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 December 2020 quarterly 13F filing

Avantax Advisory Services has 932 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 $401M -30% 1.1M 375.71
First Tr Exchange Traded Indxx Nextg Etf (NXTG) 6.1 $258M -9% 3.7M 69.19
Ishares Tr Core Us Aggbd Et (AGG) 4.5 $188M -23% 1.6M 118.22
Ishares Tr Russell 2000 Etf (IWM) 3.9 $165M -37% 841k 196.11
Lattice Strategies Tr Hartford Mlt Etf (RODM) 2.9 $121M -14% 4.3M 28.30
Ishares Tr Core Msci Eafe (IEFA) 2.7 $112M -18% 1.6M 69.09
Etfis Ser Tr I Virtus Real As (VRAI) 2.4 $100M -15% 4.4M 22.80
Apple (AAPL) 2.3 $95M -55% 718k 132.70
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.1 $89M -21% 645k 138.02
Wisdomtree Tr Emer Mkt High Fd (DEM) 1.8 $78M -15% 1.9M 41.09
Ishares Tr Rus Mid Cap Etf (IWR) 1.8 $74M -38% 1.1M 68.56
Ishares Core Msci Emkt (IEMG) 1.5 $63M -17% 1.0M 62.12
Ishares Tr Msci Usa Min Vol (USMV) 1.4 $57M -11% 837k 67.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $56M -52% 178k 313.74

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Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $53M -33% 626k 84.91
Vanguard Index Fds Growth Etf (VUG) 1.2 $52M -20% 206k 253.40
First Tr Value Line Divid In SHS (FVD) 1.1 $48M -11% 1.4M 35.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $36M -52% 97k 373.79
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $35M -37% 386k 91.92
Microsoft Corporation (MSFT) 0.8 $35M -53% 158k 222.29
Amazon (AMZN) 0.8 $34M -60% 10k 3264.56
Legg Mason Etf Invt Tr Clearbrideg Lr (LRGE) 0.7 $29M -36% 569k 50.08
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $26M -35% 354k 73.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $26M -44% 74k 343.89
Vanguard Index Fds Small Cp Etf (VB) 0.6 $25M -47% 127k 194.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $24M -43% 125k 194.69
Vanguard Index Fds Value Etf (VTV) 0.5 $22M -57% 185k 118.96
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.5 $21M -10% 366k 56.79
Ishares Tr S&p 500 Grwt Etf (IVW) 0.5 $21M +97% 321k 63.84
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $20M -10% 231k 88.65
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $20M -43% 226k 88.17
Hartford Fds Exchange Traded Mun Oportunite (HMOP) 0.5 $20M -7% 473k 41.85
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.5 $20M 396k 49.79
Ishares Tr Micro-cap Etf (IWC) 0.5 $19M -14% 163k 118.64
Verizon Communications (VZ) 0.5 $19M -41% 326k 58.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $19M -65% 82k 231.82
Lattice Strategies Tr Hartford Us Eqty (ROUS) 0.4 $19M -6% 536k 35.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $19M -36% 205k 91.58
Spdr Gold Tr Gold Shs (GLD) 0.4 $18M -32% 103k 178.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $18M -31% 212k 83.18
Etf Ser Solutions Distillate Us (DSTL) 0.4 $18M -7% 484k 36.29
Tesla Motors (TSLA) 0.4 $17M -57% 24k 705.78
Wisdomtree Tr Intk Mltifactr (DWMF) 0.4 $17M -4% 695k 24.77
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $16M -67% 340k 47.21
Ishares Tr Pfd And Incm Sec (PFF) 0.4 $16M -34% 415k 38.51
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $16M -12% 231k 67.50
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $15M -3% 162k 92.84
Johnson & Johnson (JNJ) 0.4 $15M -47% 94k 157.49
Ishares Tr Core Div Grwth (DGRO) 0.3 $15M +2% 322k 44.86
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $14M -7% 206k 68.30
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $14M -10% 216k 64.14
Proshares Tr S&p 500 Dv Arist (NOBL) 0.3 $14M -7% 172k 79.90
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.3 $13M -36% 613k 21.18
Ishares Tr Core High Dv Etf (HDV) 0.3 $13M -16% 147k 87.65
Ishares Tr MRNGSTR LG-CP GR (ILCG) 0.3 $13M -69% 44k 289.84
Procter & Gamble Company (PG) 0.3 $13M -53% 90k 139.16
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.3 $12M -40% 53k 234.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $12M -67% 240k 50.10
Exxon Mobil Corporation (XOM) 0.3 $11M -52% 277k 41.19
Walt Disney Company (DIS) 0.3 $11M -55% 62k 181.18
Visa Com Cl A (V) 0.3 $11M -59% 51k 218.67
Ishares Tr Tips Bd Etf (TIP) 0.3 $11M -32% 86k 127.53
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.3 $11M +4% 194k 54.76
Ishares Tr Msci Eafe Etf (EFA) 0.2 $10M -61% 143k 73.02
Wal-Mart Stores (WMT) 0.2 $10M -43% 71k 144.13
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $10M -24% 229k 44.93
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $10M -4% 243k 42.11
At&t (T) 0.2 $10M -60% 351k 28.78
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $10M -64% 71k 141.10
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $9.8M +146% 269k 36.55
Select Sector Spdr Tr Technology (XLK) 0.2 $9.8M -50% 76k 130.13
Home Depot (HD) 0.2 $9.8M -54% 37k 265.89
Ishares Tr Mrning Sm Cp Etf (ISCV) 0.2 $9.8M -32% 69k 140.91
JPMorgan Chase & Co. (JPM) 0.2 $9.6M -51% 76k 127.12
Facebook Cl A (FB) 0.2 $9.6M -56% 35k 273.15
Alphabet Cap Stk Cl C (GOOG) 0.2 $9.6M -54% 5.4k 1759.76
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $9.4M +42% 54k 173.93
NVIDIA Corporation (NVDA) 0.2 $9.3M -56% 18k 522.56
Chevron Corporation (CVX) 0.2 $9.1M -58% 108k 84.47
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $9.1M +13% 433k 20.97
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.2 $9.0M -37% 274k 32.72
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.2 $8.8M -19% 21k 420.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $8.7M -62% 38k 229.80
Ark Etf Tr Innovation Etf (ARKK) 0.2 $8.6M +13% 69k 124.31
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $8.5M +129% 83k 102.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $8.5M -54% 4.8k 1760.84
Ishares Tr Mbs Etf (MBB) 0.2 $8.4M -14% 76k 110.26
Ishares Tr MRGSTR SM CP GR (ISCG) 0.2 $8.3M -44% 27k 303.80
Ishares Msci Emerg Mrkt (EEMV) 0.2 $8.2M -21% 135k 60.98
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $8.0M -44% 26k 305.71
Spdr Ser Tr Portfolio Short (SPSB) 0.2 $7.9M -9% 251k 31.43
Intel Corporation (INTC) 0.2 $7.8M -51% 157k 49.80
Pfizer (PFE) 0.2 $7.7M -47% 211k 36.79
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $7.6M -21% 36k 212.38
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $7.6M -34% 142k 53.59
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 0.2 $7.6M -22% 79k 96.63
Ishares Tr Select Divid Etf (DVY) 0.2 $7.3M -66% 76k 96.09
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $7.1M -52% 35k 206.67
Abbvie (ABBV) 0.2 $7.1M -52% 66k 107.17
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $7.0M -32% 40k 175.20
Pepsi (PEP) 0.2 $6.9M -48% 46k 148.13
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $6.8M -41% 50k 136.74
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $6.8M -40% 78k 86.26
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.2 $6.6M -56% 17k 383.21
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $6.5M -34% 61k 107.52
Ishares Tr Global Tech Etf (IXN) 0.2 $6.4M -14% 21k 301.38
Vanguard World Fds Health Car Etf (VHT) 0.2 $6.4M -54% 29k 223.38
Select Sector Spdr Tr Energy (XLE) 0.1 $6.3M -30% 166k 37.91
Fs Kkr Capital Corp. Ii (FSKR) 0.1 $6.3M -17% 382k 16.39
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $6.3M -14% 101k 62.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $6.2M -65% 26k 241.13
Ishares Tr MRNGSTR LG-CP VL (ILCV) 0.1 $6.1M -69% 54k 112.29
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $6.1M -34% 39k 158.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $6.0M -34% 104k 58.36
Mastercard Incorporated Cl A (MA) 0.1 $6.0M -51% 17k 357.15
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $6.0M -62% 115k 51.70
Ishares Esg Awr Msci Em (ESGE) 0.1 $5.9M -10% 140k 41.99
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $5.9M +58% 178k 33.08
UnitedHealth (UNH) 0.1 $5.8M -52% 16k 351.22
Cisco Systems (CSCO) 0.1 $5.7M -50% 128k 44.67
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $5.6M -59% 44k 128.02
Merck & Co (MRK) 0.1 $5.6M -46% 68k 81.62
Amgen (AMGN) 0.1 $5.5M -28% 24k 229.74
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.4M +6% 198k 27.29
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $5.4M -38% 40k 133.20
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $5.3M -9% 104k 51.46
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $5.3M -33% 46k 116.25
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $5.2M -30% 16k 328.61
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.1 $5.2M +44% 95k 54.97
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $5.2M -41% 83k 62.27
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $5.0M -34% 126k 40.17
Spdr Ser Tr S&p Biotech (XBI) 0.1 $5.0M -22% 36k 140.82
Boeing Company (BA) 0.1 $5.0M -57% 23k 214.01
Abbott Laboratories (ABT) 0.1 $4.9M -50% 45k 109.59
Paypal Holdings (PYPL) 0.1 $4.9M -43% 21k 234.47
salesforce (CRM) 0.1 $4.9M -24% 22k 222.50
Wisdomtree Tr Intl Smcap Div (DLS) 0.1 $4.9M -13% 72k 67.96
McDonald's Corporation (MCD) 0.1 $4.8M -61% 22k 214.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $4.7M -33% 33k 142.24
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $4.7M -61% 44k 106.09
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $4.7M -25% 232k 20.14
Ishares Em Mkts Div Etf (DVYE) 0.1 $4.7M +979% 125k 37.23
Lockheed Martin Corporation (LMT) 0.1 $4.6M -58% 13k 355.35
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $4.6M -79% 83k 56.26
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $4.6M -32% 76k 60.09
CVS Caremark Corporation (CVS) 0.1 $4.4M -48% 65k 68.39
Adobe Systems Incorporated (ADBE) 0.1 $4.4M -39% 8.7k 503.10
Ishares Tr Mrngstr Lg-cp Et (ILCB) 0.1 $4.4M -84% 20k 216.61
Eli Lilly & Co. (LLY) 0.1 $4.4M -58% 26k 168.96
Nike CL B (NKE) 0.1 $4.3M -33% 31k 141.63
ConocoPhillips (COP) 0.1 $4.3M -29% 109k 39.95
Waste Management (WM) 0.1 $4.2M -38% 36k 117.82
Ishares Tr Agency Bond Etf (AGZ) 0.1 $4.2M +17% 35k 119.51
Ishares Tr Intl Sel Div Etf (IDV) 0.1 $4.2M -31% 143k 29.46
Kimberly-Clark Corporation (KMB) 0.1 $4.0M -36% 30k 134.80
Coca-Cola Company (KO) 0.1 $4.0M -59% 73k 54.78
Raytheon Technologies Corp (RTX) 0.1 $4.0M -52% 56k 71.59
Phillips 66 (PSX) 0.1 $4.0M -27% 57k 69.92
3M Company (MMM) 0.1 $4.0M -51% 23k 174.49
Costco Wholesale Corporation (COST) 0.1 $4.0M -65% 11k 376.89
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $3.9M -8% 43k 90.96
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $3.9M -25% 26k 150.95
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.1 $3.9M -35% 120k 32.38
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $3.8M -9% 35k 109.09
Texas Instruments Incorporated (TXN) 0.1 $3.7M -41% 23k 164.01
Etfis Ser Tr I Virtus Pvt Cr (VPC) 0.1 $3.7M -72% 184k 20.20
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $3.6M -49% 107k 33.59
Square Cl A (SQ) 0.1 $3.6M -49% 17k 217.73
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.1 $3.5M -14% 89k 39.76
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.1 $3.5M +7% 93k 38.20
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.1 $3.5M +5% 140k 25.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $3.5M -52% 10.00 347900.00
Target Corporation (TGT) 0.1 $3.5M -41% 20k 176.69
Ishares Gold Trust Ishares (IAU) 0.1 $3.5M -5% 191k 18.15
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $3.4M -39% 35k 97.16
Bank of America Corporation (BAC) 0.1 $3.4M -68% 111k 30.32
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $3.3M -60% 14k 232.46
Comcast Corp Cl A (CMCSA) 0.1 $3.3M -48% 64k 52.32
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $3.3M -55% 29k 113.27
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.1 $3.3M -65% 69k 47.30
Ishares Tr National Mun Etf (MUB) 0.1 $3.2M -72% 28k 117.09
Nextera Energy (NEE) 0.1 $3.2M +65% 42k 77.03
Fs Kkr Capital Corp (FSK) 0.1 $3.2M -54% 193k 16.59
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.1 $3.2M -58% 55k 58.47
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $3.2M NEW 46k 68.65
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $3.1M -2% 19k 168.00
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $3.1M -6% 39k 81.14
Netflix (NFLX) 0.1 $3.1M -61% 5.7k 541.88
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $3.0M -62% 102k 29.49
Lowe's Companies (LOW) 0.1 $3.0M -33% 19k 160.46
Ishares Tr Nasdaq Biotech (IBB) 0.1 $3.0M -39% 20k 151.97
First Tr Exchng Traded Fd Vi Alt Abslt Strg (FAAR) 0.1 $3.0M +11% 109k 27.32
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $3.0M -46% 11k 267.86
Starbucks Corporation (SBUX) 0.1 $3.0M -59% 28k 107.07
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $3.0M -46% 58k 50.64
Royal Dutch Shell Spons Adr A (RDS.A) 0.1 $2.9M -41% 83k 35.11
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $2.9M -6% 34k 86.31
International Business Machines (IBM) 0.1 $2.9M -54% 23k 125.95
Dominion Resources (D) 0.1 $2.9M -49% 39k 75.14
Osi Etf Tr Oshares Us Smlcp (OUSM) 0.1 $2.9M -4% 93k 31.25
Pacer Fds Tr Trendpilot Us Bd (PTBD) 0.1 $2.9M +48% 106k 27.50
Linde SHS (LIN) 0.1 $2.9M -28% 11k 263.54
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $2.8M -39% 93k 30.71
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $2.8M -65% 56k 50.82
Southern Company (SO) 0.1 $2.8M -68% 46k 61.45
Bristol Myers Squibb (BMY) 0.1 $2.8M -48% 45k 61.91
Wisdomtree Tr Floatng Rat Trea (USFR) 0.1 $2.8M -69% 111k 25.17
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $2.8M +40% 38k 72.24
Wp Carey (WPC) 0.1 $2.7M -7% 39k 70.44
Thermo Fisher Scientific (TMO) 0.1 $2.7M -34% 5.9k 466.41
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 0.1 $2.7M +9% 43k 61.94
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $2.7M -35% 23k 114.03
Intuit (INTU) 0.1 $2.7M -31% 7.0k 381.34
Qualcomm (QCOM) 0.1 $2.6M -69% 17k 152.07
CSX Corporation (CSX) 0.1 $2.6M -47% 29k 90.70
Accenture Plc Ireland Shs Class A (ACN) 0.1 $2.6M -49% 10k 261.15
Royal Dutch Shell Spon Adr B (RDS.B) 0.1 $2.6M -58% 77k 33.65
TJX Companies (TJX) 0.1 $2.6M -21% 38k 68.18
First Tr Exchange-traded Mngd Futrs Strgy (FMF) 0.1 $2.6M +19% 57k 45.27
Unilever Spon Adr New (UL) 0.1 $2.6M -19% 43k 60.31
Caterpillar (CAT) 0.1 $2.6M -62% 14k 181.88
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $2.6M -40% 16k 164.72
Innovator Etfs Tr S&p 500 Ultra (UAPR) 0.1 $2.6M -22% 103k 24.92
Duke Energy Corp Com New (DUK) 0.1 $2.5M -68% 28k 91.52
Medtronic SHS (MDT) 0.1 $2.5M -42% 21k 117.30
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.5M -69% 7.1k 354.15
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $2.5M -7% 285k 8.78
Union Pacific Corporation (UNP) 0.1 $2.5M -55% 12k 208.29
Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $2.5M -9% 102k 24.49
Servicenow (NOW) 0.1 $2.5M -18% 4.5k 551.59
Main Street Capital Corporation (MAIN) 0.1 $2.5M -36% 76k 32.34
Honeywell International (HON) 0.1 $2.5M -62% 12k 212.60
United Parcel Service CL B (UPS) 0.1 $2.5M -57% 15k 168.46
Verisk Analytics (VRSK) 0.1 $2.5M 12k 207.57
First Tr Morningstar Divid L SHS (FDL) 0.1 $2.4M -38% 82k 29.59
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $2.4M -85% 15k 163.02
Digital Realty Trust (DLR) 0.1 $2.4M -32% 17k 139.56
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.1 $2.4M +89% 49k 48.60
Philip Morris International (PM) 0.1 $2.4M -55% 29k 82.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $2.4M -12% 65k 36.12
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $2.4M -54% 23k 101.11
Ishares Tr Expanded Tech (IGV) 0.1 $2.3M -29% 6.6k 354.21
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $2.3M +35% 123k 18.95
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $2.3M -64% 37k 62.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.3M -69% 18k 127.76
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.1 $2.3M -64% 15k 156.50
Intuitive Surgical Com New (ISRG) 0.1 $2.3M -31% 2.8k 818.84
Yum! Brands (YUM) 0.1 $2.2M -31% 21k 108.70
Docusign (DOCU) 0.1 $2.2M -27% 10k 222.14
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.1 $2.2M -84% 28k 79.48

Past Filings by Avantax Advisory Services

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