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, PYLD, OEF, SGOV, QQQM, and represent 28.27% of Aveo Capital Partners's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$17M), OEF (+$8.9M), IEF (+$7.6M), UST (+$7.5M), QQQM (+$7.0M), TIP (+$6.8M), EET, FNDF, AVDV, DPST.
Started 17 new stock positions in UST, SPXL, BNDW, TIP, AIO, RH, GSSC, SCHG, MLN, TQQQ. CRWD, CIBR, XLB, WAT, EMLP, PLTR, DPST.
Reduced shares in these 10 stocks: IVV (-$38M), SGOV (-$24M), AGG (-$21M), USHY (-$15M), QLD (-$12M), IEFA (-$11M), VOO (-$9.9M), , BA (-$9.0M), QQQ (-$7.4M).
Sold out of its positions in BTAL, T, ABT, ABBV, AMD, MO, KORP, FLV, AMT, BAC.
Aveo Capital Partners was a net seller of stock by $-305M.
Aveo Capital Partners has $601M in assets under management (AUM), dropping by -34.42%.
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 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	View chart
Pimco Etf Tr Multisector Bd (PYLD)	6.3	$38M	+79%	1.4M	25.99	View chart
Ishares Tr S&p 100 Etf (OEF)	5.3	$32M	+39%	116k	271.66	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	5.2	$31M	-43%	312k	100.42	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.1	$30M	+29%	153k	199.02	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	4.9	$29M	+14%	608k	48.23	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	3.2	$19M	+8%	653k	29.22	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.2	$19M		716k	26.55	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	2.9	$17M	+78%	183k	95.02	View chart
Ishares Gold Tr Ishares New (IAU)	2.4	$15M	-4%	228k	63.61	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.2	$14M	-21%	478k	28.26	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	2.1	$13M	+6%	239k	53.60	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.0	$12M	+5%	359k	32.92	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.9	$12M	+60%	308k	37.59	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.9	$11M	-9%	450k	25.34	View chart
Select Sector Spdr Tr Energy (XLE)	1.7	$10M	-4%	125k	80.55	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$10M	+67%	136k	73.34	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.6	$9.7M	+10%	103k	94.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.4	$8.5M	+26%	259k	32.80	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.3	$8.0M	-37%	161k	49.53	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	1.3	$7.7M	+26%	165k	47.06	View chart
Proshares Tr Ultr 7-10 Trea (UST)	1.3	$7.5M	NEW	175k	43.06	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.2	$7.5M	+10%	102k	73.70	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.1	$6.9M	+6%	130k	53.05	View chart
Ishares Tr Tips Bd Etf (TIP)	1.1	$6.8M	NEW	62k	109.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.1	$6.7M	-2%	80k	84.52	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.1	$6.6M	+9%	164k	40.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.1	$6.6M	+24%	127k	52.15	View chart
Proshares Tr Msci Emrg Etf (EET)	1.0	$6.0M	+390%	109k	54.91	View chart
Vanguard Index Fds Growth Etf (VUG)	1.0	$5.9M	-24%	16k	384.67	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	1.0	$5.7M	-17%	210k	27.38	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.9	$5.4M	+201%	130k	41.39	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.9	$5.4M	+6%	199k	27.13	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.8	$4.7M	-3%	205k	22.73	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.7	$4.3M	+11%	29k	146.34	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$4.1M	-19%	83k	49.82	View chart
Pacer Fds Tr Us Export Lead (PEXL)	0.6	$3.9M	-27%	84k	46.10	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$3.8M	-21%	65k	59.04	View chart
Direxion Shs Etf Tr Daily Regional (DPST)	0.6	$3.7M	NEW	51k	72.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.6	$3.7M	+52%	67k	54.68	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.6	$3.6M	-23%	88k	41.04	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.5	$3.2M	+15%	29k	108.23	View chart
Apple (AAPL)	0.5	$3.0M	-46%	15k	196.25	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$2.8M	-47%	28k	99.90	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$2.7M	+3%	5.1k	518.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.6M	-68%	4.7k	561.13	View chart
Microsoft Corporation (MSFT)	0.4	$2.4M	-49%	5.5k	433.31	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.4M	-19%	23k	104.61	View chart
NVIDIA Corporation (NVDA)	0.4	$2.4M	-58%	20k	117.06	View chart
Palantir Technologies Cl A (PLTR)	0.4	$2.3M	NEW	21k	110.48	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$2.3M	-24%	30k	76.35	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$2.3M	-18%	49k	46.53	View chart
Amazon (AMZN)	0.4	$2.1M	-37%	11k	188.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$2.0M	-4%	62k	32.75	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.9M	+135%	19k	104.53	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.3	$1.8M	+21%	26k	71.65	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$1.8M	-2%	67k	27.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.7M	+18%	11k	152.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.6M	-81%	3.4k	483.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.6M	-25%	11k	151.39	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.6M	+13%	2.8k	566.33	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.2	$1.5M	NEW	26k	57.40	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.2	$1.5M	-88%	16k	91.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.4M	-69%	29k	49.06	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.3M	-44%	22k	61.55	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$1.3M	+49%	16k	81.48	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$1.3M	+75%	9.3k	134.15	View chart
D.R. Horton (DHI)	0.2	$1.2M	+32%	10k	122.76	View chart
Sherwin-Williams Company (SHW)	0.2	$1.2M	+4%	3.4k	351.62	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.2M	-32%	4.7k	249.39	View chart
Rh (RH)	0.2	$1.1M	NEW	6.0k	189.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.1M	-65%	24k	46.00	View chart
Ssga Active Tr Spdr Loomis Sayl (OBND)	0.2	$1.1M	-73%	42k	25.57	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.1M	-31%	11k	100.14	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M	-17%	6.8k	157.30	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.1M	-36%	12k	91.48	View chart
Chevron Corporation (CVX)	0.2	$1.0M	-41%	7.6k	135.79	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.2	$1.0M	-5%	20k	49.99	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$1.0M	+97%	21k	49.45	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$945k	+9%	4.4k	215.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$941k	-74%	3.0k	310.75	View chart
Wal-Mart Stores (WMT)	0.1	$863k	-37%	8.7k	98.83	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$857k	-55%	9.7k	87.90	View chart
Vanguard World Energy Etf (VDE)	0.1	$815k	-7%	7.2k	112.56	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.1	$798k	-43%	19k	41.81	View chart
Nike CL B (NKE)	0.1	$780k	-45%	13k	58.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$767k	-88%	4.6k	167.63	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$755k	+59%	29k	26.20	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$753k	-3%	29k	25.76	View chart
Costco Wholesale Corporation (COST)	0.1	$744k	-55%	738.00	1007.44	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$690k	-28%	21k	33.32	View chart
Netflix (NFLX)	0.1	$675k	-4%	584.00	1155.41	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$663k	+98%	2.6k	255.08	View chart
Waters Corporation (WAT)	0.1	$656k	NEW	1.9k	345.46	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$652k	+14%	17k	39.49	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$646k	-86%	8.0k	81.26	View chart
Nxp Semiconductors N V (NXPI)	0.1	$622k	+3%	3.3k	186.87	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$563k	+8%	8.9k	63.20	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$557k	-5%	13k	41.56	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$552k	-4%	7.3k	75.90	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$550k	-42%	3.0k	182.69	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.1	$548k	NEW	6.6k	83.23	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$541k	+17%	12k	45.34	View chart
Tidal Etf Tr Fundstrat Granny (GRNY)	0.1	$540k	-2%	28k	19.51	View chart
Adobe Systems Incorporated (ADBE)	0.1	$536k	+22%	1.4k	384.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$530k	-55%	1.9k	276.10	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$528k		61k	8.72	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$522k	-45%	9.0k	58.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$511k	-50%	5.3k	96.51	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$505k	-25%	8.7k	57.98	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$505k	-35%	5.2k	97.53	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$501k	+46%	22k	23.01	View chart
Oracle Corporation (ORCL)	0.1	$496k	+47%	3.3k	149.37	View chart
Church & Dwight (CHD)	0.1	$490k	+35%	5.3k	91.99	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$485k	NEW	13k	36.54	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$478k	-3%	3.5k	136.15	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$478k	-89%	3.6k	131.57	View chart
Procter & Gamble Company (PG)	0.1	$475k	-35%	3.0k	159.29	View chart
Stryker Corporation (SYK)	0.1	$466k	+50%	1.2k	384.06	View chart
Goldman Sachs Etf Tr Activebeta Us (GSSC)	0.1	$454k	NEW	7.2k	62.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$451k		798.00	564.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$440k	+2%	6.0k	72.90	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$434k	-32%	3.5k	125.24	View chart
American Express Company (AXP)	0.1	$430k	-8%	1.6k	276.24	View chart
Broadcom (AVGO)	0.1	$426k	-57%	2.1k	204.85	View chart
Pepsi (PEP)	0.1	$425k	-45%	3.2k	131.91	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$410k	-22%	8.6k	47.93	View chart
Home Depot (HD)	0.1	$402k	-58%	1.1k	362.88	View chart
Booking Holdings (BKNG)	0.1	$395k		76.00	5196.24	View chart
Intuitive Surgical Com New (ISRG)	0.1	$390k	+37%	727.00	536.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$385k	-96%	747.00	515.90	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$373k	-92%	7.4k	50.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$345k	-31%	926.00	372.66	View chart
Tesla Motors (TSLA)	0.1	$343k	-64%	1.2k	276.26	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.1	$341k		12k	29.40	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$335k	-54%	8.6k	39.15	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.1	$334k	+11%	11k	31.25	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$323k	-92%	2.6k	121.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$319k	-20%	1.0k	306.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$317k	-52%	1.7k	183.93	View chart
Goldman Sachs (GS)	0.1	$315k	+7%	570.00	551.92	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$302k	-97%	3.8k	79.73	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$301k	-3%	5.1k	59.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$299k	-77%	1.9k	157.67	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$297k	-96%	5.1k	57.97	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$291k		16k	18.63	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$289k	-21%	17k	16.89	View chart
Virtus Allianzgi Artificial (AIO)	0.0	$284k	NEW	13k	21.36	View chart
Xcel Energy (XEL)	0.0	$281k	-43%	3.9k	71.36	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$273k	NEW	646.00	422.65	View chart
Public Storage (PSA)	0.0	$269k	-15%	898.00	299.90	View chart
Thermo Fisher Scientific (TMO)	0.0	$267k	-46%	655.00	407.85	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.0	$261k	NEW	15k	17.11	View chart
Amgen (AMGN)	0.0	$261k	-55%	945.00	275.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$257k	-42%	1.3k	191.98	View chart
salesforce (CRM)	0.0	$254k	-48%	913.00	278.25	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$252k	NEW	3.7k	68.15	View chart
CVS Caremark Corporation (CVS)	0.0	$251k	-32%	3.8k	66.78	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$243k	-57%	3.0k	81.20	View chart
Lockheed Martin Corporation (LMT)	0.0	$241k	-4%	511.00	470.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$241k	-75%	4.1k	58.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$235k	NEW	9.1k	25.77	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$231k		5.9k	39.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$231k	-89%	5.2k	44.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$230k	-38%	1.7k	135.32	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$228k	-99%	405.00	563.26	View chart
Us Bancorp Del Com New (USB)	0.0	$226k	-34%	5.5k	41.30	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$222k	-33%	5.6k	39.88	View chart
UnitedHealth (UNH)	0.0	$212k	-68%	543.00	391.06	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.0	$208k	NEW	1.6k	132.46	View chart
Palo Alto Networks (PANW)	0.0	$206k	-33%	1.1k	188.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$206k	-28%	3.3k	61.80	View chart
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW)	0.0	$206k	NEW	3.0k	68.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$204k	-69%	2.1k	98.02	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.0	$202k	-68%	10k	19.71	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.0	$201k	-71%	7.6k	26.45	View chart
Female Health (VERU)	0.0	$11k		21k	0.50	View chart

Past Filings by Aveo Capital Partners

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

Aveo Capital Partners 2025 Q1 filed May 12, 2025
Aveo Capital Partners 2024 Q4 filed Jan. 30, 2025
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

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