Aveo Capital Partners

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

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

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Portfolio Holdings for Aveo Capital Partners

Aveo Capital Partners holds 268 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 9.1 $55M +50% 552k 100.12
Ishares Tr Tips Bd Etf (TIP) 5.6 $34M +21% 299k 113.91
Ishares Tr Core S&p500 Etf (IVV) 3.6 $22M 58k 379.15
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.9 $18M +2341% 353k 49.92
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.8 $17M +335% 637k 26.43
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $15M -13% 148k 101.68
Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.3 $14M +52% 138k 102.30
Invesco Actively Managed Etf Total Return (GTO) 2.1 $13M +5273% 269k 48.15
Select Sector Spdr Tr Energy (XLE) 1.7 $11M +12% 149k 71.51
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.7 $10M +1064% 137k 75.26
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.6 $9.5M +47% 350k 27.02
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.5 $9.0M +189% 390k 23.16
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 1.4 $8.4M NEW 49k 171.84
J P Morgan Exchange Traded F Us Aggregate Etf (JAGG) 1.3 $8.2M NEW 172k 47.97

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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.3 $7.7M -42% 430k 18.04
Dimensional Etf Trust Intl Core Equity (DFIC) 1.1 $6.9M NEW 322k 21.52
Ishares Tr Core Msci Eafe (IEFA) 1.1 $6.7M +12% 113k 58.85
Ishares Gold Tr Ishares New (IAU) 1.1 $6.6M +16% 193k 34.31
Ishares Tr Grwt Allocat Etf (AOR) 1.1 $6.6M -6% 138k 48.00
Select Sector Spdr Tr Technology (XLK) 1.0 $6.4M -22% 50k 127.11
Proshares Tr Pshs Ultra Qqq (QLD) 1.0 $6.3M NEW 152k 41.41
Spdr Gold Tr Gold Shs (GLD) 1.0 $6.2M +133% 37k 168.45
Goldman Sachs Physical Gold Unit (AAAU) 1.0 $6.1M +15% 338k 17.94
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $6.0M +130% 73k 82.78
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.0 $5.9M +341% 263k 22.56
Dimensional Etf Trust Us High Profitab (DUHP) 0.9 $5.5M +309% 245k 22.50
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.9 $5.2M -3% 118k 44.34
Vanguard Index Fds Value Etf (VTV) 0.9 $5.2M +3% 40k 131.87
Doubleline Etf Trust Opportunistic Bd 0.8 $5.0M NEW 105k 47.95
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $4.6M -6% 24k 196.98
Ishares Tr National Mun Etf (MUB) 0.7 $4.5M 42k 106.35
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $4.5M +767% 76k 58.86
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.7 $4.3M -6% 199k 21.53
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $4.3M +345% 89k 47.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $4.2M +135% 100k 41.65
Ishares Tr Ishares Semicdtr (SOXX) 0.7 $4.0M +21% 12k 349.64
Alps Etf Tr Equal Sec Etf (EQL) 0.7 $4.0M +259% 43k 93.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.8M +5% 11k 346.90
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $3.7M -19% 53k 70.13
Legg Mason Etf Invt Westn Aset Ttl (WBND) 0.6 $3.7M NEW 175k 21.03
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.6 $3.7M +201% 25k 148.19
Ishares Tr Eafe Value Etf (EFV) 0.6 $3.7M 85k 43.40
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.6 $3.5M -9% 29k 120.15
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.6 $3.5M +3% 86k 40.80
Ishares Tr Global 100 Etf (IOO) 0.6 $3.5M +678% 54k 64.06
Proshares Tr Ultr 7-10 Trea (UST) 0.6 $3.4M NEW 63k 53.88
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $3.4M +742% 44k 77.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $3.3M +400% 12k 280.28
Apple (AAPL) 0.5 $3.3M -2% 24k 136.70
Pimco Etf Tr Active Bd Etf (BOND) 0.5 $3.3M -53% 35k 95.24
Ishares Tr Aggres Alloc Etf (AOA) 0.5 $3.3M -6% 55k 59.89
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $3.2M -16% 45k 72.18
Procter & Gamble Company (PG) 0.5 $3.2M 22k 143.81
Alps Etf Tr Alerian Mlp (AMLP) 0.5 $3.2M +973% 93k 34.45
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $3.2M +28% 111k 28.84
Microsoft Corporation (MSFT) 0.5 $3.1M 12k 256.86
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $3.1M NEW 68k 45.86
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $3.1M +19% 34k 91.49
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.5 $2.9M +309% 17k 170.01
Vanguard Index Fds Small Cp Etf (VB) 0.5 $2.9M -10% 16k 176.08
Johnson & Johnson (JNJ) 0.5 $2.8M -10% 16k 177.50
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.8M +3% 45k 62.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.5 $2.8M -41% 22k 128.22
Spdr Index Shs Fds S&p North Amer (NANR) 0.4 $2.7M NEW 55k 49.22
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.4 $2.5M -39% 29k 87.33
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $2.5M -26% 22k 114.86
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $2.5M +339% 107k 23.30
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.4 $2.4M +38% 35k 68.36
Chevron Corporation (CVX) 0.4 $2.3M 16k 144.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $2.2M +20% 56k 40.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.2M -2% 12k 188.59
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.4 $2.2M NEW 18k 119.14
Select Sector Spdr Tr Sbi Materials (XLB) 0.3 $2.1M -41% 29k 73.60
Amazon (AMZN) 0.3 $2.1M +4730% 20k 106.20
Merck & Co (MRK) 0.3 $2.1M -16% 23k 91.18
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $2.0M -44% 48k 40.85
Select Sector Spdr Tr Financial (XLF) 0.3 $2.0M -49% 62k 31.46
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.3 $1.9M -23% 42k 46.62
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.3 $1.9M +106% 74k 26.35
Ishares Core Msci Emkt (IEMG) 0.3 $1.9M +92% 39k 49.05
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $1.9M +24% 78k 24.14
Dimensional Etf Trust Emerging Mkts Va 0.3 $1.9M NEW 80k 23.32
Vanguard Index Fds Growth Etf (VUG) 0.3 $1.9M 8.3k 222.93
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $1.7M +169% 14k 119.31
Exxon Mobil Corporation (XOM) 0.3 $1.7M 20k 85.62
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.3 $1.7M -60% 36k 47.25
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.6M -8% 18k 92.41
Ishares Tr Modert Alloc Etf (AOM) 0.3 $1.6M -3% 41k 38.96
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.5M +7% 17k 91.13
Vaneck Etf Trust Oil Services Etf (OIH) 0.2 $1.5M +13% 6.4k 232.54
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $1.4M +46% 40k 35.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.4M -72% 3.8k 377.36
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.4M -10% 11k 127.00
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.2 $1.4M +33% 42k 33.07
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $1.4M NEW 14k 99.85
Enterprise Products Partners (EPD) 0.2 $1.3M -2% 53k 24.37
Pfizer (PFE) 0.2 $1.3M -3% 24k 52.44
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $1.2M -65% 8.6k 137.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $1.2M -28% 34k 34.77
Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $1.2M NEW 22k 53.86
Ishares Tr Short Treas Bd (SHV) 0.2 $1.2M +23% 11k 110.10
Williams Companies (WMB) 0.2 $1.2M -7% 38k 31.21
Direxion Shs Etf Tr Auspce Cmd Stg (COM) 0.2 $1.2M NEW 38k 31.00
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $1.2M -5% 23k 49.95
Targa Res Corp (TRGP) 0.2 $1.2M -2% 20k 59.69
Sherwin-Williams Company (SHW) 0.2 $1.1M NEW 5.1k 223.92
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $1.1M NEW 20k 56.29
JPMorgan Chase & Co. (JPM) 0.2 $1.1M +194% 9.8k 112.64
Meta Platforms Cl A (META) 0.2 $1.1M +331% 6.7k 161.19
Western Midstream Partners L Com Unit Lp Int (WES) 0.2 $1.1M 44k 24.31
Vanguard World Fds Energy Etf (VDE) 0.2 $1.1M -10% 11k 99.44
Select Sector Spdr Tr Communication (XLC) 0.2 $1.1M -60% 20k 54.27
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.1M +9% 484.00 2179.75
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.0M 20k 51.59
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $993k 100k 9.98
Vanguard World Fds Utilities Etf (VPU) 0.2 $971k +132% 6.4k 152.36
Xcel Energy (XEL) 0.2 $958k +33% 14k 70.75
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $940k 19k 49.53
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.2 $938k NEW 71k 13.30
Digitalocean Hldgs (DOCN) 0.2 $935k 23k 41.38
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $926k -22% 9.3k 99.08
Vanguard Index Fds Large Cap Etf (VV) 0.1 $915k +7% 5.3k 172.35
Nextera Energy Partners Com Unit Part In (NEP) 0.1 $915k -6% 12k 74.16
America First Multifamily In Ben Unit Ctf 0.1 $907k NEW 50k 18.31
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.1 $873k -9% 20k 44.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $862k -3% 5.8k 149.83
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $812k -7% 9.7k 83.87
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $800k +2% 8.7k 91.98
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.1 $792k -82% 34k 23.45
Proshares Tr Ii Ultra Gold (UGL) 0.1 $790k -51% 14k 56.53
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.1 $788k -3% 20k 39.83
First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $779k -27% 13k 59.38
Ishares Tr Russell 2000 Etf (IWM) 0.1 $758k +5% 4.5k 169.27
Vanguard World Mega Grwth Ind (MGK) 0.1 $753k 4.1k 181.62
Ishares Tr Agency Bond Etf (AGZ) 0.1 $751k -9% 6.8k 110.00
Verizon Communications (VZ) 0.1 $736k +6% 15k 50.74
Vanguard World Mega Cap Val Etf (MGV) 0.1 $725k 7.5k 96.20
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $722k -10% 30k 23.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $718k +3% 9.4k 76.74
Paramount Global Class B Com (PARA) 0.1 $717k -76% 29k 24.67
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $714k +16% 18k 39.71
Ishares Tr Conser Alloc Etf (AOK) 0.1 $711k 21k 34.56
Alphabet Cap Stk Cl C (GOOG) 0.1 $681k +16% 311.00 2189.71
Eli Lilly & Co. (LLY) 0.1 $673k 2.1k 324.02
Oneok (OKE) 0.1 $664k +2% 12k 55.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $657k -83% 6.0k 109.98
Clearway Energy CL C (CWEN) 0.1 $652k -20% 19k 34.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $651k +6% 5.0k 129.42
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $640k +5% 20k 32.35
Nike CL B (NKE) 0.1 $634k -3% 6.2k 102.21
Xpo Logistics Inc equity (XPO) 0.1 $627k NEW 13k 48.18
UnitedHealth (UNH) 0.1 $622k +9% 1.2k 513.63
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $616k NEW 12k 50.06
Pepsi (PEP) 0.1 $610k 3.7k 166.62
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $609k -87% 14k 42.21
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $602k 5.1k 118.64
Ishares Tr Core Total Usd (IUSB) 0.1 $590k 13k 46.84
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $587k +9% 14k 41.65
First Tr Exchange Traded Finls Alphadex (FXO) 0.1 $586k -22% 15k 38.84
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $586k -46% 4.4k 134.25
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $583k 4.4k 131.13
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $574k -7% 9.4k 61.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $573k +14% 2.9k 197.04
Wisdomtree Tr Blmbg Us Bull (USDU) 0.1 $573k -50% 21k 27.92
SYSCO Corporation (SYY) 0.1 $572k 6.8k 84.67
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.1 $565k +10% 29k 19.46
Sempra Energy (SRE) 0.1 $528k +2% 3.5k 150.38
Tesla Motors (TSLA) 0.1 $525k +17% 780.00 673.08
ConocoPhillips (COP) 0.1 $525k -4% 5.8k 89.76
First Tr Exchange Traded Materials Alph (FXZ) 0.1 $525k -23% 9.3k 56.53
First Tr Morningstar Divid L SHS (FDL) 0.1 $518k +3% 15k 35.23
Home Depot (HD) 0.1 $516k +4% 1.9k 274.18
Sprott Physical Gold Tr Unit (PHYS) 0.1 $514k 36k 14.19
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $514k -76% 11k 46.41
Ishares Tr Core Msci Pac (IPAC) 0.1 $509k -5% 9.8k 51.97
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $504k 16k 31.51
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $491k +20% 17k 28.95
Citigroup Com New (C) 0.1 $488k NEW 11k 46.01
Dominion Resources (D) 0.1 $488k +2% 6.1k 79.79
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $473k NEW 4.5k 105.51
Coca-Cola Company (KO) 0.1 $471k +2% 7.5k 62.97
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $466k NEW 4.6k 101.33
Cleveland-cliffs (CLF) 0.1 $464k NEW 30k 15.36
Novavax Com New (NVAX) 0.1 $463k -74% 9.0k 51.44
Ishares Tr Blackrock Ultra (ICSH) 0.1 $445k NEW 8.9k 50.05
Comcast Corp Cl A (CMCSA) 0.1 $440k +3% 11k 39.27
Amgen (AMGN) 0.1 $439k -4% 1.8k 243.21
Novartis Sponsored Adr (NVS) 0.1 $431k +60% 5.1k 84.63
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.1 $422k -16% 23k 18.23
Ishares Tr Faln Angls Usd (FALN) 0.1 $415k NEW 17k 24.61
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.1 $412k +4% 11k 37.26
American Water Works (AWK) 0.1 $410k -18% 2.8k 148.66
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $409k -20% 7.7k 53.39
Spdr Ser Tr Bloomberg Emergi (EBND) 0.1 $404k +14% 20k 20.44
Ishares Tr Core Msci Euro (IEUR) 0.1 $389k +6% 8.6k 45.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $386k -7% 1.7k 226.53
At&t (T) 0.1 $382k +8% 18k 20.98
Wal-Mart Stores (WMT) 0.1 $380k 3.1k 121.64
Ishares Tr Core Msci Intl (IDEV) 0.1 $380k -27% 7.1k 53.77
Raytheon Technologies Corp (RTX) 0.1 $378k 3.9k 96.01
Public Storage (PSA) 0.1 $376k -4% 1.2k 312.29
Abbvie (ABBV) 0.1 $375k 2.4k 153.31
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $373k +3% 1.4k 272.86
Ishares Tr Mbs Etf (MBB) 0.1 $373k -37% 3.8k 97.39
Accenture Plc Ireland Shs Class A (ACN) 0.1 $370k -7% 1.3k 277.57
Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $366k NEW 3.4k 108.28
Capital One Financial (COF) 0.1 $363k NEW 3.5k 104.07
Proshares Tr Short S&p 500 Ne (SH) 0.1 $353k +63% 21k 16.51
Alps Etf Tr Alerian Energy (ENFR) 0.1 $349k NEW 17k 20.17
Ishares Tr U.s. Energy Etf (IYE) 0.1 $349k -61% 9.2k 38.10
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $347k -10% 4.9k 70.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $336k -8% 3.9k 85.34
Visa Com Cl A (V) 0.1 $334k +8% 1.7k 196.93
Altria (MO) 0.1 $334k +10% 8.0k 41.81
Cion Invt Corp (CION) 0.1 $331k +107% 38k 8.69
Cisco Systems (CSCO) 0.1 $319k 7.5k 42.62
Target Corporation (TGT) 0.1 $316k -18% 2.2k 141.45
International Business Machines (IBM) 0.1 $315k +9% 2.2k 141.13
Us Bancorp Del Com New (USB) 0.1 $309k +4% 6.7k 45.95
GSK Sponsored Adr (GSK) 0.1 $309k +4% 7.1k 43.49
Adobe Systems Incorporated (ADBE) 0.0 $302k +7% 825.00 366.06
Duke Energy Corp Com New (DUK) 0.0 $299k +14% 2.8k 107.36
McDonald's Corporation (MCD) 0.0 $297k +13% 1.2k 246.88
Ishares Msci Emrg Chn (EMXC) 0.0 $291k 6.1k 47.68
Bristol Myers Squibb (BMY) 0.0 $290k 3.8k 77.00
Costco Wholesale Corporation (COST) 0.0 $290k +26% 606.00 478.55
Kinetik Holdings Com New Cl A (KNTK) 0.0 $286k +109% 8.4k 34.15
Bank of America Corporation (BAC) 0.0 $286k -4% 9.2k 31.10
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $280k -55% 6.3k 44.75
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $275k NEW 9.3k 29.52
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $271k NEW 6.9k 39.00
Mastercard Incorporated Cl A (MA) 0.0 $269k -7% 853.00 315.36
Thermo Fisher Scientific (TMO) 0.0 $267k +9% 492.00 542.68
Ford Motor Company (F) 0.0 $263k +50% 24k 11.15
Walt Disney Company (DIS) 0.0 $263k -2% 2.8k 94.50
Abbott Laboratories (ABT) 0.0 $259k -12% 2.4k 108.50
EOG Resources (EOG) 0.0 $256k +17% 2.3k 110.39
Pimco Etf Tr 0-5 High Yield (HYS) 0.0 $254k +11% 2.9k 88.59
Microstrategy Cl A New (MSTR) 0.0 $248k NEW 1.5k 164.13
CVS Caremark Corporation (CVS) 0.0 $247k -2% 2.7k 92.82
Antero Midstream Corp antero midstream (AM) 0.0 $245k +22% 27k 9.06
Proshares Tr Pshs Ult S&p 500 (SSO) 0.0 $239k -98% 5.3k 44.98
Devon Energy Corporation (DVN) 0.0 $235k -9% 4.3k 55.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $233k -5% 2.8k 83.87
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $230k +8% 1.3k 175.17
United Parcel Service CL B (UPS) 0.0 $227k -3% 1.2k 182.92
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $219k NEW 4.3k 50.50
Blackstone Group Inc Com Cl A (BX) 0.0 $217k +8% 2.4k 91.45
Ishares Tr Eafe Grwth Etf (EFG) 0.0 $216k +4% 2.7k 80.66
salesforce (CRM) 0.0 $214k +3% 1.3k 164.87
Equinix (EQIX) 0.0 $211k 321.00 657.32
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $211k 3.2k 66.84
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $210k NEW 5.7k 36.87
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $210k NEW 644.00 326.09
Ishares Msci Switzerland (EWL) 0.0 $210k +3% 5.1k 41.45
Southern Company (SO) 0.0 $207k 2.9k 71.35
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $206k -43% 2.8k 73.76
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.0 $203k -93% 4.2k 48.15
Fiserv (FISV) 0.0 $200k -2% 2.2k 88.93
Prospect Cap Corp Note 4.950% 7/1 (Principal) 0.0 $198k 197k 1.01
Liberty Energy Com Cl A (LBRT) 0.0 $177k 14k 12.75
Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $125k 122k 1.02
Neuberger Berman Mlp Income (NML) 0.0 $120k 20k 5.99
Putnam Managed Municipal Income Trust (PMM) 0.0 $71k 11k 6.66
Quantum Computing (QUBT) 0.0 $63k NEW 27k 2.36
Polymet Mng Corp Com New (PLM) 0.0 $30k 11k 2.78
Gannett (GCI) 0.0 $29k NEW 10k 2.90
Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX) 0.0 $21k 43k 0.49

Past Filings by Aveo Capital Partners

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

View all past filings