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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 35.10% of Avantax Planning Partners's stock portfolio.
Added to shares of these 10 stocks: JPEF (+$128M), VOO (+$37M), IWF (+$8.7M), SCHZ (+$6.1M), JPIB, HMOP, SCHG, COP, MSFT, VGT.
Started 30 new stock positions in JCI, COTY, CMCT, ATI, SNDK, BINC, VTWG, AOHY, MAR, BBLU.
Reduced shares in these 10 stocks: SCHD (-$141M), VIG (-$11M), BLK, VTEB, AVEM, PEP, LMT, MRK, DFAC, VYM.
Sold out of its positions in Ea Series Trust, Ea Series Trust, APP, B, BDX, BR, CLS, EW, AGM, FHI.
Avantax Planning Partners was a net buyer of stock by $51M.
Avantax Planning Partners has $3.6B in assets under management (AUM), dropping by 1.88%.
Central Index Key (CIK): 0001005441

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Portfolio Holdings for Avantax Planning Partners

Avantax Planning Partners holds 435 positions in its portfolio as reported in the March 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)	12.0	$438M		15M	29.13	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	8.6	$312M		10M	30.50	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.0	$181M		7.3M	24.75	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	4.9	$179M	+3%	7.7M	23.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.6	$169M	-45%	5.5M	30.68	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	3.5	$128M	NEW	1.8M	71.81	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.2	$116M	+4%	2.4M	47.82	View chart
Spdr Series Trust State Street Spd (SPTL)	3.1	$114M	+2%	4.3M	26.30	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.6	$95M		863k	110.47	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.4	$87M	-2%	1.1M	80.58	View chart
Spdr Index Shs Fds State Street Spd (CWI)	2.3	$84M		2.3M	36.59	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.2	$79M	+2%	1.7M	47.08	View chart
Spdr Series Trust State Street Spd (MDYV)	2.1	$78M	+2%	918k	85.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.7	$62M		1.2M	49.99	View chart
Ishares Tr National Mun Etf (MUB)	1.4	$53M		496k	106.15	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.2	$43M		843k	50.66	View chart
Spdr Series Trust State Street Spd (HYMB)	1.1	$42M		1.7M	24.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$40M	+28%	93k	426.40	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	1.1	$39M		938k	41.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$39M	+1619%	65k	597.55	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.0	$38M	-22%	175k	215.06	View chart
Apple (AAPL)	1.0	$38M		148k	253.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$35M		449k	77.11	View chart
Spdr Series Trust State Street Spd (SLYG)	0.9	$32M	+5%	334k	96.62	View chart
Spdr Series Trust State Street Spd (MDYG)	0.8	$31M	+11%	322k	95.96	View chart
Spdr Series Trust State Street Spd (SPYV)	0.8	$31M		545k	56.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$22M	+2%	395k	56.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$21M		187k	113.11	View chart
Microsoft Corporation (MSFT)	0.5	$19M	+24%	52k	370.17	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.5	$19M	+18%	190k	99.94	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$17M	-2%	184k	94.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.5	$17M		55k	313.81	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.5	$17M		191k	88.46	View chart
Exxon Mobil Corporation (XOM)	0.5	$17M	+10%	98k	169.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.5	$17M	+6%	114k	145.74	View chart
NVIDIA Corporation (NVDA)	0.4	$16M		93k	174.40	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.4	$15M	-2%	454k	33.86	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$15M		51k	302.25	View chart
JPMorgan Chase & Co. (JPM)	0.4	$15M		50k	294.16	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$15M		414k	35.04	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$14M	-2%	112k	128.12	View chart
Deere & Company (DE)	0.4	$14M	+5%	25k	563.30	View chart
Broadcom (AVGO)	0.4	$14M	-2%	46k	309.51	View chart
Abbvie (ABBV)	0.4	$13M	+5%	61k	217.49	View chart
Fastenal Company (FAST)	0.4	$13M		284k	46.40	View chart
Coca-Cola Company (KO)	0.4	$13M	-4%	173k	76.05	View chart
Chevron Corporation (CVX)	0.3	$13M	-5%	61k	206.90	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.3	$12M	+2%	233k	52.54	View chart
Merck & Co (MRK)	0.3	$12M	-11%	99k	120.29	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.3	$12M		46k	257.35	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$11M	-5%	216k	52.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$11M	-4%	207k	54.05	View chart
Amazon (AMZN)	0.3	$11M	+4%	53k	208.27	View chart
Cisco Systems (CSCO)	0.3	$11M	-2%	140k	77.59	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.3	$11M	+74%	279k	38.74	View chart
Johnson & Johnson (JNJ)	0.3	$11M	-9%	44k	244.44	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.3	$11M	+26%	212k	50.14	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$11M	+15%	105k	100.72	View chart
Verizon Communications (VZ)	0.3	$11M	-4%	211k	50.20	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$11M	-2%	151k	69.75	View chart
Valero Energy Corporation (VLO)	0.3	$10M	-7%	42k	247.08	View chart
Costco Wholesale Corporation (COST)	0.3	$10M	-4%	10k	996.46	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$10M	-13%	262k	38.86	View chart
Amgen (AMGN)	0.3	$10M	-7%	29k	351.85	View chart
Lockheed Martin Corporation (LMT)	0.3	$9.9M	-14%	16k	604.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$9.7M		52k	184.28	View chart
Home Depot (HD)	0.3	$9.5M	-7%	29k	328.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$9.4M	-3%	14k	650.34	View chart
Texas Instruments Incorporated (TXN)	0.3	$9.2M	-8%	47k	194.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$9.0M	-13%	61k	148.10	View chart
International Business Machines (IBM)	0.2	$8.9M		37k	242.39	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$8.7M	+5%	113k	77.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$8.2M	+17%	17k	479.20	View chart
ConocoPhillips (COP)	0.2	$8.1M	+98%	62k	132.00	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$8.1M		41k	196.20	View chart
Procter & Gamble Company (PG)	0.2	$7.8M	+4%	54k	144.44	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.2	$7.7M		124k	62.13	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$7.6M	-5%	76k	99.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$7.4M		26k	287.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$7.2M		96k	74.35	View chart
Pepsi (PEP)	0.2	$7.2M	-26%	46k	155.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$7.0M		12k	577.17	View chart
Altria (MO)	0.2	$7.0M	-9%	105k	65.99	View chart
Pfizer (PFE)	0.2	$6.8M	-5%	241k	28.08	View chart
Tesla Motors (TSLA)	0.2	$6.0M		16k	371.75	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$5.8M	-4%	31k	189.59	View chart
EOG Resources (EOG)	0.2	$5.8M		40k	144.57	View chart
Eli Lilly & Co. (LLY)	0.2	$5.8M	+3%	6.3k	919.82	View chart
Bluerock Pvt Real Estate (BPRE)	0.2	$5.7M	-2%	345k	16.61	View chart
McDonald's Corporation (MCD)	0.2	$5.6M		18k	310.79	View chart
Bank of America Corporation (BAC)	0.1	$5.2M	-3%	107k	48.75	View chart
Casey's General Stores (CASY)	0.1	$5.2M		7.2k	727.86	View chart
United Parcel Svcs CL B (UPS)	0.1	$5.0M	-14%	51k	98.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.9M	+213%	7.1k	697.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$4.9M	-11%	46k	106.50	View chart
Caterpillar (CAT)	0.1	$4.9M		6.9k	708.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$4.7M	-36%	94k	49.89	View chart
Us Bancorp Com New (USB)	0.1	$4.5M	-6%	86k	52.01	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$4.4M	+58%	60k	73.64	View chart
Global X Fds S&p 500 Covered (XYLD)	0.1	$4.2M	+18%	108k	39.13	View chart
Bristol Myers Squibb (BMY)	0.1	$4.1M	-10%	67k	60.65	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$4.1M		169k	24.11	View chart
Meta Platforms Cl A (META)	0.1	$4.0M	+6%	7.0k	572.14	View chart
Oneok (OKE)	0.1	$3.9M	-3%	44k	90.39	View chart
Wal-Mart Stores (WMT)	0.1	$3.9M		31k	124.28	View chart
M&T Bank Corporation (MTB)	0.1	$3.8M	-5%	18k	206.72	View chart
Visa Com Cl A (V)	0.1	$3.8M	+4%	13k	302.23	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$3.7M	+6%	48k	76.54	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$3.6M		26k	142.19	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$3.4M	-10%	60k	56.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$3.3M	-4%	10k	320.80	View chart
Southern Company (SO)	0.1	$3.3M	-12%	34k	96.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.3M		15k	217.25	View chart
Oracle Corporation (ORCL)	0.1	$3.2M	+15%	22k	147.11	View chart
Principal Financial (PFG)	0.1	$3.2M		36k	90.11	View chart
TJX Companies (TJX)	0.1	$3.2M		20k	159.70	View chart
Applied Materials (AMAT)	0.1	$3.1M		9.0k	341.79	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.0M	-4%	7.0k	430.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$3.0M	+2%	46k	64.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.9M	+4%	10k	286.85	View chart
Qualcomm (QCOM)	0.1	$2.9M	-4%	23k	128.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.8M		21k	132.90	View chart
Kimberly-Clark Corporation (KMB)	0.1	$2.7M	+5%	28k	96.47	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.6M	+2%	5.2k	491.56	View chart
Phillips 66 (PSX)	0.1	$2.5M	-5%	14k	182.18	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$2.3M		55k	42.56	View chart
Advanced Micro Devices (AMD)	0.1	$2.3M	-7%	11k	203.44	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$2.3M	-8%	21k	109.22	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$2.2M	+31%	125k	17.75	View chart
Linde SHS (LIN)	0.1	$2.2M		4.4k	495.71	View chart
Slide Ins Hldgs (SLDE)	0.1	$2.1M	-29%	119k	18.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.1M		9.9k	213.67	View chart
Netflix (NFLX)	0.1	$2.0M	+31%	21k	96.15	View chart
Alliant Energy Corporation (LNT)	0.1	$2.0M		29k	71.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.0M	+40%	10k	192.89	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$2.0M		20k	100.62	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$1.9M		78k	24.77	View chart
Abbott Laboratories (ABT)	0.1	$1.8M	-6%	18k	102.67	View chart
Parker-Hannifin Corporation (PH)	0.0	$1.8M		2.0k	895.15	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.8M	-27%	8.5k	213.67	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$1.8M	-2%	167k	10.88	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$1.8M	-2%	19k	94.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$1.8M	+7%	8.5k	211.14	View chart
Nextera Energy (NEE)	0.0	$1.7M		19k	92.88	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.7M		6.9k	248.00	View chart
WesBan (WSBC)	0.0	$1.7M		48k	34.49	View chart
McKesson Corporation (MCK)	0.0	$1.7M		1.9k	865.28	View chart
Ge Aerospace Com New (GE)	0.0	$1.6M	+172%	5.8k	283.79	View chart
Blackrock (BLK)	0.0	$1.6M	-71%	1.7k	961.55	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.6M	+21%	11k	146.28	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$1.5M		12k	132.10	View chart
Booking Holdings (BKNG)	0.0	$1.5M	+19%	357.00	4213.09	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.5M	+22%	6.2k	243.09	View chart
salesforce (CRM)	0.0	$1.5M	+27%	8.0k	186.67	View chart
Rockwell Automation (ROK)	0.0	$1.5M		4.1k	358.91	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$1.5M		10k	145.93	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.0	$1.5M		31k	47.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$1.4M		2.00	718140.00	View chart
UnitedHealth (UNH)	0.0	$1.4M	-12%	5.2k	270.59	View chart
Uber Technologies (UBER)	0.0	$1.4M	+26%	19k	71.93	View chart
Black Hills Corporation (BKH)	0.0	$1.4M	-22%	20k	69.41	View chart
Philip Morris International (PM)	0.0	$1.4M	-23%	8.4k	165.33	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$1.4M	+6%	30k	46.07	View chart
Archer Daniels Midland Company (ADM)	0.0	$1.4M	-42%	19k	72.69	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.0	$1.3M	NEW	60k	22.43	View chart
Ge Vernova (GEV)	0.0	$1.3M	+179%	1.5k	872.92	View chart
Emerson Electric (EMR)	0.0	$1.3M	+4%	10k	131.02	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$1.3M		58k	22.91	View chart
At&t (T)	0.0	$1.3M	-15%	45k	28.99	View chart
Enterprise Products Partners (EPD)	0.0	$1.3M	-17%	35k	37.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.3M	-4%	51k	25.10	View chart
Servicenow (NOW)	0.0	$1.3M	+49%	12k	104.55	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.3M	+2%	2.6k	499.70	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$1.3M		15k	86.64	View chart
Genuine Parts Company (GPC)	0.0	$1.2M	-3%	11k	105.75	View chart
3M Company (MMM)	0.0	$1.2M		8.1k	145.24	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$1.2M	NEW	22k	51.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$1.2M		13k	92.76	View chart
Coherent Corp (COHR)	0.0	$1.1M		4.8k	238.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$1.1M	+2%	44k	25.64	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.0	$1.1M		13k	88.02	View chart
Trane Technologies SHS (TT)	0.0	$1.1M		2.7k	416.74	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$1.1M		16k	70.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$1.1M		11k	97.13	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$1.1M	+87%	4.1k	261.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$1.1M	-13%	1.6k	653.26	View chart
Union Pacific Corporation (UNP)	0.0	$1.0M	-11%	4.3k	242.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$1.0M	-14%	15k	67.53	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$1.0M	-7%	1.7k	616.76	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$1.0M	-3%	13k	79.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.0M		16k	62.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.0M		9.1k	111.38	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$995k	-2%	21k	48.46	View chart
Workiva Com Cl A (WK)	0.0	$992k		17k	59.63	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$981k	+18%	14k	68.14	View chart
Intuit (INTU)	0.0	$964k	+43%	2.2k	432.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$958k	+2%	33k	29.08	View chart
Flextronics Intl Ord (FLEX)	0.0	$955k		15k	65.46	View chart
Vanguard World Energy Etf (VDE)	0.0	$954k	+21%	5.5k	173.05	View chart
Palo Alto Networks (PANW)	0.0	$949k	+13%	5.9k	160.32	View chart
Wells Fargo & Company (WFC)	0.0	$947k	+11%	12k	79.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$939k	-3%	2.8k	337.95	View chart
Intuitive Surgical Com New (ISRG)	0.0	$934k	+3%	2.0k	460.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$930k	+9%	2.4k	390.34	View chart
Marathon Petroleum Corp (MPC)	0.0	$924k	+2%	3.8k	244.19	View chart
Pacer Fds Tr Developed Mrkt (ICOW)	0.0	$904k		21k	42.44	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$899k	+2%	15k	61.26	View chart
Wec Energy Group (WEC)	0.0	$885k		7.6k	115.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$877k	-14%	2.0k	436.82	View chart
Boeing Company (BA)	0.0	$867k	+4%	4.4k	199.01	View chart
Duke Energy Corp Com New (DUK)	0.0	$854k	-15%	6.5k	130.95	View chart
Spdr Series Trust State Street Spd (SHM)	0.0	$842k		18k	47.83	View chart
Hubbell (HUBB)	0.0	$842k		1.7k	490.74	View chart
Vanguard World Health Car Etf (VHT)	0.0	$840k		3.1k	272.32	View chart
Honeywell International (HON)	0.0	$837k	+11%	3.7k	226.01	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$830k	+33%	3.7k	224.59	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.0	$810k	NEW	20k	39.81	View chart
Micron Technology (MU)	0.0	$796k	+9%	2.4k	337.89	View chart
Walt Disney Company (DIS)	0.0	$787k	+15%	8.2k	96.38	View chart
General Dynamics Corporation (GD)	0.0	$784k	-17%	2.3k	343.23	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$779k	-4%	13k	62.30	View chart
Waste Management (WM)	0.0	$777k	+10%	3.4k	229.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$773k	+11%	2.7k	287.15	View chart
American Express Company (AXP)	0.0	$771k		2.5k	302.45	View chart
Howmet Aerospace (HWM)	0.0	$763k	+2%	3.3k	230.47	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.0	$761k		4.2k	181.01	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$760k	+15%	39k	19.30	View chart
Vanguard World Industrial Etf (VIS)	0.0	$751k	+18%	2.4k	312.22	View chart
Eaton Corp SHS (ETN)	0.0	$748k	+2%	2.1k	357.71	View chart
Vanguard World Financials Etf (VFH)	0.0	$743k		6.2k	120.81	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$739k		6.6k	112.27	View chart
Sempra Energy (SRE)	0.0	$720k		7.4k	97.17	View chart
Enbridge (ENB)	0.0	$708k	+13%	13k	54.14	View chart
Dell Technologies CL C (DELL)	0.0	$707k	+37%	4.3k	164.13	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$703k	+9%	8.4k	83.57	View chart
Prudential Financial (PRU)	0.0	$693k	-13%	7.1k	97.69	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$692k	-2%	29k	24.24	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$686k	+29%	14k	49.37	View chart
Stryker Corporation (SYK)	0.0	$685k		2.1k	328.55	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.0	$649k		14k	46.40	View chart
Caesars Entertainment (CZR)	0.0	$648k		25k	26.43	View chart
C H Robinson Worldwide In Com New (CHRW)	0.0	$642k	-37%	3.9k	166.07	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$641k	-41%	19k	33.97	View chart
Lowe's Companies (LOW)	0.0	$626k	+30%	2.6k	236.27	View chart
PNC Financial Services (PNC)	0.0	$624k	+5%	3.0k	208.10	View chart
Norfolk Southern (NSC)	0.0	$623k		2.2k	287.00	View chart
Automatic Data Processing (ADP)	0.0	$623k	-7%	3.1k	203.18	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.0	$621k		17k	36.12	View chart
Agnico (AEM)	0.0	$610k	+7%	3.0k	202.98	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$609k	+72%	26k	23.87	View chart
L3harris Technologies (LHX)	0.0	$608k		1.8k	345.15	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$604k		15k	40.19	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$603k		19k	31.67	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$602k	-12%	3.3k	179.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$598k		3.3k	181.43	View chart
New York Life Invts Active E Nyli Mackay Cali (MMCA)	0.0	$590k	+82%	27k	21.56	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$589k		4.4k	132.51	View chart
Constellation Brands Cl A (STZ)	0.0	$585k	-8%	3.9k	150.00	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$583k		10k	56.86	View chart
Intel Corporation (INTC)	0.0	$581k		13k	44.13	View chart
Kla Corp Com New (KLAC)	0.0	$580k	+4%	394.00	1472.41	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$576k		13k	45.34	View chart
Travelers Companies (TRV)	0.0	$569k	-4%	2.0k	291.65	View chart
Consolidated Edison (ED)	0.0	$554k	-9%	4.9k	113.18	View chart
Tc Energy Corp (TRP)	0.0	$553k	+8%	8.8k	62.60	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.0	$550k	+10%	23k	23.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.0	$549k	+10%	24k	23.40	View chart
Danaher Corporation (DHR)	0.0	$541k	-25%	2.9k	189.60	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$540k		1.2k	463.19	View chart
American Electric Power Company (AEP)	0.0	$528k	+3%	4.0k	131.09	View chart
Allstate Corporation (ALL)	0.0	$528k		2.5k	207.34	View chart
Morgan Stanley Com New (MS)	0.0	$524k	+2%	3.2k	164.57	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$521k	-3%	11k	45.65	View chart
W.W. Grainger (GWW)	0.0	$520k		477.00	1090.81	View chart
AFLAC Incorporated (AFL)	0.0	$517k	-2%	4.7k	109.71	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$511k	+60%	1.4k	359.03	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$510k	-2%	6.4k	80.05	View chart
Gilead Sciences (GILD)	0.0	$508k		3.6k	139.37	View chart
CSX Corporation (CSX)	0.0	$501k		12k	41.05	View chart
Medtronic SHS (MDT)	0.0	$497k		5.7k	86.65	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$491k		3.5k	138.32	View chart
Curtiss-Wright (CW)	0.0	$489k		718.00	681.12	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.0	$487k	NEW	2.1k	229.04	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$480k	+7%	9.4k	50.95	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$478k		13k	36.11	View chart
Corning Incorporated (GLW)	0.0	$476k	-21%	3.5k	135.96	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$475k	+5%	5.4k	88.16	View chart
Snap-on Incorporated (SNA)	0.0	$468k		1.3k	363.17	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$456k	-2%	5.0k	90.53	View chart
Williams Companies (WMB)	0.0	$456k	-12%	6.3k	72.78	View chart
Constellation Energy (CEG)	0.0	$454k	+2%	1.6k	279.32	View chart
American Tower Reit (AMT)	0.0	$451k	+4%	2.6k	172.58	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$446k	NEW	3.8k	118.52	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$441k		4.4k	99.97	View chart
GSK Sponsored Adr (GSK)	0.0	$437k	-16%	7.9k	55.19	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.0	$432k		7.0k	62.08	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.0	$431k	-8%	19k	22.21	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$428k		50k	8.62	View chart
Cummins (CMI)	0.0	$423k		786.00	538.02	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$418k	-8%	5.2k	80.61	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$418k		4.6k	90.94	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$409k	-3%	3.7k	108.99	View chart
Charles Schwab Corporation (SCHW)	0.0	$407k	-10%	4.3k	93.98	View chart
Cardinal Health (CAH)	0.0	$406k	+5%	1.9k	211.27	View chart
Quanta Services (PWR)	0.0	$401k		730.00	549.02	View chart
Ea Series Trust Strive Sml Cap (STXK)	0.0	$399k		12k	33.36	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$398k	+5%	2.1k	191.92	View chart
Garmin SHS (GRMN)	0.0	$396k	-2%	1.7k	232.01	View chart
National Fuel Gas (NFG)	0.0	$390k	-3%	4.1k	93.96	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$386k	-9%	8.4k	45.89	View chart
Hewlett Packard Enterprise (HPE)	0.0	$385k		16k	23.81	View chart
Citigroup Com New (C)	0.0	$381k		3.4k	113.40	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$379k	NEW	989.00	383.46	View chart
Digital Realty Trust (DLR)	0.0	$377k		2.1k	180.21	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$371k		8.5k	43.66	View chart
Corteva (CTVA)	0.0	$369k	-4%	4.4k	83.72	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$368k	-11%	17k	22.33	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$368k	+16%	18k	20.12	View chart
Amphenol Corp Cl A (APH)	0.0	$366k		2.9k	126.35	View chart
Servisfirst Bancshares (SFBS)	0.0	$364k		5.0k	72.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$363k		3.2k	114.98	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$362k	-50%	976.00	370.78	View chart
Carrier Global Corporation (CARR)	0.0	$358k	NEW	6.3k	56.31	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$356k		14k	25.07	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$353k	-3%	990.00	356.56	View chart
Target Corporation (TGT)	0.0	$352k	-75%	2.9k	121.20	View chart
Hershey Company (HSY)	0.0	$351k	-9%	1.7k	207.93	View chart
Texas Pacific Land Corp (TPL)	0.0	$350k		738.00	474.56	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$346k	+12%	6.0k	57.61	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$345k	+4%	7.1k	48.32	View chart
Nucor Corporation (NUE)	0.0	$343k		2.0k	169.11	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$342k	-2%	7.6k	44.87	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$339k		13k	25.63	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$337k	+20%	6.6k	51.23	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$332k		13k	25.44	View chart
Boston Scientific Corporation (BSX)	0.0	$329k	+3%	5.2k	62.75	View chart
UMB Financial Corporation (UMBF)	0.0	$329k	+46%	2.9k	112.78	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$321k	NEW	788.00	407.69	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$320k	-65%	1.6k	198.35	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$319k	-8%	29k	11.06	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$319k		2.3k	141.41	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.0	$318k		13k	25.53	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$317k		2.9k	108.98	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$316k	-28%	5.5k	57.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$315k		2.1k	151.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$314k		4.4k	71.13	View chart
Starbucks Corporation (SBUX)	0.0	$310k		3.5k	89.59	View chart
Timken Company (TKR)	0.0	$307k		3.1k	100.57	View chart
Nextpower Class A Com (NXT)	0.0	$306k		2.5k	120.55	View chart
Western Digital (WDC)	0.0	$305k	-22%	1.1k	270.49	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$301k		3.1k	95.62	View chart
Spdr Series Trust State Street Spd (FLRN)	0.0	$297k		9.6k	30.78	View chart
RPM International (RPM)	0.0	$297k	-6%	3.0k	99.40	View chart
Totalenergies Se Act (TTE)	0.0	$296k	-45%	3.3k	90.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$289k	+19%	3.3k	88.69	View chart
BP Sponsored Adr (BP)	0.0	$287k	-4%	6.1k	47.00	View chart
Strategy Cl A New (MSTR)	0.0	$286k	+8%	2.3k	124.80	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$286k	+4%	6.5k	44.02	View chart
Exelon Corporation (EXC)	0.0	$285k		5.8k	49.02	View chart
Comcast Corp Cl A (CMCSA)	0.0	$284k	+14%	9.9k	28.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$281k	-32%	1.8k	155.11	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$280k	-11%	2.9k	97.23	View chart
First Tr Exchange-traded SHS (QTEC)	0.0	$280k		1.3k	215.92	View chart
Nike CL B (NKE)	0.0	$280k	-20%	5.3k	52.82	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$278k		18k	15.65	View chart
Chubb (CB)	0.0	$277k	+5%	850.00	325.93	View chart
Ford Motor Company (F)	0.0	$277k	-70%	24k	11.54	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$276k	+21%	5.4k	50.81	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$274k	-5%	8.3k	32.95	View chart
Microchip Technology (MCHP)	0.0	$274k		4.2k	64.61	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.0	$271k	-5%	4.0k	67.63	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$269k	-10%	27k	10.03	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.0	$264k		2.9k	92.35	View chart
Atmos Energy Corporation (ATO)	0.0	$262k		1.4k	184.72	View chart
Vanguard World Materials Etf (VAW)	0.0	$262k	+13%	1.2k	225.34	View chart
SM Energy (SM)	0.0	$260k	NEW	8.3k	31.18	View chart
Paychex (PAYX)	0.0	$254k	-31%	2.8k	92.13	View chart
Northern Trust Corporation (NTRS)	0.0	$254k		1.8k	139.57	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$254k	+6%	14k	18.29	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$253k		10k	24.24	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$252k	-13%	5.4k	47.03	View chart
Kkr & Co (KKR)	0.0	$250k	+35%	2.7k	92.50	View chart
Pembina Pipeline Corp (PBA)	0.0	$248k		5.5k	44.76	View chart
Sandisk Corp (SNDK)	0.0	$246k	NEW	387.00	635.34	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$244k	NEW	1.7k	145.44	View chart
Angel Oak Funds Trust High Yield Oppor (AOHY)	0.0	$244k	NEW	22k	10.93	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$243k		2.9k	84.84	View chart
Illinois Tool Works (ITW)	0.0	$241k	-15%	925.00	260.29	View chart
Legg Mason Etf Invt Clearbridge Lrg (LRGE)	0.0	$240k		3.2k	75.20	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$239k		6.0k	39.68	View chart
Smith & Wesson Brands (SWBI)	0.0	$238k		17k	14.33	View chart
Rbc Cad (RY)	0.0	$232k		1.4k	161.78	View chart
Shell Spon Ads (SHEL)	0.0	$232k	-9%	2.5k	92.99	View chart
Cheniere Energy Com New (LNG)	0.0	$225k	NEW	794.00	283.88	View chart
Ameriprise Financial (AMP)	0.0	$225k		506.00	444.40	View chart
Clorox Company (CLX)	0.0	$225k		2.2k	103.63	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$223k	-6%	4.9k	45.50	View chart
Omeros Corporation (OMER)	0.0	$223k	+59%	21k	10.56	View chart
Paypal Holdings (PYPL)	0.0	$221k	NEW	4.9k	45.23	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$218k	NEW	1.8k	118.62	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$217k		3.5k	62.45	View chart
Goldman Sachs (GS)	0.0	$215k	-32%	254.00	845.30	View chart
CVS Caremark Corporation (CVS)	0.0	$214k	+10%	3.0k	71.82	View chart
Old Republic International Corporation (ORI)	0.0	$214k	-8%	5.4k	39.90	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$213k	NEW	1.8k	116.11	View chart
Xcel Energy (XEL)	0.0	$213k	-4%	2.7k	79.44	View chart
Marriott Intl Cl A (MAR)	0.0	$210k	NEW	643.00	327.07	View chart
Helmerich & Payne (HP)	0.0	$210k	NEW	5.8k	36.03	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$210k	NEW	884.00	237.50	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$210k	NEW	1.1k	195.98	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$209k		4.3k	48.71	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$209k	NEW	2.5k	82.49	View chart
UGI Corporation (UGI)	0.0	$209k	-61%	5.7k	36.42	View chart
Strategy Series A Perp Pf (STRK)	0.0	$209k		3.0k	70.70	View chart
Key (KEY)	0.0	$208k		10k	20.05	View chart
Fifth Third Ban (FITB)	0.0	$207k	NEW	4.5k	46.46	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$206k	-37%	1.9k	111.18	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$206k	-7%	4.1k	50.04	View chart
Intercontinental Exchange (ICE)	0.0	$204k	NEW	1.3k	157.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$204k		4.4k	45.97	View chart
Unilever Spon Adr New (UL)	0.0	$203k	-12%	3.6k	56.97	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.0	$202k		8.0k	25.35	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$202k		6.8k	29.49	View chart
Church & Dwight (CHD)	0.0	$202k	NEW	2.2k	93.32	View chart
Johnson Controls Internation SHS (JCI)	0.0	$201k	NEW	1.5k	130.94	View chart
Ea Series Trust Bridgeway Blue (BBLU)	0.0	$194k	NEW	13k	14.76	View chart
AES Corporation (AES)	0.0	$189k		13k	14.09	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$188k	NEW	18k	10.40	View chart
Canary Xrp Etf SHS (XRPC)	0.0	$182k		13k	14.30	View chart
DNP Select Income Fund (DNP)	0.0	$128k	+10%	12k	10.30	View chart
Creative Media & Cmnty Tr Com New (CMCT)	0.0	$114k	NEW	186k	0.61	View chart
Dakota Gold Corp (DC)	0.0	$69k		14k	5.05	View chart
Coty Com Cl A (COTY)	0.0	$37k	NEW	18k	2.01	View chart
High Tide Com New (HITI)	0.0	$29k		13k	2.29	View chart
Organogenesis Hldgs (ORGO)	0.0	$25k		10k	2.37	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 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
Avantax Planning Partners 2022 Q2 filed July 18, 2022

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