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 September 2020 quarterly 13F filing

Avantax Advisory Services has 1375 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) 8.3 $517M +31% 1.5M 335.94
Ishares Tr Core Us Aggbd Et (AGG) 4.0 $247M +31% 2.1M 118.09
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 3.9 $244M +6% 4.1M 59.17
Ishares Tr Russell 2000 Etf (IWM) 3.2 $202M +37% 1.3M 149.75
Apple (AAPL) 3.0 $185M +923% 1.6M 115.80
Lattice Strategies Tr Hartford Mlt Etf (RODM) 2.1 $130M +12% 5.0M 25.88
Ishares Tr Core Msci Eafe (IEFA) 1.9 $119M +26% 2.0M 60.29
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.8 $110M +33% 819k 134.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $104M +147% 375k 278.07
Ishares Tr Rus Mid Cap Etf (IWR) 1.6 $101M +56% 1.8M 57.40
Etfis Ser Tr I Virtus Real As (VRAI) 1.6 $98M +15% 5.2M 18.82
Amazon (AMZN) 1.3 $82M +186% 26k 3142.90
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.3 $79M +20% 2.2M 35.23
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $74M +61% 938k 79.03

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Microsoft Corporation (MSFT) 1.1 $71M +132% 338k 210.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $68M +102% 204k 334.75
Ishares Core Msci Emkt (IEMG) 1.0 $65M +20% 1.2M 52.86
Ishares Tr Msci Usa Min Vol (USMV) 1.0 $60M +30% 946k 63.73
Vanguard Index Fds Growth Etf (VUG) 0.9 $59M +80% 259k 227.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $51M +200% 238k 212.93
First Tr Value Line Divid In SHS (FVD) 0.8 $48M +20% 1.5M 31.46
Vanguard Index Fds Value Etf (VTV) 0.7 $45M +139% 434k 104.50
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $44M +69% 618k 70.41
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.7 $43M +183% 1.0M 40.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $41M +96% 135k 307.51
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.7 $41M +34% 899k 45.85
Ishares Tr MRNGSTR LG-CP GR (JKE) 0.6 $40M +271% 148k 267.42
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $38M +62% 162k 231.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $38M +85% 220k 170.39
Vanguard Index Fds Small Cp Etf (VB) 0.6 $37M +159% 243k 153.81
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $37M +65% 545k 68.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $36M +129% 402k 88.16
Verizon Communications (VZ) 0.5 $33M +87% 555k 59.48
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $32M +137% 744k 43.24
Spdr Gold Tr Gold Shs (GLD) 0.4 $27M +60% 153k 177.11
Procter & Gamble Company (PG) 0.4 $27M +129% 193k 139.05
Johnson & Johnson (JNJ) 0.4 $27M +119% 179k 148.75
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $26M +38% 324k 80.88
At&t (T) 0.4 $26M +171% 898k 28.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $26M +40% 309k 82.88
Ishares Tr Mrngstr Lg-cp Et (JKD) 0.4 $26M +550% 131k 195.10
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $26M +161% 198k 128.70
Visa Com Cl A (V) 0.4 $25M +178% 125k 199.85
Tesla Motors (TSLA) 0.4 $25M +1331% 57k 428.90
Ishares Tr Msci Eafe Etf (EFA) 0.4 $24M +114% 376k 63.68
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $23M +30% 637k 36.44
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $23M +20% 408k 55.66
Home Depot (HD) 0.4 $23M +134% 82k 277.89
NVIDIA Corporation (NVDA) 0.4 $22M +157% 41k 541.31
Facebook Cl A (FB) 0.3 $21M +161% 82k 261.77
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $21M +129% 395k 53.62
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.3 $21M +22% 510k 41.12
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $21M 258k 79.98
Exxon Mobil Corporation (XOM) 0.3 $20M +148% 581k 34.28
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.3 $19M +20% 389k 49.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $19M +106% 102k 185.34
Chevron Corporation (CVX) 0.3 $19M +182% 262k 72.01
Ishares Tr Select Divid Etf (DVY) 0.3 $18M +43% 226k 81.53
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.3 $18M +11% 575k 31.74
Ishares Tr Mrgstr Md Cp Etf (JKG) 0.3 $18M +82% 90k 200.03
Select Sector Spdr Tr Technology (XLK) 0.3 $18M +110% 152k 116.79
Ishares Tr MRNGSTR LG-CP VL (JKF) 0.3 $18M +250% 179k 98.88
Wal-Mart Stores (WMT) 0.3 $18M +113% 126k 139.77
Alphabet Cap Stk Cl C (GOOG) 0.3 $17M +138% 12k 1466.27
Wisdomtree Tr Intk Mltifactr (DWMF) 0.3 $17M +10% 726k 23.93
Ishares Tr Micro-cap Etf (IWC) 0.3 $17M +16% 190k 90.46
Disney Walt Com Disney (DIS) 0.3 $17M +139% 139k 123.72
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.3 $17M +41% 971k 17.56
Etf Ser Solutions Distillate Us (DSTL) 0.3 $17M +12% 522k 32.61
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $17M +93% 265k 63.32
Intel Corporation (INTC) 0.3 $17M +79% 321k 51.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $16M +134% 75k 216.92
Ishares Tr Tips Bd Etf (TIP) 0.3 $16M +58% 127k 126.50
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $16M +88% 168k 93.41
Alphabet Cap Stk Cl A (GOOGL) 0.2 $16M +154% 11k 1463.41
JPMorgan Chase & Co. (JPM) 0.2 $15M +106% 156k 96.32
Pfizer (PFE) 0.2 $15M +180% 403k 36.72
Ishares Tr Core High Dv Etf (HDV) 0.2 $14M -8% 177k 80.44
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.2 $14M +242% 100k 141.67
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $14M +113% 307k 44.10
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $13M +10% 185k 72.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $13M +786% 240k 55.38
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $13M +94% 47k 277.72
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $13M +10% 221k 59.00
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $13M +61% 437k 29.51
Ishares Tr MRGSTR MD CP GRW (JKH) 0.2 $13M +181% 40k 320.43
Vanguard World Fds Health Car Etf (VHT) 0.2 $13M +280% 63k 203.42
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $13M +139% 72k 176.07
McDonald's Corporation (MCD) 0.2 $13M +232% 57k 219.38
Pepsi (PEP) 0.2 $13M +162% 90k 138.59
Ishares Tr Core Div Grwth (DGRO) 0.2 $13M +32% 314k 39.80
Abbvie (ABBV) 0.2 $12M +135% 141k 87.66
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $12M +135% 110k 112.34
Lockheed Martin Corporation (LMT) 0.2 $12M +168% 32k 383.37
Etfis Ser Tr I Virtus Pvt Cr (VPC) 0.2 $12M +96% 674k 17.89
Mastercard Incorporated Cl A (MA) 0.2 $12M +121% 35k 337.57
Ishares Tr MRGSTR SM CP GR (JKK) 0.2 $12M +173% 49k 238.09
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $12M +128% 216k 53.80
Ishares Tr National Mun Etf (MUB) 0.2 $12M +376% 99k 115.93
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $11M +33% 302k 37.61
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.2 $11M +8% 184k 60.87
Ishares Tr Mrning Sm Cp Etf (JKL) 0.2 $11M +23% 102k 106.14
UnitedHealth (UNH) 0.2 $11M +147% 35k 311.81
Costco Wholesale Corporation (COST) 0.2 $11M +228% 30k 355.60
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $11M +135% 37k 293.51
Merck & Co (MRK) 0.2 $11M +82% 129k 82.83
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $11M +185% 115k 92.35
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $10M +17% 186k 55.03
Cisco Systems (CSCO) 0.2 $10M +108% 257k 39.48
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $10M +183% 85k 118.20
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $9.9M +47% 132k 75.51
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $9.9M +45% 256k 38.65
Ishares Tr Mbs Etf (MBB) 0.2 $9.9M +52% 89k 110.49
Abbott Laboratories (ABT) 0.2 $9.8M +171% 90k 108.89
Ishares Msci Emerg Mrkt (EEMV) 0.2 $9.5M 172k 55.19
Eli Lilly & Co. (LLY) 0.1 $9.2M +74% 62k 148.08
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $9.1M +199% 364k 25.13
Boeing Company (BA) 0.1 $9.1M +164% 55k 165.37
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $9.1M -8% 58k 154.92
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $9.0M +61% 93k 97.02
Coca-Cola Company (KO) 0.1 $8.9M +170% 181k 49.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $8.8M +53% 26k 339.07
Ishares Tr Cohen Steer Reit (ICF) 0.1 $8.7M +113% 86k 102.08
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $8.7M +39% 276k 31.39
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $8.7M +231% 103k 83.88
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $8.6M +32% 46k 188.21
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $8.5M +13% 102k 83.95
Bank of America Corporation (BAC) 0.1 $8.5M +122% 354k 24.04
Amgen (AMGN) 0.1 $8.5M +40% 33k 254.41
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $8.3M +124% 198k 41.79
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $8.1M +225% 160k 50.76
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $8.0M +74% 159k 50.45
Southern Company (SO) 0.1 $7.9M +248% 147k 54.25
Duke Energy Corp Com New (DUK) 0.1 $7.8M +206% 87k 88.76
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $7.7M +45% 143k 53.88
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $7.6M +1023% 130k 58.13
3M Company (MMM) 0.1 $7.6M +83% 47k 159.89
Netflix (NFLX) 0.1 $7.5M +201% 15k 503.71
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $7.5M +240% 87k 86.49
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $7.5M +40% 66k 113.78
CVS Caremark Corporation (CVS) 0.1 $7.4M +139% 127k 58.57
salesforce (CRM) 0.1 $7.4M +78% 29k 252.40
Paypal Holdings (PYPL) 0.1 $7.4M +165% 37k 197.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $7.3M +1197% 88k 83.08
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $7.3M +19% 382k 19.04
Select Sector Spdr Tr Energy (XLE) 0.1 $7.2M +79% 240k 29.87
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $7.2M +276% 23k 311.58
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $7.1M +21% 59k 120.97
Nextera Energy (NEE) 0.1 $7.1M +199% 26k 277.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $7.1M +16% 68k 103.76
Adobe Systems Incorporated (ADBE) 0.1 $7.0M +82% 14k 489.66
Ishares Tr Rus 1000 Etf (IWB) 0.1 $7.0M +119% 38k 187.27
Kimberly-Clark Corporation (KMB) 0.1 $7.0M +86% 47k 147.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $7.0M +146% 66k 105.54
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $6.9M +236% 23k 299.00
Raytheon Technologies Corp (RTX) 0.1 $6.9M +90% 119k 57.58
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $6.8M +118% 462k 14.73
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $6.8M +35% 191k 35.43
Qualcomm (QCOM) 0.1 $6.8M +365% 57k 117.77
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $6.7M +110% 21.00 320000.00
Fs Kkr Capital Corp (FSK) 0.1 $6.7M +72% 421k 15.88
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $6.7M +487% 66k 101.92
Waste Management (WM) 0.1 $6.6M +64% 59k 113.18
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $6.6M +20% 272k 24.10
Ishares Tr Global Tech Etf (IXN) 0.1 $6.5M +22% 25k 263.80
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $6.5M +331% 27k 239.53
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $6.5M +74% 212k 30.58
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $6.5M +231% 44k 146.84
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.1 $6.4M +52% 193k 33.24
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $6.4M +35% 118k 54.29
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $6.4M +158% 36k 176.52
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $6.3M +488% 59k 108.17
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.3M +40% 36k 173.18
International Business Machines (IBM) 0.1 $6.2M +125% 51k 121.66
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $6.2M +148% 104k 59.31
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $6.2M +62% 38k 163.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $6.1M +295% 28k 221.65
Dominion Resources (D) 0.1 $6.0M +115% 77k 78.92
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $6.0M -50% 313k 19.18
Starbucks Corporation (SBUX) 0.1 $5.9M +199% 69k 85.80
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $5.9M +13% 114k 51.59
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.1 $5.9M -26% 142k 41.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $5.9M +303% 112k 52.19
Altria (MO) 0.1 $5.8M +221% 150k 38.80
Nike CL B (NKE) 0.1 $5.8M +188% 46k 125.59
Shopify Cl A (SHOP) 0.1 $5.8M +210% 5.6k 1021.84
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $5.7M +17% 186k 30.90
Comcast Corp Cl A (CMCSA) 0.1 $5.7M +156% 124k 46.22
United Parcel Service CL B (UPS) 0.1 $5.7M +113% 34k 166.10
Ishares Esg Awr Msci Em (ESGE) 0.1 $5.6M +54% 158k 35.68
Ark Etf Tr Innovation Etf (ARKK) 0.1 $5.6M +375% 61k 92.10
Caterpillar (CAT) 0.1 $5.6M +175% 38k 149.21
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $5.6M +73% 50k 110.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $5.6M +90% 58k 95.87
Ishares Tr Mrgstr Sm Cp Etf (JKJ) 0.1 $5.6M +418% 35k 156.91
Texas Instruments Incorporated (TXN) 0.1 $5.5M +68% 39k 142.77
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $5.5M +209% 108k 50.68
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $5.4M +189% 27k 201.70
Ishares Tr Mrgstr Md Cp Val (JKI) 0.1 $5.4M +200% 41k 131.01
Union Pacific Corporation (UNP) 0.1 $5.3M +91% 27k 197.18
Square Cl A (SQ) 0.1 $5.3M +116% 33k 162.59
Bristol Myers Squibb (BMY) 0.1 $5.3M +72% 88k 60.28
Vanguard Index Fds Large Cap Etf (VV) 0.1 $5.3M +726% 34k 156.40
Target Corporation (TGT) 0.1 $5.2M +151% 33k 157.47
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $5.2M +17% 209k 24.91
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.2M +173% 186k 27.95
Vanguard World Fds Financials Etf (VFH) 0.1 $5.2M +505% 88k 58.79
Honeywell International (HON) 0.1 $5.1M +275% 31k 164.48
Spdr Ser Tr S&p Biotech (XBI) 0.1 $5.1M +22% 46k 111.27
ConocoPhillips (COP) 0.1 $5.1M +88% 154k 32.86
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $5.0M +205% 41k 122.44
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $5.0M +11% 83k 59.94
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $4.8M +131% 61k 79.82
Philip Morris International (PM) 0.1 $4.8M +159% 65k 74.77
Invesco Actively Managed Etf Ultra Shrt Dur (GSY) 0.1 $4.8M NEW 95k 50.52
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $4.8M +350% 96k 49.52
Lowe's Companies (LOW) 0.1 $4.7M +178% 28k 165.90
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $4.7M +86% 152k 30.68
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $4.6M +406% 51k 89.90
Royal Dutch Shell Spon Adr B (RDS.B) 0.1 $4.5M +164% 187k 24.22
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $4.5M -54% 136k 32.99
Accenture Plc Ireland Shs Class A (ACN) 0.1 $4.4M +148% 20k 226.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $4.4M +96% 21k 214.91
Ishares Tr Nasdaq Biotech (IBB) 0.1 $4.4M +34% 33k 135.25
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $4.4M +33% 164k 26.89
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $4.4M +393% 68k 64.17
CSX Corporation (CSX) 0.1 $4.3M +126% 55k 77.61
Blackstone Group Com Cl A (BX) 0.1 $4.2M +154% 81k 52.17
Ishares Tr Gov/cred Bd Etf (GBF) 0.1 $4.2M +123% 34k 125.16
Consolidated Edison (ED) 0.1 $4.2M +229% 54k 77.81
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $4.1M +876% 34k 121.77
Phillips 66 (PSX) 0.1 $4.1M +49% 79k 51.85
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $4.1M +712% 98k 41.64
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $4.0M +43% 35k 117.20
Northrop Grumman Corporation (NOC) 0.1 $4.0M +370% 13k 315.50
Thermo Fisher Scientific (TMO) 0.1 $4.0M +108% 9.0k 442.39
American Electric Power Company (AEP) 0.1 $4.0M +284% 49k 81.70
Constellation Brands Cl A (STZ) 0.1 $3.9M +151% 21k 189.78
Wells Fargo & Company (WFC) 0.1 $3.9M +189% 165k 23.54
Medtronic SHS (MDT) 0.1 $3.9M +95% 37k 103.56
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $3.8M +113% 109k 35.20
BP Sponsored Adr (BP) 0.1 $3.8M +399% 218k 17.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.8M +10% 47k 80.63
Colgate-Palmolive Company (CL) 0.1 $3.7M +140% 49k 76.97
BlackRock (BLK) 0.1 $3.7M +312% 6.6k 564.05
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $3.7M +196% 112k 33.20
Digital Realty Trust (DLR) 0.1 $3.7M +94% 25k 146.70
Mondelez Intl Cl A (MDLZ) 0.1 $3.7M +81% 64k 57.49
Linde SHS (LIN) 0.1 $3.6M +38% 15k 238.38
Ishares Gold Trust Ishares (IAU) 0.1 $3.6M +151% 202k 18.00

Past Filings by Avantax Advisory Services

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