AVANTAX ADVISORY SERVICES, INC.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dallas, TX
CIK
0001303042
Alternate names
H D Vest Advisory Services
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,570 10,074,549 VONG, IVV, SCHD, BSV 13F-HR 2/7/2024 000108514624000829
Q3 2023 1,544 8,932,692 VONG, IVV, SCHD, BSV 13F-HR 11/7/2023 000108514623004176
Q2 2023 1,505 8,747,405 IVV, SCHD, JPST, BSV 13F-HR 8/11/2023 000108514623003283
Q1 2023 1,484 8,163,548 IVV, SCHD, JPST, BSV 13F-HR 4/28/2023 000108514623001983
Q4 2022 1,421 7,498,187 IVV, SCHD, JPST, BSV 13F-HR 2/13/2023 000108514623001116
Q3 2022 1,328 6,512,892 IVV, JPST, BSV, SCHD 13F-HR 11/1/2022 000108514622003708
Q2 2022 1,298 6,634,291 IVV, JPST, BSV, SCHD 13F-HR 8/1/2022 000108514622002708
Q1 2022 1,277 7,277,593 IVV, JPST, BSV, SCHD 13F-HR 4/26/2022 000108514622001587
Q4 2021 1,243 6,636,334 IVV, AGG, SCHD, IWM 13F-HR 1/24/2022 000108514622000277
Q3 2021 1,175 5,997,131 IVV, AGG, NXTG, SCHD 13F-HR 10/20/2021 000108514621002864
Q2 2021 1,136 5,510,187 IVV, AGG, NXTG, IWM 13F-HR 7/29/2021 000108514621002140
Q1 2021 1,029 4,655,545 IVV, NXTG, AGG, IWM 13F-HR 5/13/2021 000108514621001621
Q4 2020 932 4,205,597 IVV, NXTG, AGG, IWM 13F-HR 1/22/2021 000108514621000224
Q3 2020 1,375 6,235,191 IVV, AGG, NXTG, IWM 13F-HR 10/14/2020 000108514620002523
Q2 2020 851 3,468,697 IVV, NXTG, AGG, IWM 13F-HR 8/6/2020 000108514620002023
Q1 2020 801 3,350,980 IVV, IWM, AGG, IWR 13F-HR 4/30/2020 000108514620001264
Q4 2019 830 4,312,704 IVV, IWM, VRAI, VPC 13F-HR 2/14/2020 000108514620000715
Q3 2019 566 2,472,800 VRAI, VPC, IWM, IWR 13F-HR 11/8/2019 000108514619002803
Q2 2019 514 2,268,295 VRAI, IWM, VPC, IWR 13F-HR 8/6/2019 000108514619002092
Q1 2019 484 1,880,881 VRAI, IWM, VPC, IWR 13F-HR 5/13/2019 000108514619001474
Q4 2018 405 594,976 AAPL, IVV, IWM, RODM 13F-HR 2/13/2019 000108514619000670