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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 39.06% of Avantax Planning Partners's stock portfolio.
Added to shares of these 10 stocks: JPIB (+$47M), AVEM (+$38M), JCPB (+$32M), MUB (+$31M), MDYV (+$30M), JMUB (+$28M), SCHF (+$9.3M), SCHD (+$7.7M), NVDA (+$6.0M), SPTL (+$5.1M).
Started 16 new stock positions in DC, RY, SKYY, RSP, CGXU, IDU, BP, URI, HSY, DFAT. DKS, SLDE, CVS, CRWD, COIN, IVLU.
Reduced shares in these 10 stocks: MMIT (-$28M), HYMB (-$26M), HYD (-$7.4M), SCHG (-$6.1M), DFAC (-$5.2M), SCHP, , DFLV, AVGO, PFE.
Sold out of its positions in BAX, CI, CHE, DFLV, ESS, GIS, IOVA, IBTO, MMC, PPL.
Avantax Planning Partners was a net buyer of stock by $163M.
Avantax Planning Partners has $3.5B in assets under management (AUM), dropping by 10.65%.
Central Index Key (CIK): 0001005441

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Portfolio Holdings for Avantax Planning Partners

Avantax Planning Partners holds 438 positions in its portfolio as reported in the September 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)	13.7	$479M		15M	31.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.4	$293M		10M	29.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	7.6	$266M	+2%	9.7M	27.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.8	$169M	+2%	7.2M	23.47	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.5	$155M	+6%	6.7M	23.28	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.2	$110M	+72%	2.3M	49.03	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	3.1	$109M	+4%	4.0M	26.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.4	$83M	+4%	832k	99.53	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.4	$83M		2.4M	34.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.3	$79M	+92%	1.1M	75.11	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.2	$75M	+75%	1.6M	47.55	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	2.0	$70M	+76%	834k	83.41	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.7	$59M	+88%	1.2M	50.47	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$51M		235k	215.79	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$49M	+169%	459k	106.49	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.3	$46M	+7%	900k	50.70	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	1.2	$43M	-37%	1.7M	24.93	View chart
Apple (AAPL)	1.1	$38M	+7%	148k	254.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$37M	-2%	79k	468.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$35M		470k	73.46	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.0	$34M		965k	35.60	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.9	$31M	-2%	563k	55.33	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.8	$28M	+7%	292k	94.31	View chart
Microsoft Corporation (MSFT)	0.7	$24M	+8%	46k	517.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$23M	-3%	190k	120.72	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.6	$23M	+12%	245k	91.56	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$22M	+8%	389k	57.10	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$18M	+2%	196k	89.57	View chart
NVIDIA Corporation (NVDA)	0.5	$18M	+51%	94k	186.58	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.5	$17M	-2%	197k	88.65	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$17M	-2%	54k	320.04	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.5	$17M		169k	100.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$17M	-5%	117k	142.41	View chart
JPMorgan Chase & Co. (JPM)	0.5	$16M		52k	315.43	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.5	$16M		55k	297.62	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$16M	-24%	416k	38.57	View chart
Broadcom (AVGO)	0.4	$16M	-10%	47k	329.91	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.4	$16M	-2%	112k	139.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$16M	-2%	492k	31.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$14M	-3%	266k	54.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.4	$14M		48k	293.79	View chart
Fastenal Company (FAST)	0.4	$14M		279k	49.04	View chart
Abbvie (ABBV)	0.4	$13M		58k	231.54	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$13M		420k	31.84	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$13M	-4%	248k	52.28	View chart
Home Depot (HD)	0.4	$12M	+4%	30k	405.19	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$12M		233k	52.30	View chart
Coca-Cola Company (KO)	0.3	$12M	+2%	178k	66.32	View chart
Amazon (AMZN)	0.3	$11M	+3%	50k	219.57	View chart
Deere & Company (DE)	0.3	$11M	-2%	24k	457.27	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$11M	-6%	162k	65.92	View chart
International Business Machines (IBM)	0.3	$11M	+2%	38k	282.16	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$10M	-42%	198k	50.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$10M	-3%	15k	666.20	View chart
Chevron Corporation (CVX)	0.3	$10M	+5%	65k	155.29	View chart
Cisco Systems (CSCO)	0.3	$10M		146k	68.42	View chart
Exxon Mobil Corporation (XOM)	0.3	$9.8M	+4%	87k	112.75	View chart
Lockheed Martin Corporation (LMT)	0.3	$9.6M	+52%	19k	499.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$9.6M	-3%	68k	140.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$9.5M	-3%	54k	174.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$9.4M	-3%	92k	102.99	View chart
Verizon Communications (VZ)	0.3	$9.4M	+5%	214k	43.95	View chart
Texas Instruments Incorporated (TXN)	0.3	$9.4M	+3%	51k	183.73	View chart
Merck & Co (MRK)	0.3	$9.2M	+8%	110k	83.93	View chart
Johnson & Johnson (JNJ)	0.3	$9.1M	+3%	49k	185.42	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$8.6M	-4%	111k	78.09	View chart
Amgen (AMGN)	0.2	$8.6M	+4%	31k	282.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$8.5M	-6%	85k	100.25	View chart
Procter & Gamble Company (PG)	0.2	$8.1M	+2%	53k	153.65	View chart
Pepsi (PEP)	0.2	$7.9M		56k	140.44	View chart
Valero Energy Corporation (VLO)	0.2	$7.8M		46k	170.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$7.8M		42k	186.49	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$7.8M	-7%	156k	50.07	View chart
Altria (MO)	0.2	$7.6M	-2%	115k	66.06	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$7.4M	+2%	125k	59.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$7.1M		14k	502.74	View chart
Tesla Motors (TSLA)	0.2	$7.1M	+2%	16k	444.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$7.0M	+10%	12k	600.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$7.0M		103k	67.83	View chart
Blackrock (BLK)	0.2	$6.8M	-4%	5.8k	1165.89	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$6.4M	+3%	163k	38.97	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$6.3M	-3%	59k	106.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$6.3M	+2%	26k	243.10	View chart
Pfizer (PFE)	0.2	$6.2M	-21%	242k	25.48	View chart
Bank of America Corporation (BAC)	0.2	$5.8M		112k	51.59	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$5.7M	-3%	32k	176.81	View chart
McDonald's Corporation (MCD)	0.2	$5.5M	-2%	18k	303.90	View chart
Meta Platforms Cl A (META)	0.2	$5.4M	+23%	7.4k	734.35	View chart
Oracle Corporation (ORCL)	0.1	$5.1M	-2%	18k	281.24	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$4.6M	-85%	190k	24.30	View chart
Eli Lilly & Co. (LLY)	0.1	$4.6M	+8%	6.0k	762.97	View chart
Costco Wholesale Corporation (COST)	0.1	$4.4M	+8%	4.7k	925.60	View chart
Us Bancorp Del Com New (USB)	0.1	$4.4M	+4%	90k	48.33	View chart
EOG Resources (EOG)	0.1	$4.3M	+3%	38k	112.12	View chart
Qualcomm (QCOM)	0.1	$4.0M		24k	166.36	View chart
United Parcel Service CL B (UPS)	0.1	$4.0M		48k	83.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.9M		73k	53.40	View chart
Visa Com Cl A (V)	0.1	$3.8M	+10%	11k	341.38	View chart
M&T Bank Corporation (MTB)	0.1	$3.8M	+6%	19k	197.62	View chart
Southern Company (SO)	0.1	$3.7M		40k	94.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.7M		18k	208.71	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$3.6M	-2%	29k	125.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.6M	+3%	11k	328.18	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$3.6M	-4%	91k	39.26	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$3.5M		45k	78.34	View chart
Abbott Laboratories (ABT)	0.1	$3.2M		24k	133.94	View chart
Bristol Myers Squibb (BMY)	0.1	$3.1M	+14%	70k	45.10	View chart
Kimberly-Clark Corporation (KMB)	0.1	$3.1M	+7%	25k	124.34	View chart
Caterpillar (CAT)	0.1	$3.0M		6.3k	477.14	View chart
Principal Financial (PFG)	0.1	$3.0M		36k	82.91	View chart
Wal-Mart Stores (WMT)	0.1	$3.0M		29k	103.06	View chart
ConocoPhillips (COP)	0.1	$3.0M	-2%	31k	94.59	View chart
TJX Companies (TJX)	0.1	$2.9M		20k	144.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$2.9M		39k	74.37	View chart
Oneok (OKE)	0.1	$2.9M	+8%	39k	72.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.8M	-7%	9.9k	281.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$2.8M	-7%	46k	59.92	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$2.6M	+2%	3.5k	746.56	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.5M	-27%	5.2k	485.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.3M		6.6k	355.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.3M	+3%	3.8k	612.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.3M		9.6k	243.56	View chart
Casey's General Stores (CASY)	0.1	$2.3M		4.1k	565.32	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$2.3M	-2%	23k	100.75	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.1M	-3%	58k	36.55	View chart
Archer Daniels Midland Company (ADM)	0.1	$2.1M	-9%	35k	59.74	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.0M		21k	95.89	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$2.0M	-17%	175k	11.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.0M	-4%	9.9k	203.59	View chart
Phillips 66 (PSX)	0.1	$2.0M	-10%	15k	136.02	View chart
UnitedHealth (UNH)	0.1	$2.0M	+34%	5.8k	345.29	View chart
Advanced Micro Devices (AMD)	0.1	$2.0M	-3%	12k	161.80	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$2.0M	-2%	78k	25.19	View chart
Linde SHS (LIN)	0.1	$2.0M	+9%	4.1k	474.98	View chart
Applied Materials (AMAT)	0.1	$1.8M	-3%	8.9k	204.74	View chart
Black Hills Corporation (BKH)	0.1	$1.8M		29k	61.59	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$1.8M		99k	18.24	View chart
Netflix (NFLX)	0.1	$1.8M	+4%	1.5k	1198.92	View chart
Philip Morris International (PM)	0.1	$1.8M		11k	162.20	View chart
Alliant Energy Corporation (LNT)	0.0	$1.7M		26k	67.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.7M		7.1k	241.96	View chart
Genuine Parts Company (GPC)	0.0	$1.7M	-12%	12k	138.60	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.7M		12k	135.65	View chart
Vanguard World Health Car Etf (VHT)	0.0	$1.7M	+163%	6.4k	259.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$1.6M	-5%	20k	84.68	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$1.6M	-5%	20k	82.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.6M		7.9k	206.52	View chart
Automatic Data Processing (ADP)	0.0	$1.6M	-3%	5.5k	293.52	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.6M	+165%	8.9k	182.42	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.6M	+29%	4.5k	352.78	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.6M		12k	133.90	View chart
WesBan (WSBC)	0.0	$1.5M		49k	31.93	View chart
Rockwell Automation (ROK)	0.0	$1.5M		4.4k	349.56	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$1.5M	+62%	7.2k	213.73	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.5M		2.0k	757.97	View chart
Booking Holdings (BKNG)	0.0	$1.5M	+4%	278.00	5403.57	View chart
McKesson Corporation (MCK)	0.0	$1.5M		1.9k	772.59	View chart
At&t (T)	0.0	$1.5M	-5%	52k	28.24	View chart
Vanguard World Industrial Etf (VIS)	0.0	$1.5M	+198%	4.9k	296.29	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$1.4M		10k	140.05	View chart
salesforce (CRM)	0.0	$1.4M	+26%	6.1k	236.99	View chart
Workiva Com Cl A (WK)	0.0	$1.4M		17k	86.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.4M	+9%	22k	65.26	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$1.4M		31k	45.21	View chart
Nextera Energy (NEE)	0.0	$1.4M	+4%	19k	75.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$1.4M	-29%	44k	31.38	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.4M	-8%	54k	25.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.4M		15k	93.37	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$1.4M		29k	46.41	View chart
Servicenow (NOW)	0.0	$1.4M	+42%	1.5k	920.28	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.0	$1.3M		58k	23.36	View chart
Uber Technologies (UBER)	0.0	$1.3M	+39%	14k	97.97	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$1.3M		58k	22.95	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$1.3M	-2%	2.8k	479.62	View chart
3M Company (MMM)	0.0	$1.3M		8.5k	155.17	View chart
Emerson Electric (EMR)	0.0	$1.3M	-6%	10k	131.19	View chart
Enterprise Products Partners (EPD)	0.0	$1.3M	+15%	41k	31.27	View chart
Union Pacific Corporation (UNP)	0.0	$1.2M	+2%	5.1k	236.37	View chart
Target Corporation (TGT)	0.0	$1.2M		13k	89.70	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.2M	+13%	2.1k	568.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$1.2M	+26%	2.0k	596.03	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$1.2M		13k	93.64	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$1.2M	-54%	1.7k	669.30	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.1M	-45%	16k	72.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.1M	+47%	43k	26.34	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.1M	+9%	4.6k	246.60	View chart
Trane Technologies SHS (TT)	0.0	$1.1M		2.7k	421.96	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.1M	-12%	6.7k	167.32	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.1M		14k	81.19	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.0M		9.1k	113.89	View chart
Vanguard World Energy Etf (VDE)	0.0	$997k	+217%	7.9k	125.86	View chart
Duke Energy Corp Com New (DUK)	0.0	$993k	-5%	8.0k	123.75	View chart
Palo Alto Networks (PANW)	0.0	$986k	+14%	4.8k	203.62	View chart
Ford Motor Company (F)	0.0	$978k		82k	11.96	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$968k	-2%	17k	57.47	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$967k	NEW	2.0k	490.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$958k	+32%	34k	27.90	View chart
General Dynamics Corporation (GD)	0.0	$957k	-9%	2.8k	341.01	View chart
Intuit (INTU)	0.0	$947k	+8%	1.4k	683.04	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$945k	-42%	21k	44.69	View chart
Hubbell (HUBB)	0.0	$931k	-23%	2.2k	430.31	View chart
Boeing Company (BA)	0.0	$922k	+2%	4.3k	215.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$896k		11k	80.17	View chart
Walt Disney Company (DIS)	0.0	$893k	+14%	7.8k	114.50	View chart
Wells Fargo & Company (WFC)	0.0	$888k		11k	83.82	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$865k	+22%	10k	83.41	View chart
Wec Energy Group (WEC)	0.0	$864k	+17%	7.5k	114.59	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$862k	-6%	68k	12.77	View chart
Prudential Financial (PRU)	0.0	$859k	-24%	8.3k	103.74	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.0	$849k		18k	48.22	View chart
Flex Ord (FLEX)	0.0	$846k		15k	57.97	View chart
American Express Company (AXP)	0.0	$843k	-10%	2.5k	332.18	View chart
Intuitive Surgical Com New (ISRG)	0.0	$835k	+29%	1.9k	447.23	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$792k		6.7k	118.44	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$776k	-2%	21k	36.42	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$774k	-21%	5.8k	132.40	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$768k	-13%	13k	57.25	View chart
Stryker Corporation (SYK)	0.0	$768k		2.1k	369.62	View chart
Eaton Corp SHS (ETN)	0.0	$763k		2.0k	374.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$754k	-66%	1.00	754200.00	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$753k		6.6k	115.01	View chart
Danaher Corporation (DHR)	0.0	$750k	-2%	3.8k	198.26	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$742k		2.0k	378.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$734k	-2%	2.6k	279.29	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$727k		4.2k	172.75	View chart
Vanguard World Financials Etf (VFH)	0.0	$723k		5.5k	131.24	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$716k		2.4k	293.70	View chart
Marathon Petroleum Corp (MPC)	0.0	$713k		3.7k	192.74	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$709k		29k	24.30	View chart
Honeywell International (HON)	0.0	$697k		3.3k	210.50	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$675k		27k	25.19	View chart
Waste Management (WM)	0.0	$673k	-17%	3.0k	220.80	View chart
Sempra Energy (SRE)	0.0	$667k		7.4k	89.98	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$661k		15k	43.92	View chart
Norfolk Southern (NSC)	0.0	$653k		2.2k	300.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$646k		3.3k	195.87	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$645k	-9%	12k	53.87	View chart
Ge Aerospace Com New (GE)	0.0	$642k		2.1k	300.85	View chart
Howmet Aerospace (HWM)	0.0	$631k		3.2k	196.23	View chart
Caesars Entertainment (CZR)	0.0	$615k		23k	27.02	View chart
Travelers Companies (TRV)	0.0	$604k		2.2k	279.28	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$601k		14k	42.72	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$598k	+2%	11k	57.04	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$584k	+7%	34k	17.16	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$581k	-30%	1.9k	309.69	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$581k		4.5k	129.73	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$579k		13k	45.57	View chart
Enbridge (ENB)	0.0	$575k		11k	50.46	View chart
Constellation Brands Cl A (STZ)	0.0	$574k		4.3k	134.67	View chart
PNC Financial Services (PNC)	0.0	$573k		2.9k	200.93	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$573k	-5%	19k	30.07	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.0	$565k		17k	32.89	View chart
Applovin Corp Com Cl A (APP)	0.0	$565k	-13%	786.00	718.54	View chart
Consolidated Edison (ED)	0.0	$561k	-15%	5.6k	100.52	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$559k	+2%	3.0k	187.73	View chart
Allstate Corporation (ALL)	0.0	$558k		2.6k	214.65	View chart
Medtronic SHS (MDT)	0.0	$558k	-16%	5.9k	95.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$554k	+10%	2.2k	254.25	View chart
L3harris Technologies (LHX)	0.0	$549k		1.8k	305.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$547k	-15%	3.2k	170.82	View chart
AFLAC Incorporated (AFL)	0.0	$539k	-24%	4.8k	111.70	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$539k	-2%	14k	37.62	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$537k	+67%	6.0k	89.33	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$533k		1.2k	463.74	View chart
Coherent Corp (COHR)	0.0	$517k		4.8k	107.72	View chart
Paychex (PAYX)	0.0	$514k		4.1k	126.77	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$508k		12k	42.79	View chart
Strategy Cl A New (MSTR)	0.0	$502k	+29%	1.6k	322.21	View chart
Boston Scientific Corporation (BSX)	0.0	$496k	+6%	5.1k	97.63	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$492k	+9%	12k	42.37	View chart
Morgan Stanley Com New (MS)	0.0	$489k		3.1k	158.96	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$486k	-2%	4.9k	99.45	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$480k	-6%	21k	22.45	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$477k		2.0k	239.64	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$476k		7.6k	62.47	View chart
Constellation Energy (CEG)	0.0	$476k	-31%	1.4k	329.07	View chart
Premier Cl A (PINC)	0.0	$473k		17k	27.80	View chart
Agnico (AEM)	0.0	$470k	-2%	2.8k	168.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$468k	+7%	5.4k	87.32	View chart
Lowe's Companies (LOW)	0.0	$466k		1.9k	251.33	View chart
Nike CL B (NKE)	0.0	$463k	+5%	6.6k	69.73	View chart
American Tower Reit (AMT)	0.0	$463k		2.4k	192.32	View chart
Garmin SHS (GRMN)	0.0	$462k	-10%	1.9k	246.22	View chart
Williams Companies (WMB)	0.0	$456k		7.2k	63.35	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$456k		4.4k	103.21	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$453k		8.9k	51.09	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$452k		50k	9.11	View chart
W.W. Grainger (GWW)	0.0	$452k		474.00	952.96	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$450k		2.7k	164.54	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.0	$449k		15k	30.86	View chart
Snap-on Incorporated (SNA)	0.0	$445k		1.3k	346.63	View chart
Tc Energy Corp (TRP)	0.0	$442k		8.1k	54.41	View chart
Kla Corp Com New (KLAC)	0.0	$435k	-7%	403.00	1078.60	View chart
CSX Corporation (CSX)	0.0	$432k		12k	35.51	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$432k		7.0k	62.12	View chart
Charles Schwab Corporation (SCHW)	0.0	$427k	-4%	4.5k	95.46	View chart
RPM International (RPM)	0.0	$415k		3.5k	117.88	View chart
Intel Corporation (INTC)	0.0	$415k	-10%	12k	33.55	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$411k		5.7k	72.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$409k	NEW	2.2k	189.70	View chart
GSK Sponsored Adr (GSK)	0.0	$408k	-4%	9.5k	43.16	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$407k		3.6k	111.48	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$406k	+4%	4.7k	87.21	View chart
Dell Technologies CL C (DELL)	0.0	$404k	+4%	2.8k	141.76	View chart
Servisfirst Bancshares (SFBS)	0.0	$403k		5.0k	80.53	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$402k		1.7k	236.06	View chart
National Fuel Gas (NFG)	0.0	$397k		4.3k	92.37	View chart
Hewlett Packard Enterprise (HPE)	0.0	$394k		16k	24.56	View chart
Curtiss-Wright (CW)	0.0	$390k	-28%	718.00	542.94	View chart
Illinois Tool Works (ITW)	0.0	$380k	-7%	1.5k	260.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$376k		8.2k	45.80	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$376k	+4%	15k	25.31	View chart
Corning Incorporated (GLW)	0.0	$375k		4.6k	82.02	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$375k		9.8k	38.29	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$373k		5.1k	72.77	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$373k		1.0k	365.48	View chart
Gilead Sciences (GILD)	0.0	$367k	-10%	3.3k	111.00	View chart
Celestica (CLS)	0.0	$367k	-9%	1.5k	246.38	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$365k		15k	23.92	View chart
Federated Hermes CL B (FHI)	0.0	$364k	-12%	7.0k	51.93	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$364k		7.1k	51.23	View chart
Digital Realty Trust (DLR)	0.0	$359k		2.1k	172.88	View chart
Amphenol Corp Cl A (APH)	0.0	$356k		2.9k	123.74	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$348k	-6%	5.8k	59.69	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$348k		13k	26.79	View chart
Hershey Company (HSY)	0.0	$344k	NEW	1.8k	187.08	View chart
Cummins (CMI)	0.0	$344k		814.00	422.37	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$342k	-27%	7.8k	43.78	View chart
American Electric Power Company (AEP)	0.0	$341k		3.0k	112.48	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$340k		13k	25.66	View chart
Citigroup Com New (C)	0.0	$336k		3.3k	101.49	View chart
National Health Investors (NHI)	0.0	$335k		4.2k	79.50	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$332k		13k	25.48	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$331k		16k	21.13	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$329k	-9%	2.3k	145.60	View chart
Ge Vernova (GEV)	0.0	$327k		531.00	614.93	View chart
Micron Technology (MU)	0.0	$325k	+4%	1.9k	167.35	View chart
Starbucks Corporation (SBUX)	0.0	$325k	-14%	3.8k	84.59	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$324k	-5%	3.0k	108.70	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$319k		13k	25.64	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$319k		19k	17.06	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$319k	-16%	3.3k	96.55	View chart
Corteva (CTVA)	0.0	$313k		4.6k	67.63	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$311k		6.7k	46.32	View chart
One Liberty Properties (OLP)	0.0	$310k		14k	22.12	View chart
Barrick Mng Corp Com Shs (B)	0.0	$309k	-5%	9.4k	32.77	View chart
Quanta Services (PWR)	0.0	$308k	-7%	744.00	414.42	View chart
Colgate-Palmolive Company (CL)	0.0	$307k	-28%	3.8k	79.94	View chart
UGI Corporation (UGI)	0.0	$306k		9.2k	33.26	View chart
Old Republic International Corporation (ORI)	0.0	$305k		7.2k	42.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$303k	-13%	4.4k	68.46	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$298k		1.3k	229.55	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$296k		2.1k	142.10	View chart
Sterling Construction Company (STRL)	0.0	$296k		870.00	339.68	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$293k		30k	9.79	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$293k	-17%	8.8k	33.37	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$293k		3.1k	92.98	View chart
Slide Ins Hldgs (SLDE)	0.0	$291k	NEW	19k	15.79	View chart
Pembina Pipeline Corp (PBA)	0.0	$289k		7.1k	40.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$288k		3.2k	89.77	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$286k		6.2k	46.24	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$286k		7.5k	38.36	View chart
Cardinal Health (CAH)	0.0	$286k		1.8k	156.92	View chart
Goldman Sachs (GS)	0.0	$286k		359.00	795.89	View chart
Dupont De Nemours (DD)	0.0	$283k		3.6k	77.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$282k		3.1k	91.42	View chart
Coinbase Global Com Cl A (COIN)	0.0	$278k	NEW	823.00	337.49	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$278k		4.6k	59.93	View chart
Nucor Corporation (NUE)	0.0	$275k		2.0k	135.44	View chart
Microchip Technology (MCHP)	0.0	$272k		4.2k	64.22	View chart
Strategy Series A Perp Pf (STRK)	0.0	$271k		3.0k	91.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$271k	-16%	2.3k	118.85	View chart
Comcast Corp Cl A (CMCSA)	0.0	$271k	-9%	8.6k	31.42	View chart
Clorox Company (CLX)	0.0	$268k		2.2k	123.30	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.0	$267k		3.2k	83.35	View chart
Broadridge Financial Solutions (BR)	0.0	$266k	-3%	1.1k	238.17	View chart
UMB Financial Corporation (UMBF)	0.0	$265k		2.2k	118.37	View chart
Kkr & Co (KKR)	0.0	$261k		2.0k	129.95	View chart
Unilever Spon Adr New (UL)	0.0	$259k	-15%	4.4k	59.28	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$257k		5.9k	43.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$257k		6.0k	43.10	View chart
Progressive Corporation (PGR)	0.0	$255k	+10%	1.0k	246.95	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$254k		10k	24.34	View chart
Ameriprise Financial (AMP)	0.0	$253k	+3%	514.00	491.25	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$249k		1.6k	154.23	View chart
American States Water Company (AWR)	0.0	$245k		3.3k	73.32	View chart
Northern Trust Corporation (NTRS)	0.0	$245k		1.8k	134.60	View chart
Xcel Energy (XEL)	0.0	$243k		3.0k	80.65	View chart
Atmos Energy Corporation (ATO)	0.0	$243k		1.4k	170.75	View chart
Exelon Corporation (EXC)	0.0	$242k	-22%	5.4k	45.01	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$238k		2.9k	83.33	View chart
Carrier Global Corporation (CARR)	0.0	$234k	+15%	3.9k	59.69	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$233k		4.8k	48.84	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$231k	-6%	5.2k	44.48	View chart
Royal Caribbean Cruises (RCL)	0.0	$230k		712.00	323.58	View chart
Texas Pacific Land Corp (TPL)	0.0	$230k		246.00	933.64	View chart
Timken Company (TKR)	0.0	$229k		3.1k	75.18	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.0	$229k	-11%	6.5k	35.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$226k		5.0k	45.60	View chart
Cal Maine Foods Com New (CALM)	0.0	$225k		2.4k	94.10	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$222k		5.3k	41.75	View chart
Chubb (CB)	0.0	$220k		781.00	282.25	View chart
Public Storage (PSA)	0.0	$220k	-6%	760.00	288.85	View chart
Allete Com New (ALE)	0.0	$219k		3.3k	66.40	View chart
S&p Global (SPGI)	0.0	$218k	+14%	448.00	486.71	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$217k	-20%	385.00	562.27	View chart
International Paper Company (IP)	0.0	$215k		4.6k	46.40	View chart
Dick's Sporting Goods (DKS)	0.0	$215k	NEW	969.00	222.22	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$214k	-59%	1.4k	148.61	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$214k	NEW	6.0k	35.48	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$214k	-24%	4.5k	47.63	View chart
Motorola Solutions Com New (MSI)	0.0	$214k	-17%	467.00	457.21	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$213k	NEW	1.6k	134.43	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$212k		4.3k	49.31	View chart
BP Sponsored Adr (BP)	0.0	$212k	NEW	6.1k	34.46	View chart
Federal Agric Mtg Corp CL C (AGM)	0.0	$208k		1.2k	167.98	View chart
Rbc Cad (RY)	0.0	$207k	NEW	1.4k	147.32	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$204k		8.0k	25.53	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$204k	NEW	1.8k	110.90	View chart
MGIC Investment (MTG)	0.0	$203k		7.2k	28.37	View chart
Paypal Holdings (PYPL)	0.0	$203k		3.0k	67.06	View chart
HNI Corporation (HNI)	0.0	$203k		4.3k	46.85	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$203k	NEW	6.8k	29.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$203k	NEW	3.5k	58.21	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.0	$202k		8.7k	23.13	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$201k		3.0k	66.91	View chart
United Rentals (URI)	0.0	$201k	NEW	210.00	954.66	View chart
CVS Caremark Corporation (CVS)	0.0	$200k	NEW	2.7k	75.39	View chart
Key (KEY)	0.0	$197k		11k	18.69	View chart
AES Corporation (AES)	0.0	$176k	-13%	13k	13.16	View chart
Hanesbrands (HBI)	0.0	$166k		25k	6.59	View chart
DNP Select Income Fund (DNP)	0.0	$113k		11k	10.01	View chart
Dakota Gold Corp (DC)	0.0	$62k	NEW	14k	4.55	View chart
Telefonica S A Sponsored Adr (TEF)	0.0	$54k		11k	5.08	View chart
High Tide Com New (HITI)	0.0	$46k		13k	3.63	View chart
Organogenesis Hldgs (ORGO)	0.0	$44k		10k	4.22	View chart
Plug Power Com New (PLUG)	0.0	$42k	-8%	18k	2.33	View chart
Omeros Corporation (OMER)	0.0	$41k		10k	4.10	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 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
Avantax Planning Partners 2021 Q4 filed Jan. 28, 2022

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