H D Vest Advisory Services

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

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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

Companies in the Avantax Advisory Services portfolio as of the March 2021 quarterly 13F filing

Avantax Advisory Services has 1029 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 9.8 $455M +7% 1.1M 398.01
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 5.7 $264M -3% 3.6M 73.06
Ishares Tr Core Us Aggbd Et (AGG) 4.5 $209M +15% 1.8M 113.89
Ishares Tr Russell 2000 Etf (IWM) 4.1 $192M +3% 870k 221.06
Ishares Tr Core Msci Eafe (IEFA) 2.7 $124M +6% 1.7M 72.04
Lattice Strategies Tr Hartford Mlt Etf (RODM) 2.6 $122M -4% 4.1M 29.70
Etfis Ser Tr I Virtus Real As (VRAI) 2.3 $108M 4.4M 24.86
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.9 $90M +7% 2.0M 44.34
Apple (AAPL) 1.9 $87M 712k 122.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.8 $86M +2% 661k 130.34
Ishares Tr Rus Mid Cap Etf (IWR) 1.7 $80M 1.1M 73.92
Ishares Core Msci Emkt (IEMG) 1.6 $75M +14% 1.2M 64.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $62M +8% 193k 319.22
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $60M +3% 649k 91.86

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First Tr Value Line Divid In SHS (FVD) 1.0 $48M -8% 1.3M 37.97
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $46M -20% 668k 69.17
Vanguard Index Fds Growth Etf (VUG) 0.9 $44M -17% 171k 257.21
Microsoft Corporation (MSFT) 0.8 $40M +6% 168k 235.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $37M -3% 93k 396.46
Amazon (AMZN) 0.7 $35M +8% 11k 3087.36
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $33M -21% 304k 108.80
Vanguard Index Fds Small Cp Etf (VB) 0.7 $31M +12% 143k 214.16
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.6 $28M -2% 553k 50.51
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $27M +4% 131k 206.65
Ishares Tr Core Div Grwth (DGRO) 0.5 $26M +63% 528k 48.25
Vanguard Index Fds Value Etf (VTV) 0.5 $25M +4% 193k 131.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $24M -11% 66k 364.31
Ishares Tr Micro-cap Etf (IWC) 0.5 $23M -3% 157k 146.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $23M +9% 90k 255.74
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $21M 206k 101.12
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $21M 368k 56.50
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.4 $21M +4% 414k 49.56
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.4 $20M 537k 37.67
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $20M -3% 222k 90.82
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.4 $20M 481k 41.59
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $20M -22% 274k 72.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $20M +24% 269k 72.88
Etf Ser Solutions Distillate Us (DSTL) 0.4 $19M 485k 39.57
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $19M +14% 390k 49.12
Verizon Communications (VZ) 0.4 $19M 322k 58.18
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $18M +4% 222k 82.53
Wisdomtree Tr Intk Mltifactr (DWMF) 0.4 $18M 705k 25.48
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $18M +19% 245k 71.90
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $18M +10% 458k 38.41
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $17M -17% 265k 65.12
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $17M -11% 199k 84.64
Exxon Mobil Corporation (XOM) 0.4 $17M +8% 302k 55.86
Johnson & Johnson (JNJ) 0.4 $17M +7% 102k 164.28
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $16M +10% 179k 88.65
Ishares Tr Morningstar Grwt (ILCG) 0.3 $16M +22% 54k 288.57
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $15M +2% 177k 86.26
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $15M +34% 309k 49.15
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $15M +111% 213k 68.96
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.3 $14M +4% 56k 251.98
Tesla Motors (TSLA) 0.3 $14M -14% 21k 667.56
JPMorgan Chase & Co. (JPM) 0.3 $14M +19% 91k 152.35
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.3 $14M 603k 22.51
Walt Disney Company (DIS) 0.3 $13M +16% 72k 184.48
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $13M -20% 183k 70.82
Ishares Tr Msci Eafe Etf (EFA) 0.3 $13M +17% 168k 75.89
Visa Com Cl A (V) 0.3 $13M +17% 59k 211.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $12M 238k 52.03
Home Depot (HD) 0.3 $12M +9% 40k 305.61
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $12M +48% 41k 300.81
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.3 $12M +2% 71k 168.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $12M +19% 46k 260.98
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $12M +19% 25k 476.02
Procter & Gamble Company (PG) 0.3 $12M -4% 86k 135.49
Chevron Corporation (CVX) 0.2 $12M +2% 111k 104.73
Ishares Tr Core High Dv Etf (HDV) 0.2 $12M -17% 122k 94.88
Ishares Tr Tips Bd Etf (TIP) 0.2 $11M +4% 90k 125.77
Vanguard World Fds Health Car Etf (VHT) 0.2 $11M +70% 49k 228.80
Alphabet Cap Stk Cl C (GOOG) 0.2 $11M 5.4k 2061.08
Intel Corporation (INTC) 0.2 $11M +10% 173k 63.99
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $11M +8% 209k 52.87
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $11M +5% 75k 147.09
At&t (T) 0.2 $11M 357k 30.25
NVIDIA Corporation (NVDA) 0.2 $11M +11% 20k 533.98
Wal-Mart Stores (WMT) 0.2 $11M +8% 78k 135.92
Select Sector Spdr Tr Technology (XLK) 0.2 $11M +4% 79k 132.86
Ishares Tr Rus 1000 Etf (IWB) 0.2 $9.7M +408% 43k 224.10
Amplify Etf Tr Blackswan Grwt (SWAN) 0.2 $9.6M NEW 300k 31.98
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $9.6M -2% 421k 22.79
Select Sector Spdr Tr Energy (XLE) 0.2 $9.6M +17% 196k 49.03
Alphabet Cap Stk Cl A (GOOGL) 0.2 $9.6M -3% 4.7k 2057.75
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $9.5M -10% 241k 39.57
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $9.4M NEW 18k 513.64
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $9.4M +10% 92k 101.99
Facebook Cl A (FB) 0.2 $9.2M -10% 31k 293.74
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $9.2M +6% 28k 330.38
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $9.1M +19% 41k 221.53
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $9.0M -5% 260k 34.77
Boeing Company (BA) 0.2 $8.8M +47% 35k 254.87
Ishares Tr Mbs Etf (MBB) 0.2 $8.7M +5% 81k 108.47
Ishares Tr Select Divid Etf (DVY) 0.2 $8.6M 76k 114.12
Abbvie (ABBV) 0.2 $8.5M +18% 79k 108.26
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $8.3M +27% 22k 378.65
Spdr Gold Tr Gold Shs (GLD) 0.2 $8.2M -49% 52k 160.12
Ishares Tr Morningstar Valu (ILCV) 0.2 $8.2M +23% 67k 122.83
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $8.2M +43% 254k 32.10
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $8.0M +2% 256k 31.31
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $7.9M 36k 218.16
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $7.9M -27% 178k 44.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $7.8M +9% 85k 91.52
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.2 $7.7M NEW 49k 155.82
Pfizer (PFE) 0.2 $7.7M 212k 36.18
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $7.5M +35% 45k 165.67
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $7.4M 145k 51.21
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $7.4M +40% 145k 51.04
Fs Kkr Capital Corp. Ii 0.2 $7.3M -2% 374k 19.52
Ishares Msci Emerg Mrkt (EEMV) 0.2 $7.2M -15% 114k 63.08
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.2 $7.1M +16% 111k 63.65
Cisco Systems (CSCO) 0.1 $6.8M +2% 131k 51.79
Pepsi (PEP) 0.1 $6.8M +3% 48k 141.38
Ishares Esg Awr Msci Em (ESGE) 0.1 $6.8M +11% 156k 43.34
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $6.6M +89% 194k 34.15
Ark Etf Tr Innovation Etf (ARKK) 0.1 $6.6M -20% 55k 120.04
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $6.5M +23% 20k 331.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $6.5M +2% 107k 60.67
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $6.4M +3% 46k 141.37
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $6.4M +4% 121k 53.31
Mastercard Incorporated Cl A (MA) 0.1 $6.4M +6% 18k 356.12
Abbott Laboratories (ABT) 0.1 $6.4M +18% 53k 119.90
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $6.3M +39% 28k 224.28
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $6.3M +2% 41k 151.63
Amgen (AMGN) 0.1 $6.3M +6% 25k 248.16
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $6.1M +97% 67k 90.94
UnitedHealth (UNH) 0.1 $6.0M 16k 372.45
Bank of America Corporation (BAC) 0.1 $6.0M +40% 156k 38.73
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $6.0M -21% 62k 97.66
Paypal Holdings (PYPL) 0.1 $5.9M +16% 24k 242.84
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $5.8M +93% 74k 78.41
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $5.8M -8% 24k 243.26
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $5.7M -16% 32k 178.29
ConocoPhillips (COP) 0.1 $5.7M 108k 52.97
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $5.6M -2% 81k 69.52
Merck & Co (MRK) 0.1 $5.6M +6% 73k 77.21
Lockheed Martin Corporation (LMT) 0.1 $5.6M +15% 15k 369.26
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $5.5M +5% 47k 118.04
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $5.5M 127k 43.38
Ishares Tr Global Tech Etf (IXN) 0.1 $5.5M -15% 18k 307.87
McDonald's Corporation (MCD) 0.1 $5.5M +9% 24k 224.10
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $5.4M +104% 209k 26.10
CVS Caremark Corporation (CVS) 0.1 $5.4M +10% 72k 75.43
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $5.4M +4% 74k 72.32
Ishares Tr Agency Bond Etf (AGZ) 0.1 $5.4M +29% 46k 117.49
Vanguard World Fds Financials Etf (VFH) 0.1 $5.2M +114% 62k 84.46
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $5.2M +11% 258k 20.16
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.1M 197k 26.16
Eli Lilly & Co. (LLY) 0.1 $5.1M +5% 27k 186.81
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $5.1M +31% 51k 100.79
3M Company (MMM) 0.1 $4.9M +11% 26k 193.27
Waste Management (WM) 0.1 $4.8M +3% 37k 129.07
Adobe Systems Incorporated (ADBE) 0.1 $4.8M +14% 10k 475.44
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $4.7M +4% 150k 31.49
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $4.7M -36% 25k 185.20
Costco Wholesale Corporation (COST) 0.1 $4.7M +26% 13k 352.56
Kimberly-Clark Corporation (KMB) 0.1 $4.7M +12% 34k 139.20
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $4.6M +117% 47k 98.42
Square Cl A (SQ) 0.1 $4.6M +22% 20k 227.12
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $4.6M NEW 43k 105.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $4.6M -4% 73k 62.66
Coca-Cola Company (KO) 0.1 $4.6M +18% 87k 52.65
Target Corporation (TGT) 0.1 $4.6M +17% 23k 198.27
Phillips 66 (PSX) 0.1 $4.6M -2% 56k 81.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $4.5M +121% 41k 109.38
salesforce (CRM) 0.1 $4.5M -3% 21k 212.00
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $4.5M -6% 77k 58.06
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $4.5M -53% 25k 178.09
Texas Instruments Incorporated (TXN) 0.1 $4.4M +2% 23k 188.90
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $4.4M -3% 25k 176.25
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $4.4M +18% 165k 26.41
Vanguard World Fds Energy Etf (VDE) 0.1 $4.2M +49% 62k 68.07
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $4.2M NEW 121k 34.55
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $4.2M +266% 48k 86.24
Raytheon Technologies Corp (RTX) 0.1 $4.1M -6% 53k 77.22
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $4.1M +3% 112k 36.33
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $4.0M +264% 47k 87.09
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $4.0M +7% 99k 40.68
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $4.0M -2% 34k 118.24
Iron Mountain (IRM) 0.1 $3.9M +63% 106k 37.03
Ishares Tr National Mun Etf (MUB) 0.1 $3.9M +20% 33k 115.96
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $3.9M 10.00 385700.00
Etfis Ser Tr I Virtus Pvt Cr (VPC) 0.1 $3.8M -11% 163k 23.37
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $3.8M +11% 33k 116.69
Royal Dutch Shell Spons Adr A (RDS.A) 0.1 $3.8M +15% 96k 39.22
Fs Kkr Capital Corp (FSK) 0.1 $3.7M -2% 188k 19.83
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.7M -51% 24k 151.48
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $3.6M +11% 16k 226.72
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.6M +12% 39k 93.03
Caterpillar (CAT) 0.1 $3.6M +10% 16k 232.23
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $3.6M -7% 82k 43.99
Ishares Tr Msci Usa Value (VLUE) 0.1 $3.6M +65% 35k 102.74
Comcast Corp Cl A (CMCSA) 0.1 $3.6M +3% 66k 54.09
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $3.5M +22% 113k 30.65
International Business Machines (IBM) 0.1 $3.5M +12% 26k 133.14
Deere & Company (DE) 0.1 $3.5M +11% 9.2k 374.47
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $3.4M +27% 19k 184.88
Royal Dutch Shell Spon Adr B (RDS.B) 0.1 $3.4M +19% 93k 36.81
Lowe's Companies (LOW) 0.1 $3.4M -4% 18k 190.32
Starbucks Corporation (SBUX) 0.1 $3.4M +11% 31k 109.04
Dominion Resources (D) 0.1 $3.3M +13% 44k 76.10
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.1 $3.3M +5% 115k 28.88
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $3.3M +59% 195k 17.03
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $3.3M +85% 30k 108.71
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.3M +8% 12k 274.63
Nextera Energy (NEE) 0.1 $3.2M +2% 43k 75.56
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $3.2M +6% 49k 65.94
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $3.2M +26% 9.0k 359.56
Accenture Plc Ireland Shs Class A (ACN) 0.1 $3.2M +15% 12k 276.93
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $3.2M -9% 62k 50.90
Southern Company (SO) 0.1 $3.2M +10% 51k 62.12
CSX Corporation (CSX) 0.1 $3.2M +12% 33k 96.39
Intuit (INTU) 0.1 $3.1M +17% 8.2k 384.32
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $3.1M +69% 14k 225.69
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $3.1M +4% 24k 128.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $3.1M +22% 22k 141.36
Ishares Gold Tr Ishares 0.1 $3.1M 191k 16.22
Osi Etf Tr Oshares Us Smlcp (OUSM) 0.1 $3.1M -2% 90k 34.19
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $3.1M +3% 61k 50.82
Duke Energy Corp Com New (DUK) 0.1 $3.1M +15% 32k 96.36
Oneok (OKE) 0.1 $3.0M +7% 60k 50.59
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $3.0M -2% 53k 57.15
Thermo Fisher Scientific (TMO) 0.1 $3.0M +12% 6.6k 456.76
United Parcel Service CL B (UPS) 0.1 $3.0M +21% 18k 169.79
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $3.0M +6% 59k 50.78
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $3.0M +23% 18k 164.25
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $3.0M 43k 69.33
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $2.9M +24% 61k 48.60
Linde SHS (LIN) 0.1 $2.9M -3% 11k 279.78
Altria (MO) 0.1 $2.9M +15% 57k 51.08
Capital One Financial (COF) 0.1 $2.9M 23k 127.33
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $2.9M 107k 27.26
Union Pacific Corporation (UNP) 0.1 $2.9M +8% 13k 220.41
Wp Carey (WPC) 0.1 $2.9M +4% 41k 70.64
Wells Fargo & Company (WFC) 0.1 $2.9M +50% 73k 39.13
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $2.8M -49% 23k 121.76
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $2.8M -7% 17k 160.42
Philip Morris International (PM) 0.1 $2.8M +10% 31k 88.73
Constellation Brands Cl A (STZ) 0.1 $2.8M +21% 12k 228.02
First Tr Morningstar Divid L SHS (FDL) 0.1 $2.8M +2% 85k 32.74
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $2.8M 110k 25.17
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $2.8M 58k 47.30
Legg Mason Etf Invt Tr Clrbrg Gwt Etf (CACG) 0.1 $2.8M +19% 60k 45.69
Bristol Myers Squibb (BMY) 0.1 $2.7M -5% 43k 63.17
Digital Realty Trust (DLR) 0.1 $2.7M +12% 19k 141.16
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $2.7M 289k 9.32
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.7M -3% 15k 177.03
Honeywell International (HON) 0.1 $2.7M +6% 12k 216.31
Emerson Electric (EMR) 0.1 $2.6M +6% 29k 90.13

Past Filings by Avantax Advisory Services

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