IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avantax Planning Partners, Inc.

Q1 2019 Holdings

Filed 2019-05-08 | 301 holdings | $11.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Principal Finl Group Inc(PFG)COM74251V102$4138,2360.0%
American Tower Corp New(AMT)COM03027X100$4132,0960.0%
Ishares TR(QUAL)USA QUALITY FCTR46432F339$4144,6740.0%
Paychex Inc(PAYX)COM704326107$4155,1800.0%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$4151,5980.0%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$4212,7820.0%
Alliant Energy Corp(LNT)COM018802108$4228,9550.0%
Ishares TRIBONDS DEC22 ETF46434VBA7$42216,9470.0%
Ishares TR(SYSB)EDGE US FIXD INM46435U796$4244,2620.0%
Danaher Corporation(DHR)COM235851102$4253,2200.0%
Celgene Corp(CELG)COM151020104$4384,6410.0%
Nushares ETF TR(NUDM)NUVEEN ESG INTL67092P805$43918,1380.0%
Ishares TRIBONDS DEC21 ETF46434VBK5$45118,2490.0%
Fastenal Co(FAST)COM311900104$4537,0390.0%
Aflac Inc(AFL)COM001055102$4609,1930.0%
WEC Energy Group Inc(WEC)COM92939U106$4635,8580.0%
Travelers Companies Inc(TRV)COM89417E109$4693,4180.0%
BP PLC(BP)SPONSORED ADR055622104$47410,8360.0%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$4819,2960.0%
CSX Corp(CSX)COM126408103$4836,4570.0%
Enterprise Prods Partners L(EPD)COM293792107$48916,8140.0%
Enbridge Inc(ENB)COM29250N105$49013,5030.0%
Schwab Strategic TR(SCHM)US MID-CAP ETF808524508$4908,8430.0%
Rockwell Automation Inc(ROK)COM773903109$4912,7960.0%
Mckesson Corp(MCK)COM58155Q103$5004,2700.0%
Reaves Util Income FD(UTG)COM SH BEN INT756158101$50515,0000.0%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$5095,8570.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$5101,8060.0%
American Elec PWR Co Inc(AEP)COM025537101$5166,1600.0%
JP Morgan Exchange Traded FD(JPST)ULTRA SHRT INC46641Q837$52510,4420.0%
Ishares TR(IWP)RUS MD CP GR ETF464287481$5303,9070.0%
Nushares ETF TR(NULG)NUVEEN ESG LRGCP67092P201$53915,2940.0%
Spdr Series Trust(KBE)S&P BK ETF78464A797$54012,9220.0%
Salesforce COM Inc(CRM)COM79466L302$5513,4790.0%
Ishares TR(EFV)EAFE VALUE ETF464288877$55711,3890.0%
Hormel Foods Corp(HRL)COM440452100$57112,7490.0%
Ishares TR(IJH)CORE S&P MCP ETF464287507$5813,0690.0%
CVS Health Corp(CVS)COM126650100$58910,9290.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$5927,9960.0%
Norfolk Southern Corp(NSC)COM655844108$6003,2090.0%
Gilead Sciences Inc(GILD)COM375558103$6039,2720.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$6032,1180.0%
Mastercard Inc(MA)CL A57636Q104$6072,5790.0%
Walgreens Boots Alliance Inc(WBA)COM931427108$6169,7330.0%
Vanguard World FDS(VIS)INDUSTRIAL ETF92204A603$6374,5520.0%
Vanguard World FDS(VAW)MATERIALS ETF92204A801$6505,2830.0%
Nushares ETF TR(NUBD)NUVEEN ESG US67092P870$65326,2760.0%
Starbucks Corp(SBUX)COM855244109$6588,8480.0%
Emerson Elec Co(EMR)COM291011104$6659,7120.0%
Clorox Co del(CLX)COM189054109$6684,1630.0%
PreviousPage 3 of 6Next