AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 52K | $16.30M |
 | TXN | 51K | $9.37M |
 | AMZN | 50K | $11.04M |
 | JNJ | 49K | $9.07M |
 | WSBC | 48K | $1.55M |
 | UPS | 48K | $4.00M |
 | AVGO | 47K | $15.65M |
 | MSFT | 46K | $23.83M |
 | VLO | 46K | $7.82M |
 | EPD | 41K | $1.28M |
 | SO | 40K | $3.74M |
 | OKE | 39K | $2.86M |
 | EOG | 38K | $4.26M |
 | IBM | 38K | $10.63M |
 | PFG | 36K | $2.98M |
 | ADM | 35K | $2.08M |
 | ET | 34K | $584.42K |
 | COP | 31K | $2.95M |
 | AMGN | 30K | $8.60M |
 | HD | 30K | $12.33M |
JPMorgan Chase & Co.
JPM
Shares Held
52K
Value
$16.30M
Texas Instruments Incorporated
TXN
Shares Held
51K
Value
$9.37M
Amazon.com, Inc.
AMZN
Shares Held
50K
Value
$11.04M
Johnson & Johnson
JNJ
Shares Held
49K
Value
$9.07M
WesBanco, Inc.
WSBC
Shares Held
48K
Value
$1.55M
United Parcel Service, Inc.
UPS
Shares Held
48K
Value
$4.00M
Broadcom Inc.
AVGO
Shares Held
47K
Value
$15.65M
Microsoft Corporation
MSFT
Shares Held
46K
Value
$23.83M
Valero Energy Corporation
VLO
Shares Held
46K
Value
$7.82M
Enterprise Products Partners L.P.
EPD
Shares Held
41K
Value
$1.28M
The Southern Company
SO
Shares Held
40K
Value
$3.74M
ONEOK, Inc.
OKE
Shares Held
39K
Value
$2.86M
EOG Resources, Inc.
EOG
Shares Held
38K
Value
$4.26M
International Business Machines Corporation
IBM
Shares Held
38K
Value
$10.63M
Principal Financial Group, Inc.
PFG
Shares Held
36K
Value
$2.98M
Archer-Daniels-Midland Company
ADM
Shares Held
35K
Value
$2.08M
Energy Transfer LP
ET
Shares Held
34K
Value
$584.42K
ConocoPhillips
COP
Shares Held
31K
Value
$2.95M
Amgen Inc.
AMGN
Shares Held
30K
Value
$8.60M
The Home Depot, Inc.
HD
Shares Held
30K
Value
$12.33M