Portfolio (Quarterly)
Guide ↗
Avantax Planning Partners, Inc.
· CIK 0001005441| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 3,213 | $220K | 0.01% | SOLD |
| 22 | AGM | FEDERAL AGRIC MTG CORP | Financial Services | 1,238 | $217K | 0.01% | SOLD |
| 23 | IVZ | INVESCO LTD | Financial Services | 8,187 | $215K | 0.01% | SOLD |
| 24 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 2,447 | $209K | 0.01% | SOLD |
| 25 | IJR | ISHARES TR | — | 1,731 | $208K | 0.01% | SOLD |
| 26 | BDX | BECTON DICKINSON & CO | Healthcare | 1,062 | $206K | 0.01% | SOLD |
| 27 | FV | FIRST TR EXCHANGE TRADED FD | — | 3,260 | $205K | 0.01% | SOLD |
| 28 | IJAN | INNOVATOR ETFS TRUST | — | 5,672 | $205K | 0.01% | SOLD |
| 29 | MKC | MCCORMICK & CO INC | Consumer Defensive | 3,004 | $205K | 0.01% | SOLD |
| 30 | — | ISHARES TR | — | 8,711 | $201K | 0.01% | SOLD |
| 31 | — | TELEFONICA S A | — | 10,563 | $43K | 0.00% | SOLD |
| 32 | PLUG | PLUG POWER INC | Industrials | 18,062 | $36K | 0.00% | SOLD |
Sector Allocation
Technology
25.3%
Financial Services
12.8%
Healthcare
12.7%
Industrials
12.1%
Energy
11.4%
Consumer Defensive
9.6%
Consumer Cyclical
7.7%
Communication Services
5.0%
Utilities
2.6%
Basic Materials
0.7%