Stock Taper

AVANTAX PLANNING PARTNERS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enterprise Products Partners L.P.EPD34.75K$1.28M
Principal Financial Group, Inc.PFG35.61K$3.84M
International Business Machines CorporationIBM36.53K$10.27M
EOG Resources, Inc.EOG39.69K$5.15M
Valero Energy CorporationVLO40.47K$10.54M
ONEOK, Inc.OKE44.16K$3.84M
AT&T Inc.T44.78K$926.98K
Broadcom Inc.AVGO44.79K$16.92M
Johnson & JohnsonJNJ45.39K$11.53M
Texas Instruments IncorporatedTXN46.38K$13.83M
PepsiCo, Inc.PEP46.91K$6.35M
WesBanco, Inc.WSBC48.36K$1.89M
JPMorgan Chase & Co.JPM50.23K$16.44M
Microsoft CorporationMSFT50.41K$18.8M
United Parcel Service, Inc.UPS51.89K$5.58M
Amazon.com, Inc.AMZN52.66K$12.55M
The Procter & Gamble CompanyPG53.52K$7.85M
ConocoPhillipsCOP60.65K$6.3M
Chevron CorporationCVX61.28K$10.16M
AbbVie Inc.ABBV61.38K$15.44M