Aveo Capital Partners

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

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Portfolio Holdings for Aveo Capital Partners

Companies in the Aveo Capital Partners portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 5.1 $23M 262k 88.04
Ishares Tr Core S&p500 Etf (IVV) 4.2 $19M +7% 45k 429.92
Ishares Tr Core Us Aggbd Et (AGG) 4.0 $18M -16% 157k 115.33
Proshares Tr Ultra High Yld (UJB) 3.8 $17M -19% 223k 77.67
Proshares Tr Pshs Ultra Qqq (QLD) 2.7 $12M NEW 169k 71.81
Ishares Tr Grwt Allocat Etf (AOR) 2.1 $9.3M 167k 56.00
Ishares Tr Barclays 7 10 Yr (IEF) 1.9 $8.6M +30% 75k 115.49
Invesco Activly Mangd Etc Optimum Yield (PDBC) 1.8 $8.4M +104% 416k 20.09
Pimco Etf Tr Active Bd Etf (BOND) 1.8 $8.1M +16% 73k 110.96
Spdr Ser Tr Portfolio S&p500 (SPLG) 1.6 $7.3M +3% 145k 50.33
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $6.6M -28% 77k 86.17
Proshares Tr Pshs Ult S&p 500 (SSO) 1.4 $6.4M -56% 54k 119.33
Ishares Tr Core Msci Eafe (IEFA) 1.3 $6.0M +12% 80k 74.86
Select Sector Spdr Tr Energy (XLE) 1.2 $5.7M 105k 53.87
Ishares Tr Rus 1000 Val Etf (IWD) 1.1 $5.2M NEW 33k 158.62
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $5.2M +2% 22k 237.37
Spdr Ser Tr Portfolio Intrmd (SPIB) 1.1 $4.9M +429% 134k 36.70
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.1 $4.8M NEW 45k 106.32
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB) 1.1 $4.8M +627% 92k 52.36
Ishares Gold Tr Ishares New (IAU) 1.0 $4.7M NEW 140k 33.71
Ishares Tr National Mun Etf (MUB) 1.0 $4.6M +43% 39k 117.21
Spdr Ser Tr S&p Bk Etf (KBE) 1.0 $4.4M NEW 86k 51.32
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 1.0 $4.4M +22% 161k 27.26
Ishares Tr Us Br Del Se Etf (IAI) 1.0 $4.3M NEW 42k 102.06
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.9 $4.3M +185% 12k 354.43
Ishares Tr Us Hlthcr Pr Etf (IHF) 0.9 $4.3M NEW 16k 266.48
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $4.3M NEW 54k 79.25
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.9 $4.3M +11% 42k 102.41
Spdr Ser Tr S&p Ins Etf (KIE) 0.9 $4.2M NEW 109k 38.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.9 $4.1M +15% 80k 51.52
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.9 $4.1M +355% 124k 32.90
Select Sector Spdr Tr Technology (XLK) 0.9 $4.0M +4% 27k 147.66
Ishares Tr Global Mater Etf (MXI) 0.9 $4.0M NEW 44k 90.93
Vanguard Index Fds Value Etf (VTV) 0.9 $3.9M +34% 29k 137.45
Ishares Tr Aggres Alloc Etf (AOA) 0.9 $3.9M +7% 55k 70.64
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.8 $3.8M +26% 77k 49.57
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $3.7M +9% 21k 178.55
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.8 $3.6M +10% 29k 125.94
Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.6M -11% 45k 78.88
Select Sector Spdr Tr Sbi Materials (XLB) 0.8 $3.6M +22% 43k 82.32
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.8 $3.5M +15% 56k 63.23
Apple (AAPL) 0.8 $3.5M +2% 26k 136.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.8 $3.5M +16% 8.8k 393.56
Select Sector Spdr Tr Financial (XLF) 0.8 $3.4M +6% 93k 36.69
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.7 $3.4M +13% 76k 44.33
Select Sector Spdr Tr Communication (XLC) 0.7 $3.3M +9% 40k 80.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $3.2M -48% 7.5k 428.13
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.2M +6% 14k 225.28
Ssga Active Tr Spdr Dbleln Shrt (STOT) 0.7 $3.1M -4% 62k 49.75
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $2.9M +12% 42k 69.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.9M +3% 13k 222.85
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $2.9M +12% 52k 55.15
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $2.8M +12% 20k 144.34
Vanguard Index Fds Growth Etf (VUG) 0.6 $2.6M -4% 9.2k 286.83
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $2.4M 21k 112.97
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.5 $2.4M +539% 69k 34.49
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.5 $2.4M 44k 53.64
Goldman Sachs Physical Gold Unit (AAAU) 0.5 $2.2M +255% 127k 17.60
Medallia (MDLA) 0.5 $2.2M +550% 65k 33.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.1M +2% 39k 54.31
Ishares Tr Modert Alloc Etf (AOM) 0.5 $2.1M +12% 47k 45.05
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $2.0M -68% 55k 36.79
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $2.0M +16% 42k 48.41
Vaneck Vectors Etf Tr Oil Svcs Etf (OIH) 0.4 $2.0M +191% 9.0k 218.94
Vaneck Vectors Etf Tr Chinaamc China B (CBON) 0.4 $1.9M NEW 79k 24.08
Viacomcbs CL B (VIAC) 0.4 $1.8M NEW 41k 45.19
Spdr Gold Tr Gold Shs (GLD) 0.4 $1.8M 11k 165.66
Microsoft Corporation (MSFT) 0.4 $1.7M +8% 6.3k 270.92
Ishares Tr Short Treas Bd (SHV) 0.4 $1.7M +82% 15k 110.50
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.4 $1.7M +37% 55k 30.01
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.6M +2% 25k 63.40
Spdr Ser Tr Spdr Bloomberg (BIL) 0.3 $1.5M -60% 17k 91.46
Chevron Corporation (CVX) 0.3 $1.5M 14k 104.74
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $1.5M -16% 24k 59.94
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.4M +4% 14k 101.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.4M 21k 65.68
Ishares Tr Mrgstr Sm Cp Etf (ISCB) 0.3 $1.4M +298% 23k 58.64
Proshares Tr Msci Emrg Etf (EET) 0.3 $1.3M NEW 12k 107.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.3M +58% 23k 55.29
Amazon (AMZN) 0.3 $1.3M +7% 374.00 3441.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $1.3M 15k 85.87
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $1.2M -77% 27k 45.51
Enterprise Products Partners (EPD) 0.3 $1.2M +4% 50k 24.13
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $1.2M -6% 27k 43.95
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.3 $1.2M +10% 21k 57.11
Ishares Core Msci Emkt (IEMG) 0.3 $1.2M 18k 66.97
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $1.2M -26% 4.8k 244.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.2M -4% 6.7k 173.67
Vanguard World Mega Grwth Ind (MGK) 0.3 $1.1M 4.9k 231.44
Alps Etf Tr Equal Sec Etf (EQL) 0.2 $1.1M 11k 100.09
Proshares Tr Ult R/est New (URE) 0.2 $1.1M -11% 12k 88.35
Ishares Tr Conser Alloc Etf (AOK) 0.2 $1.1M -4% 27k 39.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $1.1M +7% 13k 82.15
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $1.0M 20k 52.22
Exxon Mobil Corporation (XOM) 0.2 $1.0M +18% 17k 63.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.0M +53% 10k 101.83
Williams Companies (WMB) 0.2 $1.0M +3% 38k 26.56
Nike CL B (NKE) 0.2 $999k 6.5k 154.48
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $993k -12% 7.6k 130.47
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.2 $968k +335% 18k 53.39
Ishares Tr Russell 2000 Etf (IWM) 0.2 $958k +57% 4.2k 229.46
Nextera Energy Partners Com Unit Part In (NEP) 0.2 $951k +15% 13k 76.39
America First Multifamily In Ben Unit Ctf (ATAX) 0.2 $943k +8% 140k 6.74
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $938k +7% 6.2k 150.80
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $921k -6% 35k 26.60
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $920k +18% 7.5k 122.32
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $920k NEW 9.9k 92.56
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $916k -4% 86k 10.62
Western Midstream Partners L Com Unit Lp Int (WES) 0.2 $910k -21% 43k 21.43
Targa Res Corp (TRGP) 0.2 $887k -19% 20k 44.46
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $881k -6% 16k 56.78
Johnson & Johnson (JNJ) 0.2 $874k 5.3k 164.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $855k 350.00 2442.86
Vanguard World Mega Cap Val Etf (MGV) 0.2 $848k -6% 8.5k 99.64
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.2 $810k +55% 26k 31.79
Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $778k -27% 19k 40.50
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $773k 2.7k 289.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $769k NEW 7.8k 98.72
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $762k +13% 4.0k 188.47
Ishares Tr Global Finls Etf (IXG) 0.2 $760k NEW 9.8k 77.64
Wisdomtree Tr Blmbg Us Bull (USDU) 0.2 $756k NEW 30k 25.42
Spdr Ser Tr Blomberg Brc Inv (FLRN) 0.2 $752k NEW 25k 30.65
First Tr Exchange Traded Finls Alphadex (FXO) 0.2 $744k 17k 43.69
Verizon Communications (VZ) 0.2 $743k -5% 13k 56.04
Ishares Tr Mbs Etf (MBB) 0.2 $742k 6.9k 108.18
Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.2 $740k NEW 18k 41.85
First Tr Exchange Traded Materials Alph (FXZ) 0.2 $727k 13k 57.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $703k +106% 5.0k 140.60
SYSCO Corporation (SYY) 0.2 $699k 9.0k 77.78
Xcel Energy (XEL) 0.2 $698k -3% 11k 65.88
Target Corporation (TGT) 0.1 $674k -2% 2.8k 241.84
Alphabet Cap Stk Cl C (GOOG) 0.1 $644k -6% 257.00 2505.84
Clearway Energy CL C (CWEN) 0.1 $641k +38% 24k 26.49
Oneok (OKE) 0.1 $637k -27% 11k 55.65
Comcast Corp Cl A (CMCSA) 0.1 $632k +17% 11k 57.03
Pepsi (PEP) 0.1 $632k +2% 4.3k 148.29
Ishares Tr Core Msci Intl (IDEV) 0.1 $632k 9.4k 67.43
First Tr Exchange Traded Consumr Staple (FXG) 0.1 $625k +2% 11k 56.97
Baidu Spon Adr Rep A (BIDU) 0.1 $615k NEW 3.0k 203.84
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $613k -2% 6.0k 102.01
Vanguard World Fds Energy Etf (VDE) 0.1 $613k +26% 8.1k 75.86
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $612k NEW 2.7k 226.67
Ishares Tr Us Telecom Etf (IYZ) 0.1 $606k 18k 33.24
At&t (T) 0.1 $603k 21k 28.79
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 0.1 $603k -16% 9.5k 63.39
Blackrock Tcp Capital Corp Note 4.625% 3/0 (Principal) 0.1 $599k 588k 1.02
Tesla Motors (TSLA) 0.1 $588k 865.00 679.77
Home Depot (HD) 0.1 $583k +3% 1.8k 318.75
Ishares Tr Eafe Value Etf (EFV) 0.1 $574k NEW 11k 51.80
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.1 $571k NEW 19k 30.62
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $564k 9.7k 58.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $559k -14% 2.1k 268.75
Ishares Tr Core Msci Pac (IPAC) 0.1 $543k 8.2k 66.37
Shell Midstream Partners Unit Ltd Int (SHLX) 0.1 $527k -3% 36k 14.77
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $522k +57% 1.1k 454.31
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $515k -54% 4.7k 109.85
Spdr Ser Tr Portfolio Ln Tsr (SPTL) 0.1 $515k NEW 13k 41.27
Ishares Tr Agency Bond Etf (AGZ) 0.1 $510k -55% 4.3k 118.47
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $509k +11% 3.8k 134.48
First Tr Morningstar Divid L SHS (FDL) 0.1 $509k +12% 15k 33.20
Facebook Cl A (FB) 0.1 $507k +3% 1.5k 347.74
Eli Lilly & Co. (LLY) 0.1 $494k 2.2k 229.55
Sprott Physical Gold Tr Unit (PHYS) 0.1 $493k -10% 35k 14.03
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $489k +49% 4.7k 104.35
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $488k NEW 16k 30.23
JPMorgan Chase & Co. (JPM) 0.1 $488k 3.1k 155.46
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $485k +4% 10k 47.24
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $478k +2% 12k 38.70
UnitedHealth (UNH) 0.1 $478k +4% 1.2k 400.33
Ishares Tr Core Msci Euro (IEUR) 0.1 $474k -2% 8.3k 57.23
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $470k 4.2k 112.39
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $460k +71% 4.7k 98.48
Abbott Laboratories (ABT) 0.1 $448k 3.9k 115.91
Wal-Mart Stores (WMT) 0.1 $440k 3.1k 141.07
Dominion Resources (D) 0.1 $439k +15% 6.0k 73.63
Amgen (AMGN) 0.1 $433k +22% 1.8k 243.67
Pfizer (PFE) 0.1 $419k 11k 39.20
Coca-Cola Company (KO) 0.1 $412k 7.6k 54.07
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $411k +8% 13k 31.13
Clean Energy Fuels (CLNE) 0.1 $406k NEW 40k 10.15
Novartis Sponsored Adr (NVS) 0.1 $400k 4.4k 91.24
Procter & Gamble Company (PG) 0.1 $400k +16% 3.0k 134.77
Adobe Systems Incorporated (ADBE) 0.1 $394k +8% 673.00 585.44
Sempra Energy (SRE) 0.1 $392k +16% 3.0k 132.48
Abbvie (ABBV) 0.1 $387k 3.4k 112.63
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $384k -30% 5.2k 73.52
Mastercard Incorporated Cl A (MA) 0.1 $383k +6% 1.0k 365.11
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.1 $377k 10k 36.73
Cisco Systems (CSCO) 0.1 $376k -8% 7.1k 52.96
Atlantica Sustainable Infr P SHS (AY) 0.1 $371k +14% 10k 37.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $368k +15% 1.3k 278.16
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.1 $366k +3% 11k 33.98
Cintas Corporation (CTAS) 0.1 $366k +2% 958.00 382.05
Merck & Co (MRK) 0.1 $361k 4.6k 77.78
Public Storage (PSA) 0.1 $357k 1.2k 300.76
International Business Machines (IBM) 0.1 $357k +6% 2.4k 146.55
Global X Fds Global X Copper (COPX) 0.1 $351k +17% 9.4k 37.19
Spdr Ser Tr Blombrg Brc Emrg (EBND) 0.1 $343k +8% 13k 26.43
Ishares Msci Pac Jp Etf (EPP) 0.1 $340k NEW 6.6k 51.68
T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $338k 11k 31.59
J P Morgan Exchange-traded F Us Qualty Fctr (JQUA) 0.1 $333k +15% 8.2k 40.86
Bristol Myers Squibb (BMY) 0.1 $333k +18% 5.0k 66.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $331k 1.4k 236.09
Vanguard Index Fds Large Cap Etf (VV) 0.1 $320k 1.6k 200.88
Ishares Msci Emrg Chn (EMXC) 0.1 $319k 5.1k 62.37
3M Company (MMM) 0.1 $317k -8% 1.6k 198.62
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.1 $316k 6.3k 50.19
Bank of America Corporation (BAC) 0.1 $316k +2% 7.7k 41.27
Intel Corporation (INTC) 0.1 $314k -12% 5.6k 56.12
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $312k -13% 7.9k 39.49
ConocoPhillips (COP) 0.1 $309k NEW 5.1k 60.99
Starbucks Corporation (SBUX) 0.1 $304k +7% 2.7k 111.64
Nushares Etf Tr Nuveen Enhnc Yld (NUAG) 0.1 $301k -92% 12k 24.95
Visa Com Cl A (V) 0.1 $299k +7% 1.3k 233.96
Walt Disney Company (DIS) 0.1 $299k +7% 1.7k 175.57
Altria (MO) 0.1 $296k 6.2k 47.67
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $291k -94% 3.9k 74.22
Ecolab (ECL) 0.1 $289k NEW 1.4k 205.69
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $285k -2% 2.1k 136.56
Ishares Tr Tips Bd Etf (TIP) 0.1 $283k NEW 2.2k 127.88
American Water Works (AWK) 0.1 $279k +31% 1.8k 153.97
General Mills (GIS) 0.1 $277k 4.5k 60.99
Ishares Tr U.s. Fin Svc Etf (IYG) 0.1 $276k NEW 1.5k 184.99
Raytheon Technologies Corp (RTX) 0.1 $274k -35% 3.2k 85.36
Ishares Tr Msci Uk Etf New (EWU) 0.1 $274k NEW 8.4k 32.75
Pimco Etf Tr 0-5 High Yield (HYS) 0.1 $269k 2.7k 100.00
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $264k NEW 10k 25.74
Invesco Currencyshares Euro Euro Shs (FXE) 0.1 $263k -49% 2.4k 110.88
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.1 $262k +11% 20k 12.89
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $259k 1.6k 160.57
Us Bancorp Del Com New (USB) 0.1 $252k -33% 4.4k 56.97
Spdr Index Shs Fds S&p China Etf (GXC) 0.1 $249k +3% 1.9k 132.73
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $245k NEW 8.3k 29.60
Duke Energy Corp Com New (DUK) 0.1 $243k 2.5k 98.86
Carrier Global Corporation (CARR) 0.1 $242k 5.0k 48.57
Ishares Tr Msci Ac Asia Etf (AAXJ) 0.1 $239k -5% 2.5k 94.32
Zoetis Cl A (ZTS) 0.1 $238k NEW 1.3k 186.23
Ishares Msci Switzerland (EWL) 0.1 $238k 4.9k 48.55
Blackstone Group Inc Com Cl A (BX) 0.1 $232k NEW 2.4k 97.15
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $231k NEW 1.3k 173.42
Invesco Exch Traded Fd Tr Ii Treas Colaterl (CLTL) 0.1 $229k NEW 2.2k 105.63
Netflix (NFLX) 0.1 $228k 431.00 529.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $225k +10% 4.1k 54.73
Southwest Airlines (LUV) 0.0 $221k -2% 4.2k 53.09
Ishares Tr Core Msci Total (IXUS) 0.0 $221k 3.0k 73.20
Thermo Fisher Scientific (TMO) 0.0 $219k NEW 434.00 504.61
Emerson Electric (EMR) 0.0 $213k 2.2k 96.21
salesforce (CRM) 0.0 $212k NEW 866.00 244.80
Ishares Tr Core Total Usd (IUSB) 0.0 $211k -29% 3.9k 53.47
Philip Morris International (PM) 0.0 $211k NEW 2.1k 99.11
Vanguard World Fds Utilities Etf (VPU) 0.0 $210k NEW 1.5k 138.43
Otis Worldwide Corp (OTIS) 0.0 $204k NEW 2.5k 81.86
CVS Caremark Corporation (CVS) 0.0 $204k NEW 2.4k 83.64
Prospect Cap Corp Note 4.950% 7/1 (Principal) 0.0 $202k 197k 1.03
McDonald's Corporation (MCD) 0.0 $200k NEW 867.00 230.68
Liberty Oilfield Svcs Com Cl A (LBRT) 0.0 $197k 14k 14.20
Ford Motor Company (F) 0.0 $163k 11k 14.85
Didi Global Sponsored Ads (DIDI) 0.0 $153k NEW 11k 14.10
Neuberger Berman Mlp Income (NML) 0.0 $149k 30k 5.00
Prospect Cap Corp Note 6.375% 3/0 (Principal) 0.0 $132k 122k 1.08

Past Filings by Aveo Capital Partners

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

View all past filings