AVANTAX ADVISORY SERVICES, INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 9, 2024
Value $
$14B
Signature - Title
Landry Watson - Advisory Compliance Consultant
Location
3200 Olympus Blvd., Suite 100, Dallas, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 2,071 $14B +$2.93B -$221M +$2.71B VONG, IVV, SCHD, BSV, IEFA 13F-HR 8/9/2024, 12:44 PM
Q1 2024 1,639 $11.3B +$1.11B -$551M +$561M VONG, IVV, SCHD, IEFA, BSV 13F-HR 5/8/2024, 10:19 AM
Q4 2023 1,570 $10.1B +$696M -$381M +$315M VONG, IVV, SCHD, BSV, AGG 13F-HR 2/7/2024, 05:30 PM
Q3 2023 1,544 $8.93B +$1.25B -$745M +$500M VONG, IVV, SCHD, BSV, AGG 13F-HR 11/7/2023, 08:28 PM
Q2 2023 1,505 $8.75B +$450M -$171M +$279M IVV, SCHD, JPST, BSV, VONG 13F-HR 8/11/2023, 04:42 PM
Q1 2023 1,484 $8.16B +$614M -$263M +$351M IVV, SCHD, JPST, BSV, VONG 13F-HR 4/28/2023, 04:55 PM
Q4 2022 1,415 $7.5B +$1.04B -$495M +$547M IVV, SCHD, JPST, BSV, VONG 13F-HR 2/13/2023, 04:27 PM
Q3 2022 1,328 $6.51B +$455M -$156M +$299M IVV, JPST, BSV, SCHD, IWM 13F-HR 11/1/2022, 07:55 PM
Q2 2022 1,298 $6.63B +$607M -$290M +$317M IVV, JPST, BSV, SCHD, IWM 13F-HR 8/1/2022, 05:50 PM
Q1 2022 1,277 $7.28B +$1.36B -$418M +$941M IVV, JPST, BSV, SCHD, IWM 13F-HR 4/26/2022, 05:36 PM
Q4 2021 1,243 $6.64B +$429M -$160M +$269M IVV, AGG, SCHD, IWM, NXTG 13F-HR 1/21/2022, 07:08 PM
Q3 2021 1,175 $6B +$663M -$89.6M +$573M IVV, AGG, NXTG, SCHD, IWM 13F-HR 10/20/2021, 09:44 PM
Q2 2021 1,136 $5.51B +$747M -$76.1M +$671M IVV, AGG, NXTG, IWM, IEFA 13F-HR 7/29/2021, 03:37 PM
Q1 2021 1,028 $4.66B +$431M -$194M +$238M IVV, NXTG, AGG, IWM, IEFA 13F-HR 5/13/2021, 01:00 PM
Q4 2020 932 $4.21B +$69.1M -$2.78B -$2.71B IVV, NXTG, AGG, IWM, RODM 13F-HR 1/22/2021, 05:18 PM
Q3 2020 1,375 $6.24B +$2.69B -$49M +$2.64B IVV, AGG, NXTG, IWM, AAPL 13F-HR 10/14/2020, 12:40 PM
Q2 2020 851 $3.47B +$341M -$778M -$437M IVV, NXTG, AGG, IWM, RODM 13F-HR 8/5/2020, 07:55 PM
Q1 2020 801 $3.35B +$244M -$238M +$6.1M IVV, IWM, AGG, IWR, LRGE 13F-HR 4/30/2020, 04:24 PM
Q4 2019 830 $4.31B +$1.71B -$24.2M +$1.69B IVV, IWM, VRAI, VPC, IWR 13F-HR 2/14/2020, 10:58 AM
Q3 2019 566 $2.47B +$247M -$34.3M +$213M VRAI, VPC, IWM, IWR, LRGE 13F-HR 11/8/2019, 01:48 PM
Q2 2019 514 $2.27B +$401M -$45.8M +$355M VRAI, IWM, VPC, IWR, LRGE 13F-HR 8/6/2019, 09:27 AM
Q1 2019 484 $1.88B +$1.22B -$16.1M +$1.21B VRAI, IWM, VPC, IWR, RODM 13F-HR 5/13/2019, 11:28 AM
Q4 2018 405 $595M $0 $0 AAPL, IVV, IWM, RODM, IWR 13F-HR 2/13/2019, 03:18 PM