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H D Vest Advisory Services

Latest statistics and disclosures from Avantax Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VONG, IVV, SCHD, IEFA, BSV, and represent 28.92% of Avantax Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IEFA (+$130M), COWZ (+$27M), IJH (+$26M), VUG (+$25M), IWF (+$25M), SCHD (+$24M), IYW (+$21M), WMT (+$20M), VTV (+$20M), VOOV (+$19M).
Started 174 new stock positions in SFNC, TPHD, HYDB, ITB, BUFT, IAK, IBKR, PHD, BLDR, IXJ.
Reduced shares in these 10 stocks: RODM (-$128M), SHV (-$22M), FVD (-$15M), BIL (-$15M), NVDA (-$14M), SHM (-$11M), DWMF (-$11M), TFLO (-$11M), ROUS (-$10M), IWM (-$9.9M).
Sold out of its positions in ACES, JULW, SEPW, SEPT, Ares Capital Corp convertible security, ACLS, BGS, BCE, DJP, BFLY.
Avantax Advisory Services was a net buyer of stock by $568M.
Avantax Advisory Services has $11B in assets under management (AUM), dropping by 11.89%.
Central Index Key (CIK): 0001303042

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Positions held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Avantax Advisory Services

Avantax Advisory Services holds 1639 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Avantax Advisory Services has 1639 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avantax Advisory Services March 31, 2024 positions
Download the Avantax Advisory Services March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.3	$933M		11M	86.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.9	$889M		1.7M	525.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.6	$627M	+4%	7.8M	80.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.6	$409M	+46%	5.5M	74.22	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.6	$402M		5.2M	76.67	View chart
Vanguard Index Fds Value Etf (VTV)	3.3	$370M	+5%	2.3M	162.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.1	$352M	+2%	3.6M	97.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$174M	-5%	827k	210.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$171M	+10%	327k	523.07	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$157M	+3%	354k	444.01	View chart
Apple (AAPL)	1.3	$146M		850k	171.48	View chart
Microsoft Corporation (MSFT)	1.1	$122M	+9%	291k	420.72	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$115M	+27%	335k	344.20	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$104M	+13%	966k	107.60	View chart
NVIDIA Corporation (NVDA)	0.8	$96M	-12%	106k	903.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$88M	-10%	1.0M	84.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$78M		709k	110.52	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$75M		1.5M	51.60	View chart
Amazon (AMZN)	0.6	$73M	+5%	403k	180.38	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$69M	+63%	1.2M	58.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$67M	+5%	159k	420.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$67M	+6%	257k	259.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$65M		753k	86.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$58M		254k	228.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$58M	-3%	121k	480.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$47M	+59%	552k	84.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$47M	+115%	138k	337.05	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$46M	+82%	343k	135.06	View chart
Exxon Mobil Corporation (XOM)	0.4	$46M	+5%	395k	116.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$45M	+14%	779k	57.86	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$45M	+28%	486k	92.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$45M		889k	50.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$44M	+36%	227k	195.10	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$44M	+6%	209k	208.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$42M	+6%	844k	50.17	View chart
JPMorgan Chase & Co. (JPM)	0.3	$39M		196k	200.30	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$39M	+46%	720k	53.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$38M		251k	152.26	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$38M	+39%	832k	45.59	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$36M	+6%	564k	63.33	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$34M	+10%	227k	147.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$33M		330k	101.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$33M	+11%	63k	524.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$33M	+2%	316k	103.79	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$33M		567k	57.38	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$32M	+24%	177k	182.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$32M	+387%	527k	60.74	View chart
First Tr Value Line Divid In SHS (FVD)	0.3	$32M	-32%	758k	42.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$32M		263k	120.99	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$32M		423k	75.40	View chart
Visa Com Cl A (V)	0.3	$31M	+2%	111k	279.08	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$30M	+2%	183k	164.35	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$30M	+181%	165k	180.47	View chart
Eli Lilly & Co. (LLY)	0.3	$29M		37k	777.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$29M	+63%	155k	186.81	View chart
Wal-Mart Stores (WMT)	0.3	$29M	+244%	476k	60.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$29M	+9%	157k	182.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$28M		188k	150.93	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$28M	+19%	398k	70.68	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$28M	+52%	560k	49.16	View chart
Procter & Gamble Company (PG)	0.2	$28M	+4%	169k	162.25	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$27M	-3%	362k	75.48	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$27M	+44%	525k	51.36	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$27M	+93%	477k	56.17	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$25M	-6%	438k	58.06	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$25M	+95%	597k	42.57	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$25M	+11%	577k	43.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$25M	+12%	328k	76.19	View chart
Costco Wholesale Corporation (COST)	0.2	$25M	+11%	34k	732.64	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$24M	+2%	269k	90.44	View chart
Abbvie (ABBV)	0.2	$24M	-3%	134k	182.10	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.2	$24M	-22%	356k	67.09	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$24M	-4%	197k	119.51	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$24M	+61%	213k	110.05	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$23M	-16%	248k	94.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$23M		197k	117.21	View chart
Meta Platforms Cl A (META)	0.2	$23M	+13%	47k	485.58	View chart
Home Depot (HD)	0.2	$23M		60k	383.60	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$23M	+4%	266k	85.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$23M		133k	169.37	View chart
Chevron Corporation (CVX)	0.2	$23M	-9%	143k	157.74	View chart
Verizon Communications (VZ)	0.2	$22M	+2%	525k	41.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$22M		107k	205.72	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$22M	-3%	206k	106.49	View chart
Vanguard World Health Car Etf (VHT)	0.2	$22M	+14%	81k	270.52	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$22M	+10%	362k	59.62	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$21M	+49%	239k	89.41	View chart
Pepsi (PEP)	0.2	$21M	+2%	121k	175.01	View chart
Johnson & Johnson (JNJ)	0.2	$21M	-4%	133k	158.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$21M	+75%	534k	39.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$21M	-19%	83k	249.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$21M	-15%	246k	83.58	View chart
Waste Management (WM)	0.2	$20M	+6%	95k	213.15	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$20M	+18%	465k	42.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$19M	+5%	457k	41.77	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$19M	+83%	363k	51.60	View chart
UnitedHealth (UNH)	0.2	$19M	+15%	38k	494.70	View chart
McDonald's Corporation (MCD)	0.2	$19M	+37%	66k	281.95	View chart
Lockheed Martin Corporation (LMT)	0.2	$18M	+4%	40k	454.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$18M	+2%	46k	397.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$18M		252k	72.63	View chart
Merck & Co (MRK)	0.2	$18M	+19%	139k	131.95	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$18M	+552%	294k	60.42	View chart
Broadcom (AVGO)	0.2	$18M	+10%	13k	1325.45	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$18M	+54%	232k	75.98	View chart
Amgen (AMGN)	0.2	$18M	+9%	62k	284.32	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$18M		151k	115.30	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$17M	+14%	382k	45.31	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$17M	+24%	129k	130.73	View chart
Tesla Motors (TSLA)	0.1	$17M		95k	175.79	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$16M	+41%	469k	34.88	View chart
Vanguard World Financials Etf (VFH)	0.1	$16M	+7%	155k	102.39	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$16M	-18%	290k	54.40	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.1	$16M	+9%	526k	29.72	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$15M	NEW	346k	44.40	View chart
Coca-Cola Company (KO)	0.1	$15M	+11%	249k	61.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$15M	+20%	149k	100.71	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$15M	+7%	137k	108.05	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$15M	-3%	317k	46.57	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$15M	-3%	115k	125.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$14M	+5%	116k	123.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$14M	+28%	155k	91.86	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$14M	+6%	283k	50.10	View chart
Advanced Micro Devices (AMD)	0.1	$14M	+10%	78k	180.49	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$14M	-2%	107k	131.24	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$14M	+29%	245k	56.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$14M	-9%	172k	79.86	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$14M	+30%	127k	107.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$14M	-6%	144k	94.62	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$14M	+8%	144k	94.66	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$14M	+13%	39k	346.61	View chart
ConocoPhillips (COP)	0.1	$14M	+40%	106k	127.28	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.1	$13M	-26%	222k	59.53	View chart
Thermo Fisher Scientific (TMO)	0.1	$13M		23k	581.20	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.1	$13M	-43%	274k	48.18	View chart
Walt Disney Company (DIS)	0.1	$13M	+4%	106k	122.36	View chart
Caterpillar (CAT)	0.1	$13M	+12%	35k	366.43	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$13M	+7%	198k	64.76	View chart
Abbott Laboratories (ABT)	0.1	$13M		112k	113.66	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$13M	-16%	71k	179.11	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$13M	-91%	449k	28.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$13M	+15%	68k	183.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$12M	+10%	133k	93.73	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$12M	-3%	65k	191.88	View chart
Cisco Systems (CSCO)	0.1	$12M	-28%	243k	49.91	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$12M	-32%	99k	121.19	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$12M	+236%	345k	34.82	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$12M	+5%	250k	47.72	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$12M		108k	110.21	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$12M	+4%	21k	556.39	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$12M	-35%	279k	41.84	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$12M	+9%	294k	39.28	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$11M	+7%	123k	92.42	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$11M	-5%	156k	72.47	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$11M	+7%	147k	76.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$11M	+184%	119k	93.71	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$11M	-56%	121k	91.80	View chart
Raytheon Technologies Corp (RTX)	0.1	$11M		114k	97.53	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$11M	-9%	221k	50.29	View chart
Chubb (CB)	0.1	$11M		43k	259.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$11M	+82%	333k	32.50	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$11M	+7%	362k	29.77	View chart
salesforce (CRM)	0.1	$11M	+7%	36k	301.18	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$11M	+37%	86k	124.18	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.1	$11M	-50%	398k	26.54	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$11M	+4%	274k	38.48	View chart
Bank of America Corporation (BAC)	0.1	$11M	+4%	278k	37.92	View chart
International Business Machines (IBM)	0.1	$11M	+8%	55k	190.96	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$11M	+16%	228k	46.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$10M	+26%	76k	136.05	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$10M	+12%	76k	131.93	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$10M	-42%	131k	76.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$10M	NEW	403k	24.72	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$9.9M	+35%	79k	125.96	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$9.9M	+51%	196k	50.31	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$9.8M	-40%	90k	108.92	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$9.8M	+4%	333k	29.53	View chart
Intuit (INTU)	0.1	$9.7M	+4%	15k	650.01	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$9.7M	+88%	181k	53.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$9.7M	+26%	301k	32.23	View chart
Mastercard Incorporated Cl A (MA)	0.1	$9.7M	+6%	20k	481.58	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.1	$9.7M	+267%	321k	30.10	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$9.6M	+6%	107k	89.90	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$9.6M	-6%	1.6M	5.93	View chart
Comcast Corp Cl A (CMCSA)	0.1	$9.5M	+6%	219k	43.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$9.5M		157k	60.30	View chart
Linde SHS (LIN)	0.1	$9.4M	+4%	20k	464.32	View chart
First Tr Exchange Traded Indxx Nextg Etf (NXTG)	0.1	$9.3M	-4%	118k	79.26	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$9.3M	-4%	193k	48.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.1	$9.3M	+16%	332k	27.96	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$9.2M	-54%	195k	47.44	View chart
At&t (T)	0.1	$9.2M	-16%	523k	17.60	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$9.1M	+26%	44k	204.14	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$9.0M	+12%	132k	68.68	View chart
Lowe's Companies (LOW)	0.1	$9.0M	+22%	35k	254.73	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.1	$9.0M	-51%	231k	38.84	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$8.9M	+4%	136k	65.87	View chart
Intel Corporation (INTC)	0.1	$8.9M	-2%	203k	44.17	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$8.9M	+13%	109k	81.66	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$8.8M	+5%	336k	26.09	View chart
United Homes Group Cl A (UHG)	0.1	$8.7M		1.3M	6.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$8.7M	-30%	75k	114.96	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$8.6M		125k	68.80	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$8.5M	+586%	284k	29.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$8.5M	+64%	173k	49.19	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$8.5M	+18%	94k	89.67	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$8.4M		218k	38.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.1	$8.4M	-2%	231k	36.33	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$8.3M		226k	36.84	View chart
Vanguard World Energy Etf (VDE)	0.1	$8.3M	+12%	63k	131.70	View chart
Valero Energy Corporation (VLO)	0.1	$8.3M	+6%	49k	170.69	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$8.3M		67k	123.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$8.2M	-14%	16k	504.60	View chart
Pfizer (PFE)	0.1	$8.1M	-7%	292k	27.75	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$8.0M	+5%	143k	56.39	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$8.0M	+13%	250k	31.99	View chart
AFLAC Incorporated (AFL)	0.1	$7.9M	-10%	92k	85.86	View chart
Constellation Brands Cl A (STZ)	0.1	$7.9M		29k	271.76	View chart
Nasdaq Omx (NDAQ)	0.1	$7.9M	+23%	125k	63.10	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$7.8M	+85%	77k	102.10	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$7.7M		75k	102.76	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$7.6M	+25%	67k	114.14	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$7.6M	+3%	220k	34.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$7.6M		29k	260.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$7.6M		129k	58.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$7.4M	-8%	96k	77.31	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$7.4M	+91%	33k	224.99	View chart
Fs Kkr Capital Corp (FSK)	0.1	$7.3M	+2%	385k	19.07	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$7.3M	+8%	136k	53.45	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$7.3M	-15%	95k	76.36	View chart
Phillips 66 (PSX)	0.1	$7.3M	+14%	44k	163.34	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$7.2M	+2118%	76k	94.89	View chart
Shell Spon Ads (SHEL)	0.1	$7.2M	-4%	108k	67.04	View chart
Enbridge (ENB)	0.1	$7.2M		199k	36.18	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$7.1M	+1595%	87k	81.53	View chart
Oracle Corporation (ORCL)	0.1	$7.1M	+49%	56k	125.61	View chart
Morgan Stanley Com New (MS)	0.1	$7.0M	+2%	75k	94.16	View chart
Wells Fargo & Company (WFC)	0.1	$6.9M	-3%	120k	57.96	View chart
Deere & Company (DE)	0.1	$6.9M	-12%	17k	410.74	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$6.9M	+13%	168k	40.93	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$6.9M	+20%	22k	317.73	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$6.8M	+92%	117k	57.57	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$6.7M	+2%	92k	73.15	View chart
Oneok (OKE)	0.1	$6.7M	-2%	84k	80.17	View chart
Boeing Company (BA)	0.1	$6.7M	-9%	35k	192.99	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$6.6M		182k	36.03	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.5M	-5%	68k	96.71	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$6.5M	-4%	92k	70.88	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$6.5M	+42%	198k	32.69	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$6.5M	+17%	142k	45.31	View chart

Past Filings by Avantax Advisory Services

SEC 13F filings are viewable for Avantax Advisory Services going back to 2018

Avantax Advisory Services 2024 Q1 filed May 8, 2024
Avantax Advisory Services 2023 Q4 filed Feb. 7, 2024
Avantax Advisory Services 2023 Q3 filed Nov. 8, 2023
Avantax Advisory Services 2023 Q2 filed Aug. 11, 2023
Avantax Advisory Services 2023 Q1 filed April 28, 2023
Avantax Advisory Services 2022 Q4 filed Feb. 13, 2023
Avantax Advisory Services 2022 Q3 filed Nov. 2, 2022
Avantax Advisory Services 2022 Q2 filed Aug. 2, 2022
Avantax Advisory Services 2022 Q1 filed April 27, 2022
Avantax Advisory Services 2021 Q4 filed Jan. 24, 2022
Avantax Advisory Services 2021 Q3 filed Oct. 21, 2021
Avantax Advisory Services 2021 Q2 filed July 29, 2021
Avantax Advisory Services 2021 Q1 filed May 13, 2021
Avantax Advisory Services 2020 Q4 filed Jan. 22, 2021
Avantax Advisory Services 2020 Q3 filed Oct. 14, 2020
Avantax Advisory Services 2020 Q2 filed Aug. 6, 2020

View all past filings

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