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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, SCHD, JPST, BSV, VONG, and represent 27.33% of Avantax Advisory Services's stock portfolio.
Added to shares of these 10 stocks: SPY (+$33M), IVV (+$20M), SCHD (+$15M), USFR (+$14M), AGG (+$12M), IYW (+$12M), JPST (+$7.3M), MUB (+$6.3M), BIV (+$6.0M), IEMG (+$5.4M).
Started 112 new stock positions in SCHJ, SYM, HYMC, QJUN, FLNC, TREX, GLTR, FTEC, EQT, BDC.
Reduced shares in these 10 stocks: ESGU (-$6.0M), BRT, DLR, D, BIL, CCI, AAPL, SUB, SGOV, IGSB.
Sold out of its positions in ABBNY, SDOG, JULW, AMP, APA, ATKR, Barclays Bk Plc Ipspgs Ttl Etn etf, BBBYQ, IGR, Cbre Gbl Real Estate.
Avantax Advisory Services was a net buyer of stock by $279M.
Avantax Advisory Services has $8.7B in assets under management (AUM), dropping by 7.15%.
Central Index Key (CIK): 0001303042

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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 1505 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Avantax Advisory Services has 1505 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avantax Advisory Services June 30, 2023 positions
Download the Avantax Advisory Services June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.7	$676M	+3%	1.5M	445.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.0	$522M	+2%	7.2M	72.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	5.3	$463M		9.2M	50.14	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.3	$378M		5.0M	75.57	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	4.0	$352M		5.0M	70.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$237M	+5%	2.4M	97.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.7	$236M		3.5M	67.50	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$179M	+2%	958k	187.27	View chart
Apple (AAPL)	2.0	$173M		893k	193.97	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.8	$153M		5.8M	26.32	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$118M	+4%	2.4M	49.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$109M	+4%	296k	369.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$100M	+49%	227k	443.28	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.0	$86M		1.2M	73.03	View chart
Microsoft Corporation (MSFT)	1.0	$84M		245k	340.54	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$69M	+10%	646k	106.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$67M		237k	282.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.8	$67M	+2%	801k	83.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$61M	+6%	616k	99.65	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.6	$54M		1.4M	38.27	View chart
NVIDIA Corporation (NVDA)	0.6	$52M		124k	423.02	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$52M	+4%	364k	142.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$47M	+3%	116k	407.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$47M		137k	341.00	View chart
First Tr Value Line Divid In SHS (FVD)	0.5	$46M		1.1M	40.09	View chart
Amazon (AMZN)	0.5	$45M		348k	130.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$44M	+10%	199k	220.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$43M		218k	198.89	View chart
Exxon Mobil Corporation (XOM)	0.4	$39M		364k	107.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$34M		726k	46.18	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.4	$31M	+81%	618k	50.32	View chart
Tesla Motors (TSLA)	0.4	$31M		118k	261.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$30M	+6%	171k	173.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$29M	+2%	109k	261.48	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.3	$28M	+7%	301k	94.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$28M	+4%	476k	58.98	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$28M		468k	59.41	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.3	$27M	-4%	496k	54.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$26M	-7%	247k	106.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$26M		216k	120.97	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$26M	+14%	574k	45.47	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$26M	-3%	524k	49.69	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$26M		499k	51.53	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$25M		340k	74.33	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.3	$25M	+4%	373k	67.50	View chart
JPMorgan Chase & Co. (JPM)	0.3	$25M		173k	145.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$25M	+4%	189k	132.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$25M	+32%	329k	75.23	View chart
Johnson & Johnson (JNJ)	0.3	$25M	+2%	148k	165.52	View chart
Chevron Corporation (CVX)	0.3	$24M		154k	157.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$24M		343k	70.48	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$24M		238k	100.79	View chart
Visa Com Cl A (V)	0.3	$24M		100k	237.48	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.3	$24M		303k	78.26	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$24M	-3%	292k	81.17	View chart
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)	0.3	$23M		403k	57.60	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$23M	+8%	207k	110.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$23M	+28%	169k	134.87	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.3	$22M		354k	62.34	View chart
Procter & Gamble Company (PG)	0.3	$22M	+11%	145k	151.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$22M	+2%	182k	119.70	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.2	$22M	+2%	209k	103.76	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$22M	+12%	289k	75.08	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$22M	+26%	452k	47.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$22M	+3%	98k	220.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$22M	+4%	132k	162.43	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$21M		469k	45.27	View chart
Wal-Mart Stores (WMT)	0.2	$21M	+4%	134k	157.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$21M	+124%	193k	108.87	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$21M	+2%	279k	74.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$21M	+26%	129k	161.19	View chart
Lattice Strategies Tr Hartford Us Eqty (ROUS)	0.2	$21M		497k	41.43	View chart
Wisdomtree Tr Intk Mltifactr (DWMF)	0.2	$20M	-2%	800k	25.13	View chart
Verizon Communications (VZ)	0.2	$20M	+2%	539k	37.19	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.2	$20M	-2%	392k	50.68	View chart
Pepsi (PEP)	0.2	$20M		107k	185.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$20M	+14%	200k	97.64	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$19M	+3%	128k	151.98	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.2	$19M	-3%	406k	47.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$19M	+3%	200k	95.41	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$19M	+9%	198k	93.26	View chart
Abbvie (ABBV)	0.2	$18M		136k	134.73	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.2	$18M	-3%	482k	38.04	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$18M	+34%	115k	158.56	View chart
Home Depot (HD)	0.2	$18M	+2%	58k	310.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$18M	+5%	100k	178.27	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$17M	+7%	184k	90.78	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$17M	+16%	378k	44.17	View chart
Eli Lilly & Co. (LLY)	0.2	$17M	+2%	36k	468.98	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$17M	+10%	273k	60.94	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$17M		152k	109.30	View chart
Vanguard World Fds Health Car Etf (VHT)	0.2	$16M		66k	244.82	View chart
Cisco Systems (CSCO)	0.2	$16M	+3%	305k	51.74	View chart
Lockheed Martin Corporation (LMT)	0.2	$16M		34k	460.37	View chart
UnitedHealth (UNH)	0.2	$16M	+2%	32k	480.64	View chart
Waste Management (WM)	0.2	$16M	+4%	90k	173.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$15M	+30%	101k	149.64	View chart
Costco Wholesale Corporation (COST)	0.2	$15M	+6%	28k	538.39	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$15M		368k	40.68	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$15M	+3%	206k	72.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$15M	+18%	54k	275.18	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$15M	+4%	540k	27.00	View chart
Merck & Co (MRK)	0.2	$14M	+3%	125k	115.39	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$14M	-11%	133k	108.14	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$14M	+5%	32k	442.16	View chart
Ishares Tr Morningstar Valu (ILCV)	0.2	$14M		214k	66.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$14M	-6%	124k	113.30	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$14M	+4%	126k	109.84	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.2	$14M		246k	54.98	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$14M		400k	33.71	View chart
McDonald's Corporation (MCD)	0.2	$13M	+3%	45k	298.41	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$13M		281k	47.10	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$13M	-31%	133k	97.46	View chart
Raytheon Technologies Corp (RTX)	0.1	$13M	+6%	132k	97.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$13M	+14%	77k	165.40	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$13M	+14%	551k	22.90	View chart
Broadcom (AVGO)	0.1	$13M	+4%	15k	867.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$13M		36k	343.85	View chart
Abbott Laboratories (ABT)	0.1	$12M	+2%	113k	109.02	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M	+2%	167k	72.50	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.1	$12M		240k	50.23	View chart
Coca-Cola Company (KO)	0.1	$12M	+9%	199k	60.22	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.1	$12M	+2%	288k	41.41	View chart
Walt Disney Company (DIS)	0.1	$12M		133k	89.28	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.1	$12M		632k	18.64	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$12M	-8%	109k	107.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$12M	+6%	240k	48.94	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$12M	+34%	120k	96.60	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$12M	-19%	126k	91.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$11M	+7%	117k	97.84	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$11M	+2%	152k	74.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$11M	+21%	178k	62.81	View chart
First Tr Exchange Traded Indxx Nextg Etf (NXTG)	0.1	$11M	-2%	156k	71.78	View chart
United Homes Group Cl A (UHG)	0.1	$11M		1.0M	11.16	View chart
At&t (T)	0.1	$11M	+2%	696k	15.95	View chart
Vanguard World Fds Financials Etf (VFH)	0.1	$11M		134k	81.24	View chart
Shell Spon Ads (SHEL)	0.1	$11M	-4%	180k	60.38	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$11M		89k	122.58	View chart
CVS Caremark Corporation (CVS)	0.1	$11M	+4%	155k	69.13	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$10M		34k	308.58	View chart
Thermo Fisher Scientific (TMO)	0.1	$10M		20k	521.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.1	$10M	-3%	64k	162.28	View chart
Pfizer (PFE)	0.1	$10M		280k	36.68	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$10M	+19%	89k	114.93	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$10M	+9%	298k	34.01	View chart
Meta Platforms Cl A (META)	0.1	$10M		35k	286.98	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$9.9M	+7%	21k	478.91	View chart
Amgen (AMGN)	0.1	$9.9M	+6%	44k	222.02	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.1	$9.8M	+5%	146k	66.68	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$9.4M	+15%	170k	55.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$9.3M		166k	56.08	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$9.2M	+14%	214k	43.20	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$9.2M		151k	61.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$9.2M	-6%	122k	75.66	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$9.2M	+6%	312k	29.44	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	0.1	$9.2M	+68%	250k	36.67	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$9.2M		184k	49.72	View chart
Adobe Systems Incorporated (ADBE)	0.1	$9.2M	+3%	19k	489.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$9.1M	+5%	114k	80.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$8.9M	+10%	56k	157.83	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$8.8M	+5%	82k	106.97	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.1	$8.7M	+2%	132k	66.26	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.1	$8.7M	+11%	159k	54.89	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$8.7M		74k	116.67	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.1	$8.6M	-3%	44k	194.45	View chart
Fs Kkr Capital Corp (FSK)	0.1	$8.5M		444k	19.18	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$8.4M	-3%	177k	47.42	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	0.1	$8.3M	+5%	168k	49.67	View chart
ConocoPhillips (COP)	0.1	$8.3M	+5%	80k	103.61	View chart
Chubb (CB)	0.1	$8.3M	+11%	43k	192.56	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$8.1M		100k	81.08	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$8.1M		85k	95.09	View chart
Deere & Company (DE)	0.1	$8.1M	+24%	20k	405.19	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$8.0M	+42%	47k	169.81	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$7.9M	+2%	167k	47.67	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$7.9M	+38%	104k	76.06	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$7.7M	+2%	121k	63.20	View chart
Bank of America Corporation (BAC)	0.1	$7.4M	+6%	260k	28.69	View chart
Boeing Company (BA)	0.1	$7.4M	-8%	35k	211.16	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$7.4M	-3%	131k	56.46	View chart
AFLAC Incorporated (AFL)	0.1	$7.3M		105k	69.80	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$7.2M	+29%	155k	46.44	View chart
Advanced Micro Devices (AMD)	0.1	$7.2M	+12%	63k	113.91	View chart
Caterpillar (CAT)	0.1	$7.1M		29k	246.05	View chart
Intel Corporation (INTC)	0.1	$7.1M	-15%	212k	33.44	View chart
Enbridge (ENB)	0.1	$7.1M	+2%	191k	37.15	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$7.1M	-17%	228k	30.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$7.0M	+82%	68k	102.94	View chart
Mastercard Incorporated Cl A (MA)	0.1	$7.0M	-12%	18k	393.29	View chart
Constellation Brands Cl A (STZ)	0.1	$7.0M		29k	246.13	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$6.9M	+2%	126k	54.41	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$6.9M		42k	163.65	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$6.8M	+22%	168k	40.70	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$6.8M	+5%	67k	101.29	View chart
Honeywell International (HON)	0.1	$6.8M		33k	207.50	View chart
salesforce (CRM)	0.1	$6.8M		32k	211.26	View chart
Comcast Corp Cl A (CMCSA)	0.1	$6.7M	+5%	162k	41.55	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$6.7M	+8%	268k	25.09	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$6.7M	-23%	44k	152.56	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$6.6M	+8%	68k	97.60	View chart
Intuit (INTU)	0.1	$6.6M	+3%	15k	458.19	View chart
Linde SHS (LIN)	0.1	$6.6M	+6%	17k	381.09	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.1	$6.6M	+3%	38k	171.83	View chart
International Business Machines (IBM)	0.1	$6.5M	-2%	49k	133.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$6.5M	+4%	42k	155.70	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.1	$6.4M	+3%	60k	107.32	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$6.4M	+4%	400k	15.97	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$6.4M		126k	50.67	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.1	$6.3M	-8%	188k	33.38	View chart
Duke Energy Corp Com New (DUK)	0.1	$6.2M	+3%	69k	89.74	View chart
Lowe's Companies (LOW)	0.1	$6.0M	+3%	27k	225.70	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$6.0M	+4%	80k	75.62	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$6.0M	-5%	160k	37.69	View chart
Kimberly-Clark Corporation (KMB)	0.1	$6.0M	+2%	43k	138.06	View chart
Southern Company (SO)	0.1	$5.8M		83k	70.25	View chart
United Parcel Service CL B (UPS)	0.1	$5.8M	-10%	32k	179.25	View chart
Atmos Energy Corporation (ATO)	0.1	$5.8M		50k	116.34	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$5.8M	-3%	92k	63.29	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$5.8M	-3%	51k	112.89	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$5.7M	-8%	181k	31.77	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.1	$5.7M	+22%	279k	20.57	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$5.7M	-21%	92k	62.19	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$5.7M		66k	86.54	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$5.7M		90k	63.70	View chart
American Tower Reit (AMT)	0.1	$5.7M	+176%	29k	193.94	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$5.7M		11.00	517810.00	View chart
Altria (MO)	0.1	$5.7M	-3%	125k	45.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.7M	+101%	70k	80.71	View chart
Oracle Corporation (ORCL)	0.1	$5.6M	+9%	47k	119.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$5.6M	-9%	142k	39.56	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$5.6M	+3%	180k	31.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$5.6M	+25%	156k	35.65	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$5.6M	+11%	74k	75.00	View chart
Nike CL B (NKE)	0.1	$5.5M		50k	110.37	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$5.5M	+29%	109k	50.57	View chart
Morgan Stanley Com New (MS)	0.1	$5.4M	+11%	64k	85.40	View chart
Nextera Energy (NEE)	0.1	$5.4M	-3%	73k	74.20	View chart
Valero Energy Corporation (VLO)	0.1	$5.4M	-8%	46k	117.30	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$5.4M	-4%	119k	45.41	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$5.4M		80k	67.33	View chart
Starbucks Corporation (SBUX)	0.1	$5.3M	+5%	54k	99.06	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$5.3M	-12%	53k	100.07	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.1	$5.2M	+4%	48k	108.31	View chart
Devon Energy Corporation (DVN)	0.1	$5.2M	+7%	108k	48.34	View chart
Etfis Ser Tr I Virtus Real As (VRAI)	0.1	$5.2M	-25%	221k	23.47	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$5.2M	-2%	26k	201.56	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.1	$5.1M	+14%	87k	58.64	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$5.1M	+2%	64k	79.79	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$5.0M	+66%	77k	65.08	View chart
EOG Resources (EOG)	0.1	$5.0M	+351%	44k	114.44	View chart

Past Filings by Avantax Advisory Services

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

Avantax Advisory Services 2023 Q2 filed Aug. 11, 2023
Avantax Advisory Services 2023 Q1 filed April 28, 2023
Avantax Advisory Services 2022 Q4 filed Feb. 13, 2023
Avantax Advisory Services 2022 Q3 filed Nov. 2, 2022
Avantax Advisory Services 2022 Q2 filed Aug. 2, 2022
Avantax Advisory Services 2022 Q1 filed April 27, 2022
Avantax Advisory Services 2021 Q4 filed Jan. 24, 2022
Avantax Advisory Services 2021 Q3 filed Oct. 21, 2021
Avantax Advisory Services 2021 Q2 filed July 29, 2021
Avantax Advisory Services 2021 Q1 filed May 13, 2021
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

View all past filings

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