AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BX | 3K | $546.98K |
 | MS | 3K | $489.44K |
 | TKR | 3K | $229.37K |
 | WM | 3K | $673.00K |
 | AEP | 3K | $340.82K |
 | PYPL | 3K | $203.19K |
 | XEL | 3K | $242.84K |
 | MKC | 3K | $201.00K |
 | STRK | 3K | $270.79K |
 | APH | 3K | $356.13K |
 | PNC | 3K | $573.26K |
 | DELL | 3K | $403.45K |
 | GD | 3K | $956.54K |
 | AEM | 3K | $469.78K |
 | CVS | 3K | $200.24K |
 | TT | 3K | $1.12M |
 | TSM | 3K | $733.70K |
 | ALL | 3K | $557.88K |
 | AXP | 3K | $843.08K |
 | AMT | 2K | $462.72K |
Blackstone Inc.
BX
Shares Held
3K
Value
$546.98K
Morgan Stanley
MS
Shares Held
3K
Value
$489.44K
The Timken Company
TKR
Shares Held
3K
Value
$229.37K
Waste Management, Inc.
WM
Shares Held
3K
Value
$673.00K
American Electric Power Company, Inc.
AEP
Shares Held
3K
Value
$340.82K
PayPal Holdings, Inc.
PYPL
Shares Held
3K
Value
$203.19K
Xcel Energy Inc.
XEL
Shares Held
3K
Value
$242.84K
McCormick & Company, Incorporated
MKC
Shares Held
3K
Value
$201.00K
MicroStrategy Incorporated
STRK
Shares Held
3K
Value
$270.79K
Amphenol Corporation
APH
Shares Held
3K
Value
$356.13K
The PNC Financial Services Group, Inc.
PNC
Shares Held
3K
Value
$573.26K
Dell Technologies Inc.
DELL
Shares Held
3K
Value
$403.45K
General Dynamics Corporation
GD
Shares Held
3K
Value
$956.54K
Agnico Eagle Mines Limited
AEM
Shares Held
3K
Value
$469.78K
CVS Health Corporation
CVS
Shares Held
3K
Value
$200.24K
Trane Technologies plc
TT
Shares Held
3K
Value
$1.12M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3K
Value
$733.70K
The Allstate Corporation
ALL
Shares Held
3K
Value
$557.88K
American Express Company
AXP
Shares Held
3K
Value
$843.08K
American Tower Corporation
AMT
Shares Held
2K
Value
$462.72K