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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, BSV, AGG, and represent 29.23% of Avantax Advisory Services's stock portfolio.
Added to shares of these 10 stocks: IVV (+$33M), SPY (+$21M), BIL (+$18M), MUB (+$15M), QQQ (+$15M), VTV (+$14M), AGG (+$13M), IEFA (+$13M), COWZ (+$11M), MSFT (+$9.6M).
Started 156 new stock positions in PUTW, QDEC, IVOL, IBDX, KEYS, G, ACLS, QGRO, FLBL, FRDM.
Reduced shares in these 10 stocks: RODM (-$24M), USFR (-$19M), IWM (-$13M), XHLF (-$9.5M), SPAB (-$8.3M), AAPL (-$7.9M), XONE (-$7.8M), BSV (-$7.6M), LSAT (-$5.7M), IEMG (-$5.5M).
Sold out of its positions in Activision Blizzard, ALGM, AEE, BDC, BIIB, BKH, MYI, MIY, Blucora, DSM.
Avantax Advisory Services was a net buyer of stock by $315M.
Avantax Advisory Services has $10B in assets under management (AUM), dropping by 12.78%.
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 1570 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Avantax Advisory Services has 1570 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avantax Advisory Services Dec. 31, 2023 positions
Download the Avantax Advisory Services December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	8.3	$835M		11M	78.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.9	$793M	+4%	1.7M	477.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.6	$569M		7.5M	76.13	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.0	$398M		5.2M	77.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.5	$349M	+3%	3.5M	99.25	View chart
Vanguard Index Fds Value Etf (VTV)	3.2	$321M	+4%	2.1M	149.50	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.6	$264M	+5%	3.8M	70.35	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.7	$176M	-6%	874k	200.71	View chart
Apple (AAPL)	1.6	$161M	-4%	834k	192.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$140M	+17%	296k	475.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$140M	+11%	341k	409.52	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.4	$138M	-14%	5.0M	27.42	View chart
Microsoft Corporation (MSFT)	1.0	$100M	+10%	267k	376.04	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$93M	+18%	855k	108.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$90M		1.2M	77.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$82M	+8%	262k	310.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$76M		700k	108.25	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$74M	-6%	1.5M	50.58	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$66M		743k	88.36	View chart
NVIDIA Corporation (NVDA)	0.6	$60M		121k	495.22	View chart
Amazon (AMZN)	0.6	$58M	+12%	382k	151.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$57M	+17%	241k	237.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$54M	+3%	124k	436.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$54M	+10%	151k	356.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$54M	+6%	251k	213.33	View chart
First Tr Value Line Divid In SHS (FVD)	0.4	$45M	-3%	1.1M	40.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.4	$45M	-10%	890k	50.23	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$38M	+2%	790k	47.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$38M	+42%	725k	51.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$38M	+8%	196k	192.48	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$38M	+21%	682k	54.98	View chart
Exxon Mobil Corporation (XOM)	0.4	$37M	+12%	374k	99.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$36M	+14%	253k	140.93	View chart
JPMorgan Chase & Co. (JPM)	0.3	$33M	+2%	194k	170.10	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$33M	+4%	530k	61.90	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$32M	+18%	417k	76.38	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$31M	+28%	378k	82.96	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$31M		329k	95.20	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$30M	-6%	108k	277.15	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$30M	+10%	268k	111.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$30M	-5%	308k	96.85	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$30M	+4%	561k	52.66	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$29M	+22%	166k	175.22	View chart
Visa Com Cl A (V)	0.3	$28M	+8%	109k	260.35	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$28M		206k	136.38	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.3	$28M	-3%	463k	59.68	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$28M		598k	46.07	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$27M	+37%	56k	484.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$26M	+15%	178k	147.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$26M		187k	139.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$26M	-8%	346k	75.10	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$26M	+6%	236k	110.13	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$26M	+229%	282k	91.39	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$25M	+4%	374k	67.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$25M	-6%	470k	53.82	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$25M	+8%	297k	83.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$25M	+9%	144k	170.40	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$24M	+4%	491k	49.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$24M	+2%	142k	168.54	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$24M	+2%	103k	232.64	View chart
Procter & Gamble Company (PG)	0.2	$24M	+5%	162k	146.54	View chart
Chevron Corporation (CVX)	0.2	$24M	-6%	158k	149.16	View chart
Tesla Motors (TSLA)	0.2	$24M	+9%	95k	248.48	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$23M	+42%	519k	44.60	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$23M	+11%	188k	122.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$23M	-9%	291k	78.03	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$23M		205k	109.37	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$22M	-8%	263k	84.33	View chart
Johnson & Johnson (JNJ)	0.2	$22M		140k	156.74	View chart
Wal-Mart Stores (WMT)	0.2	$22M		138k	157.65	View chart
Eli Lilly & Co. (LLY)	0.2	$22M	+2%	37k	582.92	View chart
Abbvie (ABBV)	0.2	$22M		139k	154.97	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$21M	+12%	332k	64.45	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.2	$21M		482k	43.99	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$21M	+11%	214k	98.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$21M	+20%	133k	157.80	View chart
Home Depot (HD)	0.2	$21M		60k	346.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$21M	+6%	108k	191.17	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$21M		197k	104.10	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$20M	+12%	291k	70.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$20M	+7%	254k	80.04	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$20M	+5%	425k	47.79	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.2	$20M		797k	25.29	View chart
Pepsi (PEP)	0.2	$20M	+4%	118k	169.84	View chart
Costco Wholesale Corporation (COST)	0.2	$20M		30k	660.08	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$20M	-10%	328k	59.66	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$19M	+12%	64k	303.17	View chart
Verizon Communications (VZ)	0.2	$19M		514k	37.70	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$19M	-6%	363k	51.66	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$19M	-3%	356k	52.10	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$18M	-4%	472k	38.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$18M	+14%	250k	73.55	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$18M	+10%	433k	41.10	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$18M	+65%	367k	48.03	View chart
Vanguard World Fds Health Car Etf (VHT)	0.2	$18M	-3%	70k	250.70	View chart
Lockheed Martin Corporation (LMT)	0.2	$18M	+7%	39k	453.24	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$18M	-5%	432k	40.68	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$17M	-2%	148k	116.03	View chart
Cisco Systems (CSCO)	0.2	$17M	+8%	340k	50.52	View chart
UnitedHealth (UNH)	0.2	$17M		33k	526.47	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.2	$17M	-21%	302k	56.57	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$17M		45k	376.87	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$17M	+14%	152k	110.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$17M	-17%	95k	173.89	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$16M	+21%	154k	105.23	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$16M	+5%	228k	70.62	View chart
Amgen (AMGN)	0.2	$16M	+7%	56k	288.02	View chart
Waste Management (WM)	0.2	$16M		89k	179.10	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$15M	+40%	334k	46.04	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$15M	+32%	154k	98.88	View chart
Meta Platforms Cl A (META)	0.1	$15M	+8%	42k	353.96	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$15M	+12%	293k	50.47	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$15M		391k	37.60	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$15M	+8%	329k	44.00	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$14M	+11%	191k	75.35	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.1	$14M	+9%	481k	29.87	View chart
McDonald's Corporation (MCD)	0.1	$14M	+5%	48k	296.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$14M	+46%	85k	165.25	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$14M	+3%	119k	116.29	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$14M	+17%	128k	108.43	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$14M		109k	124.97	View chart
Broadcom (AVGO)	0.1	$13M	-21%	12k	1116.29	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$13M	-10%	145k	92.26	View chart
Coca-Cola Company (KO)	0.1	$13M	+7%	224k	58.93	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$13M	+3%	104k	125.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M	-6%	110k	117.22	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$13M	+30%	160k	80.52	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$13M	+16%	133k	96.39	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$13M	-16%	247k	51.67	View chart
Merck & Co (MRK)	0.1	$13M	+4%	116k	109.02	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$12M	+9%	267k	46.63	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$12M	-61%	245k	50.24	View chart
Abbott Laboratories (ABT)	0.1	$12M		112k	110.07	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$12M	+57%	123k	100.27	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$12M	-21%	67k	179.97	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$12M		34k	350.91	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$12M	+5%	305k	39.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$12M	+11%	22k	530.79	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$12M	+42%	132k	88.71	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.1	$12M	-5%	600k	19.10	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$12M	+2%	109k	104.92	View chart
Adobe Systems Incorporated (ADBE)	0.1	$11M		19k	596.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$11M	+63%	304k	36.96	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$11M	+127%	120k	92.45	View chart
CVS Caremark Corporation (CVS)	0.1	$11M	-12%	138k	78.96	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$11M	+8%	165k	65.76	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$11M	+3%	184k	58.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$11M	-13%	106k	101.99	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$11M	+3%	114k	94.08	View chart
United Homes Group Cl A (UHG)	0.1	$11M	+21%	1.3M	8.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$11M	+125%	150k	70.10	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$11M	+9%	59k	178.81	View chart
At&t (T)	0.1	$11M	-11%	623k	16.78	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$10M	-11%	97k	107.49	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$10M	+22%	331k	31.51	View chart
Advanced Micro Devices (AMD)	0.1	$10M	+3%	71k	147.41	View chart
Intel Corporation (INTC)	0.1	$10M	-2%	207k	50.25	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$10M		20k	507.37	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$10M	+56%	198k	52.00	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$10M	+149%	237k	43.27	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$10M		120k	85.34	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$10M	+15%	189k	54.17	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$10M	+2%	189k	53.61	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$10M	+23%	267k	37.49	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$10M	+14%	336k	29.78	View chart
Boeing Company (BA)	0.1	$10M	+4%	38k	260.66	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$9.8M	+42%	59k	167.96	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$9.8M	+147%	1.7M	5.67	View chart
Chubb (CB)	0.1	$9.8M		43k	226.00	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$9.8M	-5%	138k	70.84	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$9.7M	+13%	201k	48.32	View chart
First Tr Exchange Traded Indxx Nextg Etf (NXTG)	0.1	$9.5M	-10%	124k	76.73	View chart
Raytheon Technologies Corp (RTX)	0.1	$9.5M	-16%	113k	84.14	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$9.4M	-5%	261k	35.88	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$9.3M	-27%	160k	57.96	View chart
Caterpillar (CAT)	0.1	$9.2M	+12%	31k	295.67	View chart
Walt Disney Company (DIS)	0.1	$9.1M	-11%	101k	90.29	View chart
Pfizer (PFE)	0.1	$9.1M	+6%	317k	28.79	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$9.1M	+751%	195k	46.62	View chart
Bank of America Corporation (BAC)	0.1	$9.0M		267k	33.67	View chart
Comcast Corp Cl A (CMCSA)	0.1	$9.0M	+21%	204k	43.85	View chart
Intuit (INTU)	0.1	$8.9M	-4%	14k	625.02	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$8.8M		317k	27.69	View chart
ConocoPhillips (COP)	0.1	$8.7M	-4%	75k	116.07	View chart
salesforce (CRM)	0.1	$8.7M		33k	263.14	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$8.6M	-2%	68k	126.60	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$8.5M		100k	84.87	View chart
AFLAC Incorporated (AFL)	0.1	$8.5M		103k	82.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$8.5M	+45%	103k	82.04	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$8.4M	+7%	317k	26.65	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$8.4M	+2%	127k	66.49	View chart
International Business Machines (IBM)	0.1	$8.3M	+5%	51k	163.55	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$8.2M		225k	36.35	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$8.2M	-27%	130k	62.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$8.2M		105k	77.37	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$8.1M	-7%	117k	69.58	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$8.1M	-28%	113k	72.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$8.0M		19k	426.52	View chart
Linde SHS (LIN)	0.1	$8.0M	+2%	19k	410.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.1	$7.9M	-22%	236k	33.64	View chart
Deere & Company (DE)	0.1	$7.8M	+4%	19k	399.87	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$7.7M	-13%	75k	103.07	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$7.7M		218k	35.20	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$7.6M	+629%	117k	65.33	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)	0.1	$7.6M	+28%	285k	26.57	View chart
Fs Kkr Capital Corp (FSK)	0.1	$7.5M	-6%	377k	19.97	View chart
Shell Spon Ads (SHEL)	0.1	$7.4M	-15%	113k	65.80	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$7.4M	+2%	68k	109.56	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$7.4M	+8%	237k	31.19	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$7.3M	+147%	213k	34.27	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$7.3M	+2%	129k	56.14	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$7.2M	+21%	135k	53.84	View chart
American Tower Reit (AMT)	0.1	$7.2M	+7%	34k	215.88	View chart
Enbridge (ENB)	0.1	$7.2M		200k	36.02	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$7.1M	+21%	62k	114.43	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$7.1M	+6%	80k	89.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$7.1M	+51%	46k	155.33	View chart
Constellation Brands Cl A (STZ)	0.1	$7.1M	+3%	29k	241.75	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$7.1M	+5%	29k	241.77	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$7.0M	+5%	96k	72.66	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.9M		72k	97.04	View chart
Honeywell International (HON)	0.1	$6.9M	+3%	33k	209.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$6.8M	+404%	31k	223.39	View chart
Morgan Stanley Com New (MS)	0.1	$6.8M	+10%	73k	93.25	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$6.7M	-27%	35k	190.96	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$6.7M	-16%	96k	69.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$6.6M	-3%	58k	113.99	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$6.6M	+2%	81k	81.10	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$6.6M	+12%	126k	52.29	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$6.5M	-17%	56k	117.28	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$6.5M	-59%	130k	50.20	View chart
Lowe's Companies (LOW)	0.1	$6.4M	+8%	29k	222.55	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$6.4M	+72%	78k	81.55	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$6.4M	+4%	94k	67.72	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$6.3M	-10%	196k	32.26	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$6.3M	+12%	60k	104.00	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$6.3M	+185%	84k	74.58	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$6.2M	+2%	220k	28.23	View chart
Southern Company (SO)	0.1	$6.2M	+5%	88k	70.12	View chart
Wells Fargo & Company (WFC)	0.1	$6.1M	+11%	124k	49.22	View chart
Oneok (OKE)	0.1	$6.0M		85k	70.22	View chart
Pacer Fds Tr Trendp Us Mid Cp (PTMC)	0.1	$6.0M	+788%	182k	32.86	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$6.0M	+40%	192k	31.01	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$6.0M	+8%	23k	262.26	View chart
Valero Energy Corporation (VLO)	0.1	$6.0M	+4%	46k	130.00	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$5.9M	-3%	88k	67.13	View chart
United Parcel Service CL B (UPS)	0.1	$5.9M	+13%	38k	157.23	View chart
Nasdaq Omx (NDAQ)	0.1	$5.9M	+3%	101k	58.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$5.8M		90k	65.06	View chart
Atmos Energy Corporation (ATO)	0.1	$5.8M		50k	115.90	View chart

Past Filings by Avantax Advisory Services

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

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
Avantax Advisory Services 2020 Q1 filed April 30, 2020

View all past filings

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