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 June 2021 quarterly 13F filing

Avantax Advisory Services has 1136 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) 10.8 $593M +20% 1.4M 430.02
Ishares Tr Core Us Aggbd Et (AGG) 5.3 $294M +38% 2.5M 115.38
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 5.0 $276M 3.6M 76.35
Ishares Tr Russell 2000 Etf (IWM) 4.2 $232M +15% 1.0M 229.42
Ishares Tr Core Msci Eafe (IEFA) 3.0 $167M +29% 2.2M 74.85
Lattice Strategies Tr Hartford Mlt Etf (RODM) 2.3 $128M 4.2M 30.72
Etfis Ser Tr I Virtus Real As (VRAI) 2.1 $113M 4.3M 26.25
Apple (AAPL) 1.8 $100M +2% 732k 136.93
Ishares Core Msci Emkt (IEMG) 1.8 $99M +26% 1.5M 67.05
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.7 $94M 2.1M 45.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.6 $89M 665k 134.33
Ishares Tr Rus Mid Cap Etf (IWR) 1.6 $88M +2% 1.1M 79.26
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $79M +20% 780k 101.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $69M 195k 354.40

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Vanguard Index Fds Growth Etf (VUG) 0.9 $52M +5% 180k 286.68
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $51M +2% 686k 73.64
First Tr Value Line Divid In SHS (FVD) 0.9 $50M 1.3M 39.77
Microsoft Corporation (MSFT) 0.9 $47M +3% 174k 270.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $44M +9% 102k 428.25
Amazon (AMZN) 0.7 $40M +3% 12k 3436.66
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $38M +10% 336k 113.20
Vanguard Index Fds Small Cp Etf (VB) 0.6 $35M +9% 156k 225.30
Ishares Tr Core Div Grwth (DGRO) 0.6 $31M +15% 611k 50.35
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.6 $31M 550k 55.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $31M +4% 137k 222.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $30M +16% 77k 393.67
Vanguard Index Fds Value Etf (VTV) 0.5 $29M +10% 214k 137.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $26M +4% 94k 278.33
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $23M +13% 305k 75.66
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $23M +26% 310k 74.11
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $23M 224k 101.03
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $23M +12% 437k 51.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $22M +3% 214k 104.74
Ishares Tr Micro-cap Etf (IWC) 0.4 $22M -6% 146k 152.61
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $22M +6% 291k 75.51
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.4 $22M +8% 521k 42.15
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.4 $22M 543k 40.16
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.4 $22M +3% 381k 57.31
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.4 $22M +5% 436k 49.57
Wisdomtree Tr Intk Mltifactr (DWMF) 0.4 $21M +12% 793k 26.15
Etf Ser Solutions Distillate Us (DSTL) 0.4 $21M 491k 41.70
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $20M +5% 280k 72.75
Exxon Mobil Corporation (XOM) 0.4 $20M +3% 313k 63.09
Verizon Communications (VZ) 0.4 $19M +7% 347k 56.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $19M +5% 233k 82.73
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $19M +6% 487k 39.35
Ishares Tr Morningstar Grwt (ILCG) 0.3 $19M +431% 289k 64.75
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $18M +11% 344k 51.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $18M +3% 206k 85.87
NVIDIA Corporation (NVDA) 0.3 $18M +11% 22k 800.56
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $18M +14% 244k 72.00
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $17M +6% 190k 89.90
JPMorgan Chase & Co. (JPM) 0.3 $17M +18% 108k 155.62
Johnson & Johnson (JNJ) 0.3 $17M 102k 164.75
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $17M +4% 185k 90.67
Tesla Motors (TSLA) 0.3 $15M +8% 23k 679.79
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.3 $15M +313% 229k 67.04
Vanguard World Fds Health Car Etf (VHT) 0.3 $15M +26% 62k 246.61
Alphabet Cap Stk Cl C (GOOG) 0.3 $15M +11% 6.0k 2522.91
Visa Com Cl A (V) 0.3 $15M +6% 63k 233.88
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.3 $14M +2% 616k 23.37
Ishares Tr MRGSTR SM CP GR (ISCG) 0.3 $14M +574% 274k 51.88
Ishares Tr Msci Eafe Etf (EFA) 0.3 $14M +6% 180k 78.89
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $14M +24% 261k 53.60
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $14M +6% 254k 54.28
Walt Disney Company (DIS) 0.2 $14M +6% 77k 175.95
Ishares Tr Tips Bd Etf (TIP) 0.2 $14M +17% 106k 127.96
Chevron Corporation (CVX) 0.2 $13M +15% 128k 104.69
Home Depot (HD) 0.2 $13M 40k 319.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $13M +4% 48k 269.19
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $13M -8% 167k 75.51
Alphabet Cap Stk Cl A (GOOGL) 0.2 $13M +10% 5.2k 2436.68
Ishares Tr Core High Dv Etf (HDV) 0.2 $12M +5% 129k 96.49
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $12M 25k 490.33
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $12M +191% 206k 58.82
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $12M +3% 77k 155.00
Fs Kkr Capital Corp (FSK) 0.2 $12M +191% 548k 21.51
Select Sector Spdr Tr Technology (XLK) 0.2 $12M 80k 147.71
Wal-Mart Stores (WMT) 0.2 $12M +6% 83k 140.97
Ishares Tr Rus 1000 Etf (IWB) 0.2 $12M +11% 48k 242.24
Facebook Cl A (FB) 0.2 $12M +5% 33k 347.72
Procter & Gamble Company (PG) 0.2 $12M 85k 134.82
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $11M +9% 461k 24.47
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $11M +5% 254k 44.31
Ark Etf Tr Innovation Etf (ARKK) 0.2 $11M +55% 86k 130.75
Select Sector Spdr Tr Energy (XLE) 0.2 $11M +5% 207k 53.88
At&t (T) 0.2 $11M +7% 383k 28.80
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $11M +12% 46k 237.46
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $11M +21% 44k 244.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $11M 93k 113.20
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $10M +566% 147k 68.91
Ishares Tr Select Divid Etf (DVY) 0.2 $9.9M +11% 85k 116.64
Ishares Tr Mbs Etf (MBB) 0.2 $9.8M +12% 90k 108.27
Abbvie (ABBV) 0.2 $9.7M +9% 86k 112.55
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $9.7M 28k 345.03
Ishares Tr Morningstar Valu (ILCV) 0.2 $9.2M +112% 142k 64.53
Spdr Gold Tr Gold Shs (GLD) 0.2 $9.1M +7% 55k 165.24
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $9.1M -6% 243k 37.58
Intel Corporation (INTC) 0.2 $9.0M -7% 160k 56.15
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $9.0M +6% 91k 98.82
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $8.9M +3% 183k 48.64
Pfizer (PFE) 0.2 $8.8M +6% 225k 39.16
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.2 $8.7M +7% 53k 164.37
Ishares Esg Awr Msci Em (ESGE) 0.2 $8.7M +23% 192k 45.18
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $8.6M +7% 276k 31.32
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.2 $8.5M +3% 264k 32.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $8.5M +8% 49k 173.82
Paypal Holdings (PYPL) 0.2 $8.5M +20% 29k 291.32
Select Sector Spdr Tr Financial (XLF) 0.2 $8.3M +17% 227k 36.65
Pepsi (PEP) 0.1 $8.1M +14% 55k 148.18
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $8.1M +23% 82k 98.42
Boeing Company (BA) 0.1 $7.9M -4% 33k 239.46
Cisco Systems (CSCO) 0.1 $7.8M +11% 146k 53.11
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.1 $7.8M +2% 149k 52.19
Ishares Msci Emerg Mrkt (EEMV) 0.1 $7.7M +5% 120k 64.08
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $7.6M +14% 139k 55.15
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $7.5M +6% 21k 361.06
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $7.5M +562% 217k 34.64
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $7.5M +11% 51k 147.59
Bank of America Corporation (BAC) 0.1 $7.3M +13% 177k 41.19
CVS Caremark Corporation (CVS) 0.1 $7.2M +20% 87k 83.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $7.2M +6% 114k 63.37
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $7.2M +319% 119k 60.80
Vanguard World Fds Financials Etf (VFH) 0.1 $7.2M +28% 80k 90.38
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $7.2M 110k 65.70
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $7.1M +140% 257k 27.67
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $7.1M -3% 140k 50.82
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $7.0M +48% 61k 114.93
Abbott Laboratories (ABT) 0.1 $6.8M +11% 59k 115.96
UnitedHealth (UNH) 0.1 $6.8M +4% 17k 400.20
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $6.7M +203% 42k 158.94
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $6.7M 42k 160.34
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $6.6M +91% 217k 30.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $6.6M +62% 75k 87.89
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $6.6M +24% 63k 105.27
Lockheed Martin Corporation (LMT) 0.1 $6.6M +14% 17k 378.59
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $6.6M -2% 60k 109.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $6.5M 24k 271.67
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $6.5M +24% 246k 26.57
Eli Lilly & Co. (LLY) 0.1 $6.5M +3% 28k 229.50
Adobe Systems Incorporated (ADBE) 0.1 $6.4M +9% 11k 585.89
Amgen (AMGN) 0.1 $6.4M +3% 26k 243.58
Mastercard Incorporated Cl A (MA) 0.1 $6.3M -2% 17k 364.98
salesforce (CRM) 0.1 $6.3M +21% 26k 244.43
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $6.3M +110% 68k 92.64
Merck & Co (MRK) 0.1 $6.2M +8% 79k 77.92
Waste Management (WM) 0.1 $6.1M +18% 44k 140.36
Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $6.1M +473% 185k 32.69
McDonald's Corporation (MCD) 0.1 $6.0M +7% 26k 230.88
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $5.9M 127k 46.19
Ishares Tr Global Tech Etf (IXN) 0.1 $5.9M 17k 337.14
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $5.9M +22% 57k 102.56
Target Corporation (TGT) 0.1 $5.8M +4% 24k 241.48
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $5.7M +2% 76k 74.54
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $5.6M +6% 274k 20.58
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $5.6M -2% 46k 122.28
Ishares Tr National Mun Etf (MUB) 0.1 $5.6M +42% 48k 117.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $5.6M +16% 85k 65.71
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.1 $5.5M +2043% 115k 48.03
Costco Wholesale Corporation (COST) 0.1 $5.5M +4% 14k 396.22
3M Company (MMM) 0.1 $5.5M +8% 28k 198.80
Ishares Tr Expanded Tech (IGV) 0.1 $5.4M +125% 14k 390.52
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $5.3M +58% 78k 68.34
Vanguard World Fds Energy Etf (VDE) 0.1 $5.3M +12% 70k 75.88
Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.1 $5.3M +19% 145k 36.33
Square Cl A (SQ) 0.1 $5.3M +6% 22k 243.98
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $5.2M +14% 29k 182.66
ConocoPhillips (COP) 0.1 $5.2M -20% 85k 60.82
Accenture Plc Ireland Shs Class A (ACN) 0.1 $5.1M +51% 17k 294.66
Amplify Etf Tr Blackswan Grwt (SWAN) 0.1 $5.1M -50% 150k 34.24
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $5.1M +193% 48k 105.96
Shopify Cl A (SHOP) 0.1 $5.0M NEW 3.4k 1458.97
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $4.9M +7% 177k 27.93
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $4.9M 152k 32.40
Intuit (INTU) 0.1 $4.8M +20% 9.8k 489.38
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $4.8M -19% 65k 73.72
Two Rds Shared Tr Leadershares Eqt (SQEW) 0.1 $4.8M +573% 130k 37.06
International Business Machines (IBM) 0.1 $4.7M +24% 32k 146.58
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $4.7M -6% 24k 200.35
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $4.7M 25k 187.19
Coca-Cola Company (KO) 0.1 $4.7M 86k 54.09
Iron Mountain (IRM) 0.1 $4.6M 108k 42.34
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $4.6M -2% 75k 60.88
Raytheon Technologies Corp (RTX) 0.1 $4.5M 53k 85.32
Ishares Tr Agency Bond Etf (AGZ) 0.1 $4.5M -17% 38k 118.32
Amplify Etf Tr Onlin Retl Etf (IBUY) 0.1 $4.4M NEW 34k 129.63
Ishares Tr Msci Usa Value (VLUE) 0.1 $4.3M +17% 41k 105.20
Comcast Corp Cl A (CMCSA) 0.1 $4.3M +14% 76k 57.19
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $4.3M 101k 42.69
Phillips 66 (PSX) 0.1 $4.3M -9% 50k 85.80
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $4.3M +2% 114k 37.51
Royal Dutch Shell Spons Adr A (RDS.A) 0.1 $4.2M +8% 104k 40.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $4.2M 10.00 418600.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $4.2M +25% 28k 150.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $4.2M +3% 35k 120.14
Texas Instruments Incorporated (TXN) 0.1 $4.2M -7% 22k 192.16
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $4.2M 33k 125.77
Royal Dutch Shell Spon Adr B (RDS.B) 0.1 $4.1M +13% 105k 38.87
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.1 $4.0M +288% 71k 56.44
United Parcel Service CL B (UPS) 0.1 $4.0M +7% 19k 208.27
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $3.9M +15% 35k 112.18
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $3.9M 84k 46.81
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $3.9M +9% 9.8k 399.33
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $3.9M +226% 61k 64.15
Dominion Resources (D) 0.1 $3.9M +20% 53k 73.46
Thermo Fisher Scientific (TMO) 0.1 $3.9M +15% 7.6k 509.24
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $3.8M +18% 29k 132.47
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $3.8M +5% 17k 226.75
Kimberly-Clark Corporation (KMB) 0.1 $3.8M -14% 29k 133.69
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $3.8M +365% 65k 58.69
Digital Realty Trust (DLR) 0.1 $3.8M +30% 25k 150.45
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $3.8M +119% 81k 46.72
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.8M +8% 13k 289.78
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $3.8M +9% 213k 17.62
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $3.7M +756% 26k 145.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $3.7M -3% 24k 158.57
Caterpillar (CAT) 0.1 $3.7M +8% 17k 217.59
Docusign (DOCU) 0.1 $3.7M +4% 13k 279.77
Lowe's Companies (LOW) 0.1 $3.7M +6% 19k 193.95
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $3.6M -39% 45k 80.81
Ark Etf Tr Next Gnrtn Inter (ARKW) 0.1 $3.6M +416% 24k 153.54
Oneok (OKE) 0.1 $3.6M +7% 65k 55.58
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.1 $3.6M +2% 118k 30.39
Etfis Ser Tr I Virtus Pvt Cr (VPC) 0.1 $3.6M -12% 143k 25.03
Starbucks Corporation (SBUX) 0.1 $3.6M +3% 32k 111.64
Constellation Brands Cl A (STZ) 0.1 $3.6M +24% 15k 233.58
Capital One Financial (COF) 0.1 $3.5M 23k 154.75
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $3.5M -40% 123k 28.35
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $3.5M +14% 61k 57.11
Southern Company (SO) 0.1 $3.5M +13% 58k 60.33
Osi Etf Tr Oshares Us Smlcp (OUSM) 0.1 $3.4M +7% 97k 35.19
Nextera Energy (NEE) 0.1 $3.4M +7% 46k 73.23
First Tr Exchange Traded Us Eqty Oppt Etf (FPX) 0.1 $3.4M +1184% 27k 127.15
Philip Morris International (PM) 0.1 $3.4M +7% 34k 99.30
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $3.4M +11% 66k 50.73
Ishares Gold Tr Ishares New (IAU) 0.1 $3.4M NEW 100k 33.65
Duke Energy Corp Com New (DUK) 0.1 $3.4M +6% 34k 98.61
CSX Corporation (CSX) 0.1 $3.3M +218% 104k 32.04
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.3M -10% 35k 95.12
Wells Fargo & Company (WFC) 0.1 $3.3M 73k 45.31
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $3.3M 18k 184.12
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $3.3M -20% 38k 86.05
Deere & Company (DE) 0.1 $3.3M 9.3k 352.47
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $3.3M +5% 64k 50.85
Legg Mason Etf Invt Tr Clrbrg Gwt Etf (CACG) 0.1 $3.2M +7% 65k 49.60
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $3.2M +8% 66k 48.42
Intuitive Surgical Com New (ISRG) 0.1 $3.2M +10% 3.4k 921.44
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $3.1M 42k 73.85
Two Rds Shared Tr Leadershs Activi (ACTV) 0.1 $3.1M +520% 79k 39.02
Ishares Tr Core Total Usd (IUSB) 0.1 $3.1M +118% 58k 53.50

Past Filings by Avantax Advisory Services

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