Stock Taper 
AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 UnitedHealth Group Incorporated | UNH | 5.16K | $2.15M |
 Union Pacific Corporation | UNP | 5.11K | $1.39M |
 YETI Holdings, Inc. | YETI | 5K | $247.8K |
 ServisFirst Bancshares, Inc. | SFBS | 5K | $433.75K |
 Thermo Fisher Scientific Inc. | TMO | 4.95K | $2.48M |
 Medtronic plc | MDT | 4.91K | $383.96K |
 Boston Scientific Corporation | BSX | 4.89K | $208.79K |
 Consolidated Edison, Inc. | ED | 4.89K | $540.98K |
 Coherent, Inc. | COHR | 4.8K | $1.89M |
 Aflac Incorporated | AFL | 4.71K | $552.72K |
 PayPal Holdings, Inc. | PYPL | 4.64K | $200.5K |
 Corteva, Inc. | CTVA | 4.41K | $373.6K |
 Linde plc | LIN | 4.37K | $2.27M |
 Microchip Technology Incorporated | MCHP | 4.24K | $386.6K |
 Fifth Third Bancorp | FITB | 4.16K | $234.61K |
 The Charles Schwab Corporation | SCHW | 4.15K | $383.04K |
 Rockwell Automation, Inc. | ROK | 4.04K | $2M |
 American Electric Power Company, Inc. | AEP | 4.03K | $551.53K |
 The Boeing Company | BA | 3.92K | $849.11K |
 Dell Technologies Inc. | DELL | 3.92K | $1.69M |