AVANTAX ADVISORY SERVICES, INC.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationdallas, TX
- CIK0001303042
- Alternate namesH D Vest Advisory Services
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
2,179 | $15.92B | VONG, IVV, AGG, SCHD | 13F-HR | Feb 10, 2025 | 000108514625000923 | ||
2,119 | $15.24B | IVV, VONG, AGG, SCHD | 13F-HR | Nov 13, 2024 | 000108514624005662 | ||
2,071 | $14.02B | VONG, IVV, SCHD, BSV | 13F-HR | Aug 9, 2024 | 000108514624003622 | ||
1,650 | $11.27B | VONG, IVV, SCHD, IEFA | 13F-HR | May 8, 2024 | 000108514624002310 | ||
1,570 | $10.07B | VONG, IVV, SCHD, BSV | 13F-HR | Feb 7, 2024 | 000108514624000829 | ||
1,544 | $8.93B | VONG, IVV, SCHD, BSV | 13F-HR | Nov 8, 2023 | 000108514623004176 | ||
1,505 | $8.75B | IVV, SCHD, JPST, BSV | 13F-HR | Aug 11, 2023 | 000108514623003283 | ||
1,484 | $8.16B | IVV, SCHD, JPST, BSV | 13F-HR | Apr 28, 2023 | 000108514623001983 | ||
1,421 | $7.50B | IVV, SCHD, JPST, BSV | 13F-HR | Feb 13, 2023 | 000108514623001116 | ||
1,328 | $6.51B | IVV, JPST, BSV, SCHD | 13F-HR | Nov 2, 2022 | 000108514622003708 | ||
1,298 | $6.63B | IVV, JPST, BSV, SCHD | 13F-HR | Aug 2, 2022 | 000108514622002708 | ||
1,277 | $7.28B | IVV, JPST, BSV, SCHD | 13F-HR | Apr 27, 2022 | 000108514622001587 | ||
1,243 | $6.64B | IVV, AGG, SCHD, IWM | 13F-HR | Jan 24, 2022 | 000108514622000277 | ||
1,175 | $6.00B | IVV, AGG, NXTG, SCHD | 13F-HR | Oct 21, 2021 | 000108514621002864 | ||
1,136 | $5.51B | IVV, AGG, NXTG, IWM | 13F-HR | Jul 29, 2021 | 000108514621002140 | ||
1,029 | $4.66B | IVV, NXTG, AGG, IWM | 13F-HR | May 13, 2021 | 000108514621001621 | ||
932 | $4.21B | IVV, NXTG, AGG, IWM | 13F-HR | Jan 22, 2021 | 000108514621000224 | ||
1,375 | $6.24B | IVV, AGG, NXTG, IWM | 13F-HR | Oct 14, 2020 | 000108514620002523 | ||
851 | $3.47B | IVV, NXTG, AGG, IWM | 13F-HR | Aug 6, 2020 | 000108514620002023 | ||
801 | $3.35B | IVV, IWM, AGG, IWR | 13F-HR | Apr 30, 2020 | 000108514620001264 | ||
830 | $4.31B | IVV, IWM, VRAI, VPC | 13F-HR | Feb 14, 2020 | 000108514620000715 | ||
566 | $2.47B | VRAI, VPC, IWM, IWR | 13F-HR | Nov 8, 2019 | 000108514619002803 | ||
514 | $2.27B | VRAI, IWM, VPC, IWR | 13F-HR | Aug 6, 2019 | 000108514619002092 | ||
484 | $1.88B | VRAI, IWM, VPC, IWR | 13F-HR | May 13, 2019 | 000108514619001474 | ||
405 | $594.98M | AAPL, IVV, IWM, RODM | 13F-HR | Feb 13, 2019 | 000108514619000670 |