H D Vest Advisory Services
Latest statistics and disclosures from Avantax Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, NXTG, AGG, IWM, RODM, and represent 26.94% of Avantax Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$10M), XLRE (+$5.8M), IWP, DVYE, FPXI, VDC, SPTI, RH, QTEC, FTA.
- Started 52 new stock positions in ZIXI, COG, HROW, VTRS, VER, IBDQ, VNLA, BLNK, PSEP, QQQJ.
- Reduced shares in these 10 stocks: IVV (-$178M), AAPL (-$117M), IWM (-$100M), QQQ (-$62M), AGG (-$59M), AMZN (-$52M), IWR (-$46M), MSFT (-$40M), SPY (-$40M), BRK.B (-$36M).
- Sold out of its positions in AGNC, RDOG, ARKQ, AWP, GLTR, ACST, MINC, AEM, ALB, ALXN.
- Avantax Advisory Services was a net seller of stock by $-2.7B.
- Avantax Advisory Services has $4.2B in assets under management (AUM), dropping by -32.55%.
- Central Index Key (CIK): 0001303042
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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.
- Sign up to view all of the Avantax Advisory Services Dec. 31, 2020 positions
- Download the Avantax Advisory Services December 2020 csv data
| 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
- Avantax Advisory Services 2020 Q4 filed Jan. 22, 2021
- Avantax Advisory Services 2020 Q3 filed Oct. 14, 2020
- Avantax Advisory Services 2020 Q2 filed Aug. 6, 2020
- Avantax Advisory Services 2020 Q1 filed April 30, 2020
- Avantax Advisory Services 2019 Q4 filed Feb. 14, 2020
- Avantax Advisory Services 2019 Q3 filed Nov. 8, 2019
- H D Vest Advisory Services 2019 Q2 filed Aug. 6, 2019
- H D Vest Advisory Services 2019 Q1 filed May 13, 2019
- H D Vest Advisory Services 2018 Q4 filed Feb. 13, 2019