Stock Taper 
AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ball Corporation | BALL | 3.21K | $200.43K |
 Target Corporation | TGT | 3.23K | $422.52K |
 Xcel Energy Inc. | XEL | 3.28K | $263.09K |
 Citigroup Inc. | C | 3.36K | $470.47K |
 Waste Management, Inc. | WM | 3.37K | $750.97K |
 Unilever PLC | UL | 3.39K | $203.63K |
 Space Exploration Technologies Corp. | SPCX | 3.49K | $596.24K |
 CVS Health Corp. | CVS | 3.52K | $363.67K |
 C.H. Robinson Worldwide, Inc. | CHRW | 3.59K | $675.95K |
 Gilead Sciences, Inc. | GILD | 3.64K | $460.24K |
 Marathon Petroleum Corporation | MPC | 3.79K | $968.47K |
 Constellation Brands, Inc. | STZ | 3.85K | $535.36K |
 KLA Corporation | KLAC | 3.87K | $1.17M |
 National Fuel Gas Company | NFG | 3.88K | $299.65K |
 Dell Technologies Inc. | DELL | 3.92K | $1.69M |
 The Boeing Company | BA | 3.92K | $849.11K |
 American Electric Power Company, Inc. | AEP | 4.03K | $551.53K |
 Rockwell Automation, Inc. | ROK | 4.04K | $2M |
 The Charles Schwab Corporation | SCHW | 4.15K | $383.04K |
 Fifth Third Bancorp | FITB | 4.16K | $234.61K |