H D Vest Advisory Services
Latest statistics and disclosures from Avantax Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AGG, NXTG, IWM, AAPL, and represent 22.37% of Avantax Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$167M), IVV (+$123M), QQQ (+$62M), AGG (+$59M), IWM (+$55M), AMZN (+$54M), MSFT (+$41M), IWR (+$36M), SPY (+$35M), BRK.B (+$34M).
- Started 558 new stock positions in PNW, SCHM, PICB, UVE, LEO, MXI, ZBRA, PINS, PPR, KJAN.
- Reduced shares in these 10 stocks: SMLV (-$8.8M), FPE (-$6.0M), SPHD (-$5.5M), DGS, KBWY, VRTX, HDMV, TER, HDV, KLAC.
- Sold out of its positions in AGCO, ADMP, BLNK, BRX, CAE, DRE, EXPO, DNOV, FBC, IBCP.
- Avantax Advisory Services was a net buyer of stock by $2.6B.
- Avantax Advisory Services has $6.2B in assets under management (AUM), dropping by 79.76%.
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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.
- Sign up to view all of the Avantax Advisory Services Sept. 30, 2020 positions
- Download the Avantax Advisory Services September 2020 csv data
| 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
- 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
- Avantax Advisory Services 2019 Q4 filed Feb. 14, 2020
- Avantax Advisory Services 2019 Q3 filed Nov. 8, 2019
- H D Vest Advisory Services 2019 Q2 filed Aug. 6, 2019
- H D Vest Advisory Services 2019 Q1 filed May 13, 2019
- H D Vest Advisory Services 2018 Q4 filed Feb. 13, 2019