IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

H D Vest Advisory Services

Q1 2023 Holdings

Filed 2023-04-28 | 1484 holdings | $8.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Snowflake Inc(SNOW)CL A833445109$421.9K2,7340.0%
First TR MLP & Energy IncomCOM33739B104$423.5K55,4360.0%
Ishares TR(GBF)GOV/CRED BD ETF464288596$425.0K4,0180.0%
Pacer FDS TR(PSMJ)SWAN SOS MODRTE69374H493$425.9K19,4720.0%
First TR Exchng Traded FD VI(FJUL)CBOE VEST US EQT33740U208$426.7K11,7980.0%
Pimco MUN Income FDCOM72200R107$428.3K43,0450.0%
Ishares TR(USRT)CRE U S REIT ETF464288521$428.4K8,5000.0%
Ishares TR(IEO)US OIL GS EX ETF464288851$429.3K5,0030.0%
Nushares ETF TR(NULG)NUVEEN ESG LRGCP67092P201$430.2K7,7180.0%
Whirlpool Corp(WHR)COM963320106$430.5K3,2610.0%
Fidelity Natl Information SV(FIS)COM31620M106$430.7K7,9270.0%
Vanguard Scottsdale FDS(VCLT)LG-TERM COR BD92206C813$431.5K5,4130.0%
Ishares TR(IBTE)IBONDS 24 TRM TS46436E874$432.3K18,0060.0%
One Gas Inc(OGS)COM68235P108$433.4K5,4700.0%
First TR Exchng Traded FD VI(XSEP)CBOE VEST U S EQ33740U810$435.3K13,4270.0%
Newmont Corp(NEM)COM651639106$437.0K8,9140.0%
Simon Ppty Group Inc New(SPG)COM828806109$438.0K3,9110.0%
Ishares TR(ACWX)MSCI ACWI EX US464288240$442.1K9,0640.0%
Hawkins Inc(HWKN)COM420261109$443.6K10,1330.0%
Agnc Invt Corp(AGNC)COM00123Q104$445.3K44,1750.0%
Academy Sports & Outdoors in(ASO)COM00402L107$445.4K6,8250.0%
Vale S A(VALE)SPONSORED ADS91912E105$446.4K28,2920.0%
Vanguard Intl Equity Index F(VNQI)GLB EX US ETF922042676$448.0K11,0420.0%
Invesco Exch Traded FD TR II(EELV)S&P EMRNG MKTS46138E297$453.2K19,5070.0%
Invesco Exchange Traded FD T(RSPG)S&P500 EQL ENR46137V365$455.5K6,6660.0%
Invesco Exch Traded FD TR II(SPHB)S&P 500 HB ETF46138E370$457.5K6,5390.0%
First TR Exchng Traded FD VI(FMAR)FT CBOE VEST MAR33740F599$457.9K13,6210.0%
United Airls Hldgs Inc(UAL)COM910047109$459.1K10,3760.0%
Workday Inc(WDAY)CL A98138H101$459.6K2,2250.0%
United States STL Corp New(USX1)COM912909108$460.6K17,6470.0%
Ishares TR(DIVB)CORE DIVID ETF46435U861$461.7K12,3680.0%
Ulta Beauty Inc(ULTA)COM90384S303$463.3K8490.0%
ARK ETF TR(ARKF)FINTECH INNOVA00214Q708$463.9K24,6650.0%
CF Inds Hldgs Inc(CF)COM125269100$465.4K6,4200.0%
Ecolab Inc(ECL)COM278865100$465.5K2,8120.0%
Gabelli Divid & Income TR(XGDVX)COM36242H104$467.6K22,4920.0%
Zoom Video Communications in(ZM)CL A98980L101$468.1K6,3390.0%
Arista Networks Inc(ANETEUR)COM040413106$470.2K2,8010.0%
Invesco Exchange Traded FD T(RSPU)S&P500 EQL UTL46137V274$470.4K4,1480.0%
Crane Hldgs Co(CXT)COM224441105$470.7K4,1470.0%
Schwab Strategic TR(SCHO)SHT TM US TRES808524862$470.9K9,6520.0%
Littelfuse Inc(LFUS)COM537008104$470.9K1,7570.0%
Gildan Activewear Inc(GIL)COM375916103$471.0K14,1920.0%
Avery Dennison Corp(AVY)COM053611109$472.8K2,6420.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$473.1K3,6620.0%
Ishares TR(EUSB)ESG ADV TTL USD46436E619$474.6K10,9780.0%
Innovator Etfs TR(NJUL)GRWT100 PWR BUF45782C276$475.1K9,9170.0%
Spdr SER TR(CWB)BBG CONV SEC ETF78464A359$475.2K7,0850.0%
Spdr SER TR(SPSM)PORTFOLIO S&P60078468R853$476.0K12,6040.0%
Solaredge Technologies Inc(SEDG)COM83417M104$477.5K1,5710.0%
PreviousPage 11 of 30Next