
AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FAST | 279K | $13.68M |
![]() | PFE | 242K | $6.16M |
![]() | VZ | 214K | $9.40M |
![]() | KO | 178K | $11.83M |
![]() | AAPL | 148K | $37.72M |
![]() | CSCO | 145K | $9.95M |
![]() | MO | 115K | $7.61M |
![]() | BAC | 111K | $5.75M |
![]() | MRK | 110K | $9.20M |
![]() | NVDA | 94K | $17.53M |
![]() | USB | 90K | $4.36M |
![]() | XOM | 87K | $9.85M |
![]() | F | 82K | $978.30K |
![]() | BMY | 69K | $3.13M |
![]() | OBDC | 68K | $862.35K |
![]() | CVX | 65K | $10.02M |
![]() | ABBV | 58K | $13.39M |
![]() | PEP | 56K | $7.90M |
![]() | PG | 53K | $8.09M |
![]() | T | 52K | $1.47M |

Fastenal Company
FAST
Shares Held
279K
Value
$13.68M

Pfizer Inc.
PFE
Shares Held
242K
Value
$6.16M

Verizon Communications Inc.
VZ
Shares Held
214K
Value
$9.40M

The Coca-Cola Company
KO
Shares Held
178K
Value
$11.83M

Apple Inc.
AAPL
Shares Held
148K
Value
$37.72M

Cisco Systems, Inc.
CSCO
Shares Held
145K
Value
$9.95M

Altria Group, Inc.
MO
Shares Held
115K
Value
$7.61M

Bank of America Corporation
BAC
Shares Held
111K
Value
$5.75M

Merck & Co., Inc.
MRK
Shares Held
110K
Value
$9.20M

NVIDIA Corporation
NVDA
Shares Held
94K
Value
$17.53M

U.S. Bancorp
USB
Shares Held
90K
Value
$4.36M

Exxon Mobil Corporation
XOM
Shares Held
87K
Value
$9.85M

Ford Motor Company
F
Shares Held
82K
Value
$978.30K

Bristol-Myers Squibb Company
BMY
Shares Held
69K
Value
$3.13M

Blue Owl Capital Corporation
OBDC
Shares Held
68K
Value
$862.35K

Chevron Corporation
CVX
Shares Held
65K
Value
$10.02M

AbbVie Inc.
ABBV
Shares Held
58K
Value
$13.39M

PepsiCo, Inc.
PEP
Shares Held
56K
Value
$7.90M

The Procter & Gamble Company
PG
Shares Held
53K
Value
$8.09M

AT&T Inc.
T
Shares Held
52K
Value
$1.47M
