Stock Taper 
AVANTAX PLANNING PARTNERS, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RPM International Inc. | RPM | 2.96K | $329.34K |
 UMB Financial Corporation | UMBF | 2.92K | $416.35K |
 Agnico Eagle Mines Limited | AEM | 2.9K | $450.34K |
 Paychex, Inc. | PAYX | 2.85K | $280.47K |
 Amphenol Corporation | APH | 2.85K | $502K |
 Danaher Corporation | DHR | 2.8K | $533.34K |
 Automatic Data Processing, Inc. | ADP | 2.74K | $614.29K |
 KKR & Co. Inc. | KKR | 2.7K | $247.81K |
 Trane Technologies plc | TT | 2.68K | $1.32M |
 Morgan Stanley | MS | 2.62K | $548.31K |
 Strategy Inc | MSTR | 2.59K | $225.24K |
 The PNC Financial Services Group, Inc. | PNC | 2.57K | $633.29K |
 American Express Company | AXP | 2.55K | $862.36K |
 The Allstate Corporation | ALL | 2.54K | $604.37K |
 Nextpower Inc. | NXT | 2.54K | $302.5K |
 HSBC Holdings plc | HSBC | 2.54K | $241.15K |
 Lowe's Companies, Inc. | LOW | 2.5K | $551.5K |
 Intuit Inc. | INTU | 2.5K | $651.85K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.47K | $1.18M |
 CrowdStrike Holdings, Inc. | CRWD | 2.43K | $1.85M |