AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WEC | 8K | $864.35K |
 | SRE | 7K | $666.47K |
 | META | 7K | $5.41M |
 | WMB | 7K | $455.87K |
 | ORI | 7K | $304.76K |
 | MTG | 7K | $203.38K |
 | PBA | 7K | $288.60K |
 | FHI | 7K | $363.51K |
 | RTX | 7K | $1.12M |
 | NKE | 7K | $463.28K |
 | CAT | 6K | $3.02M |
 | BP | 6K | $211.78K |
 | CRM | 6K | $1.43M |
 | LLY | 6K | $4.61M |
 | MDT | 6K | $557.73K |
 | CHRW | 6K | $774.41K |
 | TTE | 6K | $348.33K |
 | BLK | 6K | $6.79M |
 | UNH | 6K | $2.00M |
 | ED | 6K | $561.40K |
WEC Energy Group, Inc.
WEC
Shares Held
8K
Value
$864.35K
Sempra
SRE
Shares Held
7K
Value
$666.47K
Meta Platforms, Inc.
META
Shares Held
7K
Value
$5.41M
The Williams Companies, Inc.
WMB
Shares Held
7K
Value
$455.87K
Old Republic International Corporation
ORI
Shares Held
7K
Value
$304.76K
MGIC Investment Corporation
MTG
Shares Held
7K
Value
$203.38K
Pembina Pipeline Corporation
PBA
Shares Held
7K
Value
$288.60K
Federated Hermes, Inc.
FHI
Shares Held
7K
Value
$363.51K
RTX Corporation
RTX
Shares Held
7K
Value
$1.12M
NIKE, Inc.
NKE
Shares Held
7K
Value
$463.28K
Caterpillar Inc.
CAT
Shares Held
6K
Value
$3.02M
BP p.l.c.
BP
Shares Held
6K
Value
$211.78K
Salesforce, Inc.
CRM
Shares Held
6K
Value
$1.43M
Eli Lilly and Company
LLY
Shares Held
6K
Value
$4.61M
Medtronic plc
MDT
Shares Held
6K
Value
$557.73K
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
6K
Value
$774.41K
TotalEnergies SE
TTE
Shares Held
6K
Value
$348.33K
BlackRock, Inc.
BLK
Shares Held
6K
Value
$6.79M
UnitedHealth Group Incorporated
UNH
Shares Held
6K
Value
$2.00M
Consolidated Edison, Inc.
ED
Shares Held
6K
Value
$561.40K