Avantax Advisory Services, Inc. Buys Schwab U.S. ...
Investment company Avantax Advisory Services, Inc. (Current Portfolio) buys Schwab U.S. Large-Cap Growth ETF, iShares TIPS Bond ETF, Schwab U.S. Large-Cap Value ETF, John Hancock Multifactor Large Cap ETF, Schwab U.S. Large-Cap ETF, sells First Trust Index NextG ETF, ISHARES TRUST, Devon Energy Corp, Airbnb Inc, ISHARES TRUST during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Avantax Advisory Services, Inc.. As of 2021Q4, Avantax Advisory Services, Inc. owns 1230 stocks with a total value of $6.6 billion. These are the details of the buys and sells.
New Purchases: ENB, ANET, PHDG, NTR, CEF, GVI, AOS, ABB, AZO, BHP, CP, CNP, PAAS, TU, LAC, GXO, RIVN, AOK, AVDE, COWZ, DJP, FDIS, FIW, FNCL, FXN, LEAD, ACGL, BMO, BKH, CNA, CDNS, CNI, CE, DCI, EGP, ETR, FNF, FCEL, GTY, HAS, HELE, HUM, HUN, KLAC, MCK, NYT, NTRS, ON, PHM, RBA, ROL, RGLD, STM, SIMO, WPM, SMP, STN, STE, SSYS, TREX, EGY, WHR, ZBRA, ZBH, SMFG, DNP, USA, EVF, IGD, BOE, CQP, THM, ULTA, FNV, AG, AMRC, AMRS, CMRE, PDI, AMBA, IRT, OUT, ARES, QSR, LW, MDB, TW, AVGOP.PFD, HYLN, INVZ, DOUG, BIZD, BOCT, BUG, CFO, CGW, DIV, DIVB, DMXF, EEMS, EMLC, FNDC, FNDX, FQAL, IGRO, INDS, JHEM, KBE, KRE, PFFD, SLYG, SPDW, USHY, VT, VWOB,
Added Positions: AGG, IVV, SCHD, IEFA, IWM, SCHG, IEMG, TIP, QQQ, MSFT, TSLA, VEA, VNQ, IJR, VTV, AAPL, DEM, IWR, SCHV, SPY, VOO, JHML, JHMM, RODM, SCHX, VTIP, VUG, XLF, CVX, HD, GOOG, CDC, EFG, ESGE, ESGU, IHI, IWN, IWS, JKK, PFF, PTBD, VB, ABT, ADBE, AMZN, GOOGL, JPM, JNJ, PEG, UNH, WM, DLN, EEM, EFA, EFV, EMB, FTA, GOVT, HEFA, IUSB, QQQM, RDVY, SCHA, SCHP, SCZ, SOXX, VCR, VHT, VTI, VWO, XLE, XLRE, MMM, CB, ACN, AXP, AMT, TFC, BRT, BAC, BRK.B, CVS, CTRA, CPB, CSCO, KO, CMCSA, STZ, COST, CCI, DLR, D, DUK, EA, EPD, XOM, FDX, F, GD, GSK, HON, IBM, INTU, IRM, LMT, MRK, NVDA, NGG, NUE, OMC, ORCL, PEP, PFE, PXD, PG, O, CRM, STX, SHW, TMO, WMT, DIS, BX, FB, PANW, ABBV, ICLR, PAGP, NEP, CC, DOCU, DDOG, LCID, ACTV, AGGY, AGZ, AVUS, AVUV, BKLN, BNDX, BSV, CIBR, DFUS, DGRO, DGRW, DTD, EFAV, EMLP, FALN, FGRO, FIXD, FLOT, FMB, FREL, FTGC, FTSL, FVD, GSLC, HMOP, HYG, IEUR, IGE, IJH, IJT, ITOT, IUSV, IVE, IWB, IWF, IWO, IWP, JEPI, JKE, JKF, JKH, JKJ, JNK, JSMD, LSAT, MBB, MGC, MGK, MMIT, MUB, NOBL, OMFL, PDBC, QCLN, QQQJ, RSP, RWL, SCHZ, SPHQ, SPIP, SPSB, SPTS, SPYV, SQEW, SUB, VBK, VDE, VFH, VGK, VGT, VLU, VLUE, VO, VOOV, VTWO, VXUS, VYMI, XCEM, XLI, XLK, XLP, XLY, ASML, A, APD, ALK, ALB, ALGN, ALL, MO, AMRN, AEE, AEP, ABC, AMGN, NLY, ANSS, AMAT, ADM, ATO, ADP, BP, BLL, BK, BNS, BDX, BLK, BWA, BC, CBRE, CSX, CPT, CM, COF, CAH, CSL, CCL, CAT, ADMP, SCHW, CME, CHD, CI, CINF, CTAS, CLF, CLX, NNN, CMP, CAG, GLW, DTE, DRI, DE, DEO, DKS, DD, EOG, EMN, ETN, ECL, EIX, EMR, WIRE, EPR, EL, EXC, EXR, FDS, FSS, FITB, FE, FISV, FLO, FCX, GIS, HDB, LHX, HIG, PEAK, WELL, HPQ, ITW, ILMN, BCOR, TT, ICE, IP, IPG, ISRG, SJM, JCI, JOUT, K, KEY, KMB, MDLZ, LH, LRCX, JEF, LYG, MMP, MRO, MAR, MRVL, MAS, MMS, MCD, SPGI, MET, MSTR, MCHP, MU, MAA, MCO, MS, MORN, MSI, VTRS, NDAQ, FIZZ, NFLX, NSC, NOC, NWN, NVS, NVAX, ORLY, OGE, ODFL, OHI, VHC, PAYX, PENN, PNW, PLUG, PII, LIN, PGR, PSA, QCOM, RELX, RSG, BB, RIO, ROK, ROST, RY, R, SIVB, SMG, SPG, SIRI, SWKS, SNA, SO, SCCO, LUV, TRV, SBUX, EQNR, SYK, SYY, TROW, TJX, TGT, TER, TD, TM, TSCO, TSN, USB, UL, UNP, URI, X, RTX, VGR, VTR, VZ, WBA, ANTM, WFC, WCC, EVRG, WY, WMB, WSM, WEC, WYNN, XEL, XLNX, AUY, CMG, ET, RDS.B, HIO, BRW, BKT, MIN, JPC, NVG, AVK, PTY, PMF, IGR, MCN, ETW, MA, HBI, ETY, EXG, BR, GLP, DAL, BGS, TEL, LULU, ETJ, MELI, CIM, BEP, V, PM, KL, BUD, FTNT, DG, FN, GM, KMI, MOS, MPC, XYL, EPAM, ENPH, HTA, GMED, FANG, WDAY, WHF, NCLH, ZTS, HASI, CDW, TWTR, GLPI, ADMA, ALLY, OGS, KEYS, EVA, HPE, CRSP, YUMC, GOLF, IIPR, SNAP, ROKU, SPCE, SE, HFRO, ZS, DOW, AVTR, CTVA, ORCC, CARR, OTIS, BEPC, SNOW, ASAN, ASO, RBLX, OGN, CANO, ACWX, AGZD, AIRR, AMLP, ANGL, AOM, ARKF, ARKQ, BCI, BIBL, BLV, BSEP, IGIB, CMBS, COMT, COPX, DBEF, DBP, DES, DFAC, DFAS, DFAT, EEMV, EPS, ESGD, ESML, EUSB, EZM, FBGX, FBND, FCOR, FDLO, FDNI, FDRR, FDT, FEMB, FEP, FID, FIVG, FMAY, FMF, FPE, FPX, FPXI, FTXL, FTXN, FTXO, FXD, FXR, GBF, GDX, GLD, GLDM, GSP, GTO, HDMV, HDV, HEEM, HNDL, HSMV, HUSV, HYLS, HYMB, IBD, IBUY, IDEV, IDLV, IEF, IFRA, IGF, IGM, IHF, IJJ, IJK, IOO, IPAC, IPAY, IQDY, IQLT, ISMD, ISTB, IWC, IWD, IWV, IXC, IXG, IXP, IYE, IYG, IYH, IYR, IYW, JHMD, JHSC, JKI, JSML, JXI, KBWR, KBWY, LGLV, LIT, LSAF, LTPZ, LVHD, MEAR, MINT, MTUM, MUNI, NUDM, NULG, NULV, NUMV, NUSC, NUSI, OEF, OGIG, OMFS, OUSM, PALC, PAUG, PAVE, PAWZ, PBJ, PCEF, PEY, PFIG, PFLD, PGF, PGX, PPA, PRFZ, PRN, PSCT, PSEP, PTH, PTNQ, PXH, QTEC, QUAL, RDIV, REGL, REZ, RFDI, ROBO, ROOF, RPG, RPV, RWJ, RWO, SCHF, SCHH, SCHM, SDY, SGOL, SHV, SHYG, SIVR, SLY, SMH, SPEM, SPHB, SPHD, SPIB, SPLG, SPLV, SPTI, SPYG, SRLN, SRVR, SUSA, TDIV, TRND, USRT, USXF, VBR, VCSH, VDC, VIGI, VIOO, VMBS, VNQI, VOE, VOOG, VOX, VPL, VPU, VRP, VV, WDIV, XBI, XLB, XLC, XLV, XMHQ, XT, YYY,
Reduced Positions: NXTG, IUSG, USMV, DVY, VRAI, DVN, ABNB, BIV, IGSB, FBT, FTC, IJS, AMD, COP, CR, INTC, MDT, OKE, PPL, RDS.A, NRK, HTGC, CLR, TRGP, NOW, PYPL, SQ, MRNA, CRWD, PTON, DKNG, PLTR, ARKG, ARKK, ARKW, FEM, IAU, IGV, LMBS, MOAT, PTLC, QUS, SHY, SPDV, VCIT, XSOE, PLD, ATVI, AB, LNT, ADI, APA, WTRG, ARCC, ADSK, BCE, GOLD, BAX, BBY, BIIB, BA, BMY, CALM, LUMN, FIS, LNG, CL, ED, CS, CW, DHI, DHR, EW, ERIC, EXAS, FMC, NEE, FWRD, GE, GPC, HAL, HSY, HRL, IFF, LEN, LOW, MTB, MDC, MMC, MKC, MPW, NJR, NYCB, NYMT, NEM, NOK, ES, NVO, OXY, PPG, PRFT, BKNG, PSEC, PRU, PWR, DGX, RPM, RF, ROP, RCL, SAP, SRE, SON, LSI, SWK, TRP, UAL, UGI, UPS, UHT, VLO, WPC, YUM, TXMD, DHF, NUV, JPS, JRS, NAD, HYT, GDV, SCD, HTD, GGN, CODI, OC, AOD, KBR, TMUS, DFS, MAIN, AVGO, CHTR, GNRC, LYB, BWXT, NXPI, PSX, IQV, NRZ, VLRS, HLT, AAL, PAYC, BABA, USDP, SEDG, TDOC, KHC, TWLO, TTD, OKTA, AFIN, NIO, PINS, ZM, UBER, FSLY, INMD, NET, SQFT, UPST, ACES, AOR, BOND, BOTZ, BSCM, BSCN, CAPE, CPER, DBO, DFIV, DLS, DNL, DON, DUSA, DYLD, EMXC, FAAR, FCOM, FDL, FDVV, FEX, FLRN, FLTR, FNY, FV, GDXJ, GEM, GXC, IAGG, IAI, IBB, ICF, ICLN, IDNA, IDU, IEI, IPKW, ITA, IWL, IWY, IXUS, IYF, IYJ, JETS, JPIN, JPST, MMLG, NYF, ONEQ, ONLN, PDP, PIE, PKW, PRF, PSR, PXF, QQEW, SLV, SMDV, SMLV, SPMB, SPTL, SPYD, SWAN, TAN, TLT, TOTL, TTAC, VFMV, VGIT, VIS, VONG, VPC, VTEB, VTWV, VXF, WBND, WPS, WWJD, XLU, XME, XMLV, XSLV, XTN, YOLO,
Sold Out: ICSH, VSDA, QRVO, TSLX, FUBO, BYND, PSTL, APPS, BSCL, FNCB, VICR, STLD, FTSM, AON, HRC, IDXX, FMHI, HYLB, NUEM, SLVM, PGNY, GCC, EFAD, QEFA, DELL, UA, DEA, VGSH, VER, NS, ARE, DOX, VIAC, ITI, LVS, MFA, NAT, SAVA, STAA, HIE, MUJ, FFC, ENSG, SVM, CDNA, HII, DDD, VEEV, MTNB,
For the details of AVANTAX ADVISORY SERVICES, INC.'s stock buys and sells,
go to https://www.gurufocus.com/guru/avantax+advisory+services%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of AVANTAX ADVISORY SERVICES, INC.
iShares Core S&P 500 ETF (IVV) - 1,508,143 shares, 10.85% of the total portfolio. Shares added by 3.26%
iShares Core U.S. Aggregate Bond ETF (AGG) - 3,060,425 shares, 5.26% of the total portfolio. Shares added by 8.45%
Schwab US Dividend Equity ETF (SCHD) - 3,878,369 shares, 4.73% of the total portfolio. Shares added by 7.41%
iShares Russell 2000 ETF (IWM) - 1,120,331 shares, 3.76% of the total portfolio. Shares added by 4.10%
First Trust Index NextG ETF (NXTG) - 2,479,613 shares, 3.09% of the total portfolio. Shares reduced by 29.94%
New Purchase: Invesco S&P 500 Downside Hedged ETF (PHDG)
Avantax Advisory Services, Inc. initiated holding in Invesco S&P 500 Downside Hedged ETF. The purchase prices were between $35.32 and $38.48, with an estimated average price of $37.2. The stock is now traded at around $36.550000. The impact to a portfolio due to this purchase was 0.03%. The holding were 47,802 shares as of 2021-12-31.
New Purchase: Enbridge Inc (ENB)
Avantax Advisory Services, Inc. initiated holding in Enbridge Inc. The purchase prices were between $36.89 and $43.3, with an estimated average price of $40.06. The stock is now traded at around $40.810000. The impact to a portfolio due to this purchase was 0.03%. The holding were 56,444 shares as of 2021-12-31.
New Purchase: Arista Networks Inc (ANET)
Avantax Advisory Services, Inc. initiated holding in Arista Networks Inc. The purchase prices were between $85.93 and $146.84, with an estimated average price of $120.32. The stock is now traded at around $118.630000. The impact to a portfolio due to this purchase was 0.03%. The holding were 12,849 shares as of 2021-12-31.
New Purchase: Nutrien Ltd (NTR)
Avantax Advisory Services, Inc. initiated holding in Nutrien Ltd. The purchase prices were between $65.93 and $76.54, with an estimated average price of $70.11. The stock is now traded at around $70.820000. The impact to a portfolio due to this purchase was 0.02%. The holding were 14,596 shares as of 2021-12-31.
New Purchase: Sprott Physical Gold and Silver Trust (CEF)
Avantax Advisory Services, Inc. initiated holding in Sprott Physical Gold and Silver Trust. The purchase prices were between $16.94 and $18.75, with an estimated average price of $17.76. The stock is now traded at around $18.030000. The impact to a portfolio due to this purchase was 0.02%. The holding were 68,285 shares as of 2021-12-31.
New Purchase: BTC iShares Intermediate Government/Credit Bond ET (GVI)
Avantax Advisory Services, Inc. initiated holding in BTC iShares Intermediate Government/Credit Bond ET. The purchase prices were between $113.35 and $114.83, with an estimated average price of $114.04. The stock is now traded at around $112.650000. The impact to a portfolio due to this purchase was 0.02%. The holding were 11,430 shares as of 2021-12-31.
Added: Schwab U.S. Large-Cap Growth ETF (SCHG)
Avantax Advisory Services, Inc. added to a holding in Schwab U.S. Large-Cap Growth ETF by 289.52%. The purchase prices were between $145.99 and $166.53, with an estimated average price of $159.85. The stock is now traded at around $142.830000. The impact to a portfolio due to this purchase was 0.15%. The holding were 82,363 shares as of 2021-12-31.
Added: iShares TIPS Bond ETF (TIP)
Avantax Advisory Services, Inc. added to a holding in iShares TIPS Bond ETF by 43.42%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.980000. The impact to a portfolio due to this purchase was 0.1%. The holding were 172,113 shares as of 2021-12-31.
Added: Schwab U.S. Large-Cap Value ETF (SCHV)
Avantax Advisory Services, Inc. added to a holding in Schwab U.S. Large-Cap Value ETF by 194.96%. The purchase prices were between $67.51 and $73.29, with an estimated average price of $70.8. The stock is now traded at around $70.140000. The impact to a portfolio due to this purchase was 0.05%. The holding were 73,920 shares as of 2021-12-31.
Added: Financial Select Sector SPDR (XLF)
Avantax Advisory Services, Inc. added to a holding in Financial Select Sector SPDR by 22.84%. The purchase prices were between $37.36 and $40.43, with an estimated average price of $39.16. The stock is now traded at around $38.200000. The impact to a portfolio due to this purchase was 0.04%. The holding were 403,538 shares as of 2021-12-31.
Added: Schwab U.S. Large-Cap ETF (SCHX)
Avantax Advisory Services, Inc. added to a holding in Schwab U.S. Large-Cap ETF by 610.59%. The purchase prices were between $103.39 and $114.55, with an estimated average price of $110.61. The stock is now traded at around $104.430000. The impact to a portfolio due to this purchase was 0.04%. The holding were 29,397 shares as of 2021-12-31.
Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)
Avantax Advisory Services, Inc. added to a holding in Vanguard Short-Term Inflation-Protected Securities by 282.92%. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $51.000000. The impact to a portfolio due to this purchase was 0.04%. The holding were 63,240 shares as of 2021-12-31.
Sold Out: BTC BlackRock Ultra Short-Term Bond ETF (ICSH)
Avantax Advisory Services, Inc. sold out a holding in BTC BlackRock Ultra Short-Term Bond ETF. The sale prices were between $50.36 and $50.44, with an estimated average price of $50.4.
Sold Out: IDEXX Laboratories Inc (IDXX)
Avantax Advisory Services, Inc. sold out a holding in IDEXX Laboratories Inc. The sale prices were between $586.54 and $666.48, with an estimated average price of $627.99.
Sold Out: Digital Turbine Inc (APPS)
Avantax Advisory Services, Inc. sold out a holding in Digital Turbine Inc. The sale prices were between $48.85 and $91.4, with an estimated average price of $67.71.
Sold Out: First Trust Enhanced Short Maturity ETF (FTSM)
Avantax Advisory Services, Inc. sold out a holding in First Trust Enhanced Short Maturity ETF. The sale prices were between $59.78 and $59.9, with an estimated average price of $59.83.
Sold Out: Qorvo Inc (QRVO)
Avantax Advisory Services, Inc. sold out a holding in Qorvo Inc. The sale prices were between $146.1 and $178.12, with an estimated average price of $158.62.
Sold Out: Postal Realty Trust Inc (PSTL)
Avantax Advisory Services, Inc. sold out a holding in Postal Realty Trust Inc. The sale prices were between $17.32 and $20.21, with an estimated average price of $18.62.
Here is the complete portfolio of AVANTAX ADVISORY SERVICES, INC.. Also check out:
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2. AVANTAX ADVISORY SERVICES, INC.'s Top Growth Companies, and
3. AVANTAX ADVISORY SERVICES, INC.'s High Yield stocks
4. Stocks that AVANTAX ADVISORY SERVICES, INC. keeps buyingThis article first appeared on GuruFocus.
