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 42.78% of Avantax Planning Partners's stock portfolio.
- Added to shares of these 10 stocks: AVUV (+$82M), SCHZ (+$28M), SLYG (+$23M), DFAC (+$19M), UCON (+$15M), SCHF (+$8.4M), IDOG (+$8.0M), CHRW (+$8.0M), VTEB (+$7.6M), MUB (+$7.3M).
- Started 104 new stock positions in UCON, LEN, FHI, GOLD, CGGR, MET, QTEC, IBKR, VONV, DKS.
- Reduced shares in these 10 stocks: IWN (-$80M), IWO (-$28M), SCHG (-$13M), CWI (-$7.0M), SCHV (-$5.5M), IWF, VIG, SPYV, IWD, FMB.
- Sold out of its positions in AVT, RQI, HRTG, JPST, MTG, MELI, OTIS, PANW, XLV, XLP. DGRW.
- Avantax Planning Partners was a net buyer of stock by $303M.
- Avantax Planning Partners has $3.1B in assets under management (AUM), dropping by 17.65%.
- Central Index Key (CIK): 0001005441
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Portfolio Holdings for Avantax Planning Partners
Avantax Planning Partners holds 465 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 14.4 | $445M | -2% | 4.8M | 92.72 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 10.1 | $311M | 4.1M | 75.98 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 9.4 | $290M | 3.6M | 80.63 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 5.4 | $165M | +20% | 3.6M | 46.00 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 3.6 | $110M | +8% | 2.8M | 39.02 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 2.7 | $82M | NEW | 879k | 93.71 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 2.3 | $72M | -2% | 2.8M | 25.69 |
|
| Spdr Index Shs Fds Msci Acwi Exus (CWI) | 1.8 | $56M | -11% | 2.0M | 28.40 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.6 | $49M | -6% | 962k | 51.36 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $41M | -10% | 224k | 182.61 |
|
| Ishares Core Msci Emkt (IEMG) | 1.2 | $36M | +16% | 699k | 51.60 |
|
| Alps Etf Tr Intl Sec Dv Dog (IDOG) | 1.1 | $36M | +28% | 1.2M | 29.72 |
|
| Apple (AAPL) | 1.1 | $34M | +15% | 198k | 171.48 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $34M | +27% | 313k | 107.60 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 1.1 | $33M | -7% | 545k | 60.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $32M | -13% | 94k | 337.05 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.0 | $31M | 272k | 114.14 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 1.0 | $31M | +297% | 355k | 87.23 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.0 | $31M | -11% | 609k | 50.10 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.9 | $29M | -3% | 563k | 50.74 |
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.9 | $27M | +3% | 212k | 125.33 |
|
| Indexiq Active Etf Tr Iq Mackay Intrme (MMIT) | 0.8 | $26M | -3% | 1.1M | 24.39 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.8 | $26M | -7% | 490k | 52.26 |
|
| Microsoft Corporation (MSFT) | 0.8 | $24M | +15% | 58k | 420.72 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $21M | +9% | 506k | 41.77 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $21M | -5% | 391k | 52.47 |
|
| Accel Entertainment Com Cl A1 (ACEL) | 0.6 | $19M | 1.6M | 11.79 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.6 | $19M | NEW | 583k | 31.95 |
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.6 | $18M | -4% | 218k | 82.97 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $17M | +39% | 286k | 57.86 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $16M | +36% | 79k | 200.30 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.5 | $15M | +43% | 187k | 81.53 |
|
| First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) | 0.5 | $15M | NEW | 607k | 24.60 |
|
| Broadcom (AVGO) | 0.5 | $15M | +46% | 11k | 1325.37 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.4 | $14M | -85% | 87k | 158.81 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.4 | $13M | -14% | 157k | 84.44 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $13M | -4% | 133k | 97.94 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.4 | $13M | +23% | 267k | 48.77 |
|
| Merck & Co (MRK) | 0.4 | $13M | +69% | 98k | 131.95 |
|
| Abbvie (ABBV) | 0.4 | $12M | +105% | 68k | 182.10 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $12M | -8% | 79k | 155.91 |
|
| Coca-Cola Company (KO) | 0.4 | $12M | +80% | 200k | 61.18 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.4 | $12M | -2% | 160k | 75.40 |
|
| Home Depot (HD) | 0.4 | $12M | +73% | 31k | 383.60 |
|
| J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) | 0.4 | $11M | -6% | 235k | 47.62 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.4 | $11M | 203k | 54.40 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $11M | +32% | 94k | 116.24 |
|
| International Business Machines (IBM) | 0.4 | $11M | +85% | 57k | 190.96 |
|
| Pepsi (PEP) | 0.3 | $11M | +75% | 62k | 175.01 |
|
| Chevron Corporation (CVX) | 0.3 | $11M | +76% | 68k | 157.74 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $11M | +251% | 211k | 50.60 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $9.9M | +5% | 19k | 523.08 |
|
| Verizon Communications (VZ) | 0.3 | $9.9M | +86% | 237k | 41.96 |
|
| Procter & Gamble Company (PG) | 0.3 | $9.7M | +141% | 60k | 162.25 |
|
| Fastenal Company (FAST) | 0.3 | $9.6M | +16% | 124k | 77.14 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $9.6M | +108% | 55k | 174.21 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $9.5M | -10% | 91k | 104.73 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $9.5M | +127% | 13k | 732.65 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $9.5M | 11k | 903.57 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $9.4M | -10% | 36k | 260.72 |
|
| Pfizer (PFE) | 0.3 | $9.1M | +129% | 326k | 27.75 |
|
| Johnson & Johnson (JNJ) | 0.3 | $8.6M | +55% | 55k | 158.19 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $8.3M | 69k | 120.99 |
|
|
| Valero Energy Corporation (VLO) | 0.3 | $8.3M | +236% | 48k | 170.69 |
|
| Cisco Systems (CSCO) | 0.3 | $8.2M | +185% | 165k | 49.91 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $8.1M | -6% | 34k | 235.79 |
|
| C H Robinson Worldwide Com New (CHRW) | 0.3 | $8.0M | NEW | 105k | 76.14 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $7.9M | +10% | 19k | 420.52 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $7.6M | +5% | 47k | 162.86 |
|
| Deere & Company (DE) | 0.2 | $7.4M | +47% | 18k | 410.74 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $7.2M | -79% | 27k | 270.80 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $6.9M | +2% | 12k | 581.21 |
|
| Amgen (AMGN) | 0.2 | $6.8M | +85% | 24k | 284.31 |
|
| BlackRock (BLK) | 0.2 | $6.7M | +77% | 8.1k | 833.72 |
|
| Amazon (AMZN) | 0.2 | $6.6M | 36k | 180.38 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $6.5M | +88% | 14k | 454.87 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.2 | $6.5M | +360% | 273k | 23.94 |
|
| Bank of America Corporation (BAC) | 0.2 | $6.2M | +80% | 164k | 37.92 |
|
| McDonald's Corporation (MCD) | 0.2 | $6.2M | +57% | 22k | 281.95 |
|
| Us Bancorp Del Com New (USB) | 0.2 | $6.1M | +65% | 136k | 44.70 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $6.0M | 215k | 28.04 |
|
|
| Altria (MO) | 0.2 | $6.0M | +101% | 138k | 43.62 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $5.9M | -6% | 68k | 87.29 |
|
| United Parcel Service CL B (UPS) | 0.2 | $5.9M | +226% | 40k | 148.63 |
|
| EOG Resources (EOG) | 0.2 | $5.3M | +116% | 41k | 127.84 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $5.1M | +6% | 6.5k | 777.92 |
|
| Automatic Data Processing (ADP) | 0.2 | $4.9M | +85% | 20k | 249.74 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $4.6M | +5% | 30k | 150.93 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $4.5M | -7% | 23k | 191.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.5M | -20% | 10k | 444.00 |
|
| Qualcomm (QCOM) | 0.1 | $4.4M | +402% | 26k | 169.30 |
|
| ConocoPhillips (COP) | 0.1 | $4.3M | +302% | 34k | 127.28 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $4.3M | +215% | 69k | 62.81 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $4.3M | +1234% | 74k | 58.11 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $4.2M | +820% | 175k | 23.85 |
|
| 3M Company (MMM) | 0.1 | $4.1M | +7% | 39k | 106.07 |
|
| Spdr Ser Tr Bloomberg Invt (FLRN) | 0.1 | $4.0M | -3% | 131k | 30.83 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.1 | $4.0M | -4% | 338k | 11.88 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $4.0M | NEW | 133k | 29.99 |
|
| Meta Platforms Cl A (META) | 0.1 | $4.0M | +6% | 8.2k | 485.58 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $3.9M | NEW | 50k | 78.64 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.8M | +89% | 74k | 52.16 |
|
| Illinois Tool Works (ITW) | 0.1 | $3.8M | +85% | 14k | 268.33 |
|
| Visa Com Cl A (V) | 0.1 | $3.7M | +10% | 13k | 279.08 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $3.7M | 95k | 38.86 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $3.6M | -14% | 89k | 41.08 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $3.6M | NEW | 143k | 24.90 |
|
| Ishares Tr Ibonds Dec 2032 (IBTM) | 0.1 | $3.6M | NEW | 157k | 22.67 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $3.5M | NEW | 65k | 53.80 |
|
| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.1 | $3.5M | NEW | 142k | 24.29 |
|
| Tesla Motors (TSLA) | 0.1 | $3.4M | +27% | 19k | 175.79 |
|
| UnitedHealth (UNH) | 0.1 | $3.3M | +23% | 6.7k | 494.69 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $3.3M | 6.3k | 524.34 |
|
|
| Prudential Financial (PRU) | 0.1 | $3.2M | +223% | 27k | 117.40 |
|
| Abbott Laboratories (ABT) | 0.1 | $3.2M | +30% | 28k | 113.66 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $3.1M | +15% | 12k | 259.89 |
|
| Southern Company (SO) | 0.1 | $3.1M | +298% | 43k | 71.74 |
|
| Phillips 66 (PSX) | 0.1 | $3.1M | +314% | 19k | 163.34 |
|
| Nushares Etf Tr Nuveen Esg Intl (NUDM) | 0.1 | $3.0M | 97k | 31.07 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.0M | +85% | 60k | 50.17 |
|
| Principal Financial (PFG) | 0.1 | $3.0M | 35k | 86.31 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.9M | +38% | 30k | 96.71 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $2.9M | -5% | 71k | 40.79 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $2.9M | -13% | 31k | 91.25 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.1 | $2.9M | -3% | 38k | 76.00 |
|
| Oracle Corporation (ORCL) | 0.1 | $2.8M | +56% | 23k | 125.61 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $2.8M | NEW | 46k | 61.53 |
|
| Caterpillar (CAT) | 0.1 | $2.7M | +8% | 7.3k | 366.45 |
|
| Ishares Tr Ibonds 24 Trm Hg (IBHD) | 0.1 | $2.6M | NEW | 112k | 23.31 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $2.6M | NEW | 53k | 49.16 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $2.6M | -6% | 30k | 86.66 |
|
| Applied Materials (AMAT) | 0.1 | $2.6M | +48% | 12k | 206.23 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $2.5M | -6% | 37k | 67.86 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $2.5M | +10% | 40k | 62.06 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $2.4M | +8% | 11k | 210.30 |
|
| Genuine Parts Company (GPC) | 0.1 | $2.4M | +769% | 15k | 154.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.3M | +77% | 4.3k | 525.79 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $2.2M | +426% | 87k | 25.44 |
|
| Wal-Mart Stores (WMT) | 0.1 | $2.2M | +208% | 37k | 60.17 |
|
| TJX Companies (TJX) | 0.1 | $2.2M | +25% | 22k | 101.42 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $2.2M | -64% | 12k | 179.11 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $2.2M | 32k | 67.13 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.1M | 11k | 186.81 |
|
|
| Target Corporation (TGT) | 0.1 | $2.1M | -3% | 12k | 177.21 |
|
| Advanced Micro Devices (AMD) | 0.1 | $2.1M | +5% | 12k | 180.50 |
|
| Linde SHS (LIN) | 0.1 | $2.0M | +12% | 4.4k | 464.32 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $2.0M | NEW | 78k | 25.25 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.9M | -10% | 28k | 68.80 |
|
| General Dynamics Corporation (GD) | 0.1 | $1.9M | +345% | 6.6k | 282.47 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $1.8M | -14% | 17k | 108.31 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.8M | +397% | 14k | 129.35 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.8M | 8.7k | 208.27 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $1.8M | -2% | 6.6k | 271.76 |
|
| Black Hills Corporation (BKH) | 0.1 | $1.8M | +6% | 33k | 54.60 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $1.8M | +787% | 78k | 22.71 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.8M | +16% | 3.5k | 504.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.8M | -6% | 12k | 152.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.8M | 3.6k | 480.74 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $1.7M | +2% | 7.1k | 245.95 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.7M | +2% | 3.1k | 556.40 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $1.7M | 21k | 79.91 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | +79% | 8.2k | 205.72 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.7M | +151% | 28k | 61.05 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.7M | +16% | 4.8k | 346.59 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $1.6M | +90% | 29k | 56.98 |
|
| Rockwell Automation (ROK) | 0.1 | $1.6M | +14% | 5.6k | 291.35 |
|
| salesforce (CRM) | 0.1 | $1.6M | +17% | 5.4k | 301.17 |
|
| Pacer Fds Tr Developed Mrkt (ICOW) | 0.1 | $1.6M | NEW | 51k | 31.95 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.6M | +71% | 39k | 40.90 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.6M | 14k | 110.50 |
|
|
| Intel Corporation (INTC) | 0.0 | $1.5M | +24% | 34k | 44.17 |
|
| Booking Holdings (BKNG) | 0.0 | $1.5M | +5% | 418.00 | 3629.16 |
|
| Walt Disney Company (DIS) | 0.0 | $1.5M | +2% | 12k | 122.36 |
|
| Netflix (NFLX) | 0.0 | $1.5M | -17% | 2.5k | 607.33 |
|
| Workiva Com Cl A (WK) | 0.0 | $1.5M | 18k | 84.80 |
|
|
| Alliant Energy Corporation (LNT) | 0.0 | $1.5M | +13% | 30k | 50.40 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $1.5M | +12% | 20k | 72.63 |
|
| Boeing Company (BA) | 0.0 | $1.4M | +6% | 7.5k | 192.99 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $1.4M | +298% | 24k | 60.74 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.0 | $1.4M | 61k | 23.23 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $1.4M | -21% | 17k | 79.86 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $1.4M | +3% | 5.0k | 270.54 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $1.4M | -8% | 10k | 131.24 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $1.3M | 12k | 109.17 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $1.3M | +8% | 15k | 91.39 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $1.3M | +3% | 35k | 38.47 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 0.0 | $1.3M | 61k | 21.97 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $1.3M | 86k | 15.38 |
|
|
| Casey's General Stores (CASY) | 0.0 | $1.3M | -4% | 4.1k | 318.46 |
|
| Servicenow (NOW) | 0.0 | $1.3M | +8% | 1.7k | 762.40 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.0 | $1.3M | 33k | 38.84 |
|
|
| WesBan (WSBC) | 0.0 | $1.3M | NEW | 43k | 29.81 |
|
| Emerson Electric (EMR) | 0.0 | $1.3M | +42% | 11k | 113.42 |
|
| Lam Research Corporation (LRCX) | 0.0 | $1.2M | +15% | 1.3k | 971.92 |
|
| Consolidated Edison (ED) | 0.0 | $1.2M | +376% | 14k | 90.81 |
|
| Waste Management (WM) | 0.0 | $1.2M | +3% | 5.6k | 213.16 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $1.2M | 25k | 47.44 |
|
|
| Hubbell (HUBB) | 0.0 | $1.2M | 2.8k | 415.05 |
|
|
| Nextera Energy (NEE) | 0.0 | $1.2M | +5% | 18k | 63.91 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.0 | $1.1M | 28k | 41.59 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $1.1M | -7% | 2.4k | 481.57 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.0 | $1.1M | NEW | 13k | 85.65 |
|
| American Tower Reit (AMT) | 0.0 | $1.1M | +13% | 5.6k | 197.58 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.0 | $1.1M | NEW | 35k | 31.99 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $1.1M | -2% | 2.0k | 555.79 |
|
| Intuit (INTU) | 0.0 | $1.1M | +12% | 1.7k | 649.97 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $1.1M | -2% | 14k | 76.28 |
|
| McKesson Corporation (MCK) | 0.0 | $1.1M | 2.0k | 536.76 |
|
|
| Philip Morris International (PM) | 0.0 | $1.0M | +29% | 11k | 91.62 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $1.0M | 9.9k | 103.79 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $1.0M | +35% | 18k | 57.96 |
|
| American Express Company (AXP) | 0.0 | $999k | +13% | 4.4k | 227.70 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $993k | NEW | 49k | 20.30 |
|
| At&t (T) | 0.0 | $957k | +41% | 54k | 17.60 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $914k | -5% | 9.4k | 97.53 |
|
| Trane Technologies SHS (TT) | 0.0 | $906k | 3.0k | 300.20 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $866k | NEW | 3.5k | 250.02 |
|
| Synopsys (SNPS) | 0.0 | $855k | +14% | 1.5k | 571.50 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $852k | -5% | 11k | 77.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $851k | +38% | 2.5k | 344.20 |
|
| Ford Motor Company (F) | 0.0 | $825k | -49% | 62k | 13.28 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $821k | +30% | 17k | 49.24 |
|
| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $803k | NEW | 30k | 27.16 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $799k | -17% | 6.8k | 118.29 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $794k | +5% | 25k | 32.23 |
|
| Ishares Tr Us Fixed Inc Bal (FIBR) | 0.0 | $791k | -5% | 9.2k | 86.02 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.0 | $790k | 29k | 27.50 |
|
|
| Microchip Technology (MCHP) | 0.0 | $788k | 8.8k | 89.71 |
|
|
| MDU Resources (MDU) | 0.0 | $783k | 31k | 25.20 |
|
|
| Marathon Petroleum Corp (MPC) | 0.0 | $779k | NEW | 3.9k | 201.52 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $775k | -6% | 6.3k | 123.18 |
|
| Public Service Enterprise (PEG) | 0.0 | $769k | NEW | 12k | 66.78 |
|
| Honeywell International (HON) | 0.0 | $765k | 3.7k | 205.25 |
|
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.0 | $749k | NEW | 28k | 26.46 |
|
| Nike CL B (NKE) | 0.0 | $747k | +27% | 7.9k | 93.98 |
|
| Wec Energy Group (WEC) | 0.0 | $746k | 9.1k | 82.12 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $743k | +64% | 30k | 25.05 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $742k | NEW | 29k | 25.35 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.0 | $740k | 14k | 53.34 |
|
|
| Danaher Corporation (DHR) | 0.0 | $738k | -15% | 3.0k | 249.70 |
|
| Lowe's Companies (LOW) | 0.0 | $733k | 2.9k | 254.73 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $733k | 13k | 57.57 |
|
|
| Caesars Entertainment (CZR) | 0.0 | $730k | 17k | 43.74 |
|
|
| Bayfirst Financial Corp (BAFN) | 0.0 | $727k | 56k | 12.95 |
|
|
| Stryker Corporation (SYK) | 0.0 | $720k | +11% | 2.0k | 357.81 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $710k | +19% | 1.8k | 399.09 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.0 | $707k | NEW | 20k | 35.73 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $702k | 12k | 57.54 |
|
|
| Nushares Etf Tr Nuveen Esg Midvl (NUMV) | 0.0 | $696k | 20k | 34.20 |
|
|
| Medtronic SHS (MDT) | 0.0 | $693k | +32% | 8.0k | 87.15 |
|
| Ishares Tr Esg Scrnd S&p Sm (XJR) | 0.0 | $687k | 18k | 39.17 |
|
|
| General Mills (GIS) | 0.0 | $686k | +5% | 9.8k | 69.97 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $686k | -2% | 13k | 51.06 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $680k | NEW | 27k | 25.27 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $676k | +5% | 9.7k | 70.00 |
|
| Eaton Corp SHS (ETN) | 0.0 | $675k | +67% | 2.2k | 312.71 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $653k | -2% | 16k | 42.12 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $653k | -50% | 18k | 35.84 |
|
| Pacer Fds Tr Globl Cash Etf (GCOW) | 0.0 | $647k | NEW | 19k | 34.70 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $635k | NEW | 7.3k | 86.67 |
|
| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.0 | $631k | -5% | 25k | 24.87 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $629k | +39% | 25k | 24.81 |
|
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $618k | +52% | 5.0k | 123.90 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $617k | -2% | 5.7k | 108.92 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $615k | +23% | 11k | 54.23 |
|
| Knife River Corp Common Stock (KNF) | 0.0 | $608k | 7.5k | 81.08 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $604k | +96% | 2.0k | 300.01 |
|
| CSX Corporation (CSX) | 0.0 | $600k | 16k | 37.07 |
|
|
| Ishares Tr Glob Indstrl Etf (EXI) | 0.0 | $588k | 4.2k | 139.69 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $585k | -2% | 6.5k | 90.05 |
|
| Norfolk Southern (NSC) | 0.0 | $580k | -2% | 2.3k | 254.87 |
|
| Cummins (CMI) | 0.0 | $572k | -8% | 1.9k | 294.58 |
|
| Pioneer Natural Resources (PXD) | 0.0 | $571k | +139% | 2.2k | 262.51 |
|
| Premier Cl A (PINC) | 0.0 | $571k | 26k | 22.10 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $567k | +3% | 19k | 29.18 |
|
| RPM International (RPM) | 0.0 | $563k | +16% | 4.7k | 118.95 |
|
| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $559k | +95% | 22k | 25.95 |
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $557k | +3% | 2.3k | 244.15 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.0 | $557k | NEW | 22k | 25.17 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $554k | 5.9k | 93.19 |
|
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.0 | $553k | 18k | 31.21 |
|
|
| Totalenergies Se Sponsored Ads (TTE) | 0.0 | $546k | +42% | 7.9k | 68.83 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $545k | +3% | 22k | 24.48 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $540k | +45% | 7.5k | 72.34 |
|
| Travelers Companies (TRV) | 0.0 | $535k | +59% | 2.3k | 230.16 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $531k | +18% | 2.1k | 249.82 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $525k | NEW | 8.3k | 63.17 |
|
| Allstate Corporation (ALL) | 0.0 | $523k | 3.0k | 173.01 |
|
|
| Vir Biotechnology (VIR) | 0.0 | $520k | NEW | 51k | 10.13 |
|
| Sempra Energy (SRE) | 0.0 | $515k | +92% | 7.2k | 71.83 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $509k | 1.5k | 347.33 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $506k | 2.8k | 183.89 |
|
|
| Travel Leisure Ord (TNL) | 0.0 | $500k | NEW | 10k | 48.96 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $493k | -5% | 11k | 43.35 |
|
| AFLAC Incorporated (AFL) | 0.0 | $492k | +5% | 5.7k | 85.86 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $488k | 30k | 16.34 |
|
|
| Vanguard World Financials Etf (VFH) | 0.0 | $482k | +5% | 4.7k | 102.39 |
|
| PNC Financial Services (PNC) | 0.0 | $473k | NEW | 2.9k | 161.62 |
|
| Oneok (OKE) | 0.0 | $470k | +10% | 5.9k | 80.17 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $459k | +98% | 11k | 42.87 |
|
| Celanese Corporation (CE) | 0.0 | $458k | 2.7k | 171.86 |
|
|
| Erie Indty Cl A (ERIE) | 0.0 | $458k | NEW | 1.1k | 401.58 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $456k | +48% | 474.00 | 962.49 |
|
| Flex Ord (FLEX) | 0.0 | $456k | NEW | 16k | 28.61 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $455k | 3.5k | 131.36 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $445k | 3.3k | 135.06 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $444k | +8% | 636.00 | 698.57 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $430k | 14k | 30.67 |
|
|
| Williams Companies (WMB) | 0.0 | $423k | +31% | 11k | 38.97 |
|
| Nucor Corporation (NUE) | 0.0 | $417k | -22% | 2.1k | 197.92 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $416k | NEW | 12k | 35.84 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $411k | NEW | 16k | 25.78 |
|
| W.W. Grainger (GWW) | 0.0 | $411k | 404.00 | 1017.30 |
|
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $411k | +3% | 2.0k | 204.14 |
|
| Paychex (PAYX) | 0.0 | $410k | -5% | 3.3k | 122.80 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $409k | -78% | 8.5k | 47.89 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.0 | $404k | NEW | 49k | 8.25 |
|
| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.0 | $403k | NEW | 12k | 33.59 |
|
| Marsh & McLennan Companies (MMC) | 0.0 | $402k | NEW | 2.0k | 205.99 |
|
| American Electric Power Company (AEP) | 0.0 | $401k | -15% | 4.7k | 86.09 |
|
| Dupont De Nemours (DD) | 0.0 | $397k | -3% | 5.2k | 76.68 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $392k | -5% | 2.9k | 136.05 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $387k | -23% | 4.9k | 79.77 |
|
| Snap-on Incorporated (SNA) | 0.0 | $387k | +17% | 1.3k | 296.16 |
|
| Constellation Energy (CEG) | 0.0 | $387k | NEW | 2.1k | 184.85 |
|
| L3harris Technologies (LHX) | 0.0 | $385k | NEW | 1.8k | 213.10 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $385k | +51% | 4.6k | 84.09 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $383k | 1.7k | 224.99 |
|
|
| General Electric Com New (GE) | 0.0 | $381k | -21% | 2.2k | 175.49 |
|
| PPG Industries (PPG) | 0.0 | $381k | +48% | 2.6k | 144.88 |
|
| Garmin SHS (GRMN) | 0.0 | $379k | -16% | 2.5k | 148.88 |
|
| Cigna Corp (CI) | 0.0 | $377k | NEW | 1.0k | 363.19 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $365k | 7.0k | 52.55 |
|
|
| Anthem (ELV) | 0.0 | $364k | 701.00 | 518.54 |
|
|
| Vanguard World Materials Etf (VAW) | 0.0 | $358k | 1.8k | 204.43 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.0 | $347k | NEW | 8.9k | 39.11 |
|
| Clorox Company (CLX) | 0.0 | $345k | -6% | 2.3k | 153.12 |
|
| Morgan Stanley Com New (MS) | 0.0 | $344k | -12% | 3.6k | 94.16 |
|
| Zoetis Cl A (ZTS) | 0.0 | $343k | 2.0k | 169.21 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $341k | NEW | 5.1k | 66.99 |
|
| Kkr & Co (KKR) | 0.0 | $340k | NEW | 3.4k | 100.58 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $337k | NEW | 11k | 29.53 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $336k | NEW | 4.9k | 68.49 |
|
| Dow (DOW) | 0.0 | $335k | -10% | 5.8k | 57.93 |
|
| Unilever Spon Adr New (UL) | 0.0 | $334k | NEW | 6.7k | 50.19 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG) | 0.0 | $334k | 4.0k | 83.08 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $332k | +55% | 21k | 15.73 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $330k | 4.4k | 74.81 |
|
|
| Silverback Therapeutics (SPRY) | 0.0 | $329k | 32k | 10.22 |
|
|
| Wp Carey (WPC) | 0.0 | $329k | +72% | 5.8k | 56.44 |
|
| Micron Technology (MU) | 0.0 | $329k | +7% | 2.8k | 117.90 |
|
| Republic Services (RSG) | 0.0 | $321k | NEW | 1.7k | 191.44 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $318k | +34% | 5.1k | 62.34 |
|
| Hcw Biologics (HCWB) | 0.0 | $315k | 180k | 1.75 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $311k | -8% | 2.2k | 144.04 |
|
| Builders FirstSource (BLDR) | 0.0 | $309k | 1.5k | 208.55 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $308k | 2.4k | 128.40 |
|
|
| First Interstate Bancsystem (FIBK) | 0.0 | $307k | 11k | 27.21 |
|
|
| Timken Company (TKR) | 0.0 | $306k | -10% | 3.5k | 87.43 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $300k | -2% | 1.3k | 228.54 |
|
| FedEx Corporation (FDX) | 0.0 | $299k | -6% | 1.0k | 289.87 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $298k | NEW | 2.6k | 114.94 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $297k | -9% | 102.00 | 2906.77 |
|
| Hartford Financial Services (HIG) | 0.0 | $295k | NEW | 2.9k | 103.05 |
|
| Iqvia Holdings (IQV) | 0.0 | $293k | NEW | 1.2k | 252.89 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $292k | NEW | 9.3k | 31.28 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $287k | -5% | 4.4k | 65.65 |
|
| Shopify Cl A (SHOP) | 0.0 | $287k | -15% | 3.7k | 77.17 |
|
| Citigroup Com New (C) | 0.0 | $286k | +14% | 4.5k | 63.23 |
|
| BP Sponsored Adr (BP) | 0.0 | $286k | +10% | 7.6k | 37.68 |
|
| Eaton Vance Tax-advntg Glbl Di (ETG) | 0.0 | $282k | NEW | 15k | 18.25 |
|
| Enbridge (ENB) | 0.0 | $280k | NEW | 7.7k | 36.18 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $279k | -3% | 12k | 22.75 |
|
| Cardinal Health (CAH) | 0.0 | $276k | -5% | 2.5k | 111.92 |
|
| Tc Energy Corp (TRP) | 0.0 | $273k | -4% | 6.8k | 40.20 |
|
| Becton, Dickinson and (BDX) | 0.0 | $273k | +9% | 1.1k | 247.45 |
|
| Gilead Sciences (GILD) | 0.0 | $273k | -15% | 3.7k | 73.26 |
|
| Centene Corporation (CNC) | 0.0 | $273k | 3.5k | 78.48 |
|
|
| MetLife (MET) | 0.0 | $272k | NEW | 3.7k | 74.12 |
|
| Coherent Corp (COHR) | 0.0 | $272k | NEW | 4.5k | 60.62 |
|
| Exelon Corporation (EXC) | 0.0 | $271k | NEW | 7.2k | 37.57 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $271k | +10% | 5.7k | 47.87 |
|
| Best Buy (BBY) | 0.0 | $270k | NEW | 3.3k | 82.03 |
|
| Corteva (CTVA) | 0.0 | $268k | +2% | 4.7k | 57.67 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $267k | -20% | 2.0k | 131.22 |
|
| LKQ Corporation (LKQ) | 0.0 | $267k | 5.0k | 53.41 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $263k | -31% | 4.5k | 58.12 |
|
| Heartland Financial USA (HTLF) | 0.0 | $261k | -75% | 7.4k | 35.15 |
|
| Old Republic International Corporation (ORI) | 0.0 | $260k | -10% | 8.5k | 30.72 |
|
| Federated Hermes CL B (FHI) | 0.0 | $253k | NEW | 7.0k | 36.12 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.0 | $253k | 5.3k | 47.44 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $252k | -2% | 527.00 | 478.66 |
|
| Pembina Pipeline Corp (PBA) | 0.0 | $252k | +2% | 7.1k | 35.34 |
|
| Omni (OMC) | 0.0 | $252k | -21% | 2.6k | 96.76 |
|
| Essex Property Trust (ESS) | 0.0 | $251k | +8% | 1.0k | 244.81 |
|
| International Paper Company (IP) | 0.0 | $250k | 6.4k | 39.02 |
|
|
| Public Storage (PSA) | 0.0 | $250k | NEW | 861.00 | 290.06 |
|
| Devon Energy Corporation (DVN) | 0.0 | $248k | -36% | 4.9k | 50.18 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $247k | NEW | 1.3k | 190.74 |
|
| American States Water Company (AWR) | 0.0 | $247k | NEW | 3.4k | 72.24 |
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $246k | NEW | 4.6k | 53.71 |
|
| PPL Corporation (PPL) | 0.0 | $246k | NEW | 8.9k | 27.53 |
|
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $246k | 14k | 17.56 |
|
|
| Extra Space Storage (EXR) | 0.0 | $246k | NEW | 1.7k | 147.00 |
|
| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $244k | 1.2k | 196.88 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $243k | -15% | 554.00 | 438.44 |
|
| Dick's Sporting Goods (DKS) | 0.0 | $241k | NEW | 1.1k | 224.86 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.0 | $241k | NEW | 6.4k | 37.49 |
|
| H&E Equipment Services (HEES) | 0.0 | $240k | -12% | 3.7k | 64.18 |
|
| Hillenbrand (HI) | 0.0 | $240k | 4.8k | 50.29 |
|
|
| Ingersoll Rand (IR) | 0.0 | $239k | -4% | 2.5k | 94.95 |
|
| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.0 | $239k | 5.4k | 44.48 |
|
|
| National Fuel Gas (NFG) | 0.0 | $236k | NEW | 4.4k | 53.72 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $232k | NEW | 807.00 | 288.03 |
|
| Hershey Company (HSY) | 0.0 | $232k | +10% | 1.2k | 194.51 |
|
| Howmet Aerospace (HWM) | 0.0 | $230k | NEW | 3.4k | 68.42 |
|
| Cadence Bank (CADE) | 0.0 | $230k | 7.9k | 29.00 |
|
|
| Curtiss-Wright (CW) | 0.0 | $228k | NEW | 892.00 | 255.90 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $228k | 1.7k | 137.22 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $228k | 3.0k | 76.81 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $227k | NEW | 6.0k | 37.98 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $224k | -5% | 13k | 17.73 |
|
| Edwards Lifesciences (EW) | 0.0 | $224k | NEW | 2.3k | 95.54 |
|
| Microstrategy Cl A New (MSTR) | 0.0 | $223k | NEW | 131.00 | 1704.56 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $223k | NEW | 3.0k | 74.23 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $223k | -9% | 2.0k | 110.52 |
|
| Ball Corporation (BALL) | 0.0 | $219k | NEW | 3.2k | 67.36 |
|
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.0 | $218k | 2.9k | 76.38 |
|
|
| Legg Mason Etf Invt Clearbrideg Lr (LRGE) | 0.0 | $218k | NEW | 3.2k | 67.09 |
|
| Shell Spon Ads (SHEL) | 0.0 | $217k | NEW | 3.2k | 67.05 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $216k | NEW | 2.1k | 100.71 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $216k | NEW | 9.7k | 22.16 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $215k | NEW | 1.9k | 115.35 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $215k | NEW | 1.2k | 171.98 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.0 | $213k | -7% | 1.7k | 125.96 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $212k | 2.4k | 89.19 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $212k | NEW | 1.5k | 145.43 |
|
| Quanta Services (PWR) | 0.0 | $210k | NEW | 808.00 | 259.80 |
|
| Ecolab (ECL) | 0.0 | $208k | NEW | 900.00 | 230.92 |
|
| Dollar Tree (DLTR) | 0.0 | $206k | NEW | 1.5k | 133.15 |
|
| Terex Corporation (TEX) | 0.0 | $206k | -23% | 3.2k | 64.40 |
|
| Fifth Third Ban (FITB) | 0.0 | $206k | NEW | 5.5k | 37.21 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $205k | -41% | 2.4k | 86.48 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $204k | NEW | 5.2k | 38.98 |
|
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.0 | $203k | 2.2k | 94.25 |
|
|
| Dollar General (DG) | 0.0 | $203k | NEW | 1.3k | 156.06 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $202k | NEW | 1.8k | 111.71 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $201k | NEW | 8.5k | 23.80 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $188k | +22% | 19k | 9.90 |
|
| Key (KEY) | 0.0 | $178k | -29% | 11k | 15.81 |
|
| Barrick Gold Corp (GOLD) | 0.0 | $170k | NEW | 10k | 16.64 |
|
| Bridgewater Bancshares (BWB) | 0.0 | $153k | NEW | 13k | 11.64 |
|
| Hanesbrands (HBI) | 0.0 | $149k | 26k | 5.80 |
|
|
| Lantern Pharma (LTRN) | 0.0 | $102k | NEW | 12k | 8.80 |
|
| DNP Select Income Fund (DNP) | 0.0 | $102k | 11k | 9.07 |
|
|
| Spectral Ai Com Cl A (MDAI) | 0.0 | $64k | NEW | 30k | 2.13 |
|
| Telefonica S A Sponsored Adr (TEF) | 0.0 | $51k | NEW | 12k | 4.41 |
|
| Gritstone Oncology Ord (GRTS) | 0.0 | $46k | NEW | 18k | 2.57 |
|
| Dermtech Ord ord (DMTK) | 0.0 | $34k | NEW | 48k | 0.70 |
|
| High Tide Com New (HITI) | 0.0 | $26k | 13k | 2.03 |
|
|
| Cadrenal Therapeutics (CVKD) | 0.0 | $17k | NEW | 28k | 0.61 |
|
| Nikola Corp (NKLA) | 0.0 | $14k | +30% | 13k | 1.04 |
|
| Akoustis Technologies (AKTS) | 0.0 | $7.5k | NEW | 13k | 0.59 |
|
| Airship Ai Hldgs *w Exp 12/21/202 (AISPW) | 0.0 | $4.5k | NEW | 10k | 0.45 |
|
| Asensus Surgical (ASXC) | 0.0 | $3.0k | -88% | 13k | 0.23 |
|
Past Filings by Avantax Planning Partners
SEC 13F filings are viewable for Avantax Planning Partners going back to 2016
- 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
- Avantax Planning Partners 2021 Q3 filed Oct. 27, 2021
- Avantax Planning Partners 2021 Q2 filed Aug. 10, 2021
- Avantax Planning Partners 2021 Q1 filed May 6, 2021
- Avantax Planning Partners 2020 Q4 filed Feb. 4, 2021
- Honkamp Krueger Financial Services 2020 Q3 filed Oct. 28, 2020
- Honkamp Krueger Financial Services 2020 Q2 filed July 15, 2020