Stock Taper 
AVANTRA FAMILY WEALTH, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Eaton Corporation plc | ETN | 1.09K | $464.05K |
 Air Products and Chemicals, Inc. | APD | 1.4K | $411.33K |
 Automatic Data Processing, Inc. | ADP | 1.41K | $315.1K |
 Visa Inc. | V | 1.44K | $493.71K |
 The Hershey Company | HSY | 1.48K | $259.08K |
 Honeywell International Inc. | HON | 1.49K | $334.51K |
 Welltower Inc. | WELL | 1.52K | $344.99K |
 Elevance Health Inc. | ELV | 1.6K | $619.54K |
 Howmet Aerospace Inc. | HWM | 1.61K | $433.13K |
 Caterpillar Inc. | CAT | 1.64K | $1.74M |
 Capital One Financial Corporation | COF | 1.67K | $334.83K |
 UnitedHealth Group Incorporated | UNH | 1.72K | $712.8K |
 Applied Materials, Inc. | AMAT | 1.76K | $1.27M |
 Arthur J. Gallagher & Co. | AJG | 1.9K | $436.87K |
 Palo Alto Networks, Inc. | PANW | 2K | $682.38K |
 Lam Research Corporation | LRCX | 2.07K | $895.69K |
 Berkshire Hathaway Inc. | BRK-B | 2.1K | $1.05M |
 Western Digital Corporation | WDC | 2.12K | $1.35M |
 Danaher Corporation | DHR | 2.14K | $407.25K |
 Exxon Mobil Corporation | XOM | 2.41K | $329.37K |