Stock Taper

AVANTRA FAMILY WEALTH, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lockheed Martin CorporationLMT938$477.87K
McKesson CorporationMCK917$692.88K
Quanta Services, Inc.PWR870$626.43K
Eli Lilly and CompanyLLY868$1.04M
Costco Wholesale CorporationCOST815$762.41K
AppLovin CorporationAPP736$379.21K
General Dynamics CorporationGD726$257.18K
First Citizens BancShares, Inc.FCNCA520$1.08M
Tesla, Inc.TSLA511$214.75K
Thermo Fisher Scientific Inc.TMO479$240.15K
Equinix, Inc.EQIX424$441.97K
The Goldman Sachs Group, Inc.GS229$231.71K
TransDigm Group IncorporatedTDG216$287.72K
GE Vernova Inc.GEV194$227.92K
ASML Holding N.V.ASML166$330.25K