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 177 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 6.5 $39M +5% 1.0M 38.47
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Pimco Etf Tr Multisector Bd (PYLD) 6.3 $38M +79% 1.4M 25.99
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Ishares Tr S&p 100 Etf (OEF) 5.3 $32M +39% 116k 271.66
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Ishares Tr 0-3 Mnth Treasry (SGOV) 5.2 $31M -43% 312k 100.42
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 5.1 $30M +29% 153k 199.02
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Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) 4.9 $29M +14% 608k 48.23
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Dimensional Etf Trust Intl Core Equity (DFIC) 3.2 $19M +8% 653k 29.22
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.2 $19M 716k 26.55
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.9 $17M +78% 183k 95.02
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Ishares Gold Tr Ishares New (IAU) 2.4 $15M -4% 228k 63.61
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 2.2 $14M -21% 478k 28.26
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Dimensional Etf Trust Global Core Plus (DFGP) 2.1 $13M +6% 239k 53.60
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Dimensional Etf Trust Us High Profitab (DUHP) 2.0 $12M +5% 359k 32.92
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Schwab Strategic Tr Fundamental Intl (FNDF) 1.9 $12M +60% 308k 37.59
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.9 $11M -9% 450k 25.34
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Select Sector Spdr Tr Energy (XLE) 1.7 $10M -4% 125k 80.55
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.7 $10M +67% 136k 73.34
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.6 $9.7M +10% 103k 94.28
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.4 $8.5M +26% 259k 32.80
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.3 $8.0M -37% 161k 49.53
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American Centy Etf Tr Avantis Us Small (AVSC) 1.3 $7.7M +26% 165k 47.06
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Proshares Tr Ultr 7-10 Trea (UST) 1.3 $7.5M NEW 175k 43.06
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 1.2 $7.5M +10% 102k 73.70
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.1 $6.9M +6% 130k 53.05
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Ishares Tr Tips Bd Etf (TIP) 1.1 $6.8M NEW 62k 109.37
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $6.7M -2% 80k 84.52
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Dimensional Etf Trust Internatnal Val (DFIV) 1.1 $6.6M +9% 164k 40.46
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 1.1 $6.6M +24% 127k 52.15
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Proshares Tr Msci Emrg Etf (EET) 1.0 $6.0M +390% 109k 54.91
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Vanguard Index Fds Growth Etf (VUG) 1.0 $5.9M -24% 16k 384.67
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 1.0 $5.7M -17% 210k 27.38
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Alps Etf Tr Equal Sec Etf (EQL) 0.9 $5.4M +201% 130k 41.39
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $5.4M +6% 199k 27.13
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.8 $4.7M -3% 205k 22.73
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Proshares Tr Ii Ultra Gold (UGL) 0.7 $4.3M +11% 29k 146.34
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.7 $4.1M -19% 83k 49.82
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Pacer Fds Tr Us Export Lead (PEXL) 0.6 $3.9M -27% 84k 46.10
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American Centy Etf Tr International Lr (AVIV) 0.6 $3.8M -21% 65k 59.04
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Direxion Shs Etf Tr Daily Regional (DPST) 0.6 $3.7M NEW 51k 72.75
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $3.7M +52% 67k 54.68
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.6 $3.6M -23% 88k 41.04
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.5 $3.2M +15% 29k 108.23
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Apple (AAPL) 0.5 $3.0M -46% 15k 196.25
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $2.8M -47% 28k 99.90
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.7M +3% 5.1k 518.22
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.6M -68% 4.7k 561.13
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Microsoft Corporation (MSFT) 0.4 $2.4M -49% 5.5k 433.31
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Exxon Mobil Corporation (XOM) 0.4 $2.4M -19% 23k 104.61
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NVIDIA Corporation (NVDA) 0.4 $2.4M -58% 20k 117.06
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Palantir Technologies Cl A (PLTR) 0.4 $2.3M NEW 21k 110.48
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Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $2.3M -24% 30k 76.35
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.4 $2.3M -18% 49k 46.53
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Amazon (AMZN) 0.4 $2.1M -37% 11k 188.70
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $2.0M -4% 62k 32.75
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Ishares Tr National Mun Etf (MUB) 0.3 $1.9M +135% 19k 104.53
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $1.8M +21% 26k 71.65
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $1.8M -2% 67k 27.12
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Alphabet Cap Stk Cl C (GOOG) 0.3 $1.7M +18% 11k 152.80
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.6M -81% 3.4k 483.28
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M -25% 11k 151.39
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Mastercard Incorporated Cl A (MA) 0.3 $1.6M +13% 2.8k 566.33
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Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $1.5M NEW 26k 57.40
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Proshares Tr Pshs Ultra Qqq (QLD) 0.2 $1.5M -88% 16k 91.42
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $1.4M -69% 29k 49.06
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Ishares Tr Eafe Value Etf (EFV) 0.2 $1.3M -44% 22k 61.55
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $1.3M +49% 16k 81.48
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Select Sector Spdr Tr Indl (XLI) 0.2 $1.3M +75% 9.3k 134.15
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D.R. Horton (DHI) 0.2 $1.2M +32% 10k 122.76
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Sherwin-Williams Company (SHW) 0.2 $1.2M +4% 3.4k 351.62
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JPMorgan Chase & Co. (JPM) 0.2 $1.2M -32% 4.7k 249.39
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Rh (RH) 0.2 $1.1M NEW 6.0k 189.02
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.1M -65% 24k 46.00
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Ssga Active Tr Spdr Loomis Sayl (OBND) 0.2 $1.1M -73% 42k 25.57
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.1M -31% 11k 100.14
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Johnson & Johnson (JNJ) 0.2 $1.1M -17% 6.8k 157.30
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $1.1M -36% 12k 91.48
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Chevron Corporation (CVX) 0.2 $1.0M -41% 7.6k 135.79
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Ishares U S Etf Tr Short Maturity M (MEAR) 0.2 $1.0M -5% 20k 49.99
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Select Sector Spdr Tr Financial (XLF) 0.2 $1.0M +97% 21k 49.45
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Select Sector Spdr Tr Technology (XLK) 0.2 $945k +9% 4.4k 215.81
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Spdr Gold Tr Gold Shs (GLD) 0.2 $941k -74% 3.0k 310.75
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Wal-Mart Stores (WMT) 0.1 $863k -37% 8.7k 98.83
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $857k -55% 9.7k 87.90
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Vanguard World Energy Etf (VDE) 0.1 $815k -7% 7.2k 112.56
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $798k -43% 19k 41.81
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Nike CL B (NKE) 0.1 $780k -45% 13k 58.62
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Vanguard Index Fds Value Etf (VTV) 0.1 $767k -88% 4.6k 167.63
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Ishares Tr Faln Angls Usd (FALN) 0.1 $755k +59% 29k 26.20
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Sprott Physical Gold Tr Unit (PHYS) 0.1 $753k -3% 29k 25.76
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Costco Wholesale Corporation (COST) 0.1 $744k -55% 738.00 1007.44
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Goldman Sachs Physical Gold Unit (AAAU) 0.1 $690k -28% 21k 33.32
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Netflix (NFLX) 0.1 $675k -4% 584.00 1155.41
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.1 $663k +98% 2.6k 255.08
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Waters Corporation (WAT) 0.1 $656k NEW 1.9k 345.46
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $652k +14% 17k 39.49
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Proshares Tr Pshs Ult S&p 500 (SSO) 0.1 $646k -86% 8.0k 81.26
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Nxp Semiconductors N V (NXPI) 0.1 $622k +3% 3.3k 186.87
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $563k +8% 8.9k 63.20
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $557k -5% 13k 41.56
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Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $552k -4% 7.3k 75.90
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $550k -42% 3.0k 182.69
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $548k NEW 6.6k 83.23
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.1 $541k +17% 12k 45.34
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Tidal Etf Tr Fundstrat Granny (GRNY) 0.1 $540k -2% 28k 19.51
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Adobe Systems Incorporated (ADBE) 0.1 $536k +22% 1.4k 384.97
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $530k -55% 1.9k 276.10
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Agnc Invt Corp Com reit (AGNC) 0.1 $528k 61k 8.72
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $522k -45% 9.0k 58.20
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $511k -50% 5.3k 96.51
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Ishares Msci Emrg Chn (EMXC) 0.1 $505k -25% 8.7k 57.98
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.1 $505k -35% 5.2k 97.53
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $501k +46% 22k 23.01
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Oracle Corporation (ORCL) 0.1 $496k +47% 3.3k 149.37
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Church & Dwight (CHD) 0.1 $490k +35% 5.3k 91.99
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First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $485k NEW 13k 36.54
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Blackstone Group Inc Com Cl A (BX) 0.1 $478k -3% 3.5k 136.15
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $478k -89% 3.6k 131.57
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Procter & Gamble Company (PG) 0.1 $475k -35% 3.0k 159.29
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Stryker Corporation (SYK) 0.1 $466k +50% 1.2k 384.06
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Goldman Sachs Etf Tr Activebeta Us (GSSC) 0.1 $454k NEW 7.2k 62.78
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Vanguard World Inf Tech Etf (VGT) 0.1 $451k 798.00 564.51
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $440k +2% 6.0k 72.90
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $434k -32% 3.5k 125.24
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American Express Company (AXP) 0.1 $430k -8% 1.6k 276.24
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Broadcom (AVGO) 0.1 $426k -57% 2.1k 204.85
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Pepsi (PEP) 0.1 $425k -45% 3.2k 131.91
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $410k -22% 8.6k 47.93
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Home Depot (HD) 0.1 $402k -58% 1.1k 362.88
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Booking Holdings (BKNG) 0.1 $395k 76.00 5196.24
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Intuitive Surgical Com New (ISRG) 0.1 $390k +37% 727.00 536.15
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $385k -96% 747.00 515.90
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Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $373k -92% 7.4k 50.50
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $345k -31% 926.00 372.66
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Tesla Motors (TSLA) 0.1 $343k -64% 1.2k 276.26
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.1 $341k 12k 29.40
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.1 $335k -54% 8.6k 39.15
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Alps Etf Tr Alerian Energy (ENFR) 0.1 $334k +11% 11k 31.25
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $323k -92% 2.6k 121.99
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $319k -20% 1.0k 306.05
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $317k -52% 1.7k 183.93
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Goldman Sachs (GS) 0.1 $315k +7% 570.00 551.92
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $302k -97% 3.8k 79.73
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $301k -3% 5.1k 59.12
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $299k -77% 1.9k 157.67
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Ishares Tr Core 60/40 Balan (AOR) 0.0 $297k -96% 5.1k 57.97
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Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF) 0.0 $291k 16k 18.63
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $289k -21% 17k 16.89
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Virtus Allianzgi Artificial (AIO) 0.0 $284k NEW 13k 21.36
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Xcel Energy (XEL) 0.0 $281k -43% 3.9k 71.36
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $273k NEW 646.00 422.65
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Public Storage (PSA) 0.0 $269k -15% 898.00 299.90
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Thermo Fisher Scientific (TMO) 0.0 $267k -46% 655.00 407.85
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Vaneck Etf Trust Long Muni Etf (MLN) 0.0 $261k NEW 15k 17.11
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Amgen (AMGN) 0.0 $261k -55% 945.00 275.84
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $257k -42% 1.3k 191.98
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salesforce (CRM) 0.0 $254k -48% 913.00 278.25
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $252k NEW 3.7k 68.15
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CVS Caremark Corporation (CVS) 0.0 $251k -32% 3.8k 66.78
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $243k -57% 3.0k 81.20
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Lockheed Martin Corporation (LMT) 0.0 $241k -4% 511.00 470.92
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Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $241k -75% 4.1k 58.24
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $235k NEW 9.1k 25.77
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $231k 5.9k 39.32
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $231k -89% 5.2k 44.64
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $230k -38% 1.7k 135.32
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Ishares Tr Core S&p500 Etf (IVV) 0.0 $228k -99% 405.00 563.26
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Us Bancorp Del Com New (USB) 0.0 $226k -34% 5.5k 41.30
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.0 $222k -33% 5.6k 39.88
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UnitedHealth (UNH) 0.0 $212k -68% 543.00 391.06
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Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $208k NEW 1.6k 132.46
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Palo Alto Networks (PANW) 0.0 $206k -33% 1.1k 188.18
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.0 $206k -28% 3.3k 61.80
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Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.0 $206k NEW 3.0k 68.93
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $204k -69% 2.1k 98.02
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Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.0 $202k -68% 10k 19.71
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.0 $201k -71% 7.6k 26.45
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Female Health (VERU) 0.0 $11k 21k 0.50
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Past Filings by Aveo Capital Partners

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

View all past filings