) | 0.0 | $274k | -19% | 1.7k | 159.12 | |
ConAgra Foods (CAG) | 0.0 | $271k | -18% | 7.5k | 36.29 | |
Dow (DOW) | 0.0 | $265k | -34% | 4.8k | 55.54 | |
Cohen & Steers Slt Pfd Incm (PSF) | 0.0 | $264k | -28% | 9.4k | 28.09 | |
Blackrock Muniyield Fund (MYD) | 0.0 | $260k | -27% | 18k | 14.36 | |
AFLAC Incorporated (AFL) | 0.0 | $260k | -17% | 5.8k | 44.47 | |
Exelon Corporation (EXC) | 0.0 | $255k | -5% | 6.0k | 42.16 | |
FedEx Corporation (FDX) | 0.0 | $254k | -37% | 977.00 | 259.98 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $253k | +22% | 1.1k | 232.97 | |
BlackRock MuniYield Investment Fund (MYF) | 0.0 | $250k | -27% | 18k | 13.97 | |
Mosaic (MOS) | 0.0 | $247k | -21% | 11k | 23.00 | |
Select Sector Spdr Tr Energy (XLE) | 0.0 | $247k | -7% | 6.5k | 37.88 | |
General Electric Company (GE) | 0.0 | $245k | -13% | 23k | 10.78 | |
Ishares Silver Tr Ishares (SLV) | 0.0 | $239k | NEW | 9.7k | 24.60 | |
Lemonade (LMND) | 0.0 | $238k | NEW | 1.9k | 122.55 | |
Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $238k | 1.6k | 151.50 | ||
Travelers Companies (TRV) | 0.0 | $236k | -35% | 1.7k | 140.48 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $232k | -55% | 2.7k | 84.86 | |
Dominion Resources (D) | 0.0 | $231k | -4% | 3.1k | 75.10 | |
Owens & Minor (OMI) | 0.0 | $228k | -55% | 8.4k | 27.06 | |
Consolidated Edison (ED) | 0.0 | $228k | +6% | 3.2k | 72.24 | |
Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $225k | NEW | 1.0k | 223.21 | |
Kraft Heinz (KHC) | 0.0 | $225k | -15% | 6.5k | 34.70 | |
Stanley Black & Decker (SWK) | 0.0 | $223k | -4% | 1.2k | 178.54 | |
Nucor Corporation (NUE) | 0.0 | $218k | -13% | 4.1k | 53.11 | |
Carrier Global Corporation (CARR) | 0.0 | $218k | -35% | 5.8k | 37.80 | |
Edwards Lifesciences (EW) | 0.0 | $218k | -21% | 2.4k | 91.40 | |
Ford Motor Company (F) | 0.0 | $212k | -13% | 24k | 8.80 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $210k | 3.3k | 62.74 | ||
Anthem (ANTM) | 0.0 | $208k | NEW | 648.00 | 320.99 | |
Cambium Networks Corp SHS (CMBM) | 0.0 | $208k | NEW | 8.3k | 25.07 | |
Gamestop Corp Cl A (GME) | 0.0 | $207k | 11k | 18.82 | ||
Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $207k | NEW | 5.0k | 41.78 | |
Prudential Financial (PRU) | 0.0 | $207k | NEW | 2.6k | 78.23 | |
General Dynamics Corporation (GD) | 0.0 | $207k | -8% | 1.4k | 148.81 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $207k | 2.2k | 92.83 | ||
Ishares Tr Mbs Etf (MBB) | 0.0 | $206k | NEW | 1.9k | 110.22 | |
Cummins (CMI) | 0.0 | $206k | NEW | 907.00 | 227.12 | |
Otis Worldwide Corp (OTIS) | 0.0 | $204k | -30% | 3.0k | 67.55 | |
Baxter International (BAX) | 0.0 | $202k | -3% | 2.5k | 80.25 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $202k | NEW | 2.2k | 91.86 | |
Leidos Holdings (LDOS) | 0.0 | $201k | -18% | 1.9k | 105.07 | |
American States Water Company (AWR) | 0.0 | $201k | -12% | 2.5k | 79.35 | |
DNP Select Income Fund (DNP) | 0.0 | $184k | 18k | 10.25 | ||
Kronos Worldwide (KRO) | 0.0 | $164k | -16% | 11k | 14.92 | |
First Tr Sr Floating Rate 20 Com Shs (FIV) | 0.0 | $147k | 16k | 8.97 | ||
Owl Rock Capital Corporation (ORCC) | 0.0 | $127k | -8% | 10k | 12.70 | |
Transenterix (TRXC) | 0.0 | $126k | NEW | 202k | 0.62 | |
Retail Pptys Amer Cl A (RPAI) | 0.0 | $96k | NEW | 11k | 8.55 | |
Mannkind Corp Com New (MNKD) | 0.0 | $37k | 12k | 3.15 |
Past Filings by Avantax Planning Partners
SEC 13F filings are viewable for Avantax Planning Partners going back to 2016
- Avantax Planning Partners 2020 Q4 filed Feb. 4, 2021
- Honkamp Krueger Financial Services 2020 Q3 filed Oct. 28, 2020
- Honkamp Krueger Financial Services 2020 Q2 filed July 15, 2020
- Honkamp Krueger Financial Services 2020 Q1 filed April 27, 2020
- Honkamp Krueger Financial Services 2019 Q4 filed Jan. 15, 2020
- Honkamp Krueger Financial Services 2019 Q3 filed Nov. 8, 2019
- Honkamp Krueger Financial Services 2019 Q2 filed Aug. 7, 2019
- Honkamp Krueger Financial Services 2019 Q1 filed May 8, 2019
- Honkamp Krueger Financial Services 2018 Q4 filed Feb. 14, 2019
- Honkamp Krueger Financial Services 2018 Q3 filed Nov. 13, 2018
- Honkamp Krueger Financial Services 2018 Q2 filed Aug. 13, 2018
- Honkamp Krueger Financial Services 2018 Q1 filed May 15, 2018
- Honkamp Krueger Financial Services 2017 Q4 filed Feb. 9, 2018
- Honkamp Krueger Financial Services 2017 Q3 filed Oct. 19, 2017
- Honkamp Krueger Financial Services 2017 Q2 filed July 27, 2017
- Honkamp Krueger Financial Services 2017 Q1 filed April 12, 2017