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Avantax Planning Partners, Inc.

Q1 2020 Holdings

Filed 2020-04-27 | 276 holdings | $11.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
International Business Machs(IBM)COM459200101$2.0K17,6760.0%
Bristol-Myers Squibb Co(BMY)COM110122108$2.0K35,9910.0%
Spdr SER TR(SPYD)PRTFLO S&P500 HI78468R788$2.0K82,5110.0%
Chevron Corp New(CVX)COM166764100$2.1K28,3890.0%
Nushares ETF TR(NUBD)NUVEEN ESG US67092P870$2.1K77,6890.0%
Black Hills Corp(BKH)COM092113109$2.1K32,6720.0%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$2.2K13,0400.0%
Vanguard World FDS(VFH)FINANCIALS ETF92204A405$2.2K42,8380.0%
Ishares TR(IWF)RUS 1000 GRW ETF464287614$2.2K14,4640.0%
Ishares TR(IWO)RUS 2000 GRW ETF464287648$2.2K13,9700.0%
Schwab Strategic TR(SCHK)1000 INDEX ETF808524722$2.2K88,6370.0%
3M Co(MMM)COM88579Y101$2.3K16,7290.0%
Ishares TR(PFF)PFD AND INCM SEC464288687$2.3K72,1090.0%
Abbott Labs(ABT)COM002824100$2.4K30,1180.0%
Spdr SER TR(HYMB)NUVEEN BBG BRCLY78464A284$2.4K43,6990.0%
Alphabet Inc(GOOGL)CAP STK CL A02079K305$2.4K2,0840.0%
Exxon Mobil Corp(XOM)COM30231G102$2.6K68,7920.0%
Walmart Inc(WMT)COM931142103$2.7K23,4480.0%
Mcdonalds Corp(MCD)COM580135101$2.7K16,1580.0%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$2.7K14,0430.0%
Lockheed Martin Corp(LMT)COM539830109$2.7K7,9280.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$2.7K23,8060.0%
Ishares TR(SUB)SHRT NAT MUN ETF464288158$2.7K25,4030.0%
Vanguard Index FDS(VOE)MCAP VL IDXVIP922908512$2.8K34,9540.0%
Ishares TR(AGG)CORE US AGGBD ET464287226$3.4K29,4660.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$3.6K19,4370.0%
Vanguard Specialized Funds(VIG)DIV APP ETF921908844$3.6K34,5460.0%
Visa Inc(V)COM CL A92826C839$3.8K23,4280.0%
Wisdomtree TR(DON)US MIDCAP DIVID97717W505$3.9K159,5100.0%
JPMorgan Chase & Co(JPM)COM46625H100$3.9K43,2050.0%
Pfizer Inc(PFE)COM717081103$3.9K120,7270.0%
AT&T Inc(T)COM00206R102$4.1K139,6330.0%
Coca Cola Co(KO)COM191216100$4.1K92,7040.0%
Heartland Finl USA Inc(HTLFEUR)COM42234Q102$4.4K145,2890.0%
Pepsico Inc(PEP)COM713448108$4.4K36,5490.0%
Home Depot Inc(HD)COM437076102$4.4K23,6030.0%
Merck & Co. Inc(MRK)COM58933Y105$4.7K60,5680.0%
Johnson & Johnson(JNJ)COM478160104$4.7K35,7300.0%
Intel Corp(INTC)COM458140100$4.7K86,7220.0%
Verizon Communications Inc(VZ)COM92343V104$4.7K88,0840.0%
Wisdomtree TR(DHS)US HIGH DIVIDEND97717W208$4.9K86,1100.0%
Vanguard World FDS(VGT)INF TECH ETF92204A702$4.9K23,0060.0%
Amazon COM Inc(AMZN)COM023135106$4.9K2,5220.0%
Procter & Gamble Co(PG)COM742718109$5.6K50,6300.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$6.0K21,2110.1%
Spdr SER TR(MDYV)S&P 400 MDCP VAL78464A839$6.2K176,3930.1%
Ishares TR(IVW)S&P 500 GRWT ETF464287309$6.4K38,9270.1%
Spdr SER TR(SLYG)S&P 600 SMCP GRW78464A201$7.1K153,0270.1%
Microsoft Corp(MSFT)COM594918104$7.5K47,6660.1%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$9.2K270,7480.1%
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