Honkamp Krueger Financial Services

Latest statistics and disclosures from Avantax Planning Partners's latest quarterly 13F-HR filing:

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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