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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 IVV, VONG, AGG, SCHD, VTV, and represent 24.76% of Avantax Advisory Services's stock portfolio.
Added to shares of these 10 stocks: JMUB (+$43M), DFAE (+$23M), SCHD (+$21M), NVDA (+$16M), JPST (+$16M), MSFT (+$15M), SPY (+$14M), SCHG (+$12M), QQQ (+$11M), XLC (+$11M).
Started 228 new stock positions in CGMM, QQA, HAS, SHLD, NUDM, M, AER, DTM, MCN, FROG.
Reduced shares in these 10 stocks: COWZ (-$33M), VONG (-$28M), FMB (-$25M), IVV (-$15M), MUB (-$14M), EMXC (-$9.8M), CGDV (-$9.0M), SH (-$7.6M), PFF (-$7.3M), DFSV (-$6.9M).
Sold out of its positions in ARKG, ASO, AEO, HACK, ARMK, AZULQ, GOLD, BRBR, BB, BTX.
Avantax Advisory Services was a net buyer of stock by $516M.
Avantax Advisory Services has $18B in assets under management (AUM), dropping by 10.41%.
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 2359 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Avantax Advisory Services has 2359 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avantax Advisory Services June 30, 2025 positions
Download the Avantax Advisory Services June 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.3	$1.1B		1.8M	620.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	6.1	$1.1B	-2%	10M	109.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.1	$919M		9.3M	99.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.1	$754M	+2%	28M	26.50	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$583M		3.3M	176.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$550M		6.6M	83.48	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$297M		676k	438.40	View chart
NVIDIA Corporation (NVDA)	1.6	$294M	+5%	1.9M	157.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.5	$270M	+4%	489k	551.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$268M	+5%	434k	617.85	View chart
Microsoft Corporation (MSFT)	1.4	$258M	+6%	519k	497.41	View chart
Apple (AAPL)	1.4	$254M		1.2M	205.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.1	$198M		917k	215.79	View chart
Amazon (AMZN)	0.9	$169M	+5%	772k	219.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$160M	+8%	5.5M	29.21	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$130M	+3%	306k	424.58	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$129M	+4%	2.1M	60.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$110M	+3%	561k	195.42	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.6	$109M	+2%	4.1M	26.58	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$109M	+2%	192k	568.03	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$107M	-23%	1.9M	55.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$107M	+5%	974k	109.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$106M	-2%	958k	110.10	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$104M	+5%	215k	485.77	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$99M	-12%	943k	104.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$97M	+3%	1.1M	91.97	View chart
JPMorgan Chase & Co. (JPM)	0.5	$95M		329k	289.91	View chart
Meta Platforms Cl A (META)	0.5	$95M	+6%	129k	738.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$86M	+5%	282k	303.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$83M	+2%	937k	89.06	View chart
Exxon Mobil Corporation (XOM)	0.5	$82M		761k	107.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$79M	-2%	334k	236.98	View chart
Broadcom (AVGO)	0.4	$79M	+9%	285k	275.65	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$73M	-5%	774k	93.79	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.4	$71M		377k	188.71	View chart
Wal-Mart Stores (WMT)	0.4	$70M		716k	97.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$69M	+2%	1.2M	56.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$66M	+5%	374k	176.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$64M	+5%	1.1M	57.01	View chart
Visa Com Cl A (V)	0.3	$63M	-8%	179k	355.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$61M	+34%	1.2M	50.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$60M	+8%	266k	227.10	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$59M		333k	177.39	View chart
Tesla Motors (TSLA)	0.3	$58M	+10%	183k	317.66	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$57M		328k	173.27	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$56M	+6%	1.0M	54.40	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$56M	-2%	226k	246.51	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.3	$56M	-11%	1.9M	29.43	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.3	$55M	+2%	1.8M	31.02	View chart
Palantir Technologies Cl A (PLTR)	0.3	$54M	+23%	399k	136.32	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$54M	+2%	741k	72.68	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$50M	+3%	1.8M	27.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$48M	+3%	264k	182.82	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$47M		1.0M	46.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$47M	+24%	949k	49.46	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$45M	+2438%	898k	49.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$45M	+2%	245k	181.74	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$44M	+3%	801k	55.35	View chart
Chevron Corporation (CVX)	0.2	$44M	+18%	307k	143.19	View chart
Eli Lilly & Co. (LLY)	0.2	$44M		56k	779.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$44M	+115%	1.5M	28.95	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$43M		541k	80.23	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$43M	+9%	863k	49.76	View chart
Costco Wholesale Corporation (COST)	0.2	$42M	-6%	43k	989.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$42M	-3%	63k	663.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$42M	+6%	315k	133.31	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$42M	+2%	374k	112.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$42M	+3%	137k	304.83	View chart
Abbvie (ABBV)	0.2	$41M		222k	185.62	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$41M	+6%	487k	83.74	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$40M		641k	62.02	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$39M		1.8M	22.10	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$39M	-5%	363k	107.81	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$39M	+9%	903k	43.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$38M	+16%	839k	45.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$38M	+3%	185k	204.67	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$37M	+2%	383k	96.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$36M	+9%	130k	279.83	View chart
Netflix (NFLX)	0.2	$36M	+6%	27k	1339.14	View chart
Home Depot (HD)	0.2	$36M	-4%	98k	366.64	View chart
Procter & Gamble Company (PG)	0.2	$36M	-9%	225k	159.32	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$35M	-2%	579k	61.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$34M	-3%	436k	78.70	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$34M	-5%	546k	62.74	View chart
McDonald's Corporation (MCD)	0.2	$34M	+5%	115k	292.17	View chart
Johnson & Johnson (JNJ)	0.2	$33M		216k	152.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$33M	+31%	520k	63.48	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$33M		145k	226.49	View chart
Verizon Communications (VZ)	0.2	$33M	+6%	752k	43.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$32M		210k	150.40	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$31M	+7%	316k	98.24	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$31M		87k	351.00	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$31M		563k	54.46	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$31M	-10%	333k	91.73	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$30M	+9%	427k	71.26	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$30M		317k	94.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$30M	-4%	296k	100.70	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$30M	-23%	746k	39.49	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$29M	+20%	318k	92.18	View chart
Cisco Systems (CSCO)	0.2	$29M		420k	69.38	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$29M	-17%	732k	39.81	View chart
Coca-Cola Company (KO)	0.2	$28M	+7%	395k	70.75	View chart
Oracle Corporation (ORCL)	0.2	$28M	+5%	127k	218.63	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.2	$27M	+5%	809k	33.92	View chart
Mastercard Incorporated Cl A (MA)	0.2	$27M		49k	561.94	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$27M		322k	84.81	View chart
International Business Machines (IBM)	0.1	$27M	-5%	90k	294.78	View chart
Bank of America Corporation (BAC)	0.1	$25M	+16%	536k	47.32	View chart
At&t (T)	0.1	$25M	-4%	869k	28.94	View chart
Amgen (AMGN)	0.1	$25M	-3%	90k	279.21	View chart
Lockheed Martin Corporation (LMT)	0.1	$25M		54k	463.14	View chart
Abbott Laboratories (ABT)	0.1	$25M		183k	136.01	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$25M	+8%	56k	440.65	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.1	$25M	+3%	702k	35.28	View chart
Pepsi (PEP)	0.1	$25M	+2%	186k	132.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$25M	-6%	274k	89.39	View chart
Raytheon Technologies Corp (RTX)	0.1	$24M		167k	146.02	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$24M	+5%	183k	133.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$24M	+68%	765k	31.80	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$24M	+15%	329k	73.63	View chart
UnitedHealth (UNH)	0.1	$24M	+11%	77k	311.97	View chart
Waste Management (WM)	0.1	$24M	+2%	105k	228.82	View chart
salesforce (CRM)	0.1	$24M	+4%	87k	272.69	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$24M	+5%	458k	52.02	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$24M	+37%	583k	40.65	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$24M		371k	63.94	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$24M	+30%	466k	50.76	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$23M	-5%	178k	131.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$23M	+7%	91k	253.23	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$23M	+21%	76k	304.35	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$23M		441k	52.34	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$23M	-3%	290k	79.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$22M		238k	93.87	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$22M	+7%	544k	40.67	View chart
Intuit (INTU)	0.1	$22M	+7%	28k	787.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$22M	+18%	932k	23.24	View chart
Enbridge (ENB)	0.1	$22M	+6%	477k	45.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$21M	+7%	342k	62.36	View chart
Merck & Co (MRK)	0.1	$21M	+15%	265k	79.16	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$21M	+40%	219k	95.77	View chart
Philip Morris International (PM)	0.1	$20M	+10%	112k	182.13	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$20M	-11%	447k	44.70	View chart
Microstrategy Cl A New (MSTR)	0.1	$20M	+2%	49k	404.23	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$20M	+37%	243k	81.66	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$20M	+21%	409k	48.24	View chart
Eaton Corp SHS (ETN)	0.1	$20M	+17%	55k	356.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$20M		145k	135.04	View chart
Caterpillar (CAT)	0.1	$20M	+2%	50k	388.21	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$20M	+114%	484k	40.23	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$19M	+36%	271k	71.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$19M	+13%	184k	104.29	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.1	$19M	+8%	629k	30.19	View chart
Air Products & Chemicals (APD)	0.1	$19M	+4%	67k	282.06	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$19M	-5%	378k	49.76	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$19M	-2%	213k	88.25	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$19M	+17%	170k	109.97	View chart
Linde SHS (LIN)	0.1	$19M	+15%	40k	469.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$18M	+25%	94k	195.01	View chart
Chubb (CB)	0.1	$18M	-6%	63k	289.72	View chart
Goldman Sachs (GS)	0.1	$18M	+8%	26k	707.76	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$18M	+2%	296k	59.87	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$18M	-22%	467k	37.96	View chart
Vanguard World Health Car Etf (VHT)	0.1	$18M		71k	248.34	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$18M		336k	52.37	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$18M	-20%	193k	90.89	View chart
Altria (MO)	0.1	$17M	+6%	294k	58.63	View chart
American Tower Reit (AMT)	0.1	$17M	-3%	78k	221.02	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$17M	+4%	181k	93.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$17M	+2%	87k	194.23	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$17M	+7%	114k	147.52	View chart
Texas Instruments Incorporated (TXN)	0.1	$17M	+11%	80k	207.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$17M	-2%	49k	339.57	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$17M	+5%	236k	70.14	View chart
Blackrock (BLK)	0.1	$17M	+4%	16k	1049.27	View chart
Advanced Micro Devices (AMD)	0.1	$16M		115k	141.90	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$16M	+10%	138k	117.17	View chart
Morgan Stanley Com New (MS)	0.1	$16M	+2%	113k	140.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$16M	-11%	53k	298.89	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$16M	+5%	321k	49.26	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$16M	+10%	361k	43.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$16M	+6%	155k	100.69	View chart
Comcast Corp Cl A (CMCSA)	0.1	$16M	+4%	437k	35.69	View chart
Intuitive Surgical Com New (ISRG)	0.1	$15M	+21%	28k	543.40	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$15M	-4%	209k	73.35	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.1	$15M	+7%	455k	33.58	View chart
Wells Fargo & Company (WFC)	0.1	$15M		191k	80.12	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$15M		209k	72.82	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$15M	+3%	403k	37.51	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$15M	+22%	285k	52.84	View chart
Walt Disney Company (DIS)	0.1	$15M	-8%	121k	124.01	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$15M	+52%	149k	99.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$15M	+40%	146k	101.60	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$15M		53k	278.88	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$15M	+5%	111k	132.81	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$15M	+4%	275k	53.29	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$15M	+13%	178k	81.40	View chart
Capital One Financial (COF)	0.1	$14M	+14%	67k	212.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$14M	-6%	153k	91.10	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$14M	+32%	545k	25.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$14M	+8%	216k	63.71	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$14M		101k	135.73	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$13M	+9%	263k	51.10	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$13M	+2%	24k	566.47	View chart
Medtronic SHS (MDT)	0.1	$13M	+4%	153k	87.17	View chart
Deere & Company (DE)	0.1	$13M	+10%	26k	508.48	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$13M	-17%	299k	43.89	View chart
Vanguard World Financials Etf (VFH)	0.1	$13M	-28%	103k	127.30	View chart
Duke Energy Corp Com New (DUK)	0.1	$13M	+3%	111k	118.00	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$13M	+466%	120k	108.53	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$13M	-2%	151k	85.78	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$13M	-4%	267k	48.24	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$13M	-18%	246k	51.99	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$13M	+4%	368k	34.49	View chart
Honeywell International (HON)	0.1	$13M	-10%	54k	232.88	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$13M	+215%	205k	61.21	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$13M		329k	37.97	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$12M	+2%	90k	138.68	View chart
Ge Aerospace Com New (GE)	0.1	$12M	+2%	48k	257.39	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$12M	+70%	383k	31.97	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$12M	+11%	91k	134.79	View chart
TJX Companies (TJX)	0.1	$12M	+5%	99k	123.49	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$12M	-12%	1.7M	7.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$12M	+65%	108k	112.47	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$12M		113k	107.70	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$12M	+29%	64k	188.64	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$12M	+22%	248k	48.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$12M	+2%	151k	80.11	View chart
Emerson Electric (EMR)	0.1	$12M		91k	133.33	View chart
Spdr Series Trust Russell Low Vol (ONEV)	0.1	$12M	-13%	93k	129.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$12M	+10%	174k	69.09	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$12M	-2%	15k	801.37	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$12M		126k	95.32	View chart
Gilead Sciences (GILD)	0.1	$12M	+14%	108k	110.87	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$12M	+7%	199k	60.05	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$12M	+8%	211k	56.41	View chart
Nextera Energy (NEE)	0.1	$12M	+13%	170k	69.42	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$12M	+9%	92k	128.52	View chart
Microchip Technology (MCHP)	0.1	$12M	+122%	168k	70.37	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$12M	+730%	332k	35.58	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$12M	+42%	32k	366.17	View chart
Servicenow (NOW)	0.1	$12M		12k	1028.04	View chart
Qualcomm (QCOM)	0.1	$12M	+2%	74k	159.26	View chart
Pacer Fds Tr Pac Asset Fltg (FLRT)	0.1	$12M		244k	47.60	View chart
Uber Technologies (UBER)	0.1	$12M	+3%	124k	93.30	View chart
Phillips 66 (PSX)	0.1	$11M		95k	119.30	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$11M	+2%	136k	83.39	View chart
S&p Global (SPGI)	0.1	$11M	+4%	22k	527.29	View chart
Automatic Data Processing (ADP)	0.1	$11M	+6%	37k	308.40	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$11M	+36%	240k	47.06	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$11M	+5%	218k	51.45	View chart

Past Filings by Avantax Advisory Services

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

Avantax Advisory Services 2025 Q2 filed Aug. 8, 2025
Avantax Advisory Services 2025 Q1 filed May 6, 2025
Avantax Advisory Services 2024 Q4 filed Feb. 10, 2025
Avantax Advisory Services 2024 Q3 filed Nov. 13, 2024
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

View all past filings

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