StockDriftsStockDriftsTop 50 Avantax Advisory Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.29% | 1.84M | $1.14B | — | — | — | 2025-06-30 |
| VONG | VANGUARD SCOTTSDALE FDS | 6.08% | 10.13M | $1.11B | — | — | — | 2025-06-30 |
| AGG | ISHARES TR | 5.05% | 9.27M | $919.1M | — | — | — | 2025-06-30 |
| SCHD | SCHWAB STRATEGIC TR | 4.14% | 28.44M | $753.6M | — | — | — | 2025-06-30 |
| VTV | VANGUARD INDEX FDS | 3.21% | 3.30M | $583.4M | — | — | — | 2025-06-30 |
| IEFA | ISHARES TR | 3.02% | 6.59M | $549.8M | — | — | — | 2025-06-30 |
| VUG | VANGUARD INDEX FDS | 1.63% | 676.3K | $296.5M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.62% | 1.86M | $294.2M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 1.48% | 489.2K | $269.9M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 1.47% | 433.5K | $267.8M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.17% | +54.62% |
| Top 20 Holdings Unweighted | +18.33% | +58.86% |
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