AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADP | 6K | $1.62M |
 | EXC | 5K | $241.51K |
 | TMO | 5K | $2.52M |
 | UNP | 5K | $1.21M |
 | BSX | 5K | $496.45K |
 | SFBS | 5K | $402.65K |
 | PANW | 5K | $985.72K |
 | AFL | 5K | $539.29K |
 | COHR | 5K | $517.16K |
 | COST | 5K | $4.38M |
 | IP | 5K | $215.34K |
 | CTVA | 5K | $312.46K |
 | GLW | 5K | $375.25K |
 | ACN | 5K | $1.12M |
 | ADBE | 5K | $1.60M |
 | SCHW | 4K | $426.80K |
 | ROK | 4K | $1.54M |
 | UL | 4K | $258.46K |
 | HNI | 4K | $203.19K |
 | NFG | 4K | $396.91K |
Automatic Data Processing, Inc.
ADP
Shares Held
6K
Value
$1.62M
Exelon Corporation
EXC
Shares Held
5K
Value
$241.51K
Thermo Fisher Scientific Inc.
TMO
Shares Held
5K
Value
$2.52M
Union Pacific Corporation
UNP
Shares Held
5K
Value
$1.21M
Boston Scientific Corporation
BSX
Shares Held
5K
Value
$496.45K
ServisFirst Bancshares, Inc.
SFBS
Shares Held
5K
Value
$402.65K
Palo Alto Networks, Inc.
PANW
Shares Held
5K
Value
$985.72K
Aflac Incorporated
AFL
Shares Held
5K
Value
$539.29K
Coherent, Inc.
COHR
Shares Held
5K
Value
$517.16K
Costco Wholesale Corporation
COST
Shares Held
5K
Value
$4.38M
International Paper Company
IP
Shares Held
5K
Value
$215.34K
Corteva, Inc.
CTVA
Shares Held
5K
Value
$312.46K
Corning Incorporated
GLW
Shares Held
5K
Value
$375.25K
Accenture plc
ACN
Shares Held
5K
Value
$1.12M
Adobe Inc.
ADBE
Shares Held
5K
Value
$1.60M
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$426.80K
Rockwell Automation, Inc.
ROK
Shares Held
4K
Value
$1.54M
Unilever PLC
UL
Shares Held
4K
Value
$258.46K
HNI Corporation
HNI
Shares Held
4K
Value
$203.19K
National Fuel Gas Company
NFG
Shares Held
4K
Value
$396.91K