Holdings
Avantax Planning Partners, Inc.
As of Jun 30, 2026, Avantax Planning Partners, Inc. reported 225 positions worth US$625M. Largest: Apple Inc, Microsoft Corp. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 147K | US$42.5M | −922 | Jun 30, 2026 |
| Microsoft Corp. | 50,409 | US$18.8M | −1,283 | Jun 30, 2026 |
| Nvidia Corporation | 88,322 | US$17.7M | −4,369 | Jun 30, 2026 |
| Broadcom Inc. | 44,787 | US$16.9M | −1,124 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 50,234 | US$16.4M | −213 | Jun 30, 2026 |
| Deere & Company | 25,402 | US$16.1M | +106 | Jun 30, 2026 |
| Cisco Systems, Inc. | 137K | US$16.1M | −3,096 | Jun 30, 2026 |
| Abbvie Inc. | 61,376 | US$15.4M | +504 | Jun 30, 2026 |
| Coca-cola Company (the) | 172K | US$14M | −1,114 | Jun 30, 2026 |
| Texas Instruments Incorporated | 46,385 | US$13.8M | −922 | Jun 30, 2026 |