Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Aveo Capital Partners

Latest statistics and disclosures from Aveo Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAU, IVV, IEF, IUS, SGOV, and represent 17.66% of Aveo Capital Partners's stock portfolio.
Added to shares of these 10 stocks: IEF (+$24M), UST (+$6.9M), SSO (+$6.8M), EET (+$6.4M), AGG (+$6.4M), UWM (+$5.3M), TQQQ, SPHQ, XLV, VCLT.
Started 37 new stock positions in BITO, KLAC, BSCT, BSCS, MSTR, GAN, PLD, BSCU, BSCW, ETHE.
Reduced shares in these 10 stocks: QLD (-$25M), USHY (-$19M), QQQ (-$10M), UJB (-$8.3M), TIP (-$7.9M), DPST, IWD, USDU, IWR, SPHB.
Sold out of its positions in GDMA, DPST, IP, SPHB, TIP, LQD, SHV, HEFA, MET, XOP. SMCI, TM, VPU, SVIX, USDU.
Aveo Capital Partners was a net buyer of stock by $17M.
Aveo Capital Partners has $941M in assets under management (AUM), dropping by 6.76%.
Central Index Key (CIK): 0001576584

Tip: Access up to 7 years of quarterly data

Positions held by Aveo Capital Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Aveo Capital Partners

Aveo Capital Partners holds 339 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.2	$40M		1.0M	39.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$39M	+3%	68k	576.82	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.8	$36M	+198%	364k	98.12	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	2.9	$27M	+4%	538k	50.30	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.6	$24M	+10%	241k	100.72	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.5	$24M	+4%	119k	200.85	View chart
Ishares Tr S&p 100 Etf (OEF)	2.5	$24M	+4%	85k	276.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.3	$22M	+41%	215k	101.27	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.2	$21M	+7%	708k	29.41	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.2	$20M	+2%	741k	27.41	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	2.1	$20M	+51%	223k	90.17	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$16M	+2%	584k	28.14	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.6	$15M	+6%	569k	26.65	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.5	$14M	+11%	546k	26.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$14M	+29%	24k	573.77	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$14M		268k	51.27	View chart
Ishares Gold Tr Ishares New (IAU)	1.4	$13M	+14%	268k	49.70	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.3	$12M		351k	34.07	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.2	$12M	+53%	143k	81.23	View chart
Select Sector Spdr Tr Energy (XLE)	1.2	$12M	-21%	132k	87.80	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.1	$11M	+11%	253k	42.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$11M		138k	78.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$10M	+7%	20k	527.66	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.0	$9.4M	+3%	91k	102.58	View chart
Proshares Tr Ultr 7-10 Trea (UST)	1.0	$9.3M	+282%	204k	45.93	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.0	$9.0M	+5%	167k	54.02	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.9	$8.3M		140k	59.24	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$8.0M	-2%	21k	383.94	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$7.9M	+2%	277k	28.46	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$7.8M	+6%	115k	67.51	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$7.1M		207k	34.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$7.0M		27k	263.83	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.7	$6.9M	+2%	126k	54.65	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.7	$6.8M	+111%	71k	95.89	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$6.7M	+4%	179k	37.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$6.6M	+11%	69k	95.95	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.7	$6.5M		113k	57.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$6.5M	+4%	123k	52.81	View chart
Proshares Tr Msci Emrg Etf (EET)	0.7	$6.4M	NEW	106k	60.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$6.4M	+3%	90k	70.67	View chart
American Centy Etf Tr International Lr (AVIV)	0.7	$6.3M	+2%	113k	56.14	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$6.3M	-25%	63k	100.29	View chart
Apple (AAPL)	0.7	$6.3M	-5%	27k	233.00	View chart
Ishares Tr Broad Usd High (USHY)	0.7	$6.2M	-75%	165k	37.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$6.1M	+3%	199k	30.80	View chart
Pacer Fds Tr Us Export Lead (PEXL)	0.6	$6.1M	+6%	121k	50.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$6.0M	+2%	34k	174.57	View chart
Microsoft Corporation (MSFT)	0.6	$5.9M	-22%	14k	430.30	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.6	$5.9M	-6%	46k	127.58	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$5.8M	+97%	24k	243.06	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$5.6M		148k	38.08	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$5.6M		24k	237.21	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$5.5M	+119%	119k	45.86	View chart
NVIDIA Corporation (NVDA)	0.6	$5.4M		44k	121.44	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$5.3M	+145%	104k	51.12	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.6	$5.3M	NEW	124k	42.93	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$5.1M	+7%	212k	24.15	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.5	$5.1M	+4%	65k	78.91	View chart
Boeing Company (BA)	0.5	$4.9M	+6%	32k	152.04	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$4.6M	+3%	87k	52.58	View chart
Ssga Active Tr Spdr Loomis Sayl (OBND)	0.5	$4.5M	-25%	170k	26.48	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.5	$4.4M	+1187%	29k	154.02	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$4.4M	+51%	45k	98.10	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.5	$4.3M	+3%	34k	127.25	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.4	$4.2M	NEW	58k	72.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$4.2M	NEW	62k	67.27	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.4	$4.1M	-5%	33k	124.88	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.4	$3.9M	NEW	51k	76.59	View chart
Ishares Tr Msci Kokusai Etf (TOK)	0.4	$3.9M	NEW	34k	116.54	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.4	$3.9M	+3%	36k	106.84	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.4	$3.9M	+3%	36k	107.10	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.8M		46k	83.63	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$3.7M	+18%	90k	41.28	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$3.6M		91k	39.82	View chart
Amazon (AMZN)	0.4	$3.5M		19k	186.33	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$3.2M		67k	48.24	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$3.2M	+7%	27k	116.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$3.1M	+2%	40k	78.37	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.1M		27k	117.22	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.3	$3.1M	-28%	76k	40.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$2.8M	-37%	76k	37.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.8M	+3%	59k	47.85	View chart
Proshares Tr Ult R/est New (URE)	0.3	$2.6M	NEW	34k	76.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.5M	-80%	5.1k	488.09	View chart
Proshares Tr Ultra High Yld (UJB)	0.3	$2.4M	-77%	33k	74.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.2M		19k	116.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$2.2M		68k	31.78	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$2.1M	-46%	20k	104.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$2.0M		70k	28.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.9M	+3%	12k	165.85	View chart
Chevron Corporation (CVX)	0.2	$1.9M	-2%	13k	147.27	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$1.9M	+5%	41k	45.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.8M	-19%	3.9k	460.26	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.8M	+12%	35k	50.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.7M	+27%	17k	100.69	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$1.7M	+3%	23k	73.87	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.2	$1.7M	-55%	37k	45.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.7M	+26%	6.8k	243.47	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.6M	+67%	18k	91.81	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$1.6M		62k	26.02	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.6M	+606%	7.0k	220.89	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.2	$1.5M	+959%	142k	10.85	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$1.5M	+218%	15k	101.87	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.5M		24k	63.00	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$1.5M	-15%	34k	43.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$1.4M	+15%	18k	78.69	View chart
Eli Lilly & Co. (LLY)	0.2	$1.4M	-2%	1.6k	886.21	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$1.4M	-30%	24k	59.21	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.4M	-20%	13k	108.63	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$1.4M	-6%	31k	45.51	View chart
Sherwin-Williams Company (SHW)	0.1	$1.4M	+3%	3.6k	381.68	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.3M	-3%	23k	57.41	View chart
Nike CL B (NKE)	0.1	$1.3M		15k	88.40	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M		3.9k	321.95	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$1.2M	+25%	26k	47.12	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.2M		4.3k	283.18	View chart
UnitedHealth (UNH)	0.1	$1.2M	+5%	2.1k	584.63	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$1.2M	+18%	23k	51.84	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$1.2M		20k	58.68	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.2M	+11%	20k	57.53	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	+12%	6.9k	167.67	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.1M	-47%	58k	19.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.1M	-8%	14k	83.15	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$1.1M	+9%	6.3k	181.99	View chart
Johnson & Johnson (JNJ)	0.1	$1.1M	-22%	7.0k	162.06	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	-7%	5.3k	210.84	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.1M	+11%	14k	80.30	View chart
Tesla Motors (TSLA)	0.1	$1.1M	-28%	4.2k	261.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.1M	+45%	30k	36.13	View chart
Home Depot (HD)	0.1	$1.1M		2.6k	405.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.1M	-2%	11k	95.75	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$1.0M		21k	50.31	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.0M	+2%	6.2k	167.19	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.1	$1.0M	-47%	14k	72.37	View chart
Costco Wholesale Corporation (COST)	0.1	$1.0M	-10%	1.2k	886.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.0M		5.1k	200.78	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.0M	+3%	19k	54.68	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$991k	-19%	34k	29.07	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$987k	-33%	10k	97.79	View chart
Ishares Tr Global 100 Etf (IOO)	0.1	$980k	-39%	9.9k	99.16	View chart
Vanguard World Energy Etf (VDE)	0.1	$964k		7.9k	122.47	View chart
Boston Scientific Corporation (BSX)	0.1	$962k		12k	83.80	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$941k		7.3k	128.28	View chart
Pepsi (PEP)	0.1	$929k		5.5k	170.06	View chart
Meta Platforms Cl A (META)	0.1	$910k	-2%	1.6k	572.48	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$902k	+61%	34k	26.59	View chart
Wal-Mart Stores (WMT)	0.1	$877k	-7%	11k	80.75	View chart
Broadcom (AVGO)	0.1	$855k	+961%	5.0k	172.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$840k		14k	62.32	View chart
Procter & Gamble Company (PG)	0.1	$827k	-21%	4.8k	173.20	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$818k	-42%	6.8k	119.60	View chart
Microstrategy Cl A New (MSTR)	0.1	$800k	NEW	4.7k	168.60	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$782k	+2%	17k	46.83	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$777k		11k	70.83	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$766k	+19%	5.8k	132.25	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$765k	+9%	17k	46.34	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$747k	+5%	22k	34.13	View chart
Cintas Corporation (CTAS)	0.1	$745k	+253%	3.6k	205.88	View chart
Visa Com Cl A (V)	0.1	$712k	+2%	2.6k	274.95	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$708k	+44%	16k	44.67	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$696k	-37%	6.5k	106.76	View chart
Amgen (AMGN)	0.1	$691k	-5%	2.1k	322.21	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$690k	+5%	32k	21.27	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$687k	+14%	15k	47.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$685k		2.6k	267.37	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$683k	-20%	5.0k	135.45	View chart
D.R. Horton (DHI)	0.1	$682k		3.6k	190.77	View chart
SYSCO Corporation (SYY)	0.1	$672k		8.6k	78.06	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$666k	+3%	11k	61.11	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$662k	-86%	3.5k	189.80	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$650k	+8%	12k	56.57	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$648k	+2%	15k	43.42	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$630k	+33%	60k	10.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$630k	+27%	1.3k	493.68	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$614k		30k	20.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$612k		1.6k	375.46	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$597k		15k	38.66	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$592k	+21%	7.9k	75.17	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$589k		12k	51.04	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$584k	-13%	6.0k	98.07	View chart
Proshares Tr Ii Ultra Bloomberg (BOIL)	0.1	$584k	NEW	50k	11.60	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$584k	-6%	7.0k	83.00	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$583k		14k	40.63	View chart
Coca-Cola Company (KO)	0.1	$573k	-5%	8.0k	71.86	View chart
Thermo Fisher Scientific (TMO)	0.1	$571k	+2%	923.00	618.57	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$563k	-12%	11k	50.60	View chart
McDonald's Corporation (MCD)	0.1	$553k	+3%	1.8k	304.59	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.1	$550k	+2%	22k	25.09	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$546k		8.3k	65.83	View chart
Abbvie (ABBV)	0.1	$537k	-16%	2.7k	197.48	View chart
Altria (MO)	0.1	$532k	-3%	10k	51.04	View chart
Trane Technologies SHS (TT)	0.1	$524k		1.3k	388.73	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$517k	+75%	5.4k	95.81	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$516k	-59%	11k	47.13	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$512k		19k	27.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$510k	-14%	32k	16.05	View chart
At&t (T)	0.1	$503k	-11%	23k	22.00	View chart
Adobe Systems Incorporated (ADBE)	0.1	$501k	+6%	968.00	517.78	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$500k	-3%	1.1k	465.08	View chart
Jacobs Engineering Group (J)	0.1	$495k	+119%	3.8k	130.90	View chart
International Business Machines (IBM)	0.1	$488k		2.2k	221.12	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$483k		9.8k	49.47	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.1	$482k		10k	47.36	View chart
Merck & Co (MRK)	0.1	$480k	-13%	4.2k	113.56	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$477k	-8%	10k	46.95	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$475k		2.6k	179.30	View chart
Xylem (XYL)	0.0	$471k		3.5k	135.03	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$469k	NEW	8.9k	52.66	View chart
Us Bancorp Del Com New (USB)	0.0	$468k	-3%	10k	45.73	View chart
Etf Ser Solutions Lha Mkt St Alp (MSVX)	0.0	$458k	-45%	21k	22.08	View chart
Verizon Communications (VZ)	0.0	$455k	-10%	10k	44.91	View chart
Netflix (NFLX)	0.0	$453k	+9%	638.00	709.27	View chart
Nextera Energy (NEE)	0.0	$452k		5.3k	84.53	View chart
salesforce (CRM)	0.0	$450k	+11%	1.6k	273.71	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.0	$447k	-6%	32k	14.03	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$446k		5.3k	83.75	View chart
Walt Disney Company (DIS)	0.0	$443k	-3%	4.6k	96.20	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.0	$441k	+9%	23k	18.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$440k	+8%	1.2k	353.44	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$439k	+9%	11k	41.76	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.0	$437k	+5%	17k	25.11	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.0	$431k	-17%	6.7k	64.07	View chart
Advanced Micro Devices (AMD)	0.0	$424k		2.6k	164.08	View chart
Aon Shs Cl A (AON)	0.0	$423k		1.2k	345.99	View chart
Xcel Energy (XEL)	0.0	$422k	-12%	6.5k	65.30	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$416k		499.00	833.25	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$412k	-4%	3.8k	107.65	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$408k		6.7k	60.93	View chart
Oracle Corporation (ORCL)	0.0	$403k	+27%	2.4k	170.40	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$402k	+8%	5.3k	75.11	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$400k	-10%	9.7k	41.40	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.0	$399k	+45%	8.3k	48.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$393k		6.1k	64.86	View chart
Fiserv (FI)	0.0	$393k		2.2k	179.65	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$392k		5.9k	66.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$390k	+4%	2.0k	197.17	View chart
Public Storage (PSA)	0.0	$389k	-4%	1.1k	363.87	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$384k		7.6k	50.50	View chart
Metropcs Communications (TMUS)	0.0	$384k	+2%	1.9k	206.36	View chart
American Tower Reit (AMT)	0.0	$383k		1.6k	232.55	View chart
Bank of America Corporation (BAC)	0.0	$381k	+52%	9.6k	39.68	View chart
Duke Energy Corp Com New (DUK)	0.0	$378k	-7%	3.3k	115.30	View chart
Carrier Global Corporation (CARR)	0.0	$376k	+3%	4.7k	80.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$374k		1.7k	225.83	View chart
Hca Holdings (HCA)	0.0	$372k	-33%	915.00	406.43	View chart
Abbott Laboratories (ABT)	0.0	$371k		3.3k	114.01	View chart
Nxp Semiconductors N V (NXPI)	0.0	$371k		1.5k	240.01	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.0	$370k	NEW	2.9k	128.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$368k		5.4k	67.84	View chart
Agf Invts Tr Us Market Netrl (BTAL)	0.0	$366k	NEW	19k	19.60	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$365k	-12%	3.9k	93.58	View chart
Lockheed Martin Corporation (LMT)	0.0	$364k	-36%	622.00	584.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$362k	-2%	2.4k	151.62	View chart
Raytheon Technologies Corp (RTX)	0.0	$361k		3.0k	121.17	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$359k		5.4k	66.29	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$357k		11k	33.60	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.0	$356k	NEW	4.3k	82.41	View chart
Novo-nordisk A S Adr (NVO)	0.0	$355k	-2%	3.0k	119.07	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.0	$353k	+9%	7.0k	50.46	View chart
TJX Companies (TJX)	0.0	$349k	+5%	3.0k	117.54	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$340k		1.3k	260.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$336k	+20%	2.6k	128.20	View chart
Shell Spon Ads (SHEL)	0.0	$335k		5.1k	65.95	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.0	$334k	-2%	7.0k	47.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$334k	+13%	2.5k	135.08	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.0	$322k	-31%	5.9k	54.99	View chart
Linde SHS (LIN)	0.0	$321k	+12%	674.00	476.86	View chart
Enterprise Products Partners (EPD)	0.0	$320k	-2%	11k	29.11	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$318k	+3%	16k	19.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$317k		3.5k	91.31	View chart
Quanta Services (PWR)	0.0	$316k	-24%	1.1k	298.15	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$310k		3.2k	96.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$310k	NEW	19k	16.67	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$310k	NEW	18k	16.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$310k	NEW	16k	19.56	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$309k	NEW	15k	20.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$309k	NEW	16k	19.72	View chart
Marsh & McLennan Companies (MMC)	0.0	$309k	+8%	1.4k	223.09	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$309k	NEW	16k	18.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$309k	NEW	15k	20.65	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.0	$309k	NEW	15k	20.97	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.0	$309k	NEW	14k	21.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.0	$308k	NEW	15k	21.12	View chart
Comcast Corp Cl A (CMCSA)	0.0	$306k	+3%	7.3k	41.77	View chart
Williams Companies (WMB)	0.0	$293k	-9%	6.4k	45.65	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$291k		2.0k	142.04	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$289k		3.0k	95.50	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$286k	-2%	12k	24.49	View chart
EOG Resources (EOG)	0.0	$284k	-5%	2.3k	122.95	View chart
Otis Worldwide Corp (OTIS)	0.0	$276k		2.7k	103.94	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$275k	+20%	5.8k	47.52	View chart
Parker-Hannifin Corporation (PH)	0.0	$274k	-3%	434.00	631.82	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$271k	-98%	2.7k	100.72	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$270k		4.0k	68.33	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$270k	+10%	9.6k	28.27	View chart
Goldman Sachs (GS)	0.0	$262k		529.00	495.11	View chart
Cisco Systems (CSCO)	0.0	$260k	-17%	4.9k	53.22	View chart
Caterpillar (CAT)	0.0	$256k		655.00	391.26	View chart
Palo Alto Networks (PANW)	0.0	$256k	+3%	748.00	341.80	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$256k		2.5k	102.02	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$255k		8.8k	29.06	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$249k		5.9k	41.95	View chart
Pfizer (PFE)	0.0	$247k	+6%	8.5k	28.94	View chart
Roper Industries (ROP)	0.0	$247k		444.00	556.44	View chart
S&p Global (SPGI)	0.0	$246k		476.00	516.62	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$243k	+6%	3.5k	69.96	View chart
Capital One Financial (COF)	0.0	$238k	NEW	1.6k	149.73	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$238k	-41%	18k	13.49	View chart
Southern Company (SO)	0.0	$237k		2.6k	90.18	View chart
Ge Aerospace Com New (GE)	0.0	$235k	NEW	1.2k	188.58	View chart
Zoetis Cl A (ZTS)	0.0	$235k		1.2k	195.38	View chart
Proshares Tr Bitcoin Etf (BITO)	0.0	$234k	NEW	12k	19.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$232k		1.2k	198.12	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.0	$231k	NEW	2.0k	115.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$229k	-7%	3.5k	64.74	View chart
Applied Materials (AMAT)	0.0	$227k	+12%	1.1k	202.05	View chart
Entergy Corporation (ETR)	0.0	$227k	-14%	1.7k	131.61	View chart
Philip Morris International (PM)	0.0	$227k	-9%	1.9k	121.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$224k	-4%	2.3k	97.42	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$223k	NEW	1.4k	164.01	View chart
Kkr & Co (KKR)	0.0	$221k	NEW	1.7k	130.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$221k	NEW	1.2k	179.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$220k	-2%	4.3k	50.74	View chart
Northrop Grumman Corporation (NOC)	0.0	$219k	NEW	415.00	528.07	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$219k		3.7k	59.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$218k	NEW	3.4k	64.59	View chart
American Water Works (AWK)	0.0	$218k	-36%	1.5k	146.24	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.0	$218k	-5%	4.6k	47.47	View chart
Kla Corp Com New (KLAC)	0.0	$207k	NEW	267.00	774.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$206k	-95%	2.3k	88.14	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$205k		20k	10.18	View chart
Prologis (PLD)	0.0	$204k	NEW	1.6k	126.28	View chart
Grayscale Ethereum Tr Eth SHS (ETHE)	0.0	$202k	NEW	9.2k	21.89	View chart
American Electric Power Company (AEP)	0.0	$201k	-15%	2.0k	102.60	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$201k	NEW	2.8k	71.54	View chart
Ford Motor Company (F)	0.0	$199k	-9%	19k	10.56	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$123k		122k	1.00	View chart
Gan SHS (GAN)	0.0	$28k	NEW	16k	1.77	View chart
Female Health (VERU)	0.0	$16k		21k	0.77	View chart

Past Filings by Aveo Capital Partners

SEC 13F filings are viewable for Aveo Capital Partners going back to 2016

Aveo Capital Partners 2024 Q3 filed Nov. 12, 2024
Aveo Capital Partners 2024 Q2 filed Aug. 2, 2024
Aveo Capital Partners 2024 Q1 filed May 6, 2024
Aveo Capital Partners 2023 Q4 filed Feb. 6, 2024
Aveo Capital Partners 2023 Q3 filed Nov. 6, 2023
Aveo Capital Partners 2023 Q2 filed Aug. 8, 2023
Aveo Capital Partners 2023 Q1 filed May 3, 2023
Aveo Capital Partners 2022 Q4 filed Feb. 3, 2023
Aveo Capital Partners 2022 Q3 filed Nov. 9, 2022
Aveo Capital Partners 2022 Q2 filed Aug. 5, 2022
Aveo Capital Partners 2022 Q1 filed May 13, 2022
Aveo Capital Partners 2021 Q4 filed Feb. 11, 2022
Aveo Capital Partners 2021 Q3 filed Nov. 12, 2021
Aveo Capital Partners 2021 Q2 filed Aug. 13, 2021
Aveo Capital Partners 2021 Q1 filed May 11, 2021
Aveo Capital Partners 2020 Q4 filed Feb. 10, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z