Stock Taper 
AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Allstate Corporation | ALL | 2.54K | $604.37K |
 American Express Company | AXP | 2.55K | $862.36K |
 The PNC Financial Services Group, Inc. | PNC | 2.57K | $633.29K |
 Strategy Inc | MSTR | 2.59K | $225.24K |
 Morgan Stanley | MS | 2.62K | $548.31K |
 Trane Technologies plc | TT | 2.68K | $1.32M |
 KKR & Co. Inc. | KKR | 2.7K | $247.81K |
 Automatic Data Processing, Inc. | ADP | 2.74K | $614.29K |
 Danaher Corporation | DHR | 2.8K | $533.34K |
 Amphenol Corporation | APH | 2.85K | $502K |
 Paychex, Inc. | PAYX | 2.85K | $280.47K |
 Agnico Eagle Mines Limited | AEM | 2.9K | $450.34K |
 UMB Financial Corporation | UMBF | 2.92K | $416.35K |
 RPM International Inc. | RPM | 2.96K | $329.34K |
 The Timken Company | TKR | 3.02K | $438.72K |
 Corning Inc | GLW | 3.06K | $781.66K |
 The Clorox Company | CLX | 3.13K | $299.01K |
 Starbucks Corporation | SBUX | 3.16K | $323.16K |
 Blackstone Inc. | BX | 3.18K | $374.3K |
 Howmet Aerospace Inc. | HWM | 3.18K | $855.55K |