Avantax Planning Partners, Inc.
Top Portfolio Positions
236 positions ·
$594,797,814 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
147,675 | $37,478,438 | 6.30% |
| MSFT |
Microsoft Corp
Technology
|
51,692 | $19,134,827 | 3.22% |
| XOM |
Exxon Mobil Corp
Energy
|
98,224 | $16,664,683 | 2.80% |
| NVDA |
Nvidia Corp
Technology
|
92,691 | $16,165,310 | 2.72% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
50,447 | $14,839,489 | 2.49% |
| DE |
Deere & Co
Industrials
|
25,296 | $14,249,236 | 2.40% |
| AVGO |
Broadcom Inc.
Technology
|
45,911 | $14,209,913 | 2.39% |
| ABBV |
AbbVie Inc.
Healthcare
|
60,872 | $13,239,051 | 2.23% |
| FAST |
Fastenal Co
Industrials
|
284,389 | $13,195,649 | 2.22% |
| KO |
Coca Cola Co
Consumer Defensive
|
173,037 | $13,159,463 | 2.21% |
Portfolio Trend
Holdings in BPRE
Shares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,721,596 | 344,467 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $5,306,985 | 353,799 | Shares | Sole | 2026-02-05 | |
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