AVANTRA FAMILY WEALTH, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BP | 38K | $1.30M |
 | WFC | 32K | $2.96M |
 | NVDA | 32K | $5.88M |
 | AAPL | 29K | $7.83M |
 | SONY | 26K | $662.94K |
 | HPE | 23K | $550.47K |
 | C | 22K | $2.56M |
 | PFE | 20K | $506.84K |
 | CMCSA | 19K | $553.11K |
 | AMZN | 18K | $4.12M |
 | CVS | 18K | $1.41M |
 | HPQ | 16K | $351.85K |
 | VZ | 16K | $637.38K |
 | SSNC | 15K | $1.33M |
 | SHEL | 15K | $1.11M |
 | CSCO | 15K | $1.13M |
 | BTI | 14K | $791.83K |
 | KHC | 14K | $338.43K |
 | SNY | 13K | $644.03K |
 | CSX | 13K | $467.12K |
BP p.l.c.
BP
Shares Held
38K
Value
$1.30M
Wells Fargo & Company
WFC
Shares Held
32K
Value
$2.96M
NVIDIA Corporation
NVDA
Shares Held
32K
Value
$5.88M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.83M
Sony Group Corporation
SONY
Shares Held
26K
Value
$662.94K
Hewlett Packard Enterprise Company
HPE
Shares Held
23K
Value
$550.47K
Citigroup Inc.
C
Shares Held
22K
Value
$2.56M
Pfizer Inc.
PFE
Shares Held
20K
Value
$506.84K
Comcast Corporation
CMCSA
Shares Held
19K
Value
$553.11K
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$4.12M
CVS Health Corporation
CVS
Shares Held
18K
Value
$1.41M
HP Inc.
HPQ
Shares Held
16K
Value
$351.85K
Verizon Communications Inc.
VZ
Shares Held
16K
Value
$637.38K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
15K
Value
$1.33M
Shell plc
SHEL
Shares Held
15K
Value
$1.11M
Cisco Systems, Inc.
CSCO
Shares Held
15K
Value
$1.13M
British American Tobacco p.l.c.
BTI
Shares Held
14K
Value
$791.83K
The Kraft Heinz Company
KHC
Shares Held
14K
Value
$338.43K
Sanofi
SNY
Shares Held
13K
Value
$644.03K
CSX Corporation
CSX
Shares Held
13K
Value
$467.12K