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 March 2022 quarterly 13F filing

Avantax Advisory Services has 1277 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) 10.1 $734M +7% 1.6M 453.92
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 5.7 $416M +12421% 8.3M 50.27
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.6 $333M +9098% 4.3M 77.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.5 $326M +6% 4.1M 78.88
Ishares Tr Russell 2000 Etf (IWM) 3.4 $250M +8% 1.2M 205.27
Ishares Tr Core Msci Eafe (IEFA) 2.8 $206M +10% 3.0M 69.51
Ishares Tr Core Us Aggbd Et (AGG) 2.6 $192M -41% 1.8M 107.19
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 2.5 $186M 2.4M 75.98
Apple (AAPL) 2.0 $148M +2% 845k 174.61
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.7 $124M 4.2M 29.12
Etfis Ser Tr I Virtus Real As (VRAI) 1.6 $115M -5% 4.0M 28.89
Ishares Core Msci Emkt (IEMG) 1.5 $106M +10% 1.9M 55.46
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $100M +6% 920k 108.49
Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $95M +2% 1.2M 78.05

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Wisdomtree Tr Emer Mkt High Fd (DEM) 1.3 $94M 2.1M 43.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $86M +8% 238k 362.65
Microsoft Corporation (MSFT) 0.9 $64M +2% 206k 308.23
Vanguard Index Fds Growth Etf (VUG) 0.9 $62M +8% 215k 287.67
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $56M +7% 124k 451.75
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $51M +14% 467k 108.76
First Tr Value Line Divid In SHS (FVD) 0.6 $47M -12% 1.1M 42.30
Amazon (AMZN) 0.6 $47M +10% 14k 3264.95
Vanguard Index Fds Value Etf (VTV) 0.6 $42M +12% 284k 147.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $41M +8% 100k 415.41
Ishares Tr Core Div Grwth (DGRO) 0.5 $40M +10% 739k 53.39
Vanguard Index Fds Small Cp Etf (VB) 0.5 $39M +8% 185k 212.58
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $39M +8% 111k 353.01
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $36M +14% 158k 227.89
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $32M +14% 669k 48.01
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $31M -38% 402k 77.56
Exxon Mobil Corporation (XOM) 0.4 $31M +5% 373k 82.58
Tesla Motors (TSLA) 0.4 $28M +5% 26k 1076.98
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.4 $28M -5% 519k 53.81
NVIDIA Corporation (NVDA) 0.4 $27M 99k 272.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.4 $27M +11% 407k 66.38
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $26M +6% 234k 112.25
Ishares Tr Tips Bd Etf (TIP) 0.4 $26M +20% 208k 124.47
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $24M +5% 460k 52.57
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $24M -69% 196k 120.89
Select Sector Spdr Tr Energy (XLE) 0.3 $23M +18% 303k 76.46
Chevron Corporation (CVX) 0.3 $23M -9% 140k 162.79
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $23M +21% 238k 94.90
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.3 $22M +928% 312k 71.88
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $22M 310k 72.10
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $22M +4% 420k 53.07
Johnson & Johnson (JNJ) 0.3 $22M +6% 125k 177.17
Alphabet Cap Stk Cl C (GOOG) 0.3 $22M +12% 7.9k 2799.70
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $22M +8% 289k 75.85
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $22M 456k 47.32
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.3 $21M 542k 39.23
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.3 $21M -6% 501k 42.11
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $21M +4% 276k 76.40
Verizon Communications (VZ) 0.3 $20M +8% 401k 50.93
Etf Ser Solutions Distillate Us (DSTL) 0.3 $20M -6% 459k 44.49
Ishares Tr Morningstar Grwt (ILCG) 0.3 $20M +2% 312k 65.07
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $20M -3% 552k 36.41
Wisdomtree Tr Intk Mltifactr (DWMF) 0.3 $20M -6% 776k 25.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $20M +28% 73k 268.88
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $20M +12% 245k 79.54
Select Sector Spdr Tr Financial (XLF) 0.3 $19M +24% 503k 38.37
Alphabet Cap Stk Cl A (GOOGL) 0.3 $19M +12% 6.8k 2791.11
Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $19M +15% 177k 105.67
Ishares Tr Core High Dv Etf (HDV) 0.3 $19M +30% 173k 106.91
Ishares Tr Micro-cap Etf (IWC) 0.3 $18M -3% 143k 128.86
Abbvie (ABBV) 0.2 $18M +8% 111k 162.15
JPMorgan Chase & Co. (JPM) 0.2 $18M +5% 132k 136.21
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $17M +23% 170k 101.34
Visa Com Cl A (V) 0.2 $17M +3% 77k 221.97
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $17M +25% 103k 161.99
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $17M +11% 341k 48.28
Vanguard World Fds Health Car Etf (VHT) 0.2 $16M +9% 63k 254.26
Wal-Mart Stores (WMT) 0.2 $16M +6% 105k 148.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $15M +10% 333k 46.17
Ishares Tr Rus 1000 Etf (IWB) 0.2 $15M +12% 61k 250.16
Vanguard World Mega Cap Val Etf (MGV) 0.2 $15M NEW 141k 107.36
Home Depot (HD) 0.2 $15M +4% 49k 299.58
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.2 $15M -4% 219k 67.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $15M +8% 186k 78.30
Select Sector Spdr Tr Technology (XLK) 0.2 $14M +5% 91k 159.00
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $14M +132% 191k 74.80
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $14M +37% 41k 346.70
Procter & Gamble Company (PG) 0.2 $14M +3% 92k 152.76
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $13M -7% 302k 44.21
Fs Kkr Capital Corp (FSK) 0.2 $13M +5% 584k 22.84
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $13M +11% 56k 237.94
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $13M -2% 480k 27.68
Pepsi (PEP) 0.2 $13M +26% 77k 167.73
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.2 $13M -6% 615k 20.82
Walt Disney Company (DIS) 0.2 $13M +9% 93k 137.10
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $13M +33% 260k 49.04
Pfizer (PFE) 0.2 $13M +2% 246k 51.80
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $13M +51% 80k 155.85
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $12M 251k 49.60
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $12M +14% 104k 119.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $12M +132% 76k 157.74
UnitedHealth (UNH) 0.2 $12M +15% 23k 511.46
CVS Caremark Corporation (CVS) 0.2 $12M +11% 117k 101.20
Ishares Tr Select Divid Etf (DVY) 0.2 $12M +15% 91k 128.20
Spdr Gold Tr Gold Shs (GLD) 0.2 $12M +9% 63k 180.75
At&t (T) 0.2 $11M +19% 484k 23.66
Ishares Esg Awr Msci Em (ESGE) 0.2 $11M +19% 311k 36.78
Ishares Tr Morningstar Valu (ILCV) 0.2 $11M +3% 165k 68.63
Cisco Systems (CSCO) 0.2 $11M +11% 198k 55.85
Shell Spon Ads (SHEL) 0.2 $11M NEW 201k 54.82
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.1 $11M +3% 58k 184.81
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $11M +3% 164k 64.25
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $11M +10% 104k 100.99
Abbott Laboratories (ABT) 0.1 $10M +12% 88k 118.43
Lockheed Martin Corporation (LMT) 0.1 $10M +12% 23k 441.41
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $10M 294k 34.54
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $10M 166k 60.98
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $10M +4% 201k 49.91
Ishares Tr Mbs Etf (MBB) 0.1 $10M -6% 98k 101.79
Costco Wholesale Corporation (COST) 0.1 $10M +6% 17k 576.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $9.8M -24% 20k 490.54
Vanguard World Fds Financials Etf (VFH) 0.1 $9.5M +12% 102k 93.44
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $9.5M 134k 70.49
Waste Management (WM) 0.1 $9.4M +11% 60k 158.68
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $9.3M 310k 30.14
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $9.1M +16% 367k 24.90
Bank of America Corporation (BAC) 0.1 $9.0M +9% 219k 41.13
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $9.0M 296k 30.32
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $8.8M +17% 148k 59.75
Ishares Tr Msci Eafe Etf (EFA) 0.1 $8.7M -41% 119k 73.66
Intel Corporation (INTC) 0.1 $8.6M +9% 173k 49.65
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $8.4M +2360% 252k 33.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $8.3M -55% 106k 78.07
Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $8.3M 255k 32.44
Ishares Tr Core Total Usd (IUSB) 0.1 $8.2M +55% 166k 49.67
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $8.1M 209k 38.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $8.1M -2% 46k 176.15
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $8.1M +5% 129k 62.86
Meta Platforms Cl A (FB) 0.1 $8.1M 36k 221.82
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $8.0M +28% 54k 149.03
Vanguard World Fds Energy Etf (VDE) 0.1 $8.0M 75k 107.02
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $7.9M -7% 42k 188.16
Eli Lilly & Co. (LLY) 0.1 $7.9M -2% 28k 286.27
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $7.9M +61% 77k 102.23
Merck & Co (MRK) 0.1 $7.6M 93k 81.90
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $7.6M +6% 27k 277.60
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $7.6M 92k 82.22
Amgen (AMGN) 0.1 $7.6M +3% 31k 241.54
Ishares Msci Emerg Mrkt (EEMV) 0.1 $7.6M 124k 60.98
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $7.5M -3% 309k 24.32
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $7.5M +11% 49k 152.35
McDonald's Corporation (MCD) 0.1 $7.5M +4% 30k 247.07
Coca-Cola Company (KO) 0.1 $7.4M +10% 120k 61.88
Accenture Plc Ireland Shs Class A (ACN) 0.1 $7.4M +5% 22k 336.90
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $7.3M +2% 43k 170.76
Adobe Systems Incorporated (ADBE) 0.1 $7.2M +10% 16k 454.48
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $7.1M +244% 67k 104.90
salesforce (CRM) 0.1 $7.0M 33k 211.95
ConocoPhillips (COP) 0.1 $7.0M -8% 70k 100.13
Mastercard Incorporated Cl A (MA) 0.1 $6.8M 19k 358.03
Thermo Fisher Scientific (TMO) 0.1 $6.8M +8% 12k 591.97
Ishares Tr National Mun Etf (MUB) 0.1 $6.7M -5% 61k 109.65
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $6.7M +5% 34k 196.45
Dominion Resources (D) 0.1 $6.6M +12% 78k 84.97
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $6.6M +9% 82k 80.63
Two Rds Shared Tr Leadershares Eqt (SQEW) 0.1 $6.6M +4% 202k 32.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $6.6M -5% 145k 45.14
Intuit (INTU) 0.1 $6.5M +10% 14k 479.76
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $6.5M +2% 63k 103.07
Raytheon Technologies Corp (RTX) 0.1 $6.5M +15% 65k 99.01
Ishares Tr Global Tech Etf (IXN) 0.1 $6.5M 111k 58.07
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $6.5M -2% 132k 48.87
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $6.4M +2% 50k 128.22
Boeing Company (BA) 0.1 $6.3M +16% 33k 191.59
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.2M -38% 62k 100.47
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $6.1M 74k 82.86
Paypal Holdings (PYPL) 0.1 $6.0M +72% 52k 115.85
Caterpillar (CAT) 0.1 $6.0M +20% 27k 222.50
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $5.9M +4% 309k 19.02
Two Rds Shared Tr Leadershares Dy (DYLD) 0.1 $5.8M +21% 249k 23.35
Ishares Tr Eafe Value Etf (EFV) 0.1 $5.8M +18% 116k 50.20
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $5.8M +12% 59k 97.59
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $5.8M +18% 42k 137.16
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $5.7M 100k 57.65
Ishares Tr Msci Usa Value (VLUE) 0.1 $5.7M +3% 55k 104.79
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $5.7M +7% 180k 31.74
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $5.7M 59k 96.54
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $5.7M +17% 14k 416.94
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $5.6M +6% 106k 53.14
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $5.6M -2% 116k 48.38
3M Company (MMM) 0.1 $5.6M +19% 38k 149.29
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $5.6M +772% 99k 56.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $5.6M +5% 78k 71.48
Chubb (CB) 0.1 $5.5M +2% 26k 214.20
Broadcom (AVGO) 0.1 $5.5M +86% 8.7k 630.34
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $5.4M +7% 96k 56.77
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $5.4M +12% 179k 30.31
Duke Energy Corp Com New (DUK) 0.1 $5.4M +6% 48k 111.37
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $5.4M +8% 29k 182.79
Target Corporation (TGT) 0.1 $5.3M -2% 25k 212.35
Deere & Company (DE) 0.1 $5.3M +15% 13k 415.50
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $5.3M 10.00 529000.00
Comcast Corp Cl A (CMCSA) 0.1 $5.3M +14% 113k 46.79
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $5.3M +4% 137k 38.62
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $5.3M +11% 76k 68.95
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $5.2M +13% 42k 125.19
Constellation Brands Cl A (STZ) 0.1 $5.2M +13% 23k 229.80
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $5.2M +10% 78k 67.12
United Parcel Service CL B (UPS) 0.1 $5.2M 24k 214.55
PNC Financial Services (PNC) 0.1 $5.2M +94% 28k 184.63
First Tr Exchange Traded Cloud Computing (SKYY) 0.1 $5.1M +3% 56k 90.68
Crown Castle Intl (CCI) 0.1 $5.1M +29% 28k 184.68
Ark Etf Tr Innovation Etf (ARKK) 0.1 $5.1M -10% 77k 66.35
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $5.1M 25k 207.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $5.0M +55% 99k 51.20
BRT Realty Trust (BRT) 0.1 $5.0M -5% 210k 23.99
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $5.0M -6% 47k 106.62
Ishares Tr Agency Bond Etf (AGZ) 0.1 $5.0M +3% 44k 112.41
Blackstone Group Inc Com Cl A (BX) 0.1 $4.9M +29% 39k 126.80
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $4.9M +6% 92k 53.52
AFLAC Incorporated (AFL) 0.1 $4.9M +332% 76k 64.37
Lowe's Companies (LOW) 0.1 $4.9M +11% 24k 201.87
Wells Fargo & Company (WFC) 0.1 $4.8M +52% 100k 48.41
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $4.8M +20% 32k 151.01
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $4.8M +45% 26k 185.31
Altria (MO) 0.1 $4.7M +14% 91k 52.30
Fidelity Covington Trust Divid Etf Risi (FDRR) 0.1 $4.7M +572% 106k 44.51
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $4.6M +60% 34k 134.63
International Business Machines (IBM) 0.1 $4.6M +3% 35k 130.05
Two Rds Shared Tr Leadershs Activi (ACTV) 0.1 $4.5M +4% 126k 36.08
Southern Company (SO) 0.1 $4.5M +6% 62k 72.60
Ford Motor Company (F) 0.1 $4.5M +7% 264k 16.91
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $4.4M 27k 161.70
World Gold Tr Spdr Gld Minis 0.1 $4.4M NEW 114k 38.56
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $4.4M +4% 84k 52.42
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $4.4M 116k 37.69
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $4.3M -21% 91k 47.62
National Grid Sponsored Adr Ne (NGG) 0.1 $4.3M +12% 56k 76.89
CSX Corporation (CSX) 0.1 $4.3M 116k 37.40
Phillips 66 (PSX) 0.1 $4.3M +2% 50k 86.43
First Tr Morningstar Divid L SHS (FDL) 0.1 $4.3M +29% 115k 37.38
First Tr Exchange Trad Fd Vi Alt Abslt Strg (FAAR) 0.1 $4.3M +4% 127k 33.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $4.3M -2% 26k 165.91
Nasdaq Omx (NDAQ) 0.1 $4.2M +16% 24k 178.18
Digital Realty Trust (DLR) 0.1 $4.2M -6% 29k 142.29
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $4.1M -72% 50k 82.03
Union Pacific Corporation (UNP) 0.1 $4.1M +8% 15k 272.86
Texas Instruments Incorporated (TXN) 0.1 $4.1M +3% 22k 183.47
Nextera Energy (NEE) 0.1 $4.1M +4% 48k 84.78
Nextera Energy Partners Com Unit Part In (NEP) 0.1 $4.0M +22% 49k 83.27
American Express Company (AXP) 0.1 $3.9M +47% 21k 186.87
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $3.9M +5% 51k 77.05
Philip Morris International (PM) 0.1 $3.9M +7% 42k 93.82
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $3.9M +21% 103k 37.84
Ishares Tr Expanded Tech (IGV) 0.1 $3.9M -13% 11k 344.90
Public Service Enterprise (PEG) 0.1 $3.9M 55k 69.96

Past Filings by Avantax Advisory Services

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