AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BA | 4K | $921.49K |
 | STZ | 4K | $573.96K |
 | MCHP | 4K | $272.23K |
 | NHI | 4K | $334.54K |
 | LIN | 4K | $1.96M |
 | CASY | 4K | $2.31M |
 | PAYX | 4K | $514.31K |
 | CARR | 4K | $233.64K |
 | CL | 4K | $307.36K |
 | SBUX | 4K | $324.50K |
 | DHR | 4K | $749.62K |
 | MPC | 4K | $712.94K |
 | DD | 4K | $282.62K |
 | RPM | 4K | $414.70K |
 | AWR | 3K | $245.33K |
 | C | 3K | $336.24K |
 | HON | 3K | $697.18K |
 | GILD | 3K | $366.63K |
 | ALE | 3K | $219.05K |
 | HWM | 3K | $630.89K |
The Boeing Company
BA
Shares Held
4K
Value
$921.49K
Constellation Brands, Inc.
STZ
Shares Held
4K
Value
$573.96K
Microchip Technology Incorporated
MCHP
Shares Held
4K
Value
$272.23K
National Health Investors, Inc.
NHI
Shares Held
4K
Value
$334.54K
Linde plc
LIN
Shares Held
4K
Value
$1.96M
Casey's General Stores, Inc.
CASY
Shares Held
4K
Value
$2.31M
Paychex, Inc.
PAYX
Shares Held
4K
Value
$514.31K
Carrier Global Corporation
CARR
Shares Held
4K
Value
$233.64K
Colgate-Palmolive Company
CL
Shares Held
4K
Value
$307.36K
Starbucks Corporation
SBUX
Shares Held
4K
Value
$324.50K
Danaher Corporation
DHR
Shares Held
4K
Value
$749.62K
Marathon Petroleum Corporation
MPC
Shares Held
4K
Value
$712.94K
DuPont de Nemours, Inc.
DD
Shares Held
4K
Value
$282.62K
RPM International Inc.
RPM
Shares Held
4K
Value
$414.70K
American States Water Company
AWR
Shares Held
3K
Value
$245.33K
Citigroup Inc.
C
Shares Held
3K
Value
$336.24K
Honeywell International Inc.
HON
Shares Held
3K
Value
$697.18K
Gilead Sciences, Inc.
GILD
Shares Held
3K
Value
$366.63K
ALLETE, Inc.
ALE
Shares Held
3K
Value
$219.05K
Howmet Aerospace Inc.
HWM
Shares Held
3K
Value
$630.89K