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 1328 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Avantax Advisory Services has 1328 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) 9.5 $617M +4% 1.7M 358.65
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 6.5 $421M -3% 8.4M 50.16
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.0 $390M +11% 5.2M 74.82
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.6 $297M +3% 4.5M 66.43
Ishares Tr Russell 2000 Etf (IWM) 3.4 $219M +5% 1.3M 164.92
Ishares Tr Core Us Aggbd Et (AGG) 2.9 $192M 2.0M 96.34
Ishares Tr Core Msci Eafe (IEFA) 2.7 $173M +5% 3.3M 52.67
Apple (AAPL) 1.8 $119M -2% 863k 138.20
Lattice Strategies Tr Hartford Mlt Etf (RODM) 1.4 $94M 4.3M 21.74
Ishares Core Msci Emkt (IEMG) 1.4 $91M +5% 2.1M 42.98
Etfis Ser Tr I Virtus Real As (VRAI) 1.3 $86M 3.9M 22.08
Vanguard Index Fds Real Estate Etf (VNQ) 1.2 $79M +3% 990k 80.17
Ishares Tr Rus Mid Cap Etf (IWR) 1.2 $79M +3% 1.3M 62.15
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.1 $72M +3% 2.2M 32.53

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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.0 $64M 239k 267.26
Vanguard Index Fds Growth Etf (VUG) 0.8 $54M +4% 252k 213.95
Microsoft Corporation (MSFT) 0.8 $52M +3% 223k 232.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $51M +7% 141k 357.18
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $48M +9% 548k 87.19
First Tr Value Line Divid In SHS (FVD) 0.6 $39M 1.1M 35.79
Vanguard Index Fds Value Etf (VTV) 0.6 $38M +4% 309k 123.48
Amazon (AMZN) 0.6 $37M 331k 113.00
Vanguard Index Fds Small Cp Etf (VB) 0.6 $36M +11% 210k 170.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $35M +7% 132k 267.02
Exxon Mobil Corporation (XOM) 0.5 $31M -12% 355k 87.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $31M -2% 94k 328.30
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $30M +3% 170k 179.47
Tesla Motors (TSLA) 0.4 $26M +192% 99k 265.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $26M 709k 36.36
Victory Portfolios Ii Vcshs Us Eq Incm (CDC) 0.4 $26M +17% 430k 59.36
Ishares Tr Core Div Grwth (DGRO) 0.4 $25M -17% 557k 44.47
Chevron Corporation (CVX) 0.4 $24M +14% 167k 143.67
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $23M -6% 355k 66.10
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $23M 246k 94.88
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.3 $22M +10% 524k 42.60
Johnson & Johnson (JNJ) 0.3 $22M +3% 133k 163.36
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.3 $21M +3% 531k 39.64
Select Sector Spdr Tr Energy (XLE) 0.3 $21M -25% 292k 72.02
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $20M +6% 418k 48.78
Ishares Tr Tips Bd Etf (TIP) 0.3 $20M -15% 194k 104.90
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $20M +6% 252k 79.96
Ishares Tr Core High Dv Etf (HDV) 0.3 $20M -2% 218k 91.29
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $19M 88k 219.26
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $19M 309k 62.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $19M +22% 243k 79.41
Alphabet Cap Stk Cl C (GOOG) 0.3 $19M +2071% 198k 96.15
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $19M -8% 411k 46.09
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.3 $19M -2% 509k 36.44
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.3 $19M -4% 381k 48.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $18M +26% 180k 102.45
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $18M +2% 322k 57.01
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $18M +7% 305k 57.85
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.3 $18M +6% 500k 35.32
Verizon Communications (VZ) 0.3 $18M +9% 463k 37.97
Select Sector Spdr Tr Financial (XLF) 0.3 $17M -12% 564k 30.36
Wisdomtree Tr Intk Mltifactr (DWMF) 0.3 $17M +6% 788k 21.70
Visa Com Cl A (V) 0.3 $17M +3% 95k 177.65
Abbvie (ABBV) 0.3 $17M +6% 126k 134.21
Etf Ser Solutions Distillate Us (DSTL) 0.3 $17M +5% 458k 36.90
Select Sector Spdr Tr Technology (XLK) 0.3 $17M -4% 141k 118.78
Alphabet Cap Stk Cl A (GOOGL) 0.2 $16M +2134% 170k 95.65
Pepsi (PEP) 0.2 $16M +11% 98k 163.26
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $16M +3% 116k 135.16
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $15M +10% 306k 50.28
Ishares Tr Micro-cap Etf (IWC) 0.2 $15M +6% 147k 103.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $15M +11% 272k 55.81
JPMorgan Chase & Co. (JPM) 0.2 $15M +5% 145k 104.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $15M -14% 211k 71.33
Wal-Mart Stores (WMT) 0.2 $15M 114k 129.70
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $15M +3% 184k 80.18
Ishares Tr Morningstar Grwt (ILCG) 0.2 $15M 306k 48.26
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $14M +30% 77k 187.98
Vanguard World Fds Health Car Etf (VHT) 0.2 $14M 64k 223.69
NVIDIA Corporation (NVDA) 0.2 $14M +5% 116k 121.39
Vanguard World Mega Cap Val Etf (MGV) 0.2 $14M 155k 89.91
Procter & Gamble Company (PG) 0.2 $13M +7% 105k 126.25
Ishares Tr Select Divid Etf (DVY) 0.2 $13M +21% 123k 107.22
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $13M +7% 101k 128.52
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $13M 359k 36.01
Ishares Tr Rus 1000 Etf (IWB) 0.2 $13M 65k 197.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $13M +4% 349k 36.49
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $13M -2% 190k 66.42
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 0.2 $13M -21% 227k 55.67
Home Depot (HD) 0.2 $13M -5% 46k 275.94
UnitedHealth (UNH) 0.2 $13M +4% 25k 505.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $12M +45% 103k 121.11
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $12M +24% 539k 22.76
Pfizer (PFE) 0.2 $12M +6% 278k 43.76
Lockheed Martin Corporation (LMT) 0.2 $12M +2% 31k 386.29
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $12M 485k 24.88
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $12M +62% 202k 59.32
CVS Caremark Corporation (CVS) 0.2 $12M +3% 121k 95.37
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.2 $11M 208k 53.88
Spdr Gold Tr Gold Shs (GLD) 0.2 $11M +6% 71k 154.68
Ishares Tr Core Total Usd (IUSB) 0.2 $11M +19% 245k 44.50
Costco Wholesale Corporation (COST) 0.2 $11M +6% 23k 472.27
Ishares Tr Morningstar Valu (ILCV) 0.2 $11M 187k 56.47
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $10M +25% 143k 72.56
Merck & Co (MRK) 0.2 $10M +8% 120k 86.12
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.2 $10M -2% 264k 38.88
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $10M +4% 220k 46.52
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.2 $10M +3% 629k 16.18
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $10M 229k 43.54
Waste Management (WM) 0.2 $9.9M 62k 160.21
Ishares Msci Emerg Mrkt (EEMV) 0.1 $9.7M +16% 192k 50.68
Abbott Laboratories (ABT) 0.1 $9.7M +9% 101k 96.76
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $9.7M +5% 101k 96.05
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $9.6M +12% 241k 39.74
Vanguard World Fds Financials Etf (VFH) 0.1 $9.6M +6% 129k 74.44
Shell Spon Ads (SHEL) 0.1 $9.6M -3% 192k 49.76
Cisco Systems (CSCO) 0.1 $9.6M +13% 239k 40.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $9.5M 33k 287.29
Eli Lilly & Co. (LLY) 0.1 $9.5M 29k 323.35
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $9.4M +56% 141k 66.73
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $9.3M -6% 294k 31.67
Accenture Plc Ireland Shs Class A (ACN) 0.1 $9.1M +18% 36k 257.29
Ishares Tr Mbs Etf (MBB) 0.1 $9.1M 99k 91.58
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $9.1M +3% 352k 25.76
Walt Disney Company (DIS) 0.1 $9.0M 95k 94.33
Thermo Fisher Scientific (TMO) 0.1 $8.8M +5% 17k 507.18
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $8.7M +60% 78k 111.50
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $8.6M +4% 41k 210.40
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $8.6M -7% 266k 32.21
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.1 $8.5M 60k 142.49
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $8.4M +18% 76k 109.95
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $8.4M 21k 401.65
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.1 $8.3M +4% 164k 50.38
Spdr Ser Tr Portfolio Short (SPSB) 0.1 $8.2M -6% 282k 29.22
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $8.2M -4% 104k 79.54
Fs Kkr Capital Corp (FSK) 0.1 $8.2M -17% 484k 16.95
Bank of America Corporation (BAC) 0.1 $8.2M +8% 271k 30.20
Ishares Tr MRGSTR SM CP GR (ISCG) 0.1 $8.2M 235k 34.66
At&t (T) 0.1 $8.0M 522k 15.34
McDonald's Corporation (MCD) 0.1 $8.0M +3% 35k 230.74
Amgen (AMGN) 0.1 $7.9M +5% 35k 225.39
Ishares Esg Awr Msci Em (ESGE) 0.1 $7.9M -8% 284k 27.67
Ishares Tr National Mun Etf (MUB) 0.1 $7.8M -16% 76k 102.58
Coca-Cola Company (KO) 0.1 $7.7M +6% 138k 56.02
Ishares Tr Eafe Value Etf (EFV) 0.1 $7.7M +20% 199k 38.53
ConocoPhillips (COP) 0.1 $7.6M 74k 102.34
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $7.6M -6% 217k 34.88
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $7.5M -2% 176k 42.70
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $7.4M +158% 51k 144.55
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $7.3M -5% 155k 47.18
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $7.3M -2% 127k 57.68
Ishares Tr Us Aer Def Etf (ITA) 0.1 $7.3M +2% 80k 91.19
Dominion Resources (D) 0.1 $7.2M +21% 104k 69.11
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $7.1M 156k 45.77
First Tr Morningstar Divid L SHS (FDL) 0.1 $7.1M +47% 221k 32.13
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $7.0M +33% 146k 48.11
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $7.0M +7% 148k 47.35
Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $7.0M +5% 260k 26.86
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $6.9M -3% 49k 142.46
Ishares Tr Msci Eafe Etf (EFA) 0.1 $6.9M -18% 123k 56.01
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $6.9M +42% 167k 41.02
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $6.8M +3% 101k 67.11
Ishares Tr Morningstr Us Eq (ILCB) 0.1 $6.8M 137k 49.39
Vanguard World Fds Consum Stp Etf (VDC) 0.1 $6.7M +2% 39k 171.78
Raytheon Technologies Corp (RTX) 0.1 $6.7M +14% 82k 81.87
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $6.6M 46k 143.40
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $6.6M +6% 22k 307.38
Chubb (CB) 0.1 $6.5M +16% 36k 181.87
Vanguard World Fds Energy Etf (VDE) 0.1 $6.4M -20% 63k 101.57
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $6.4M +56% 79k 81.21
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.1 $6.3M -26% 167k 37.66
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $6.2M +19% 136k 45.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $6.1M -4% 74k 82.44
Constellation Brands Cl A (STZ) 0.1 $6.0M +5% 26k 229.68
Intuit (INTU) 0.1 $6.0M +8% 16k 387.35
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $6.0M -31% 47k 127.27
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $5.9M +16% 43k 136.00
Paypal Holdings (PYPL) 0.1 $5.8M +9% 68k 86.07
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $5.7M +27% 88k 65.51
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $5.7M -2% 41k 138.78
3M Company (MMM) 0.1 $5.7M +14% 52k 110.51
Enbridge (ENB) 0.1 $5.6M +7% 152k 37.10
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $5.6M +5% 76k 74.28
Intel Corporation (INTC) 0.1 $5.6M +11% 217k 25.77
Adobe Systems Incorporated (ADBE) 0.1 $5.5M +8% 20k 275.23
Meta Platforms Cl A (META) 0.1 $5.5M +4% 40k 135.67
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $5.5M 66k 82.84
Two Rds Shared Tr Leadershares Eqt (SQEW) 0.1 $5.5M +4% 205k 26.70
Ishares Tr Agency Bond Etf (AGZ) 0.1 $5.4M +8% 51k 106.50
Two Rds Shared Tr Leadershares Dy (DYLD) 0.1 $5.4M 250k 21.71
Southern Company (SO) 0.1 $5.4M +2% 80k 68.00
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $5.4M 37k 145.71
Ishares Tr Global Tech Etf (IXN) 0.1 $5.4M +23% 127k 42.18
Duke Energy Corp Com New (DUK) 0.1 $5.3M +9% 57k 93.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $5.3M +10% 119k 44.36
Mastercard Incorporated Cl A (MA) 0.1 $5.3M -3% 19k 284.34
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $5.2M +26% 151k 34.49
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $5.2M +7% 217k 23.92
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $5.1M 307k 16.70
BRT Realty Trust (BRT) 0.1 $5.1M +6% 252k 20.31
Invesco Actively Managed Etf Total Return (GTO) 0.1 $5.1M -4% 112k 45.60
AFLAC Incorporated (AFL) 0.1 $5.1M +6% 90k 56.20
salesforce (CRM) 0.1 $5.0M +2% 35k 143.84
Nasdaq Omx (NDAQ) 0.1 $5.0M +221% 88k 56.68
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $5.0M -14% 52k 96.12
Lowe's Companies (LOW) 0.1 $4.9M +19% 26k 187.83
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $4.9M +9% 127k 38.51
Boeing Company (BA) 0.1 $4.9M 40k 121.09
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.1 $4.8M 56k 85.55
Crown Castle Intl (CCI) 0.1 $4.8M +6% 33k 144.55
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $4.8M +2% 86k 55.94
Broadcom (AVGO) 0.1 $4.8M +76% 11k 443.96
Nextera Energy (NEE) 0.1 $4.8M +22% 61k 78.40
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $4.8M +27% 95k 50.27
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $4.7M -6% 82k 57.83
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $4.7M +134% 47k 100.26
International Business Machines (IBM) 0.1 $4.7M +8% 40k 118.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $4.7M 60k 78.43
Nextera Energy Partners Com Unit Part In (NEP) 0.1 $4.7M +9% 65k 72.31
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $4.7M +3% 38k 124.15
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $4.6M -9% 70k 66.64
Altria (MO) 0.1 $4.6M +4% 113k 40.38
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $4.6M +3% 45k 101.66
United Parcel Service CL B (UPS) 0.1 $4.5M +8% 28k 161.53
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $4.5M 11.00 406454.55
Ishares Tr Hdg Msci Eafe (HEFA) 0.1 $4.4M +25% 149k 29.89
Ishares Tr Cohen Steer Reit (ICF) 0.1 $4.4M +95% 83k 53.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $4.4M +13% 62k 71.39
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.1 $4.4M +51% 17k 255.48
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $4.4M -13% 199k 22.08
Deere & Company (DE) 0.1 $4.4M +3% 13k 333.92
Caterpillar (CAT) 0.1 $4.3M 27k 164.06
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $4.3M 54k 79.40
Comcast Corp Cl A (CMCSA) 0.1 $4.3M +16% 147k 29.33
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $4.3M 190k 22.53
Atmos Energy Corporation (ATO) 0.1 $4.3M +10% 42k 101.85
Honeywell International (HON) 0.1 $4.2M +17% 25k 166.97
Bristol Myers Squibb (BMY) 0.1 $4.2M +10% 59k 71.08
PNC Financial Services (PNC) 0.1 $4.1M +11% 28k 149.43
Kimberly-Clark Corporation (KMB) 0.1 $4.1M +15% 37k 112.53
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $4.1M -4% 107k 38.39
Phillips 66 (PSX) 0.1 $4.1M +2% 50k 80.72
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.1 $4.0M -6% 96k 41.87
Devon Energy Corporation (DVN) 0.1 $4.0M +22% 67k 60.14
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $4.0M 68k 58.52
Wells Fargo & Company (WFC) 0.1 $4.0M +4% 99k 40.22
Enterprise Products Partners (EPD) 0.1 $4.0M +2% 166k 23.78
First Tr Exchange Traded Hlth Care Alph (FXH) 0.1 $3.9M +51% 40k 97.20
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $3.9M 116k 33.48
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $3.9M +4% 81k 47.72
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $3.9M +73% 76k 51.23
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $3.8M 30k 128.92
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $3.8M +27% 74k 52.04
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $3.8M +92% 112k 34.16
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $3.8M -14% 30k 126.21
Danaher Corporation (DHR) 0.1 $3.8M +17% 15k 258.30

Past Filings by Avantax Advisory Services

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