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, USHY, JNK, JCPB, and represent 15.06% of Aveo Capital Partners's stock portfolio.
Added to shares of these 10 stocks: USHY (+$19M), UJB (+$7.7M), QQQM (+$7.6M), OEF (+$7.2M), JCPB (+$7.0M), VCLT (+$6.4M), XMHQ (+$5.4M), SSO (+$5.3M), MLN (+$5.1M), AVSC.
Started 31 new stock positions in IVW, OEF, VERU, XYL, ARCC, QQQM, PWR, CAT, RWK, PEXL.
Reduced shares in these 10 stocks: SGOV (-$23M), IEF (-$11M), DFSV (-$8.9M), DBND (-$8.7M), , OBND (-$6.1M), DFAS, PRF, SOXX, MUB.
Sold out of its positions in AVDE, FLV, VXX, BAX, BMY, CION, FBND, PDBC, TOK, IGSB.
Aveo Capital Partners was a net buyer of stock by $19M.
Aveo Capital Partners has $788M in assets under management (AUM), dropping by 5.17%.
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 336 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.9	$31M	+17%	988k	30.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$28M	+3%	62k	445.71	View chart
Ishares Tr Broad Usd High (USHY)	2.9	$23M	+570%	647k	35.30	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	2.4	$19M	-14%	205k	92.03	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.4	$19M	+60%	403k	46.58	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	2.2	$17M		266k	64.38	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.0	$16M	-41%	164k	96.60	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	1.9	$15M	+4%	375k	40.53	View chart
Alps Etf Tr Equal Sec Etf (EQL)	1.9	$15M	+3%	144k	104.36	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.9	$15M	-15%	639k	23.46	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.9	$15M	+6%	526k	27.77	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	1.8	$15M	-7%	347k	41.73	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.6	$13M	+3%	535k	24.27	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.6	$12M	+24%	124k	100.07	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.3	$11M	+98%	183k	58.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$10M	+11%	106k	97.95	View chart
Select Sector Spdr Tr Energy (XLE)	1.3	$10M	-8%	127k	81.17	View chart
Proshares Tr Ultra High Yld (UJB)	1.3	$10M	+317%	163k	62.36	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.3	$10M	+25%	196k	51.34	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.2	$9.4M	-70%	93k	100.63	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.2	$9.2M	+8%	347k	26.54	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$9.1M	-10%	250k	36.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$9.1M	+14%	135k	67.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$8.0M	+64%	18k	443.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$7.8M	+11%	21k	369.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$7.6M	NEW	50k	151.98	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.9	$7.4M	+17%	188k	39.21	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$7.3M	+8%	140k	52.11	View chart
Ishares Tr S&p 100 Etf (OEF)	0.9	$7.2M	NEW	35k	207.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$6.7M	+13%	17k	407.28	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.8	$6.7M		130k	51.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$6.5M	+208%	23k	282.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$6.5M	+44%	36k	178.27	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.8	$6.4M	NEW	81k	78.49	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$6.2M	-2%	61k	102.94	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$6.1M	-12%	226k	27.15	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$5.9M	-11%	118k	50.22	View chart
Apple (AAPL)	0.8	$5.9M	+5%	31k	193.97	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$5.9M	-60%	230k	25.70	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$5.8M	-6%	230k	25.37	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.7	$5.8M	+8%	116k	50.23	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.7	$5.7M	-31%	236k	24.37	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.7	$5.7M	-2%	118k	48.17	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.7	$5.4M	NEW	67k	80.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$5.3M		24k	220.16	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.7	$5.2M	-2%	183k	28.29	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.6	$5.1M	NEW	284k	17.95	View chart
Microsoft Corporation (MSFT)	0.6	$4.9M		15k	340.55	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.6	$4.9M	+15%	153k	32.29	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$4.9M	+857%	46k	107.62	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$4.9M	+9%	101k	48.63	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.6	$4.8M	NEW	106k	45.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$4.6M	+7%	100k	46.18	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.6	$4.6M	-4%	54k	85.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$4.5M	-24%	32k	142.10	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.6	$4.5M	-41%	148k	30.11	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$4.4M	-9%	25k	173.86	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.3M	NEW	132k	32.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$4.2M		59k	72.50	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$4.0M	+573%	69k	57.73	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.5	$3.9M	+410%	97k	40.55	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.5	$3.9M	NEW	38k	102.90	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$3.9M		77k	50.09	View chart
Proshares Tr Msci Emrg Etf (EET)	0.5	$3.9M	NEW	76k	50.63	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.5	$3.9M	+2%	76k	50.57	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$3.8M	+56%	95k	39.56	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.5	$3.8M	-27%	82k	46.07	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$3.7M	+918%	40k	93.27	View chart
Ishares Msci Eurzone Etf (EZU)	0.5	$3.7M		81k	45.82	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.4	$3.5M	+4%	53k	66.34	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$3.5M	-3%	18k	198.89	View chart
Pacer Fds Tr Us Export Lead (PEXL)	0.4	$3.4M	NEW	78k	43.74	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.4	$3.4M	NEW	35k	96.07	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$3.3M	+55%	58k	57.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$3.3M	+46%	40k	83.56	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.3M	-52%	31k	106.73	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$3.2M	NEW	42k	77.61	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$2.8M	-23%	85k	32.54	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.3	$2.6M	-56%	57k	46.16	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.3	$2.6M		28k	91.62	View chart
Amazon (AMZN)	0.3	$2.6M	-13%	20k	130.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.5M	+4%	61k	40.68	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$2.4M	-11%	32k	75.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.2M	-8%	10k	220.28	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.3	$2.1M	+106%	13k	162.99	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.3	$2.1M	-58%	37k	58.24	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.1M	+4%	19k	107.25	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.3	$2.1M	-80%	45k	46.18	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	0.3	$2.1M	NEW	60k	34.40	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.9M	-14%	81k	24.05	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$1.9M	-19%	71k	27.32	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$1.9M	+27%	55k	34.38	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.9M	-8%	23k	81.08	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$1.8M	-14%	24k	74.17	View chart
Nordstrom (JWN)	0.2	$1.7M	+219%	85k	20.47	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.7M	-27%	19k	91.82	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.7M		17k	99.65	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$1.6M		123k	12.70	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$1.6M	+6%	38k	40.41	View chart
Target Corporation (TGT)	0.2	$1.5M	+443%	11k	131.90	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.5M	+36%	15k	96.98	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.5M	+4%	13k	115.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.5M	+13%	12k	119.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.4M	-76%	25k	54.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.4M		28k	48.94	View chart
Chevron Corporation (CVX)	0.2	$1.4M	+6%	8.8k	157.34	View chart
Select Sector Spdr Tr Sbi Int-inds (XLI)	0.2	$1.4M		13k	107.32	View chart
Enterprise Products Partners (EPD)	0.2	$1.3M	-12%	51k	26.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.3M	+11%	6.5k	202.72	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M		7.9k	165.53	View chart
Spdr Index Shs Fds Portflo Eurp Etf (SPEU)	0.2	$1.3M	+16%	33k	38.51	View chart
Sherwin-Williams Company (SHW)	0.2	$1.2M		4.6k	265.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.2M	-17%	23k	54.41	View chart
Williams Companies (WMB)	0.2	$1.2M	-9%	37k	32.63	View chart
Tesla Motors (TSLA)	0.2	$1.2M	-9%	4.6k	261.77	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.2	$1.2M	+170%	35k	33.85	View chart
Targa Res Corp (TRGP)	0.2	$1.2M	-24%	16k	76.10	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M	-4%	23k	49.29	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$1.1M		23k	50.30	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$1.1M		42k	26.52	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.1M	+3%	23k	48.88	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$1.1M	+5%	24k	44.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.1M	-3%	19k	56.08	View chart
Advance Auto Parts (AAP)	0.1	$1.1M	+99%	15k	70.30	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$1.1M	NEW	18k	60.02	View chart
Eli Lilly & Co. (LLY)	0.1	$1.0M	+7%	2.2k	468.98	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$1.0M		17k	61.01	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$1.0M	+26%	9.0k	112.89	View chart
Ssga Active Tr Spdr Loomis Sayl (OBND)	0.1	$1.0M	-85%	39k	25.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$1.0M	+6%	7.6k	132.73	View chart
Pepsi (PEP)	0.1	$981k	+4%	5.3k	185.22	View chart
Pfizer (PFE)	0.1	$977k		27k	36.68	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$977k		20k	49.72	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$969k	+2%	8.6k	113.30	View chart
Direxion Shs Etf Tr Retail Bull 3x (RETL)	0.1	$964k	+23%	137k	7.02	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$954k	+60%	13k	75.07	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$945k	-23%	24k	38.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$927k	-2%	6.2k	149.64	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$916k	-3%	3.9k	235.32	View chart
Digitalocean Hldgs (DOCN)	0.1	$907k		23k	40.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$905k	+306%	4.8k	187.27	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$885k	+5%	12k	75.57	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$863k		19k	45.89	View chart
UnitedHealth (UNH)	0.1	$843k	+7%	1.8k	480.76	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$824k	-3%	6.8k	120.97	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$817k		23k	35.24	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$803k	+44%	1.8k	442.16	View chart
Home Depot (HD)	0.1	$794k	+2%	2.6k	310.63	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$788k	-17%	12k	65.44	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$732k	-2%	7.1k	103.76	View chart
Merck & Co (MRK)	0.1	$724k	-55%	6.3k	115.39	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$724k	+22%	4.4k	165.40	View chart
Etf Ser Solutions Lha Mkt St Alp (MSVX)	0.1	$717k		30k	23.56	View chart
Nike CL B (NKE)	0.1	$715k		6.5k	110.37	View chart
Nextera Energy Partners Com Unit Part In (NEP)	0.1	$713k	-12%	12k	58.64	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$713k	-23%	8.6k	82.87	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$710k		2.1k	341.00	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$704k		4.5k	156.35	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$694k	-2%	2.7k	261.52	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$688k	-15%	23k	29.90	View chart
Boston Scientific Corporation (BSX)	0.1	$682k	-2%	13k	54.09	View chart
Procter & Gamble Company (PG)	0.1	$680k	-56%	4.5k	151.73	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$666k	-2%	15k	45.47	View chart
Vanguard World Fds Utilities Etf (VPU)	0.1	$662k	+8%	4.7k	142.17	View chart
SYSCO Corporation (SYY)	0.1	$660k		8.9k	74.20	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$657k		11k	61.12	View chart
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)	0.1	$652k	+7%	22k	29.36	View chart
JPMorgan Chase & Co. (JPM)	0.1	$651k	+6%	4.5k	145.43	View chart
Wal-Mart Stores (WMT)	0.1	$650k	+5%	4.1k	157.18	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$644k		21k	30.51	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$643k	-21%	19k	33.71	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$637k		22k	28.79	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$633k	+2%	19k	34.01	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$633k	+2%	2.1k	308.62	View chart
Sempra Energy (SRE)	0.1	$620k		4.3k	145.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$616k	-7%	2.7k	229.74	View chart
NVIDIA Corporation (NVDA)	0.1	$610k	-8%	1.4k	423.02	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$609k	-87%	3.7k	163.65	View chart
Comcast Corp Cl A (CMCSA)	0.1	$602k	-6%	15k	41.55	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$601k		28k	21.16	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$593k		4.0k	148.83	View chart
Visa Com Cl A (V)	0.1	$592k	+2%	2.5k	237.48	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.1	$584k	+4%	32k	18.46	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$580k	+5%	13k	43.36	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$579k	-85%	5.4k	106.96	View chart
Coca-Cola Company (KO)	0.1	$578k	+14%	9.6k	60.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$573k	-85%	5.3k	108.14	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$573k	-88%	1.1k	507.26	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$558k		37k	14.92	View chart
Verizon Communications (VZ)	0.1	$556k	-3%	15k	37.19	View chart
Capital One Financial (COF)	0.1	$551k		5.0k	109.37	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$547k		16k	34.09	View chart
Oneok (OKE)	0.1	$545k	-28%	8.8k	61.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$544k	+39%	5.7k	95.41	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$533k	-42%	11k	47.05	View chart
Abbvie (ABBV)	0.1	$530k		3.9k	134.72	View chart
Cintas Corporation (CTAS)	0.1	$530k	+3%	1.1k	497.08	View chart
McDonald's Corporation (MCD)	0.1	$525k	+6%	1.8k	298.42	View chart
Cisco Systems (CSCO)	0.1	$522k	+6%	10k	51.74	View chart
Costco Wholesale Corporation (COST)	0.1	$521k	+10%	968.00	538.38	View chart
Pioneer Natural Resources (PXD)	0.1	$516k	+16%	2.5k	207.18	View chart
Clearway Energy CL C (CWEN)	0.1	$514k	-14%	18k	28.56	View chart
Stanley Black & Decker (SWK)	0.1	$510k	-70%	5.4k	93.71	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$507k		3.7k	138.38	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$494k	+6%	43k	11.60	View chart
Adobe Systems Incorporated (ADBE)	0.1	$484k		990.00	488.99	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$481k	-12%	19k	25.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$481k	+2%	1.2k	393.30	View chart
Vs Trust -1x Shrt Vix Fut (SVIX)	0.1	$481k	NEW	17k	28.07	View chart
Xcel Energy (XEL)	0.1	$478k	-52%	7.7k	62.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$476k	+24%	9.2k	51.70	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$471k	+62%	11k	41.45	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$463k	NEW	8.7k	53.35	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$454k	-12%	10k	44.28	View chart
At&t (T)	0.1	$453k	+9%	28k	15.95	View chart
Altria (MO)	0.1	$452k	+6%	10k	45.30	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$446k	+3%	5.2k	86.53	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$437k	-4%	3.6k	122.59	View chart
Meta Platforms Cl A (META)	0.1	$437k	+5%	1.5k	286.98	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$431k	-19%	11k	37.69	View chart
American Water Works (AWK)	0.1	$430k		3.0k	142.75	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$430k	+27%	8.3k	51.98	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$425k		6.5k	65.08	View chart
Vanguard World Extended Dur (EDV)	0.1	$425k	-15%	4.9k	87.06	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.1	$424k	+5%	12k	35.14	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$424k		5.7k	74.33	View chart
International Business Machines (IBM)	0.1	$422k	+10%	3.2k	133.80	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$416k	+3%	9.0k	46.44	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$404k	+8%	32k	12.57	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$403k	-10%	4.7k	86.54	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$402k	+10%	2.4k	169.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$401k		3.0k	134.87	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$401k	+6%	8.7k	45.99	View chart
Amgen (AMGN)	0.1	$399k	+22%	1.8k	222.02	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.0	$394k		15k	25.86	View chart
Duke Energy Corp Com New (DUK)	0.0	$392k	+8%	4.4k	89.74	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$392k	+2%	9.4k	41.87	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$390k	+29%	538.00	724.75	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$388k	+49%	3.9k	99.76	View chart
CenterPoint Energy (CNP)	0.0	$383k	+13%	13k	29.15	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$377k	-7%	6.6k	57.43	View chart
Raytheon Technologies Corp (RTX)	0.0	$377k	+2%	3.8k	97.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$377k		5.2k	72.69	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$375k	-33%	16k	22.90	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$374k		7.8k	48.06	View chart
Abbott Laboratories (ABT)	0.0	$373k	+8%	3.4k	109.02	View chart
Thermo Fisher Scientific (TMO)	0.0	$373k	+3%	714.00	521.75	View chart
Starbucks Corporation (SBUX)	0.0	$372k	+3%	3.8k	99.06	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.0	$372k	-2%	3.6k	104.02	View chart
Xylem (XYL)	0.0	$366k	NEW	3.2k	112.62	View chart
Public Storage (PSA)	0.0	$364k	-2%	1.2k	291.88	View chart
Cheniere Energy Com New (LNG)	0.0	$359k	+25%	2.4k	152.36	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$358k		2.7k	130.64	View chart
Charles Schwab Corporation (SCHW)	0.0	$355k	NEW	6.3k	56.68	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.0	$354k	+3%	8.8k	40.25	View chart
Walt Disney Company (DIS)	0.0	$353k	+3%	4.0k	89.28	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.0	$350k	-49%	21k	16.48	View chart
Gilead Sciences (GILD)	0.0	$347k	+5%	4.5k	77.07	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$345k	-2%	3.8k	91.19	View chart
Hca Holdings (HCA)	0.0	$343k	+9%	1.1k	303.48	View chart
Danaher Corporation (DHR)	0.0	$333k	+6%	1.4k	240.00	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$330k	-2%	18k	18.08	View chart
Broadcom (AVGO)	0.0	$326k	+8%	376.00	867.82	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.0	$319k	-74%	15k	21.14	View chart
Lockheed Martin Corporation (LMT)	0.0	$312k	+6%	677.00	460.35	View chart
Ford Motor Company (F)	0.0	$311k	+3%	21k	15.13	View chart
Devon Energy Corporation (DVN)	0.0	$307k	+18%	6.3k	48.34	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$306k		30k	10.13	View chart
American Electric Power Company (AEP)	0.0	$305k	+9%	3.6k	84.20	View chart
Equinix (EQIX)	0.0	$303k		387.00	783.94	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$302k	NEW	4.3k	70.48	View chart
Emerson Electric (EMR)	0.0	$298k	+3%	3.3k	90.39	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$297k	-52%	1.5k	201.56	View chart
Fiserv (FI)	0.0	$297k	+4%	2.4k	126.15	View chart
Us Bancorp Del Com New (USB)	0.0	$295k		8.9k	33.04	View chart
Nextera Energy (NEE)	0.0	$293k	+6%	3.9k	74.20	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.0	$291k		5.3k	55.21	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$283k	+10%	3.8k	74.92	View chart
Philip Morris International (PM)	0.0	$282k	+4%	2.9k	97.62	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$282k		2.6k	108.87	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$281k		5.6k	50.67	View chart
Netflix (NFLX)	0.0	$281k	+3%	637.00	440.49	View chart
Metropcs Communications (TMUS)	0.0	$280k	+2%	2.0k	138.90	View chart
TJX Companies (TJX)	0.0	$272k	+4%	3.2k	84.79	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$272k		2.8k	97.83	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.0	$271k	-40%	3.0k	90.44	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$271k	-10%	5.1k	52.63	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$270k	+10%	4.8k	56.72	View chart
Western Digital (WDC)	0.0	$267k	+22%	7.0k	37.93	View chart
Hartford Financial Services (HIG)	0.0	$267k		3.7k	72.02	View chart
Shell Spon Ads (SHEL)	0.0	$262k	+4%	4.3k	60.38	View chart
Carrier Global Corporation (CARR)	0.0	$258k		5.2k	49.71	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$257k	+31%	4.0k	63.84	View chart
Bank of America Corporation (BAC)	0.0	$255k	-24%	8.9k	28.69	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$255k	NEW	9.5k	26.78	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$254k	-24%	4.1k	62.65	View chart
General Mills (GIS)	0.0	$253k	+4%	3.3k	76.70	View chart
First Tr Exchange Traded Materials Alph (FXZ)	0.0	$253k	-5%	3.9k	64.19	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$253k	-10%	2.6k	97.46	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$253k	-46%	13k	19.53	View chart
Becton, Dickinson and (BDX)	0.0	$244k	+2%	923.00	264.01	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$243k		2.2k	110.45	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$241k	-2%	1.2k	205.77	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$239k	+18%	2.6k	91.83	View chart
Otis Worldwide Corp (OTIS)	0.0	$239k		2.7k	89.01	View chart
Novartis Sponsored Adr (NVS)	0.0	$238k	-57%	2.4k	100.91	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$230k		949.00	242.74	View chart
Trane Technologies SHS (TT)	0.0	$230k	+3%	1.2k	191.26	View chart
EOG Resources (EOG)	0.0	$227k	+2%	2.0k	114.47	View chart
Southern Company (SO)	0.0	$226k	+9%	3.2k	70.25	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$224k	-14%	3.9k	57.13	View chart
Genuine Parts Company (GPC)	0.0	$223k		1.3k	169.23	View chart
Neuberger Berman Mlp Income (NML)	0.0	$222k		32k	6.88	View chart
United Parcel Service CL B (UPS)	0.0	$221k	-6%	1.2k	179.25	View chart
Caterpillar (CAT)	0.0	$220k	NEW	893.00	246.05	View chart
Entergy Corporation (ETR)	0.0	$220k	+3%	2.3k	97.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$218k	NEW	618.00	351.91	View chart
Quanta Services (PWR)	0.0	$216k	NEW	1.1k	196.45	View chart
salesforce (CRM)	0.0	$213k	NEW	1.0k	211.26	View chart
International Paper Company (IP)	0.0	$213k	NEW	6.7k	31.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$213k	-9%	1.9k	110.48	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$211k	NEW	1.9k	109.84	View chart
Antero Res (AR)	0.0	$210k	NEW	9.1k	23.03	View chart
Linde SHS (LIN)	0.0	$209k	NEW	549.00	381.08	View chart
Goldman Sachs (GS)	0.0	$208k	+3%	644.00	322.54	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$207k	-7%	4.6k	45.30	View chart
American Express Company (AXP)	0.0	$202k	NEW	1.2k	174.20	View chart
Ares Capital Corporation (ARCC)	0.0	$194k	NEW	10k	18.79	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$193k	+7%	11k	18.02	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$120k		122k	0.98	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$65k		11k	6.09	View chart
Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX)	0.0	$48k		43k	1.13	View chart
Quantum Computing (QUBT)	0.0	$32k		27k	1.18	View chart
Female Health (VERU)	0.0	$30k	NEW	25k	1.19	View chart
Polymet Mng Corp Com New (PLM)	0.0	$8.5k		11k	0.79	View chart
Toughbuilt Inds (TBLT)	0.0	$3.0k		10k	0.30	View chart

Past Filings by Aveo Capital Partners

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

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
Aveo Capital Partners 2020 Q3 filed Nov. 13, 2020
Aveo Capital Partners 2020 Q2 filed Aug. 12, 2020
Aveo Capital Partners 2020 Q1 filed May 5, 2020
Aveo Capital Partners 2019 Q4 filed Feb. 6, 2020
Aveo Capital Partners 2019 Q3 filed Nov. 7, 2019

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