Notify me when AVANTAX ADVISORY SERVICES, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2025 | 2,359 | $18,198,007,933 | +$993,012,622 | -$476,589,187 | +$516,423,435 | IVV, VONG, AGG, SCHD, VTV | 13F-HR | 08 Aug 2025, 15:25 |
| Q1 2025 | 2,227 | $16,481,539,079 | +$1,281,544,433 | -$338,307,981 | +$943,236,452 | IVV, VONG, AGG, SCHD, VTV | 13F-HR | 06 May 2025, 15:05 |
| Q4 2024 | 2,179 | $15,923,082,270 | +$1,623,809,906 | -$277,263,714 | +$1,346,546,192 | VONG, IVV, AGG, SCHD, VTV | 13F-HR | 07 Feb 2025, 17:32 |
| Q3 2024 | 2,119 | $15,235,030,076 | +$1,337,628,703 | -$897,632,904 | +$439,995,799 | IVV, VONG, AGG, SCHD, VTV | 13F-HR | 13 Nov 2024, 17:15 |
| Q2 2024 | 2,071 | $14,024,741,549 | +$2,933,684,974 | -$220,569,428 | +$2,713,115,546 | VONG, IVV, SCHD, BSV, IEFA | 13F-HR | 09 Aug 2024, 12:44 |
| Q1 2024 | 1,639 | $11,265,609,670 | +$1,112,183,658 | -$550,832,891 | +$561,350,767 | VONG, IVV, SCHD, IEFA, BSV | 13F-HR | 08 May 2024, 10:19 |
| Q4 2023 | 1,570 | $10,074,549,546 | +$696,014,023 | -$380,714,276 | +$315,299,747 | VONG, IVV, SCHD, BSV, AGG | 13F-HR | 07 Feb 2024, 17:30 |
| Q3 2023 | 1,544 | $8,932,692,499 | +$1,245,767,817 | -$745,401,868 | +$500,365,949 | VONG, IVV, SCHD, BSV, AGG | 13F-HR | 07 Nov 2023, 20:28 |
| Q2 2023 | 1,505 | $8,747,405,635 | +$450,493,631 | -$171,283,097 | +$279,210,534 | IVV, SCHD, JPST, BSV, VONG | 13F-HR | 11 Aug 2023, 16:42 |
| Q1 2023 | 1,484 | $8,163,548,182 | +$613,933,661 | -$263,209,006 | +$350,724,655 | IVV, SCHD, JPST, BSV, VONG | 13F-HR | 28 Apr 2023, 16:55 |
| Q4 2022 | 1,415 | $7,498,166,291 | +$1,042,013,435 | -$495,333,246 | +$546,680,189 | IVV, SCHD, JPST, BSV, VONG | 13F-HR | 13 Feb 2023, 16:27 |
| Q3 2022 | 1,328 | $6,512,892,000 | +$455,130,325 | -$155,921,043 | +$299,209,282 | IVV, JPST, BSV, SCHD, IWM | 13F-HR | 01 Nov 2022, 19:55 |
| Q2 2022 | 1,298 | $6,634,014,000 | +$606,751,115 | -$289,948,858 | +$316,802,257 | IVV, JPST, BSV, SCHD, IWM | 13F-HR | 01 Aug 2022, 17:50 |
| Q1 2022 | 1,277 | $7,277,593,000 | +$1,358,928,796 | -$417,580,240 | +$941,348,556 | IVV, JPST, BSV, SCHD, IWM | 13F-HR | 26 Apr 2022, 17:36 |
| Q4 2021 | 1,243 | $6,636,334,000 | +$428,769,844 | -$159,894,617 | +$268,875,227 | IVV, AGG, SCHD, IWM, NXTG | 13F-HR | 21 Jan 2022, 19:08 |
| Q3 2021 | 1,175 | $5,997,131,000 | +$663,044,150 | -$89,564,771 | +$573,479,379 | IVV, AGG, NXTG, SCHD, IWM | 13F-HR | 20 Oct 2021, 21:44 |
| Q2 2021 | 1,136 | $5,510,187,000 | +$747,034,932 | -$76,065,742 | +$670,969,190 | IVV, AGG, NXTG, IWM, IEFA | 13F-HR | 29 Jul 2021, 15:37 |
| Q1 2021 | 1,028 | $4,655,417,000 | +$431,369,405 | -$193,816,834 | +$237,552,571 | IVV, NXTG, AGG, IWM, IEFA | 13F-HR | 13 May 2021, 13:00 |
| Q4 2020 | 932 | $4,205,597,000 | +$69,137,365 | -$2,781,846,060 | -$2,712,708,695 | IVV, NXTG, AGG, IWM, RODM | 13F-HR | 22 Jan 2021, 17:18 |
| Q3 2020 | 1,375 | $6,235,160,000 | +$2,687,052,942 | -$48,967,911 | +$2,638,085,031 | IVV, AGG, NXTG, IWM, AAPL | 13F-HR | 14 Oct 2020, 12:40 |
| Q2 2020 | 851 | $3,468,697,000 | +$340,608,499 | -$778,064,221 | -$437,455,722 | IVV, NXTG, AGG, IWM, RODM | 13F-HR | 05 Aug 2020, 19:55 |
| Q1 2020 | 801 | $3,350,974,000 | +$244,298,188 | -$238,199,058 | +$6,099,130 | IVV, IWM, AGG, IWR, LRGE | 13F-HR | 30 Apr 2020, 16:24 |
| Q4 2019 | 830 | $4,312,704,000 | +$1,710,953,630 | -$24,226,330 | +$1,686,727,300 | IVV, IWM, VRAI, VPC, IWR | 13F-HR | 14 Feb 2020, 10:58 |
| Q3 2019 | 566 | $2,472,800,000 | +$247,285,070 | -$34,253,736 | +$213,031,334 | VRAI, VPC, IWM, IWR, LRGE | 13F-HR | 08 Nov 2019, 13:48 |
| Q2 2019 | 514 | $2,268,295,000 | +$400,667,665 | -$45,759,940 | +$354,907,725 | VRAI, IWM, VPC, IWR, LRGE | 13F-HR | 06 Aug 2019, 09:27 |
| Q1 2019 | 484 | $1,880,881,000 | +$1,223,234,415 | -$16,118,079 | +$1,207,116,336 | VRAI, IWM, VPC, IWR, RODM | 13F-HR | 13 May 2019, 11:28 |
| Q4 2018 | 405 | $594,976,000 | $0 | $0 | $0 | AAPL, IVV, IWM, RODM, IWR | 13F-HR | 13 Feb 2019, 15:18 |