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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, AGG, SCHD, VTV, and represent 26.64% of Avantax Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SCHD (+$478M), SCHG (+$92M), VTV (+$40M), SCHV (+$33M), AGG (+$26M), AAPL (+$22M), MUB (+$19M), SCHF (+$18M), IWF (+$16M), BLK (+$15M).
Started 188 new stock positions in JAZZ, WSC, BWX, CFLT, VPV, AIZ, DUSB, UMI, ALGS, BBWI.
Reduced shares in these 10 stocks: AGZ (-$13M), , SPGP (-$10M), XLV (-$8.4M), BIV (-$6.6M), ANET, IUSB, VONG, VDC, CVX.
Sold out of its positions in ABM, BCD, ACHC, MSOS, AMG, BBLU, AMTM, ANET, AVTR, BTE.
Avantax Advisory Services was a net buyer of stock by $1.3B.
Avantax Advisory Services has $16B in assets under management (AUM), dropping by 4.52%.
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 2179 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Avantax Advisory Services has 2179 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avantax Advisory Services Dec. 31, 2024 positions
Download the Avantax Advisory Services December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	6.7	$1.1B		10M	103.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.6	$1.1B		1.8M	588.68	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.5	$872M	+3%	9.0M	96.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.5	$710M	+205%	26M	27.32	View chart
Vanguard Index Fds Value Etf (VTV)	3.3	$533M	+8%	3.1M	169.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$446M	+3%	6.3M	70.28	View chart
Apple (AAPL)	1.9	$301M	+7%	1.2M	250.42	View chart
Vanguard Index Fds Growth Etf (VUG)	1.6	$249M	+6%	607k	410.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$219M	+2%	374k	586.08	View chart
NVIDIA Corporation (NVDA)	1.4	$219M	+2%	1.6M	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.3	$205M	+5%	402k	511.23	View chart
Microsoft Corporation (MSFT)	1.2	$196M	+5%	464k	421.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.2	$192M	+2%	867k	220.96	View chart
Amazon (AMZN)	1.0	$151M	+3%	690k	219.39	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$149M	+5%	2.6M	56.48	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$124M	+18%	1.2M	106.55	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$115M	+389%	4.1M	27.87	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$113M	+15%	2.2M	52.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.7	$106M	+17%	263k	401.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$105M		909k	115.22	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$100M	+4%	3.8M	26.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$99M	+2%	183k	538.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.6	$92M	+13%	902k	101.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$90M		1.0M	88.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$90M	+2%	469k	190.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$82M	+10%	181k	453.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.5	$81M	+18%	870k	92.72	View chart
Exxon Mobil Corporation (XOM)	0.5	$78M	+7%	723k	107.57	View chart
JPMorgan Chase & Co. (JPM)	0.5	$77M	+2%	321k	239.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$75M	+8%	313k	240.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$75M	+8%	258k	289.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$74M	+2%	835k	89.08	View chart
Meta Platforms Cl A (META)	0.4	$68M	+7%	115k	585.51	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.4	$63M	+28%	341k	184.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$63M	+6%	330k	189.30	View chart
Wal-Mart Stores (WMT)	0.4	$62M	+7%	688k	90.34	View chart
Visa Com Cl A (V)	0.4	$61M	+2%	194k	316.04	View chart
Broadcom (AVGO)	0.4	$59M	+6%	256k	231.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$59M	+6%	308k	190.44	View chart
Tesla Motors (TSLA)	0.4	$58M		144k	403.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$58M	+3%	362k	159.52	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$57M	+13%	983k	57.53	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$56M		239k	235.27	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$56M	+20%	1.8M	30.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$53M	+10%	249k	210.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$49M	+3%	1.0M	47.82	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$49M	+29%	502k	96.83	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$46M	-8%	1.0M	45.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$43M	+349%	1.6M	26.07	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$41M		681k	60.75	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$41M		752k	54.92	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.3	$41M		932k	44.01	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$41M	+7%	540k	75.53	View chart
Procter & Gamble Company (PG)	0.3	$40M	+8%	238k	167.65	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.2	$40M	+36%	1.3M	30.03	View chart
Eli Lilly & Co. (LLY)	0.2	$40M	+10%	51k	771.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$40M	+2%	222k	178.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$39M		63k	621.80	View chart
Home Depot (HD)	0.2	$39M	+2%	100k	388.99	View chart
Costco Wholesale Corporation (COST)	0.2	$39M	+8%	42k	916.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$39M	-2%	502k	77.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$39M	+5%	621k	62.31	View chart
Abbvie (ABBV)	0.2	$38M		215k	177.70	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$37M	+4%	371k	100.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$36M	+8%	183k	195.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$36M		278k	127.59	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$35M		699k	50.37	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$35M		585k	59.73	View chart
UnitedHealth (UNH)	0.2	$34M		68k	505.86	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$34M	+9%	419k	80.93	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$34M		378k	89.60	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.2	$34M	+5%	773k	43.72	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$33M	-3%	562k	59.14	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$33M	+123%	1.8M	18.50	View chart
Chevron Corporation (CVX)	0.2	$32M	-10%	223k	144.84	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$32M	+47%	471k	67.03	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$31M	+29%	877k	35.26	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$31M		605k	51.01	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$31M	+16%	337k	91.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$30M		305k	99.55	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.2	$30M	+7%	307k	98.47	View chart
McDonald's Corporation (MCD)	0.2	$30M	+4%	103k	289.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$30M	+3%	112k	264.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$29M	+24%	647k	44.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$29M		651k	44.04	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$29M	+11%	578k	49.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$29M	+17%	118k	242.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$28M	+2%	306k	92.59	View chart
Johnson & Johnson (JNJ)	0.2	$28M	-3%	194k	144.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$28M		200k	139.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$28M	+102%	150k	185.13	View chart
salesforce (CRM)	0.2	$27M	+5%	82k	334.33	View chart
Verizon Communications (VZ)	0.2	$27M	+2%	678k	39.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$27M	+9%	526k	51.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$27M	-3%	136k	197.49	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$26M	+25%	724k	35.85	View chart
Lockheed Martin Corporation (LMT)	0.2	$26M		53k	485.94	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$26M	+46%	337k	75.61	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$25M	+38%	287k	87.33	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$24M	+9%	461k	52.47	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$24M	+5%	544k	43.64	View chart
Cisco Systems (CSCO)	0.1	$23M	-2%	395k	59.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$23M	+6%	44k	526.57	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$23M	-9%	185k	124.91	View chart
Merck & Co (MRK)	0.1	$23M		231k	99.48	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$23M	+3%	169k	135.37	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$23M		259k	87.82	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$23M		301k	75.26	View chart
Amgen (AMGN)	0.1	$23M	+3%	87k	260.64	View chart
Coca-Cola Company (KO)	0.1	$22M		358k	62.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$22M	+24%	295k	75.63	View chart
International Business Machines (IBM)	0.1	$22M	+3%	100k	219.83	View chart
Netflix (NFLX)	0.1	$22M		24k	891.32	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$22M	+3%	50k	425.50	View chart
Pepsi (PEP)	0.1	$21M	-4%	139k	152.06	View chart
At&t (T)	0.1	$21M	+2%	923k	22.77	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$21M	+8%	338k	61.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$21M	-4%	287k	71.91	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$21M	+153%	905k	22.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$20M		230k	88.79	View chart
Waste Management (WM)	0.1	$20M	+2%	101k	201.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$20M		57k	351.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$20M	+13%	157k	128.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$20M	+14%	60k	334.25	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.1	$20M	+11%	689k	28.88	View chart
Raytheon Technologies Corp (RTX)	0.1	$20M	+3%	171k	115.72	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$20M	+4%	395k	49.46	View chart
Thermo Fisher Scientific (TMO)	0.1	$20M		37k	520.23	View chart
Abbott Laboratories (ABT)	0.1	$19M	+7%	172k	113.11	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$19M	+7%	214k	90.42	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$19M	-13%	450k	42.97	View chart
Bank of America Corporation (BAC)	0.1	$19M		434k	43.95	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$19M	+6%	222k	85.66	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$19M		108k	175.23	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$18M	+8%	199k	92.45	View chart
Enbridge (ENB)	0.1	$18M	+3%	431k	42.43	View chart
Vanguard World Health Car Etf (VHT)	0.1	$18M	-2%	71k	253.69	View chart
Air Products & Chemicals (APD)	0.1	$18M	+3%	62k	290.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$18M	+3%	350k	51.14	View chart
Oracle Corporation (ORCL)	0.1	$18M	+3%	106k	166.64	View chart
Chubb (CB)	0.1	$18M	+9%	64k	276.30	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$18M	+3%	505k	34.75	View chart
Vanguard World Financials Etf (VFH)	0.1	$18M		148k	118.07	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$17M	-7%	75k	232.52	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$17M	+140%	333k	52.02	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$17M	+2%	289k	59.77	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$17M	+10%	323k	53.44	View chart
Caterpillar (CAT)	0.1	$17M	+3%	47k	362.76	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$17M	+4%	187k	91.68	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$17M		675k	25.37	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$17M	+10%	410k	41.61	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$16M	+4%	168k	96.53	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$16M	+2%	287k	54.48	View chart
ConocoPhillips (COP)	0.1	$15M	+6%	155k	99.17	View chart
Intuit (INTU)	0.1	$15M	+6%	24k	628.51	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$15M	+9%	511k	29.86	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$15M	+2%	218k	69.65	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$15M		314k	48.33	View chart
Blackrock (BLK)	0.1	$15M	NEW	15k	1025.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$15M	+10%	154k	97.92	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$15M	+79%	114k	131.76	View chart
Eaton Corp SHS (ETN)	0.1	$15M		45k	331.87	View chart
Comcast Corp Cl A (CMCSA)	0.1	$15M		395k	37.53	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$15M	+20%	304k	48.67	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$15M	+18%	398k	37.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$15M	+8%	74k	198.18	View chart
Walt Disney Company (DIS)	0.1	$15M	+6%	131k	111.35	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$15M		110k	132.10	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$15M	+29%	290k	49.94	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.1	$14M	+11%	194k	74.02	View chart
Morgan Stanley Com New (MS)	0.1	$14M	+2%	110k	125.72	View chart
Altria (MO)	0.1	$14M	+4%	263k	52.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$14M	+4%	121k	112.26	View chart
Linde SHS (LIN)	0.1	$14M	+4%	32k	418.66	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$13M	+51%	192k	70.00	View chart
American Tower Reit (AMT)	0.1	$13M	-4%	73k	183.41	View chart
Spdr Ser Tr Russell Low Vol (ONEV)	0.1	$13M	+3%	107k	125.47	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$13M		102k	131.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$13M	+3%	23k	569.58	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$13M	+2%	372k	35.65	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$13M		1.9M	6.82	View chart
Advanced Micro Devices (AMD)	0.1	$13M	+8%	109k	120.79	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$13M		161k	81.16	View chart
Honeywell International (HON)	0.1	$13M	+3%	57k	225.89	View chart
Microstrategy Cl A New (MSTR)	0.1	$13M	-4%	44k	289.62	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$13M	+21%	230k	55.45	View chart
Wells Fargo & Company (WFC)	0.1	$13M		178k	70.24	View chart
Goldman Sachs (GS)	0.1	$13M	+4%	22k	572.61	View chart
Bristol Myers Squibb (BMY)	0.1	$12M	+18%	218k	56.56	View chart
Intuitive Surgical Com New (ISRG)	0.1	$12M		23k	521.95	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$12M	-12%	118k	100.32	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$12M		375k	31.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$12M	+20%	93k	126.75	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$12M	+6%	81k	145.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$12M	+6%	383k	30.47	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$12M	+28%	352k	32.76	View chart
Emerson Electric (EMR)	0.1	$11M	+4%	92k	123.93	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.1	$11M	+34%	111k	102.28	View chart
Adobe Systems Incorporated (ADBE)	0.1	$11M	-6%	25k	444.69	View chart
Philip Morris International (PM)	0.1	$11M	+4%	94k	120.35	View chart
Duke Energy Corp Com New (DUK)	0.1	$11M	+6%	104k	107.74	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$11M	-47%	107k	104.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$11M	+5%	125k	89.04	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$11M	+6%	268k	41.40	View chart
AFLAC Incorporated (AFL)	0.1	$11M	+4%	106k	103.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$11M	+2%	262k	41.82	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$11M	+18%	235k	46.26	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$11M		134k	80.98	View chart
Lowe's Companies (LOW)	0.1	$11M	+2%	44k	246.80	View chart
Servicenow (NOW)	0.1	$11M		10k	1060.16	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$11M	-5%	209k	51.51	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$11M	+10%	122k	87.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$11M	+14%	36k	288.85	View chart
PNC Financial Services (PNC)	0.1	$11M	+2%	55k	192.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$11M	-38%	141k	74.73	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$10M	+5%	32k	322.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$10M	-3%	89k	117.48	View chart
Medtronic SHS (MDT)	0.1	$10M		130k	79.88	View chart
Texas Instruments Incorporated (TXN)	0.1	$10M	+24%	55k	187.51	View chart
TJX Companies (TJX)	0.1	$10M	+4%	85k	120.81	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$10M		79k	129.34	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$10M		15k	693.08	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$10M	+14%	202k	50.50	View chart
Phillips 66 (PSX)	0.1	$10M	-2%	89k	113.93	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$10M	+4%	94k	108.61	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$10M	-45%	74k	137.57	View chart
Qualcomm (QCOM)	0.1	$10M	+12%	66k	153.62	View chart
Capital One Financial (COF)	0.1	$10M	+5%	57k	178.32	View chart
S&p Global (SPGI)	0.1	$9.9M	-3%	20k	498.04	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$9.8M	+2%	361k	27.02	View chart
Nextera Energy (NEE)	0.1	$9.7M	-3%	135k	71.69	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$9.6M	+24%	167k	57.41	View chart
Oneok (OKE)	0.1	$9.6M	+8%	95k	100.40	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$9.6M	+12%	139k	68.94	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$9.5M	+22%	190k	50.21	View chart
Deere & Company (DE)	0.1	$9.5M	+7%	22k	423.70	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$9.5M		73k	130.38	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$9.4M		39k	242.17	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$9.4M		123k	76.46	View chart
Automatic Data Processing (ADP)	0.1	$9.4M	+7%	32k	292.73	View chart
EOG Resources (EOG)	0.1	$9.4M		76k	122.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$9.3M	+2%	159k	58.93	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$9.3M	+17%	179k	51.88	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$9.3M	+105%	80k	115.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$9.3M		33k	280.06	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$9.3M	+5%	282k	32.93	View chart
Pfizer (PFE)	0.1	$9.3M	+5%	349k	26.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$9.2M	+18%	185k	50.13	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.1	$9.2M	+127%	186k	49.54	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.1	$9.2M	+9%	273k	33.74	View chart

Past Filings by Avantax Advisory Services

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

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
Avantax Advisory Services 2021 Q2 filed July 29, 2021
Avantax Advisory Services 2021 Q1 filed May 13, 2021

View all past filings

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