AVANTRA FAMILY WEALTH, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MU | 3K | $561.02K |
 | EVRG | 3K | $245.77K |
 | JCI | 3K | $322.81K |
 | GE | 3K | $878.03K |
 | SEIC | 3K | $241.82K |
 | META | 3K | $1.96M |
 | DIS | 3K | $298.96K |
 | ORCL | 3K | $729.00K |
 | KKR | 3K | $329.81K |
 | BSX | 3K | $247.69K |
 | BRK-B | 3K | $1.27M |
 | PEP | 2K | $349.22K |
 | HON | 2K | $520.63K |
 | XOM | 2K | $278.18K |
 | CCK | 2K | $224.67K |
 | LEA | 2K | $201.02K |
 | TPR | 2K | $219.31K |
 | PG | 2K | $291.67K |
 | ABT | 2K | $246.18K |
 | JNJ | 2K | $334.47K |
Micron Technology, Inc.
MU
Shares Held
3K
Value
$561.02K
Evergy, Inc.
EVRG
Shares Held
3K
Value
$245.77K
Johnson Controls International plc
JCI
Shares Held
3K
Value
$322.81K
GE Aerospace
GE
Shares Held
3K
Value
$878.03K
SEI Investments Company
SEIC
Shares Held
3K
Value
$241.82K
Meta Platforms, Inc.
META
Shares Held
3K
Value
$1.96M
The Walt Disney Company
DIS
Shares Held
3K
Value
$298.96K
Oracle Corporation
ORCL
Shares Held
3K
Value
$729.00K
KKR & Co. Inc.
KKR
Shares Held
3K
Value
$329.81K
Boston Scientific Corporation
BSX
Shares Held
3K
Value
$247.69K
Berkshire Hathaway Inc.
BRK-B
Shares Held
3K
Value
$1.27M
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$349.22K
Honeywell International Inc.
HON
Shares Held
2K
Value
$520.63K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$278.18K
Crown Holdings, Inc.
CCK
Shares Held
2K
Value
$224.67K
Lear Corporation
LEA
Shares Held
2K
Value
$201.02K
Tapestry, Inc.
TPR
Shares Held
2K
Value
$219.31K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$291.67K
Abbott Laboratories
ABT
Shares Held
2K
Value
$246.18K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$334.47K