Stock Taper 
AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Carrier Global Corporation | CARR | 6.2K | $454.42K |
 Devon Energy Corporation | DVN | 6.23K | $257.55K |
 Palo Alto Networks, Inc. | PANW | 6.26K | $2.13M |
 GE Aerospace | GE | 6.5K | $2.43M |
 Duke Energy Corporation | DUK | 6.52K | $825.38K |
 Eli Lilly and Company | LLY | 6.68K | $8.01M |
 Prudential Financial, Inc. | PRU | 6.93K | $748.26K |
 Old Republic International Corporation | ORI | 6.93K | $283.74K |
 Adobe Inc. | ADBE | 6.95K | $1.42M |
 Caterpillar Inc. | CAT | 6.98K | $7.43M |
 PPG Industries, Inc. | PPG | 7.02K | $851.69K |
 Casey's General Stores, Inc. | CASY | 7.18K | $5.7M |
 Applied Materials, Inc. | AMAT | 7.18K | $5.19M |
 NIKE, Inc. | NKE | 7.2K | $295.39K |
 Sempra | SRE | 7.41K | $686.69K |
 Meta Platforms, Inc. | META | 7.48K | $4.21M |
 GSK plc | GSK | 7.55K | $395.93K |
 Lam Research Corporation | LRCX | 7.88K | $3.42M |
 The Walt Disney Company | DIS | 8.01K | $770.46K |
 Invesco Ltd. | IVZ | 8.19K | $216.06K |