AVANTRA FAMILY WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BP | 37K | $1.26M |
 | NVDA | 32K | $5.98M |
 | WFC | 32K | $2.64M |
 | AAPL | 28K | $7.23M |
 | SONY | 27K | $774.34K |
 | HPE | 23K | $566.30K |
 | HPQ | 22K | $610.63K |
 | CMCSA | 22K | $703.93K |
 | C | 22K | $2.24M |
 | PFE | 20K | $515.18K |
 | KHC | 19K | $492.99K |
 | CVS | 18K | $1.35M |
 | AMZN | 18K | $3.88M |
 | VZ | 16K | $718.58K |
 | SSNC | 15K | $1.33M |
 | SHEL | 15K | $1.06M |
 | CSCO | 14K | $984.63K |
 | STM | 14K | $390.50K |
 | BTI | 14K | $724.44K |
 | SNY | 13K | $631.21K |
BP p.l.c.
BP
Shares Held
37K
Value
$1.26M
NVIDIA Corporation
NVDA
Shares Held
32K
Value
$5.98M
Wells Fargo & Company
WFC
Shares Held
32K
Value
$2.64M
Apple Inc.
AAPL
Shares Held
28K
Value
$7.23M
Sony Group Corporation
SONY
Shares Held
27K
Value
$774.34K
Hewlett Packard Enterprise Company
HPE
Shares Held
23K
Value
$566.30K
HP Inc.
HPQ
Shares Held
22K
Value
$610.63K
Comcast Corporation
CMCSA
Shares Held
22K
Value
$703.93K
Citigroup Inc.
C
Shares Held
22K
Value
$2.24M
Pfizer Inc.
PFE
Shares Held
20K
Value
$515.18K
The Kraft Heinz Company
KHC
Shares Held
19K
Value
$492.99K
CVS Health Corporation
CVS
Shares Held
18K
Value
$1.35M
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.88M
Verizon Communications Inc.
VZ
Shares Held
16K
Value
$718.58K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
15K
Value
$1.33M
Shell plc
SHEL
Shares Held
15K
Value
$1.06M
Cisco Systems, Inc.
CSCO
Shares Held
14K
Value
$984.63K
STMicroelectronics N.V.
STM
Shares Held
14K
Value
$390.50K
British American Tobacco p.l.c.
BTI
Shares Held
14K
Value
$724.44K
Sanofi
SNY
Shares Held
13K
Value
$631.21K