H D Vest Advisory Services 13F Holdings
CIK 02819181 · IRVING, TX
As of Jun 30, 2025, H D Vest Advisory Services reported 2,359 positions worth
CIK 02819181 · IRVING, TX
As of Jun 30, 2025, H D Vest Advisory Services reported 2,359 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 1,842,537 | .1B | 8.19% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 10,133,619 | .1B | 7.92% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 9,265,056 | $919.1M | 6.58% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 28,436,927 | $753.6M | 5.39% |
| VANGUARD VALUE INDEX FUND | VTV | — | 3,301,015 | $583.4M | 4.18% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 6,585,558 | $549.8M | 3.94% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 676,316 | $296.5M | 2.12% |
| NVIDIA CORP | NVDA | Technology | 1,862,277 | $294.2M | 2.11% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 489,209 | $269.9M | 1.93% |
| SPDR S&P 500 ETF TRUST | SPY | — | 433,504 | $267.8M | 1.92% |
| MICROSOFT CORP | MSFT | Technology | 519,005 | $258.2M | 1.85% |
| APPLE INC | AAPL | Technology | 1,239,536 | $254.3M | 1.82% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 916,552 | 97.8M | 1.42% |
| AMAZON.COM INC | AMZN | Equity | 771,600 | 69.3M | 1.21% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 5,466,642 | 59.7M | 1.14% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 305,748 | 29.8M | 0.93% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 2,145,093 | 28.8M | 0.92% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 560,577 | 09.5M | 0.78% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 4,113,903 | 09.3M | 0.78% |
| VANGUARD 500 INDEX FUND | VOO | — | 191,870 | 09.0M | 0.78% |
| PACER US CASH COWS 100 ETF | COWZ | — | 1,932,701 | 06.5M | 0.76% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 974,377 | 06.5M | 0.76% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 958,227 | 05.5M | 0.76% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 214,602 | 04.2M | 0.75% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 943,092 | $98.5M | 0.71% |