AVANTRA FAMILY WEALTH, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WFC | 33K | $2.60M |
 | NVDA | 32K | $5.61M |
 | AAPL | 30K | $7.60M |
 | HPE | 29K | $693.63K |
 | C | 22K | $2.53M |
 | CMCSA | 22K | $623.09K |
 | BP | 21K | $969.47K |
 | KHC | 19K | $425.22K |
 | AMZN | 18K | $3.84M |
 | CVS | 18K | $1.31M |
 | CSX | 16K | $643.54K |
 | KDP | 15K | $394.53K |
 | SSNC | 14K | $955.17K |
 | BTI | 14K | $823.32K |
 | FIS | 14K | $637.51K |
 | SNY | 13K | $629.52K |
 | SHEL | 12K | $1.10M |
 | CSCO | 12K | $896.77K |
 | MSFT | 11K | $4.16M |
 | PFE | 11K | $310.17K |
Wells Fargo & Company
WFC
Shares Held
33K
Value
$2.60M
NVIDIA Corporation
NVDA
Shares Held
32K
Value
$5.61M
Apple Inc.
AAPL
Shares Held
30K
Value
$7.60M
Hewlett Packard Enterprise Company
HPE
Shares Held
29K
Value
$693.63K
Citigroup Inc.
C
Shares Held
22K
Value
$2.53M
Comcast Corporation
CMCSA
Shares Held
22K
Value
$623.09K
BP p.l.c.
BP
Shares Held
21K
Value
$969.47K
The Kraft Heinz Company
KHC
Shares Held
19K
Value
$425.22K
Amazon.com, Inc.
AMZN
Shares Held
18K
Value
$3.84M
CVS Health Corporation
CVS
Shares Held
18K
Value
$1.31M
CSX Corporation
CSX
Shares Held
16K
Value
$643.54K
Keurig Dr Pepper Inc.
KDP
Shares Held
15K
Value
$394.53K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
14K
Value
$955.17K
British American Tobacco p.l.c.
BTI
Shares Held
14K
Value
$823.32K
Fidelity National Information Services, Inc.
FIS
Shares Held
14K
Value
$637.51K
Sanofi
SNY
Shares Held
13K
Value
$629.52K
Shell plc
SHEL
Shares Held
12K
Value
$1.10M
Cisco Systems, Inc.
CSCO
Shares Held
12K
Value
$896.77K
Microsoft Corporation
MSFT
Shares Held
11K
Value
$4.16M
Pfizer Inc.
PFE
Shares Held
11K
Value
$310.17K