Stock Taper 
AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NIKE, Inc. | NKE | 7.2K | $295.39K |
 Applied Materials, Inc. | AMAT | 7.18K | $5.19M |
 Casey's General Stores, Inc. | CASY | 7.18K | $5.7M |
 PPG Industries, Inc. | PPG | 7.02K | $851.69K |
 Caterpillar Inc. | CAT | 6.98K | $7.43M |
 Adobe Inc. | ADBE | 6.95K | $1.42M |
 Old Republic International Corporation | ORI | 6.93K | $283.74K |
 Prudential Financial, Inc. | PRU | 6.93K | $748.26K |
 Eli Lilly and Company | LLY | 6.68K | $8.01M |
 Duke Energy Corporation | DUK | 6.52K | $825.38K |
 GE Aerospace | GE | 6.5K | $2.43M |
 Palo Alto Networks, Inc. | PANW | 6.26K | $2.13M |
 Devon Energy Corporation | DVN | 6.23K | $257.55K |
 Carrier Global Corporation | CARR | 6.2K | $454.42K |
 BP p.l.c. | BP | 5.86K | $216.6K |
 WEC Energy Group, Inc. | WEC | 5.67K | $661.74K |
 Exelon Corporation | EXC | 5.55K | $258.73K |
 Pembina Pipeline Corporation | PBA | 5.4K | $249.8K |
 The Williams Companies, Inc. | WMB | 5.37K | $399.13K |
 Mondelez International, Inc. | MDLZ | 5.23K | $302.27K |