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 1415 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Avantax Advisory Services has 1415 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) 7.2 $543M -17% 1.4M 384.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $492M +45% 6.5M 75.54
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 5.8 $433M +2% 8.6M 50.13
Vanguard Bd Index Fds Short Trm Bond (BSV) 4.9 $367M -6% 4.9M 75.28
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 3.5 $260M +45575% 4.7M 55.12
Ishares Tr Core Us Aggbd Et (AGG) 3.0 $224M +15% 2.3M 96.99
Ishares Tr Core Msci Eafe (IEFA) 2.8 $207M +2% 3.4M 61.64
Ishares Tr Russell 2000 Etf (IWM) 2.1 $160M -31% 917k 174.36
Lattice Strategies Tr Hartford Mlt Etf (RODM) 2.0 $147M +36% 5.9M 24.79
Apple (AAPL) 1.5 $114M 879k 129.93
Ishares Core Msci Emkt (IEMG) 1.3 $95M -4% 2.0M 46.70
Ishares Tr Rus Mid Cap Etf (IWR) 1.1 $82M -4% 1.2M 67.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $65M 243k 266.28
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $62M -23% 754k 82.48

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Ishares Tr National Mun Etf (MUB) 0.8 $61M +662% 577k 105.52
Vanguard Index Fds Growth Etf (VUG) 0.8 $59M +10% 278k 213.11
Microsoft Corporation (MSFT) 0.7 $55M +3% 231k 239.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $54M 142k 382.43
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $54M +3% 565k 94.64
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.7 $52M -33% 1.5M 35.64
Vanguard Index Fds Value Etf (VTV) 0.6 $47M +7% 332k 140.37
Exxon Mobil Corporation (XOM) 0.6 $43M +10% 393k 110.30
First Tr Value Line Divid In SHS (FVD) 0.6 $43M 1.1M 39.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $42M 135k 308.90
Vanguard Index Fds Small Cp Etf (VB) 0.5 $39M 214k 183.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $36M +9% 104k 351.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $34M +5% 179k 191.19
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $30M 710k 41.97
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.4 $29M +8% 467k 62.07
Amazon (AMZN) 0.4 $29M +2% 339k 84.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $28M +5% 260k 108.21
Select Sector Spdr Tr Energy (XLE) 0.4 $27M +5% 308k 87.47
Ishares Tr Core Div Grwth (DGRO) 0.3 $26M -6% 524k 50.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $26M +10% 463k 56.48
Chevron Corporation (CVX) 0.3 $26M -12% 145k 179.49
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $26M +5% 555k 46.54
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $25M +108% 420k 59.44
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $25M -2% 345k 72.10
Johnson & Johnson (JNJ) 0.3 $25M +4% 140k 176.65
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $25M +7% 272k 89.99
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $24M +14% 101k 241.89
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $23M +10% 268k 84.75
Ishares Tr Core High Dv Etf (HDV) 0.3 $22M -2% 211k 104.24
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.3 $22M 531k 40.82
Abbvie (ABBV) 0.3 $22M +6% 134k 161.61
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $21M +53% 158k 135.85
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $21M +4% 337k 63.59
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $21M +10% 452k 46.98
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $21M -4% 296k 70.63
Visa Com Cl A (V) 0.3 $21M +3% 99k 207.76
JPMorgan Chase & Co. (JPM) 0.3 $20M +4% 151k 134.10
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.3 $20M +3% 517k 39.03
Ishares Tr Short Treas Bd (SHV) 0.3 $20M +606% 182k 109.92
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $20M +10% 337k 58.50
Wisdomtree Tr Intk Mltifactr (DWMF) 0.3 $20M +4% 821k 23.78
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $20M +2% 389k 50.11
Etf Ser Solutions Distillate Us (DSTL) 0.3 $19M +2% 468k 40.80
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $19M +6% 123k 151.85
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.2 $19M -2% 496k 37.56
Pepsi (PEP) 0.2 $19M +4% 102k 180.66
Select Sector Spdr Tr Financial (XLF) 0.2 $18M -6% 530k 34.20
Select Sector Spdr Tr Technology (XLK) 0.2 $18M 144k 124.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $18M 201k 88.73
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $18M +14% 351k 50.27
NVIDIA Corporation (NVDA) 0.2 $18M +4% 121k 146.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $18M +16% 316k 55.56
Ishares Tr Tips Bd Etf (TIP) 0.2 $18M -15% 165k 106.44
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $17M +11% 85k 203.81
Procter & Gamble Company (PG) 0.2 $17M +8% 113k 151.56
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $17M -9% 163k 105.43
Home Depot (HD) 0.2 $17M +17% 54k 315.86
Verizon Communications (VZ) 0.2 $17M -6% 431k 39.40
Ishares Tr Micro-cap Etf (IWC) 0.2 $17M +5% 154k 107.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $17M +89% 77k 214.24
Vanguard World Fds Health Car Etf (VHT) 0.2 $17M +4% 67k 248.05
Ishares Msci Emerg Mrkt (EEMV) 0.2 $16M +58% 305k 53.05
Wal-Mart Stores (WMT) 0.2 $16M 114k 141.79
Lockheed Martin Corporation (LMT) 0.2 $16M +5% 33k 486.49
Ishares Tr Morningstar Grwt (ILCG) 0.2 $16M +7% 329k 48.68
Ishares Tr Core Total Usd (IUSB) 0.2 $16M +43% 352k 44.93
UnitedHealth (UNH) 0.2 $16M +19% 30k 530.19
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $16M +8% 207k 74.95
Ishares Tr Select Divid Etf (DVY) 0.2 $15M +3% 128k 120.60
Alphabet Cap Stk Cl A (GOOGL) 0.2 $15M 172k 88.23
Vanguard World Mega Cap Val Etf (MGV) 0.2 $15M -5% 147k 102.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $15M -3% 204k 71.84
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $15M 100k 145.07
Tesla Motors (TSLA) 0.2 $15M +18% 118k 123.18
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $15M +20% 173k 83.76
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $14M +6% 370k 38.98
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $14M -5% 175k 81.52
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $14M NEW 139k 99.71
Ishares Tr Mbs Etf (MBB) 0.2 $14M +48% 147k 92.75
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $13M +1100% 162k 82.60
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $13M +3% 500k 26.69
Eli Lilly & Co. (LLY) 0.2 $13M +23% 36k 365.84
Spdr Gold Tr Gold Shs (GLD) 0.2 $13M +9% 78k 169.64
Merck & Co (MRK) 0.2 $13M 119k 110.95
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $13M +66% 277k 46.25
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $13M -4% 343k 36.93
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $13M +25% 288k 43.92
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $13M +11% 246k 51.15
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.2 $13M +2% 213k 58.67
Ishares Tr Morningstar Valu (ILCV) 0.2 $12M +4% 196k 63.23
Ishares Tr Eafe Value Etf (EFV) 0.2 $12M +33% 267k 45.88
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $12M +5% 278k 43.92
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $12M +45% 111k 109.53
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.2 $12M -14% 195k 60.98
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $12M +44% 313k 37.90
CVS Caremark Corporation (CVS) 0.2 $12M +4% 126k 93.19
Ishares Tr Rus 1000 Etf (IWB) 0.2 $12M -14% 55k 210.52
Pfizer (PFE) 0.2 $12M -18% 227k 51.24
Abbott Laboratories (ABT) 0.2 $12M +4% 105k 109.79
Vanguard World Fds Financials Etf (VFH) 0.2 $12M +7% 139k 82.73
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.2 $11M +2% 646k 17.62
Cisco Systems (CSCO) 0.2 $11M 238k 47.64
Ishares Tr Rus Mdcp Val Etf (IWS) 0.2 $11M +5% 107k 105.34
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $11M +2% 34k 331.33
Costco Wholesale Corporation (COST) 0.1 $11M +9% 25k 456.50
Ishares Tr Msci Eafe Etf (EFA) 0.1 $11M +35% 167k 65.64
Waste Management (WM) 0.1 $11M +11% 69k 156.88
Shell Spon Ads (SHEL) 0.1 $11M 190k 56.95
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $11M +10% 86k 125.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $11M +61% 76k 141.25
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $11M 140k 74.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $10M +56% 68k 151.65
Thermo Fisher Scientific (TMO) 0.1 $10M +7% 19k 550.70
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $10M -4% 335k 30.40
At&t (T) 0.1 $9.8M +2% 534k 18.41
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $9.8M +11% 116k 84.80
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $9.6M +31% 61k 158.80
Coca-Cola Company (KO) 0.1 $9.5M +8% 150k 63.61
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $9.5M +7% 177k 53.88
McDonald's Corporation (MCD) 0.1 $9.5M +4% 36k 263.53
Walt Disney Company (DIS) 0.1 $9.5M +14% 109k 86.88
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $9.3M +9% 257k 36.04
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $9.2M +10% 141k 65.81
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.1 $9.2M -2% 58k 158.66
ConocoPhillips (COP) 0.1 $9.2M +4% 78k 118.00
First Tr Morningstar Divid L SHS (FDL) 0.1 $9.1M +12% 249k 36.56
Amgen (AMGN) 0.1 $9.1M 35k 262.64
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $9.1M +98% 123k 73.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $9.0M +41% 111k 81.17
Etfis Ser Tr I Virtus Real As (VRAI) 0.1 $8.8M -90% 372k 23.62
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $8.6M -6% 20k 442.80
Fs Kkr Capital Corp (FSK) 0.1 $8.6M 490k 17.50
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $8.6M +9% 56k 151.61
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $8.5M +21% 180k 47.41
Raytheon Technologies Corp (RTX) 0.1 $8.5M +3% 84k 100.92
Accenture Plc Ireland Shs Class A (ACN) 0.1 $8.5M -10% 32k 266.84
Ishares Tr Us Aer Def Etf (ITA) 0.1 $8.5M -5% 76k 111.86
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $8.4M +12% 44k 191.57
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $8.4M +4% 184k 45.60
Chubb (CB) 0.1 $8.3M +5% 38k 220.60
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $8.2M 281k 29.38
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $8.1M +55% 127k 63.90
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $8.1M 157k 51.72
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $8.1M -9% 266k 30.53
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $8.0M +6% 108k 73.94
Vanguard World Fds Energy Etf (VDE) 0.1 $7.8M +2% 64k 121.28
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $7.8M +7% 148k 52.64
Ishares Tr Agency Bond Etf (AGZ) 0.1 $7.7M +42% 73k 106.43
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $7.7M +86% 55k 138.67
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $7.5M -7% 144k 52.57
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $7.5M -8% 243k 30.89
Bank of America Corporation (BAC) 0.1 $7.4M -17% 224k 33.12
Boeing Company (BA) 0.1 $7.4M -4% 39k 190.49
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $7.2M +6% 78k 91.31
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $7.2M +21% 184k 38.89
AFLAC Incorporated (AFL) 0.1 $7.1M +9% 99k 71.94
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $7.1M +5% 144k 49.25
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $7.1M +2% 22k 319.42
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $7.1M +230% 74k 95.78
Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $7.0M -10% 233k 30.09
Mastercard Incorporated Cl A (MA) 0.1 $7.0M +8% 20k 347.73
Enbridge (ENB) 0.1 $6.8M +14% 175k 39.10
Caterpillar (CAT) 0.1 $6.8M +7% 28k 239.56
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.1 $6.7M NEW 148k 45.62
Proshares Tr S&p Tech Dividen (TDV) 0.1 $6.7M NEW 121k 55.35
Dominion Resources (D) 0.1 $6.7M +5% 109k 61.32
Adobe Systems Incorporated (ADBE) 0.1 $6.6M -2% 20k 336.54
Deere & Company (DE) 0.1 $6.5M +16% 15k 428.77
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $6.5M -5% 139k 46.71
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $6.4M 41k 155.15
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $6.4M +54% 117k 54.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $6.4M +6% 127k 50.14
Constellation Brands Cl A (STZ) 0.1 $6.3M +3% 27k 231.75
Honeywell International (HON) 0.1 $6.2M +14% 29k 214.30
Southern Company (SO) 0.1 $6.2M +9% 87k 71.41
Intel Corporation (INTC) 0.1 $6.2M +7% 234k 26.43
Broadcom (AVGO) 0.1 $6.1M 11k 559.14
International Business Machines (IBM) 0.1 $6.0M +7% 43k 140.89
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $5.9M +15% 65k 91.42
3M Company (MMM) 0.1 $5.9M -4% 50k 119.92
Duke Energy Corp Com New (DUK) 0.1 $5.9M 58k 102.99
Nextera Energy (NEE) 0.1 $5.8M +14% 70k 83.60
United Parcel Service CL B (UPS) 0.1 $5.8M +19% 33k 173.84
Ishares Tr Cohen Steer Reit (ICF) 0.1 $5.8M +28% 106k 54.84
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $5.8M +7% 234k 24.81
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $5.8M 37k 158.41
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $5.6M +6% 91k 62.05
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $5.6M +9% 12.00 468711.00
Ishares Tr Global Tech Etf (IXN) 0.1 $5.6M 125k 44.83
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.5M -55% 241k 22.72
Altria (MO) 0.1 $5.5M +5% 120k 45.71
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $5.5M -11% 78k 70.50
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $5.5M -13% 42k 129.16
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $5.4M +10% 77k 70.37
Nike CL B (NKE) 0.1 $5.4M +5% 46k 117.01
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $5.4M +13% 54k 100.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $5.3M -6% 71k 75.19
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $5.3M -18% 54k 98.21
Comcast Corp Cl A (CMCSA) 0.1 $5.3M +3% 151k 34.97
Phillips 66 (PSX) 0.1 $5.3M 51k 104.08
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $5.3M 313k 16.80
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $5.3M +36% 30k 174.26
Atmos Energy Corporation (ATO) 0.1 $5.2M +11% 47k 112.07
BRT Realty Trust (BRT) 0.1 $5.2M +4% 264k 19.64
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $5.2M 37k 140.06
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $5.1M +10% 19k 267.69
Intuit (INTU) 0.1 $5.1M -15% 13k 389.23
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $5.1M +5% 47k 108.07
PNC Financial Services (PNC) 0.1 $5.1M +16% 32k 157.94
Two Rds Shared Tr Leadershares Eqt (SQEW) 0.1 $5.1M -10% 183k 27.71
Lowe's Companies (LOW) 0.1 $5.0M -3% 25k 199.24
Kimberly-Clark Corporation (KMB) 0.1 $5.0M 37k 135.75
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $5.0M +14% 46k 108.73
Devon Energy Corporation (DVN) 0.1 $4.9M +19% 80k 61.51
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $4.9M +11% 82k 59.57
Nextera Energy Partners Com Unit Part In (NEP) 0.1 $4.9M +8% 70k 70.09
Two Rds Shared Tr Leadershares Dy (DYLD) 0.1 $4.9M -11% 221k 22.08
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $4.9M 126k 38.71
Crown Castle Intl (CCI) 0.1 $4.8M +6% 35k 135.64
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $4.8M +11% 125k 38.04
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $4.7M +37% 22k 214.52
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $4.7M +2% 56k 84.59
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $4.7M NEW 93k 50.41
Nasdaq Omx (NDAQ) 0.1 $4.7M -13% 76k 61.35
Bristol Myers Squibb (BMY) 0.1 $4.7M +10% 65k 71.95
Philip Morris International (PM) 0.1 $4.7M +4% 46k 101.21
Starbucks Corporation (SBUX) 0.1 $4.6M +15% 47k 99.20
National Grid Sponsored Adr Ne (NGG) 0.1 $4.6M +6% 77k 60.32
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.1 $4.6M 97k 47.73
Wells Fargo & Company (WFC) 0.1 $4.5M +11% 110k 41.29
salesforce (CRM) 0.1 $4.4M -4% 34k 132.59
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $4.4M +43% 89k 49.82
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $4.4M -14% 163k 27.16
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $4.4M 105k 41.58
Oneok (OKE) 0.1 $4.4M +3% 66k 65.70
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $4.4M +6% 64k 68.30

Past Filings by Avantax Advisory Services

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