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

Avantax Advisory Services holds 1505 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Avantax Advisory Services has 1505 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) 7.7 $676M +3% 1.5M 445.71
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Schwab Strategic Tr Us Dividend Eq (SCHD) 6.0 $522M +2% 7.2M 72.62
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 5.3 $463M 9.2M 50.14
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Vanguard Bd Index Fds Short Trm Bond (BSV) 4.3 $378M 5.0M 75.57
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 4.0 $352M 5.0M 70.76
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Ishares Tr Core Us Aggbd Et (AGG) 2.7 $237M +5% 2.4M 97.95
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Ishares Tr Core Msci Eafe (IEFA) 2.7 $236M 3.5M 67.50
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Ishares Tr Russell 2000 Etf (IWM) 2.1 $179M +2% 958k 187.27
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Apple (AAPL) 2.0 $173M 893k 193.97
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Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.8 $153M 5.8M 26.32
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Ishares Core Msci Emkt (IEMG) 1.3 $118M +4% 2.4M 49.29
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $109M +4% 296k 369.42
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $100M +49% 227k 443.28
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Ishares Tr Rus Mid Cap Etf (IWR) 1.0 $86M 1.2M 73.03
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Microsoft Corporation (MSFT) 1.0 $84M 245k 340.54
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Ishares Tr National Mun Etf (MUB) 0.8 $69M +10% 646k 106.73
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Vanguard Index Fds Growth Etf (VUG) 0.8 $67M 237k 282.96
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Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $67M +2% 801k 83.56
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Ishares Tr Core S&p Scp Etf (IJR) 0.7 $61M +6% 616k 99.65
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.6 $54M 1.4M 38.27
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NVIDIA Corporation (NVDA) 0.6 $52M 124k 423.02
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Vanguard Index Fds Value Etf (VTV) 0.6 $52M +4% 364k 142.10
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $47M +3% 116k 407.28
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $47M 137k 341.00
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First Tr Value Line Divid In SHS (FVD) 0.5 $46M 1.1M 40.09
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Amazon (AMZN) 0.5 $45M 348k 130.36
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Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $44M +10% 199k 220.28
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Vanguard Index Fds Small Cp Etf (VB) 0.5 $43M 218k 198.89
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Exxon Mobil Corporation (XOM) 0.4 $39M 364k 107.25
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $34M 726k 46.18
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.4 $31M +81% 618k 50.32
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Tesla Motors (TSLA) 0.4 $31M 118k 261.77
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Select Sector Spdr Tr Technology (XLK) 0.3 $30M +6% 171k 173.86
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Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $29M +2% 109k 261.48
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $28M +7% 301k 94.28
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $28M +4% 476k 58.98
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $28M 468k 59.41
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Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.3 $27M -4% 496k 54.30
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Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $26M -7% 247k 106.07
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Alphabet Cap Stk Cl C (GOOG) 0.3 $26M 216k 120.97
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Ishares Tr Core Total Usd (IUSB) 0.3 $26M +14% 574k 45.47
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $26M -3% 524k 49.69
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Ishares Tr Core Div Grwth (DGRO) 0.3 $26M 499k 51.53
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Ishares Tr Msci Usa Min Vol (USMV) 0.3 $25M 340k 74.33
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $25M +4% 373k 67.50
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JPMorgan Chase & Co. (JPM) 0.3 $25M 173k 145.44
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $25M +4% 189k 132.73
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Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $25M +32% 329k 75.23
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Johnson & Johnson (JNJ) 0.3 $25M +2% 148k 165.52
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Chevron Corporation (CVX) 0.3 $24M 154k 157.35
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $24M 343k 70.48
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Ishares Tr Core High Dv Etf (HDV) 0.3 $24M 238k 100.79
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Visa Com Cl A (V) 0.3 $24M 100k 237.48
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Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $24M 303k 78.26
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Select Sector Spdr Tr Energy (XLE) 0.3 $24M -3% 292k 81.17
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.3 $23M 403k 57.60
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Ishares Tr Short Treas Bd (SHV) 0.3 $23M +8% 207k 110.45
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.3 $23M +28% 169k 134.87
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Ishares Tr Morningstar Grwt (ILCG) 0.3 $22M 354k 62.34
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Procter & Gamble Company (PG) 0.3 $22M +11% 145k 151.74
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $22M +2% 182k 119.70
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Vanguard World Mega Cap Val Etf (MGV) 0.2 $22M +2% 209k 103.76
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $22M +12% 289k 75.08
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $22M +26% 452k 47.87
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $22M +3% 98k 220.16
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $22M +4% 132k 162.43
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Etf Ser Solutions Distillate Us (DSTL) 0.2 $21M 469k 45.27
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Wal-Mart Stores (WMT) 0.2 $21M +4% 134k 157.18
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $21M +124% 193k 108.87
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $21M +2% 279k 74.95
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Ishares Tr S&p 500 Val Etf (IVE) 0.2 $21M +26% 129k 161.19
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Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.2 $21M 497k 41.43
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Wisdomtree Tr Intk Mltifactr (DWMF) 0.2 $20M -2% 800k 25.13
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Verizon Communications (VZ) 0.2 $20M +2% 539k 37.19
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.2 $20M -2% 392k 50.68
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Pepsi (PEP) 0.2 $20M 107k 185.22
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Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $20M +14% 200k 97.64
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $19M +3% 128k 151.98
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $19M -3% 406k 47.05
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $19M +3% 200k 95.41
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Ishares Tr Mbs Etf (MBB) 0.2 $19M +9% 198k 93.26
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Abbvie (ABBV) 0.2 $18M 136k 134.73
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Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.2 $18M -3% 482k 38.04
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $18M +34% 115k 158.56
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Home Depot (HD) 0.2 $18M +2% 58k 310.64
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Spdr Gold Tr Gold Shs (GLD) 0.2 $18M +5% 100k 178.27
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $17M +7% 184k 90.78
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $17M +16% 378k 44.17
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Eli Lilly & Co. (LLY) 0.2 $17M +2% 36k 468.98
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $17M +10% 273k 60.94
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Ishares Tr Micro-cap Etf (IWC) 0.2 $17M 152k 109.30
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Vanguard World Fds Health Car Etf (VHT) 0.2 $16M 66k 244.82
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Cisco Systems (CSCO) 0.2 $16M +3% 305k 51.74
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Lockheed Martin Corporation (LMT) 0.2 $16M 34k 460.37
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UnitedHealth (UNH) 0.2 $16M +2% 32k 480.64
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Waste Management (WM) 0.2 $16M +4% 90k 173.42
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $15M +30% 101k 149.64
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Costco Wholesale Corporation (COST) 0.2 $15M +6% 28k 538.39
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $15M 368k 40.68
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $15M +3% 206k 72.69
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $15M +18% 54k 275.18
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First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $15M +4% 540k 27.00
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Merck & Co (MRK) 0.2 $14M +3% 125k 115.39
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $14M -11% 133k 108.14
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Vanguard World Fds Inf Tech Etf (VGT) 0.2 $14M +5% 32k 442.16
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Ishares Tr Morningstar Valu (ILCV) 0.2 $14M 214k 66.52
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Ishares Tr Select Divid Etf (DVY) 0.2 $14M -6% 124k 113.30
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $14M +4% 126k 109.84
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Ishares Msci Emerg Mrkt (EEMV) 0.2 $14M 246k 54.98
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Select Sector Spdr Tr Financial (XLF) 0.2 $14M 400k 33.71
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McDonald's Corporation (MCD) 0.2 $13M +3% 45k 298.41
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $13M 281k 47.10
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $13M -31% 133k 97.46
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Raytheon Technologies Corp (RTX) 0.1 $13M +6% 132k 97.96
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $13M +14% 77k 165.40
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $13M +14% 551k 22.90
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Broadcom (AVGO) 0.1 $13M +4% 15k 867.42
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $13M 36k 343.85
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Abbott Laboratories (ABT) 0.1 $12M +2% 113k 109.02
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $12M +2% 167k 72.50
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Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) 0.1 $12M 240k 50.23
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Coca-Cola Company (KO) 0.1 $12M +9% 199k 60.22
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Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $12M +2% 288k 41.41
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Walt Disney Company (DIS) 0.1 $12M 133k 89.28
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.1 $12M 632k 18.64
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Ishares Tr Tips Bd Etf (TIP) 0.1 $12M -8% 109k 107.62
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Ishares Tr Eafe Value Etf (EFV) 0.1 $12M +6% 240k 48.94
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $12M +34% 120k 96.60
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $12M -19% 126k 91.82
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $11M +7% 117k 97.84
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $11M +2% 152k 74.17
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $11M +21% 178k 62.81
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First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.1 $11M -2% 156k 71.78
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United Homes Group Cl A (UHG) 0.1 $11M 1.0M 11.16
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At&t (T) 0.1 $11M +2% 696k 15.95
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Vanguard World Fds Financials Etf (VFH) 0.1 $11M 134k 81.24
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Shell Spon Ads (SHEL) 0.1 $11M -4% 180k 60.38
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $11M 89k 122.58
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CVS Caremark Corporation (CVS) 0.1 $11M +4% 155k 69.13
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $10M 34k 308.58
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Thermo Fisher Scientific (TMO) 0.1 $10M 20k 521.75
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Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.1 $10M -3% 64k 162.28
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Pfizer (PFE) 0.1 $10M 280k 36.68
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $10M +19% 89k 114.93
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First Tr Morningstar Divid L SHS (FDL) 0.1 $10M +9% 298k 34.01
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Meta Platforms Cl A (META) 0.1 $10M 35k 286.98
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $9.9M +7% 21k 478.91
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Amgen (AMGN) 0.1 $9.9M +6% 44k 222.02
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First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $9.8M +5% 146k 66.68
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $9.4M +15% 170k 55.33
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $9.3M 166k 56.08
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $9.2M +14% 214k 43.20
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Ishares Tr Morningstr Us Eq (ILCB) 0.1 $9.2M 151k 61.08
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $9.2M -6% 122k 75.66
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $9.2M +6% 312k 29.44
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Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $9.2M +68% 250k 36.67
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Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $9.2M 184k 49.72
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Adobe Systems Incorporated (ADBE) 0.1 $9.2M +3% 19k 489.00
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $9.1M +5% 114k 80.00
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $8.9M +10% 56k 157.83
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Ishares Tr Agency Bond Etf (AGZ) 0.1 $8.8M +5% 82k 106.97
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Proshares Tr S&p Tech Dividen (TDV) 0.1 $8.7M +2% 132k 66.26
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John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $8.7M +11% 159k 54.89
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $8.7M 74k 116.67
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $8.6M -3% 44k 194.45
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Fs Kkr Capital Corp (FSK) 0.1 $8.5M 444k 19.18
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $8.4M -3% 177k 47.42
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Bondbloxx Etf Trust Bloomberg One Yr (XONE) 0.1 $8.3M +5% 168k 49.67
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ConocoPhillips (COP) 0.1 $8.3M +5% 80k 103.61
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Chubb (CB) 0.1 $8.3M +11% 43k 192.56
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $8.1M 100k 81.08
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $8.1M 85k 95.09
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Deere & Company (DE) 0.1 $8.1M +24% 20k 405.19
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $8.0M +42% 47k 169.81
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $7.9M +2% 167k 47.67
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Ishares Tr Global 100 Etf (IOO) 0.1 $7.9M +38% 104k 76.06
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $7.7M +2% 121k 63.20
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Bank of America Corporation (BAC) 0.1 $7.4M +6% 260k 28.69
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Boeing Company (BA) 0.1 $7.4M -8% 35k 211.16
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $7.4M -3% 131k 56.46
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AFLAC Incorporated (AFL) 0.1 $7.3M 105k 69.80
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $7.2M +29% 155k 46.44
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Advanced Micro Devices (AMD) 0.1 $7.2M +12% 63k 113.91
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Caterpillar (CAT) 0.1 $7.1M 29k 246.05
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Intel Corporation (INTC) 0.1 $7.1M -15% 212k 33.44
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Enbridge (ENB) 0.1 $7.1M +2% 191k 37.15
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $7.1M -17% 228k 30.93
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $7.0M +82% 68k 102.94
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Mastercard Incorporated Cl A (MA) 0.1 $7.0M -12% 18k 393.29
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Constellation Brands Cl A (STZ) 0.1 $7.0M 29k 246.13
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $6.9M +2% 126k 54.41
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $6.9M 42k 163.65
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Pacer Fds Tr Pacer Us Small (CALF) 0.1 $6.8M +22% 168k 40.70
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First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $6.8M +5% 67k 101.29
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Honeywell International (HON) 0.1 $6.8M 33k 207.50
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salesforce (CRM) 0.1 $6.8M 32k 211.26
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Comcast Corp Cl A (CMCSA) 0.1 $6.7M +5% 162k 41.55
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $6.7M +8% 268k 25.09
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $6.7M -23% 44k 152.56
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $6.6M +8% 68k 97.60
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Intuit (INTU) 0.1 $6.6M +3% 15k 458.19
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Linde SHS (LIN) 0.1 $6.6M +6% 17k 381.09
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $6.6M +3% 38k 171.83
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International Business Machines (IBM) 0.1 $6.5M -2% 49k 133.81
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $6.5M +4% 42k 155.70
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Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $6.4M +3% 60k 107.32
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $6.4M +4% 400k 15.97
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $6.4M 126k 50.67
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Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $6.3M -8% 188k 33.38
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Duke Energy Corp Com New (DUK) 0.1 $6.2M +3% 69k 89.74
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Lowe's Companies (LOW) 0.1 $6.0M +3% 27k 225.70
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $6.0M +4% 80k 75.62
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $6.0M -5% 160k 37.69
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Kimberly-Clark Corporation (KMB) 0.1 $6.0M +2% 43k 138.06
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Southern Company (SO) 0.1 $5.8M 83k 70.25
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United Parcel Service CL B (UPS) 0.1 $5.8M -10% 32k 179.25
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Atmos Energy Corporation (ATO) 0.1 $5.8M 50k 116.34
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Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.1 $5.8M -3% 92k 63.29
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Vanguard World Fds Energy Etf (VDE) 0.1 $5.8M -3% 51k 112.89
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Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $5.7M -8% 181k 31.77
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Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.1 $5.7M +22% 279k 20.57
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Ishares Tr Global Tech Etf (IXN) 0.1 $5.7M -21% 92k 62.19
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $5.7M 66k 86.54
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Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $5.7M 90k 63.70
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American Tower Reit (AMT) 0.1 $5.7M +176% 29k 193.94
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $5.7M 11.00 517810.00
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Altria (MO) 0.1 $5.7M -3% 125k 45.30
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $5.7M +101% 70k 80.71
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Oracle Corporation (ORCL) 0.1 $5.6M +9% 47k 119.09
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $5.6M -9% 142k 39.56
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Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $5.6M +3% 180k 31.00
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $5.6M +25% 156k 35.65
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $5.6M +11% 74k 75.00
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Nike CL B (NKE) 0.1 $5.5M 50k 110.37
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $5.5M +29% 109k 50.57
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Morgan Stanley Com New (MS) 0.1 $5.4M +11% 64k 85.40
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Nextera Energy (NEE) 0.1 $5.4M -3% 73k 74.20
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Valero Energy Corporation (VLO) 0.1 $5.4M -8% 46k 117.30
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $5.4M -4% 119k 45.41
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National Grid Sponsored Adr Ne (NGG) 0.1 $5.4M 80k 67.33
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Starbucks Corporation (SBUX) 0.1 $5.3M +5% 54k 99.06
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $5.3M -12% 53k 100.07
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First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $5.2M +4% 48k 108.31
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Devon Energy Corporation (DVN) 0.1 $5.2M +7% 108k 48.34
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Etfis Ser Tr I Virtus Real As (VRAI) 0.1 $5.2M -25% 221k 23.47
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $5.2M -2% 26k 201.56
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Nextera Energy Partners Com Unit Part In (NEP) 0.1 $5.1M +14% 87k 58.64
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $5.1M +2% 64k 79.79
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Select Sector Spdr Tr Communication (XLC) 0.1 $5.0M +66% 77k 65.08
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EOG Resources (EOG) 0.1 $5.0M +351% 44k 114.44
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Past Filings by Avantax Advisory Services

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

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