Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, BSV, IEFA, and represent 25.24% of Avantax Advisory Services's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$176M), AGG (+$74M), BSV (+$73M), VTV (+$66M), MSFT (+$66M), VUG (+$62M), IVV (+$55M), AAPL (+$54M), IVE (+$48M), IEFA (+$42M).
Started 510 new stock positions in NEOG, Ferguson Plc F, SF, UFCS, BIIB, KNF, LII, POWI, DLB, AX.
Reduced shares in these 10 stocks: BIV (-$13M), VONG (-$11M), VTI (-$8.6M), CDC (-$8.4M), ROUS (-$7.6M), DWMF (-$7.5M), TIP (-$7.1M), HMOP (-$5.5M), SHM (-$5.1M), XHLF.
Sold out of its positions in ABSI, BCI, WBIF, WBIG, WBIL, JULT, FEBW, ARLP, KORP, APPF.
Avantax Advisory Services was a net buyer of stock by $2.7B.
Avantax Advisory Services has $14B in assets under management (AUM), dropping by 24.42%.
Central Index Key (CIK): 0001303042

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Avantax Advisory Services

Avantax Advisory Services holds 2071 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Avantax Advisory Services has 2071 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avantax Advisory Services June 30, 2024 positions
Download the Avantax Advisory Services June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	7.1	$999M		11M	93.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.0	$981M	+5%	1.8M	547.23	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.6	$643M	+6%	8.3M	77.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.4	$475M	+18%	6.2M	76.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$442M	+10%	6.1M	72.64	View chart
Vanguard Index Fds Value Etf (VTV)	3.1	$430M	+18%	2.7M	160.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.0	$423M	+21%	4.4M	97.07	View chart
Apple (AAPL)	1.7	$233M	+29%	1.1M	210.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$197M	+10%	362k	544.22	View chart
Microsoft Corporation (MSFT)	1.4	$196M	+50%	438k	446.95	View chart
NVIDIA Corporation (NVDA)	1.4	$189M	+1346%	1.5M	123.54	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$187M	+49%	501k	374.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$176M	+3%	367k	479.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$173M	+3%	853k	202.89	View chart
Amazon (AMZN)	0.8	$118M	+51%	610k	193.25	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$102M	+30%	1.9M	53.53	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$99M	-3%	930k	106.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$96M	+26%	897k	106.66	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$92M	+41%	1.7M	54.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$87M	+43%	173k	500.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$84M		1.0M	81.08	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$77M	+57%	765k	100.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$76M	+50%	208k	364.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$76M	+169%	417k	182.01	View chart
Exxon Mobil Corporation (XOM)	0.5	$76M	+66%	657k	115.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.5	$75M	+46%	807k	92.54	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$69M	+5%	169k	406.80	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$67M	+5%	794k	83.76	View chart
JPMorgan Chase & Co. (JPM)	0.4	$62M	+57%	307k	202.26	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$61M	+9%	279k	218.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$60M	-12%	225k	267.51	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$57M	+22%	308k	183.42	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$56M	+14%	260k	214.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$55M	+60%	302k	182.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$53M		349k	150.50	View chart
Visa Com Cl A (V)	0.4	$51M	+74%	195k	262.47	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$51M	+13%	1.0M	50.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$48M	+15%	979k	49.42	View chart
Meta Platforms Cl A (META)	0.3	$48M	+100%	95k	504.22	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$46M	+3%	806k	56.68	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$45M	-4%	199k	226.23	View chart
Eli Lilly & Co. (LLY)	0.3	$44M	+30%	49k	905.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$43M	+23%	218k	197.11	View chart
Wal-Mart Stores (WMT)	0.3	$42M	+28%	612k	67.71	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$41M	+9%	914k	45.22	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$41M	+16%	656k	61.64	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$39M	+21%	385k	102.30	View chart
Chevron Corporation (CVX)	0.3	$39M	+74%	249k	156.42	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$39M	+4%	749k	51.39	View chart
Broadcom (AVGO)	0.3	$38M	+79%	24k	1605.50	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$37M	+3%	65k	576.59	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$37M	+27%	211k	175.78	View chart
Abbvie (ABBV)	0.3	$37M	+61%	215k	171.52	View chart
UnitedHealth (UNH)	0.3	$36M	+90%	72k	509.26	View chart
Costco Wholesale Corporation (COST)	0.3	$36M	+26%	42k	849.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$35M	+10%	203k	170.76	View chart
Procter & Gamble Company (PG)	0.2	$34M	+21%	206k	164.92	View chart
Home Depot (HD)	0.2	$34M	+64%	99k	344.24	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$34M		230k	145.75	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$33M	+36%	762k	43.56	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$33M	+5%	558k	58.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$32M	+3%	273k	118.60	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$32M		332k	96.13	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$32M		578k	55.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$32M	+10%	173k	182.55	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$31M	+15%	460k	67.75	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$31M	+19%	568k	54.75	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$31M	+34%	322k	96.58	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$31M	+3%	376k	81.41	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.2	$30M	+11%	585k	51.06	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$30M	+165%	322k	91.78	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$30M	-4%	725k	40.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$30M	+219%	341k	86.61	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$29M	+214%	1.0M	28.78	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$29M	+17%	700k	41.23	View chart
Johnson & Johnson (JNJ)	0.2	$29M	+47%	197k	146.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$28M	+10%	361k	78.05	View chart
Merck & Co (MRK)	0.2	$28M	+64%	227k	123.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$28M	+33%	715k	38.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$27M	+35%	618k	43.76	View chart
Verizon Communications (VZ)	0.2	$27M	+24%	651k	41.24	View chart
Lockheed Martin Corporation (LMT)	0.2	$27M	+41%	57k	467.10	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$26M	+9%	295k	88.13	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$26M	+2%	203k	127.48	View chart
Amgen (AMGN)	0.2	$26M	+33%	82k	312.45	View chart
Tesla Motors (TSLA)	0.2	$25M	+34%	128k	197.88	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$25M	+5%	208k	118.50	View chart
Waste Management (WM)	0.2	$24M	+20%	114k	213.34	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$24M	+20%	99k	242.10	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$24M	-3%	556k	43.05	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$24M	+6%	285k	84.04	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$24M	+14%	244k	97.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$24M	-6%	410k	57.61	View chart
McDonald's Corporation (MCD)	0.2	$23M	+40%	92k	254.84	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$23M	+3%	256k	91.15	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$23M	+75%	133k	173.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$23M		107k	215.01	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$23M	+180%	796k	28.91	View chart
Pepsi (PEP)	0.2	$23M	+14%	139k	164.93	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$23M	+5%	383k	59.60	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.2	$23M	-8%	326k	69.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$22M	+30%	303k	74.08	View chart
Coca-Cola Company (KO)	0.2	$22M	+41%	352k	63.65	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$22M	+20%	436k	51.26	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$21M	+10%	514k	41.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$21M	-3%	128k	164.28	View chart
Thermo Fisher Scientific (TMO)	0.1	$21M	+64%	38k	553.00	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$21M	+26%	439k	46.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$20M	+12%	283k	72.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$20M	+15%	442k	44.93	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$20M	-6%	193k	102.78	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$20M	+5%	311k	63.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$20M	-5%	234k	83.96	View chart
Vanguard World Health Car Etf (VHT)	0.1	$20M	-9%	73k	266.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$19M	+16%	151k	128.43	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$19M	+2%	47k	391.13	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$18M	-41%	245k	74.89	View chart
Cisco Systems (CSCO)	0.1	$18M	+58%	387k	47.51	View chart
salesforce (CRM)	0.1	$18M	+99%	71k	257.10	View chart
Mastercard Incorporated Cl A (MA)	0.1	$18M	+104%	41k	441.16	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$18M	+8%	508k	35.55	View chart
At&t (T)	0.1	$18M	+80%	941k	19.11	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$18M	+54%	534k	33.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$18M	+31%	227k	78.33	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.1	$17M	+10%	580k	29.68	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$17M	+45%	57k	303.41	View chart
Adobe Systems Incorporated (ADBE)	0.1	$17M	+89%	31k	555.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$17M	+63%	657k	25.87	View chart
Raytheon Technologies Corp (RTX)	0.1	$17M	+46%	167k	100.39	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$17M	+24%	180k	91.78	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$17M	+10%	164k	100.71	View chart
International Business Machines (IBM)	0.1	$17M	+73%	95k	172.95	View chart
Bank of America Corporation (BAC)	0.1	$17M	+49%	414k	39.77	View chart
Advanced Micro Devices (AMD)	0.1	$16M	+29%	101k	162.21	View chart
Abbott Laboratories (ABT)	0.1	$16M	+40%	157k	103.91	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$16M	-9%	136k	118.78	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$16M	+2025%	52k	308.67	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$16M	+11%	352k	45.48	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$16M	+7%	147k	107.62	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$16M	+11%	172k	91.08	View chart
Comcast Corp Cl A (CMCSA)	0.1	$16M	+81%	397k	39.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$15M	+14%	165k	93.65	View chart
Eaton Corp SHS (ETN)	0.1	$15M	+149%	49k	313.55	View chart
Vanguard World Financials Etf (VFH)	0.1	$15M		153k	99.88	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$15M	+33%	165k	91.81	View chart
Linde SHS (LIN)	0.1	$15M	+69%	34k	438.81	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$15M	+8%	308k	48.74	View chart
ConocoPhillips (COP)	0.1	$15M	+22%	130k	114.38	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$15M	+184%	15k	1022.74	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$15M	+5%	122k	120.74	View chart
Chubb (CB)	0.1	$15M	+34%	57k	255.08	View chart
Intuit (INTU)	0.1	$15M	+48%	22k	657.20	View chart
Air Products & Chemicals (APD)	0.1	$15M	+126%	56k	258.05	View chart
Caterpillar (CAT)	0.1	$14M	+23%	43k	333.10	View chart
American Tower Reit (AMT)	0.1	$14M	+133%	73k	194.38	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$14M	+9%	267k	52.38	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$14M	+34%	307k	45.58	View chart
Novo-nordisk A S Adr (NVO)	0.1	$14M	+129%	98k	142.74	View chart
Oracle Corporation (ORCL)	0.1	$14M	+75%	98k	141.20	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$14M		108k	127.18	View chart
Netflix (NFLX)	0.1	$14M	+210%	20k	674.88	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$14M	+23%	413k	33.00	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$13M	+4%	207k	65.01	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$13M	+7%	73k	182.40	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$13M	+6%	267k	49.76	View chart
Enbridge (ENB)	0.1	$13M	+86%	372k	35.59	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$13M	+8%	70k	182.52	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$13M	+18%	430k	29.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M	-9%	105k	120.98	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$13M	+24%	414k	30.46	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$13M	+7%	116k	108.70	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$13M	+17%	140k	89.72	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$13M	+2%	135k	92.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$13M	+30%	432k	28.92	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$13M	+11%	327k	38.14	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$12M		70k	174.47	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$12M	-20%	231k	53.04	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$12M	+3%	161k	75.17	View chart
United Parcel Service CL B (UPS)	0.1	$12M	+148%	87k	136.85	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$12M	+27%	139k	85.66	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$12M	+15%	1.9M	6.37	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$12M	+3%	22k	535.07	View chart
Walt Disney Company (DIS)	0.1	$12M	+11%	118k	99.29	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$11M	+10%	95k	118.20	View chart
Honeywell International (HON)	0.1	$11M	+74%	52k	213.54	View chart
Phillips 66 (PSX)	0.1	$11M	+77%	79k	141.17	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$11M	+15%	91k	121.87	View chart
Altria (MO)	0.1	$11M	+130%	242k	45.55	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$11M		219k	50.31	View chart
Qualcomm (QCOM)	0.1	$11M	+129%	55k	199.18	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$11M	+14%	151k	72.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$11M	+81%	255k	42.59	View chart
BlackRock (BLK)	0.1	$11M	+186%	14k	787.30	View chart
Wells Fargo & Company (WFC)	0.1	$11M	+48%	178k	59.39	View chart
S&p Global (SPGI)	0.1	$11M	+163%	24k	446.01	View chart
Shell Spon Ads (SHEL)	0.1	$11M	+34%	145k	72.18	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$11M	+10%	332k	31.55	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$10M	+3%	135k	76.32	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$10M	-17%	372k	27.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$10M	+85%	34k	297.54	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$10M		77k	132.05	View chart
Nextera Energy (NEE)	0.1	$10M	+104%	144k	70.81	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$10M	+37%	132k	77.28	View chart
Morgan Stanley Com New (MS)	0.1	$10M	+39%	105k	97.19	View chart
Medtronic SHS (MDT)	0.1	$10M	+89%	129k	78.71	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$10M	+6%	166k	60.30	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$10M	+7%	208k	48.05	View chart
Lowe's Companies (LOW)	0.1	$10M	+27%	45k	220.46	View chart
CVS Caremark Corporation (CVS)	0.1	$9.8M	+124%	166k	59.06	View chart
Duke Energy Corp Com New (DUK)	0.1	$9.8M	+44%	98k	100.23	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$9.8M	+15%	38k	260.70	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$9.8M	+17%	110k	88.48	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$9.7M	+17%	294k	32.89	View chart
Emerson Electric (EMR)	0.1	$9.6M	+196%	87k	110.16	View chart
First Tr Exchange Traded Indxx Nextg Etf (NXTG)	0.1	$9.6M		117k	81.93	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$9.6M	+30%	119k	80.13	View chart
Valero Energy Corporation (VLO)	0.1	$9.5M	+24%	61k	156.76	View chart
Philip Morris International (PM)	0.1	$9.4M	+89%	93k	101.33	View chart
EOG Resources (EOG)	0.1	$9.4M	+67%	75k	125.87	View chart
Danaher Corporation (DHR)	0.1	$9.4M	+52%	38k	249.85	View chart
Intuitive Surgical Com New (ISRG)	0.1	$9.4M	+110%	21k	444.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$9.3M	+33%	224k	41.44	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.1	$9.2M	+92%	187k	49.25	View chart
Goldman Sachs (GS)	0.1	$9.1M	+36%	20k	452.32	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$8.9M	-21%	78k	114.00	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$8.9M	+7%	235k	37.95	View chart
AFLAC Incorporated (AFL)	0.1	$8.9M	+8%	100k	89.31	View chart
Anthem (ELV)	0.1	$8.8M	+188%	16k	541.87	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$8.8M		136k	64.95	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$8.8M	-18%	120k	73.60	View chart
TJX Companies (TJX)	0.1	$8.7M	+226%	79k	110.10	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$8.7M	-3%	43k	203.03	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$8.7M		342k	25.34	View chart
Sherwin-Williams Company (SHW)	0.1	$8.7M	+368%	29k	298.43	View chart
Union Pacific Corporation (UNP)	0.1	$8.7M	+110%	38k	226.26	View chart
Pfizer (PFE)	0.1	$8.6M	+5%	309k	27.98	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$8.6M		126k	68.53	View chart
Constellation Brands Cl A (STZ)	0.1	$8.6M	+15%	34k	257.28	View chart
Texas Instruments Incorporated (TXN)	0.1	$8.5M	+51%	44k	194.53	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$8.4M	+15%	87k	97.27	View chart
Applied Materials (AMAT)	0.1	$8.4M	+48%	36k	235.99	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$8.4M		173k	48.67	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$8.4M	+25%	179k	46.78	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$8.4M	-8%	166k	50.52	View chart
Nasdaq Omx (NDAQ)	0.1	$8.3M	+9%	138k	60.26	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$8.2M	+28%	163k	50.33	View chart
Marsh & McLennan Companies (MMC)	0.1	$8.2M	+166%	39k	210.72	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$8.1M	-16%	75k	107.12	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$8.0M	+95%	159k	50.74	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$8.0M	-22%	211k	37.93	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 Q2 filed Aug. 9, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z