AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PM | 11K | $1.75M |
 | WFC | 11K | $887.99K |
 | TEF | 11K | $53.66K |
 | KEY | 11K | $196.73K |
 | ORGO | 10K | $43.57K |
 | OMER | 10K | $41.41K |
 | EMR | 10K | $1.31M |
 | GOOG | 10K | $2.33M |
 | GSK | 9K | $408.04K |
 | B | 9K | $309.22K |
 | UGI | 9K | $306.44K |
 | AMAT | 9K | $1.82M |
 | PLTR | 9K | $1.62M |
 | CMCSA | 9K | $270.46K |
 | MMM | 9K | $1.32M |
 | PRU | 8K | $859.04K |
 | TRP | 8K | $442.08K |
 | DUK | 8K | $993.43K |
 | DIS | 8K | $892.88K |
 | MDLZ | 8K | $476.21K |
Philip Morris International Inc.
PM
Shares Held
11K
Value
$1.75M
Wells Fargo & Company
WFC
Shares Held
11K
Value
$887.99K
Telefónica, S.A.
TEF
Shares Held
11K
Value
$53.66K
KeyCorp
KEY
Shares Held
11K
Value
$196.73K
Organogenesis Holdings Inc.
ORGO
Shares Held
10K
Value
$43.57K
Omeros Corporation
OMER
Shares Held
10K
Value
$41.41K
Emerson Electric Co.
EMR
Shares Held
10K
Value
$1.31M
Alphabet Inc.
GOOG
Shares Held
10K
Value
$2.33M
GSK plc
GSK
Shares Held
9K
Value
$408.04K
Barrick Mining Corporation
B
Shares Held
9K
Value
$309.22K
UGI Corporation
UGI
Shares Held
9K
Value
$306.44K
Applied Materials, Inc.
AMAT
Shares Held
9K
Value
$1.82M
Palantir Technologies Inc.
PLTR
Shares Held
9K
Value
$1.62M
Comcast Corporation
CMCSA
Shares Held
9K
Value
$270.46K
3M Company
MMM
Shares Held
9K
Value
$1.32M
Prudential Financial, Inc.
PRU
Shares Held
8K
Value
$859.04K
TC Energy Corporation
TRP
Shares Held
8K
Value
$442.08K
Duke Energy Corporation
DUK
Shares Held
8K
Value
$993.43K
The Walt Disney Company
DIS
Shares Held
8K
Value
$892.88K
Mondelez International, Inc.
MDLZ
Shares Held
8K
Value
$476.21K