Stock Taper

AVANTAX PLANNING PARTNERS, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microsoft CorporationMSFT50.41K$18.8M
JPMorgan Chase & Co.JPM50.23K$16.44M
WesBanco, Inc.WSBC48.36K$1.89M
PepsiCo, Inc.PEP46.91K$6.35M
Texas Instruments IncorporatedTXN46.38K$13.83M
Johnson & JohnsonJNJ45.39K$11.53M
Broadcom Inc.AVGO44.79K$16.92M
AT&T Inc.T44.78K$926.98K
ONEOK, Inc.OKE44.16K$3.84M
Valero Energy CorporationVLO40.47K$10.54M
EOG Resources, Inc.EOG39.69K$5.15M
International Business Machines CorporationIBM36.53K$10.27M
Principal Financial Group, Inc.PFG35.61K$3.84M
Enterprise Products Partners L.P.EPD34.75K$1.28M
The Southern CompanySO33.43K$3.2M
Energy Transfer LPET33.36K$637.77K
Omeros CorporationOMER31.1K$295.76K
Walmart Inc.WMT30.17K$3.42M
Kimberly-Clark CorporationKMB29.1K$3.19M
Amgen Inc.AMGN28.58K$10.35M