AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FAST | 284K | $13.20M |
 | PFE | 241K | $6.77M |
 | VZ | 210K | $10.57M |
 | CMCT | 186K | $114.13K |
 | KO | 173K | $13.16M |
 | AAPL | 148K | $37.48M |
 | CSCO | 140K | $10.88M |
 | SLDE | 119K | $2.14M |
 | BAC | 107K | $5.23M |
 | MO | 105K | $6.95M |
 | MRK | 99K | $11.85M |
 | XOM | 98K | $16.66M |
 | NVDA | 93K | $16.17M |
 | USB | 86K | $4.45M |
 | BMY | 67K | $4.07M |
 | COP | 62K | $8.14M |
 | CVX | 61K | $12.68M |
 | ABBV | 61K | $13.24M |
 | PG | 54K | $7.79M |
 | AMZN | 53K | $11.09M |
Fastenal Company
FAST
Shares Held
284K
Value
$13.20M
Pfizer Inc.
PFE
Shares Held
241K
Value
$6.77M
Verizon Communications Inc.
VZ
Shares Held
210K
Value
$10.57M
Creative Media & Community Trust Corporation
CMCT
Shares Held
186K
Value
$114.13K
The Coca-Cola Company
KO
Shares Held
173K
Value
$13.16M
Apple Inc.
AAPL
Shares Held
148K
Value
$37.48M
Cisco Systems, Inc.
CSCO
Shares Held
140K
Value
$10.88M
Slide Insurance Holdings, Inc. Common Stock
SLDE
Shares Held
119K
Value
$2.14M
Bank of America Corporation
BAC
Shares Held
107K
Value
$5.23M
Altria Group, Inc.
MO
Shares Held
105K
Value
$6.95M
Merck & Co., Inc.
MRK
Shares Held
99K
Value
$11.85M
Exxon Mobil Corporation
XOM
Shares Held
98K
Value
$16.66M
NVIDIA Corporation
NVDA
Shares Held
93K
Value
$16.17M
U.S. Bancorp
USB
Shares Held
86K
Value
$4.45M
Bristol-Myers Squibb Company
BMY
Shares Held
67K
Value
$4.07M
ConocoPhillips
COP
Shares Held
62K
Value
$8.14M
Chevron Corporation
CVX
Shares Held
61K
Value
$12.68M
AbbVie Inc.
ABBV
Shares Held
61K
Value
$13.24M
The Procter & Gamble Company
PG
Shares Held
54K
Value
$7.79M
Amazon.com, Inc.
AMZN
Shares Held
53K
Value
$11.09M