Avantax Planning Partners, Inc.
Source: SEC Form 13F · as of Mar 2026Avantax Planning Partners, Inc. holds 17 biotech & pharma companies tracked by BioSniper, totaling $70.6M in value as of Mar 2026 (SEC Form 13F).
Companies held
17
Total value held
$70.6M
| Company | Shares | Value |
|---|---|---|
| ABBVAbbVie Inc. | 60,872 | $13.2M |
| MRKMerck & Co., Inc. | 98,512 | $11.9M |
| JNJJOHNSON & JOHNSON | 43,955 | $10.7M |
| AMGNAMGEN INC | 28,617 | $10.1M |
| PFEPFIZER INC | 241,169 | $6.8M |
| LLYELI LILLY & Co | 6,284 | $5.8M |
| BMYBRISTOL MYERS SQUIBB CO | 67,047 | $4.1M |
| ABTABBOTT LABORATORIES | 17,978 | $1.8M |
| MCKMcKesson Corporation | 1,914 | $1.7M |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 5,219 | $1.4M |
| PMPhilip Morris International Inc | 8,391 | $1.4M |
| GILDGILEAD SCIENCES, INC. | 3,644 | $508K |
| GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares) | 7,917 | $437K |
| CAHCardinal Health Inc. | 1,920 | $406K |
| OMEROMEROS CORP | 21,100 | $223K |
| DGXQuest Diagnostics Incorporated | 1,071 | $210K |
| ORGOOrganogenesis Holdings Inc. | 10,324 | $24K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.