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Aveo Capital Partners

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

Top 5 stock holdings are DFAU, IVV, SGOV, USHY, IUS, and represent 16.60% of Aveo Capital Partners's stock portfolio.
Added to shares of these 10 stocks: USHY (+$26M), UJB (+$14M), UWM (+$13M), SPAB (+$6.9M), IEF (+$6.0M), QQQM (+$5.3M), PZA, IWM, OEF, UGL.
Started 44 new stock positions in PZA, COWZ, GOVT, GIS, CME, MMM, UJB, IWF, RWR, EET.
Reduced shares in these 10 stocks: SGOV (-$30M), JNK (-$18M), QLD (-$15M), PDBC (-$11M), HYD (-$8.7M), AMLP (-$6.8M), SPTI, XLK, TIP, MLN.
Sold out of its positions in AVUS, AR, ARCC, BDX, COF, DHR, DVN, RETL, FTEC, FCOM.
Aveo Capital Partners was a net buyer of stock by $11M.
Aveo Capital Partners has $829M in assets under management (AUM), dropping by 9.00%.
Central Index Key (CIK): 0001576584

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Portfolio Holdings for Aveo Capital Partners

Aveo Capital Partners holds 338 positions in its portfolio as reported in the December 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)	4.1	$34M	+3%	1.0M	33.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.6	$30M		63k	477.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.3	$28M	-52%	275k	100.27	View chart
Ishares Tr Broad Usd High (USHY)	3.1	$26M	+8575%	710k	36.35	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	2.5	$21M	+28%	479k	43.30	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.0	$17M	+9%	700k	24.11	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.9	$16M	+11%	558k	28.78	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.9	$16M	+59%	165k	96.39	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$14M	+2%	559k	25.53	View chart
Proshares Tr Ultra High Yld (UJB)	1.7	$14M	NEW	205k	68.13	View chart
Alps Etf Tr Equal Sec Etf (EQL)	1.6	$14M	-13%	124k	109.54	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$14M	+63%	80k	168.54	View chart
Proshares Tr Pshs Ultruss2000 (UWM)	1.6	$13M	NEW	346k	38.05	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.5	$13M	+123%	490k	25.64	View chart
Ishares Tr S&p 100 Etf (OEF)	1.5	$13M	+61%	56k	223.39	View chart
Select Sector Spdr Tr Energy (XLE)	1.4	$12M	+10%	141k	83.84	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.3	$11M	-2%	112k	99.74	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	1.3	$10M	+64%	160k	65.07	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.2	$10M	+72%	115k	88.71	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.2	$10M	+4%	358k	28.61	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$10M	+18%	258k	39.03	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.2	$9.7M		232k	41.83	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.2	$9.6M	-4%	373k	25.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$9.5M	+5%	135k	70.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$9.1M	+26%	92k	99.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$8.3M	+11%	19k	436.81	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$8.2M	-9%	174k	47.09	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$7.9M	+27%	155k	50.96	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.9	$7.5M	+38%	146k	51.06	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$7.2M	-4%	128k	55.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$7.1M		23k	310.88	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.9	$7.1M		133k	53.19	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.8	$7.0M	+6%	87k	80.15	View chart
Ssga Active Tr Spdr Loomis Sayl (OBND)	0.8	$6.9M	-3%	262k	26.17	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$6.6M	+12%	261k	25.20	View chart
Microsoft Corporation (MSFT)	0.8	$6.5M	+7%	17k	376.05	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$6.5M		221k	29.23	View chart
Pacer Fds Tr Us Export Lead (PEXL)	0.7	$6.1M	+69%	133k	45.70	View chart
Apple (AAPL)	0.7	$5.9M		31k	192.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$5.8M	+4%	12k	475.32	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$5.8M	+89%	53k	108.41	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$5.7M	-14%	194k	29.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$5.6M	+57%	57k	98.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$5.6M		24k	232.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$5.5M		116k	47.90	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$5.4M	-3%	129k	42.40	View chart
Vaneck Etf Trust Natural Resourc (HAP)	0.7	$5.4M		111k	48.81	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$5.4M	+3%	105k	51.48	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.6	$5.3M	+2%	156k	33.73	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.6	$5.0M	-74%	66k	76.00	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.6	$4.9M	NEW	204k	24.18	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$4.8M	+6%	141k	34.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$4.8M	NEW	24k	200.71	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$4.7M	+23%	52k	89.80	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.6	$4.6M	NEW	73k	63.87	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.5	$4.5M	-29%	88k	51.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$4.5M	-2%	30k	149.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$4.4M	+116%	23k	191.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$4.3M	+8%	20k	213.33	View chart
Target Corporation (TGT)	0.5	$4.1M	+76%	29k	142.42	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.5	$4.0M	-5%	37k	108.43	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.5	$4.0M	NEW	51k	78.59	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$3.9M	-3%	77k	51.26	View chart
Ishares Tr Global Tech Etf (IXN)	0.5	$3.9M	NEW	57k	68.18	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.5	$3.9M	+2%	56k	69.05	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.5	$3.9M	NEW	154k	24.99	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$3.8M	-12%	50k	75.35	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.5	$3.8M	+4%	60k	62.49	View chart
Ishares Tr Global 100 Etf (IOO)	0.4	$3.6M	-4%	45k	80.52	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.4	$3.6M	-11%	34k	105.23	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.4	$3.6M	-3%	34k	105.03	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$3.6M	-5%	89k	40.25	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.4	$3.6M	-12%	35k	101.97	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$3.5M	+31%	86k	41.10	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.4	$3.5M	-15%	33k	104.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.4M	+44%	14k	237.22	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$3.2M	-31%	104k	31.01	View chart
Amazon (AMZN)	0.4	$3.2M	+5%	21k	151.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.1M	-54%	7.7k	409.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$3.1M	-29%	41k	76.38	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$3.0M	+25%	74k	40.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$2.8M	+159%	49k	57.96	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$2.7M	-3%	81k	34.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$2.5M	NEW	47k	51.99	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$2.4M	-35%	27k	88.36	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.3M	-4%	64k	35.41	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.3	$2.2M	+127%	4.6k	484.00	View chart
Exxon Mobil Corporation (XOM)	0.2	$2.1M	+5%	21k	99.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.0M	+11%	19k	108.25	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$2.0M	+14%	71k	28.64	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.2	$2.0M	NEW	21k	95.32	View chart
Proshares Tr Ultr 7-10 Trea (UST)	0.2	$1.9M	NEW	42k	45.53	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$1.8M		134k	13.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.8M	+8%	13k	139.69	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.8M		71k	24.96	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.2	$1.8M	+25%	42k	41.84	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.7M	+6%	16k	102.88	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$1.6M	+2%	38k	41.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$1.5M		29k	52.10	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$1.5M	-15%	36k	42.18	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.5M		13k	117.13	View chart
Enterprise Products Partners (EPD)	0.2	$1.5M		56k	26.35	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.5M	-40%	16k	91.39	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.4M	-41%	7.7k	186.55	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$1.4M	-3%	17k	82.04	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.4M	-7%	6.4k	218.15	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$1.4M	NEW	68k	20.43	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.3M	+8%	23k	56.14	View chart
Chevron Corporation (CVX)	0.2	$1.3M		8.6k	149.16	View chart
Targa Res Corp (TRGP)	0.2	$1.3M	-2%	15k	86.87	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$1.3M	+10%	20k	64.76	View chart
Williams Companies (WMB)	0.1	$1.2M	-4%	35k	34.83	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$1.2M		24k	49.37	View chart
Vs Trust -1x Shrt Vix Fut (SVIX)	0.1	$1.2M	NEW	31k	37.73	View chart
Eli Lilly & Co. (LLY)	0.1	$1.2M	+8%	2.0k	582.96	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	-5%	7.5k	156.74	View chart
NVIDIA Corporation (NVDA)	0.1	$1.2M	+30%	2.4k	495.22	View chart
Proshares Tr Msci Emrg Etf (EET)	0.1	$1.2M	NEW	23k	50.86	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$1.2M	-3%	40k	29.26	View chart
UnitedHealth (UNH)	0.1	$1.1M	+23%	2.2k	526.37	View chart
Direxion Shs Etf Tr Dl Ftse Bull 3x (YINN)	0.1	$1.1M	NEW	54k	20.94	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.1M	+3%	22k	50.58	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$1.1M	NEW	9.8k	111.63	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$1.1M	+4%	13k	85.33	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$1.1M	+116%	22k	49.99	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.1M	+6%	4.2k	259.51	View chart
Sherwin-Williams Company (SHW)	0.1	$1.1M	-4%	3.5k	311.90	View chart
Nordstrom (JWN)	0.1	$1.1M	+11%	58k	18.45	View chart
Tesla Motors (TSLA)	0.1	$1.1M	-10%	4.3k	248.48	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$1.1M		20k	53.61	View chart
Vanguard World Fds Energy Etf (VDE)	0.1	$997k	-5%	8.5k	117.28	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$943k	+3%	12k	77.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$942k	+18%	2.6k	356.66	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$937k	+2%	6.6k	140.93	View chart
Home Depot (HD)	0.1	$931k	+4%	2.7k	346.55	View chart
Pepsi (PEP)	0.1	$931k	+4%	5.5k	169.84	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$917k	+35%	20k	46.07	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$905k	+91%	9.1k	99.79	View chart
JPMorgan Chase & Co. (JPM)	0.1	$876k	+12%	5.2k	170.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$875k	+10%	4.9k	179.97	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$858k	-5%	18k	48.72	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$857k	+4%	7.9k	108.25	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$840k	-68%	18k	47.00	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$835k		11k	77.39	View chart
Digitalocean Hldgs (DOCN)	0.1	$829k		23k	36.69	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$820k	+15%	5.0k	164.42	View chart
Meta Platforms Cl A (META)	0.1	$815k	+45%	2.3k	353.96	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$812k		23k	36.07	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$801k	+7%	7.3k	109.37	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$794k	+7%	2.3k	350.89	View chart
Amgen (AMGN)	0.1	$786k	+19%	2.7k	288.02	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$786k	-50%	11k	72.03	View chart
Etf Ser Solutions Lha Mkt St Alp (MSVX)	0.1	$779k	+7%	33k	23.83	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$777k	-89%	18k	42.52	View chart
Boston Scientific Corporation (BSX)	0.1	$742k		13k	57.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$732k	-6%	2.6k	277.16	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.1	$731k	+2%	16k	46.26	View chart
Visa Com Cl A (V)	0.1	$730k	+9%	2.8k	260.35	View chart
Nike CL B (NKE)	0.1	$719k	-50%	6.6k	108.57	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$718k	-49%	6.3k	113.99	View chart
Merck & Co (MRK)	0.1	$710k	+4%	6.5k	109.02	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$704k	-96%	7.4k	94.73	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$704k	+93%	4.8k	147.14	View chart
Costco Wholesale Corporation (COST)	0.1	$703k	+14%	1.1k	660.08	View chart
Cintas Corporation (CTAS)	0.1	$689k	+4%	1.1k	602.66	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$689k		11k	63.66	View chart
Wal-Mart Stores (WMT)	0.1	$683k	+4%	4.3k	157.65	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$679k	+5%	2.8k	241.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$679k	+10%	4.7k	145.01	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$670k	-2%	21k	31.76	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.1	$667k	-87%	23k	28.56	View chart
Abbvie (ABBV)	0.1	$666k	+5%	4.3k	154.98	View chart
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ)	0.1	$665k		22k	30.81	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$653k	-51%	13k	50.36	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$650k	+6%	14k	45.76	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$640k	+6%	5.8k	110.66	View chart
SYSCO Corporation (SYY)	0.1	$632k		8.6k	73.13	View chart
Sempra Energy (SRE)	0.1	$631k		8.4k	74.73	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$624k	+2%	22k	29.02	View chart
Procter & Gamble Company (PG)	0.1	$618k	-6%	4.2k	146.53	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$615k	-72%	13k	47.03	View chart
Oneok (OKE)	0.1	$609k		8.7k	70.22	View chart
Mastercard Incorporated Cl A (MA)	0.1	$609k	+8%	1.4k	426.51	View chart
Vanguard World Extended Dur (EDV)	0.1	$594k	-36%	7.3k	81.03	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$594k		37k	15.93	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$592k	NEW	12k	50.62	View chart
Comcast Corp Cl A (CMCSA)	0.1	$574k	-11%	13k	43.85	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.1	$573k	-3%	31k	18.59	View chart
Coca-Cola Company (KO)	0.1	$572k	+13%	9.7k	58.93	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$570k	-7%	27k	21.24	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$569k	-31%	16k	36.15	View chart
McDonald's Corporation (MCD)	0.1	$563k	+14%	1.9k	296.53	View chart
Adobe Systems Incorporated (ADBE)	0.1	$556k	+5%	932.00	596.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$549k	+15%	13k	42.22	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$547k	+17%	21k	26.40	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$543k	-6%	15k	35.20	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$539k		43k	12.53	View chart
Verizon Communications (VZ)	0.1	$538k		14k	37.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$532k	+22%	6.8k	78.03	View chart
Clearway Energy CL C (CWEN)	0.1	$528k		19k	27.43	View chart
Pioneer Natural Resources (PXD)	0.1	$526k		2.3k	224.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$519k	+12%	9.4k	55.41	View chart
Broadcom (AVGO)	0.1	$512k	+15%	459.00	1115.20	View chart
International Business Machines (IBM)	0.1	$507k	+3%	3.1k	163.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$496k	+13%	6.6k	75.10	View chart
Cisco Systems (CSCO)	0.1	$494k		9.8k	50.52	View chart
Nextera Energy (NEE)	0.1	$488k	+17%	8.0k	60.74	View chart
Us Bancorp Del Com New (USB)	0.1	$483k	+5%	11k	43.28	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$482k	-4%	8.3k	57.76	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$481k	+25%	636.00	756.92	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$481k		10k	47.86	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$477k	-28%	8.2k	58.33	View chart
Xcel Energy (XEL)	0.1	$471k		7.6k	61.91	View chart
At&t (T)	0.1	$466k	+4%	28k	16.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$462k	+21%	6.3k	73.55	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$461k	-2%	35k	13.02	View chart
Walt Disney Company (DIS)	0.1	$455k	-57%	5.0k	90.29	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$444k	-70%	7.5k	59.62	View chart
Gilead Sciences (GILD)	0.1	$443k	+8%	5.5k	81.01	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$438k	+77%	1.1k	406.89	View chart
Altria (MO)	0.1	$438k	+3%	11k	40.34	View chart
Thermo Fisher Scientific (TMO)	0.1	$433k	+9%	816.00	530.79	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$426k	-91%	2.2k	192.45	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$424k	-4%	8.4k	50.47	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$423k	-11%	4.6k	91.41	View chart
salesforce (CRM)	0.1	$422k	+44%	1.6k	263.14	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$422k	-3%	9.1k	46.36	View chart
Cheniere Energy Com New (LNG)	0.0	$414k	+3%	2.4k	170.71	View chart
Duke Energy Corp Com New (DUK)	0.0	$405k	-5%	4.2k	97.04	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.0	$403k		12k	33.40	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$396k	-91%	3.7k	107.49	View chart
Abbott Laboratories (ABT)	0.0	$388k	+13%	3.5k	110.07	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.0	$385k	+9%	15k	26.02	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$384k		6.4k	59.51	View chart
CenterPoint Energy (CNP)	0.0	$379k	+4%	13k	28.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$370k	-62%	3.2k	117.22	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$369k	-9%	640.00	576.10	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$364k	-10%	4.1k	89.06	View chart
Metropcs Communications (TMUS)	0.0	$361k	+6%	2.3k	160.33	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$360k	+62%	3.3k	110.13	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$359k	+10%	5.5k	64.62	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.0	$358k		21k	16.79	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$358k	-7%	8.5k	41.93	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$357k		9.5k	37.73	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.0	$354k		7.6k	46.84	View chart
Shell Spon Ads (SHEL)	0.0	$354k	+20%	5.4k	65.80	View chart
Public Storage (PSA)	0.0	$349k		1.1k	305.00	View chart
Nxp Semiconductors N V (NXPI)	0.0	$345k	+43%	1.5k	229.68	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.0	$344k	NEW	14k	25.11	View chart
American Tower Reit (AMT)	0.0	$344k	NEW	1.6k	215.86	View chart
American Water Works (AWK)	0.0	$342k	-5%	2.6k	131.99	View chart
Proshares Tr Bitcoin Strate (BITO)	0.0	$342k	NEW	17k	20.49	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$337k	+12%	2.9k	116.29	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$337k	-3%	3.6k	93.08	View chart
TJX Companies (TJX)	0.0	$335k	+6%	3.6k	93.81	View chart
Hca Holdings (HCA)	0.0	$334k	+2%	1.2k	270.68	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$328k	+2%	1.5k	216.94	View chart
Netflix (NFLX)	0.0	$325k	+6%	667.00	486.88	View chart
Trane Technologies SHS (TT)	0.0	$322k	+4%	1.3k	243.90	View chart
Equinix (EQIX)	0.0	$322k	+2%	400.00	805.39	View chart
Pfizer (PFE)	0.0	$320k	-57%	11k	28.79	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$319k	-91%	3.4k	94.08	View chart
Xylem (XYL)	0.0	$317k	-14%	2.8k	114.36	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$315k	NEW	4.9k	64.45	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$314k	+7%	3.0k	105.24	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$313k	-29%	2.5k	124.98	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$312k		4.2k	74.58	View chart
Carrier Global Corporation (CARR)	0.0	$310k	+3%	5.4k	57.45	View chart
Fiserv (FI)	0.0	$309k		2.3k	132.84	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$306k	-46%	7.6k	40.06	View chart
Lockheed Martin Corporation (LMT)	0.0	$300k	+4%	661.00	453.21	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$291k		16k	17.96	View chart
Oracle Corporation (ORCL)	0.0	$291k	NEW	2.8k	105.43	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$290k	-67%	2.1k	136.40	View chart
Quanta Services (PWR)	0.0	$283k	+10%	1.3k	215.80	View chart
Emerson Electric (EMR)	0.0	$283k	-11%	2.9k	97.33	View chart
Philip Morris International (PM)	0.0	$283k		3.0k	94.08	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$281k		5.1k	55.02	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$281k	NEW	1.8k	156.89	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$281k	-3%	5.1k	55.67	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$275k	+6%	3.7k	74.46	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$273k	+7%	1.2k	219.57	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$272k	-48%	8.3k	32.81	View chart
Raytheon Technologies Corp (RTX)	0.0	$271k	-15%	3.2k	84.15	View chart
Goldman Sachs (GS)	0.0	$269k	+8%	697.00	385.77	View chart
EOG Resources (EOG)	0.0	$265k	+4%	2.2k	120.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$261k	+7%	2.1k	122.75	View chart
Roper Industries (ROP)	0.0	$258k	+9%	474.00	545.17	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$256k		4.1k	63.09	View chart
Caterpillar (CAT)	0.0	$256k	+2%	865.00	295.67	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$256k		26k	9.81	View chart
Ford Motor Company (F)	0.0	$255k	+6%	21k	12.19	View chart
Linde SHS (LIN)	0.0	$255k		620.00	410.71	View chart
Novartis Sponsored Adr (NVS)	0.0	$253k	+12%	2.5k	100.97	View chart
Bank of America Corporation (BAC)	0.0	$249k	-14%	7.4k	33.67	View chart
Hartford Financial Services (HIG)	0.0	$246k	-12%	3.1k	80.38	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$244k	-35%	2.5k	96.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$243k	-6%	961.00	252.30	View chart
Otis Worldwide Corp (OTIS)	0.0	$242k	+3%	2.7k	89.47	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.0	$239k	NEW	5.1k	46.53	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$237k	NEW	10k	23.04	View chart
International Paper Company (IP)	0.0	$235k	-4%	6.5k	36.15	View chart
Southern Company (SO)	0.0	$233k	NEW	3.3k	70.13	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$232k		6.5k	35.88	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$231k	-10%	2.4k	95.08	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$229k	-34%	4.8k	47.79	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$227k	-5%	9.8k	23.09	View chart
Cme (CME)	0.0	$226k	NEW	1.1k	210.60	View chart
MetLife (MET)	0.0	$226k	+2%	3.4k	66.13	View chart
Zoetis Cl A (ZTS)	0.0	$225k	NEW	1.1k	197.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$222k		1.9k	115.03	View chart
3M Company (MMM)	0.0	$219k	NEW	2.0k	109.32	View chart
Starbucks Corporation (SBUX)	0.0	$218k	-41%	2.3k	96.02	View chart
United Parcel Service CL B (UPS)	0.0	$218k	NEW	1.4k	157.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$217k	NEW	1.7k	130.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$217k	NEW	1.3k	170.39	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.0	$217k	NEW	6.1k	35.55	View chart
Entergy Corporation (ETR)	0.0	$216k	-4%	2.1k	101.19	View chart
S&p Global (SPGI)	0.0	$215k	NEW	489.00	440.52	View chart
American Electric Power Company (AEP)	0.0	$214k	-24%	2.6k	81.22	View chart
General Mills (GIS)	0.0	$213k	NEW	3.3k	65.15	View chart
Palo Alto Networks (PANW)	0.0	$212k	NEW	719.00	294.88	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$209k	NEW	3.7k	56.40	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$209k		11k	19.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$209k	NEW	688.00	303.28	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$207k	NEW	9.0k	23.01	View chart
Fifth Third Ban (FITB)	0.0	$206k	NEW	6.0k	34.49	View chart
Vaneck Etf Trust Cef Muni Income (XMPT)	0.0	$206k	NEW	9.7k	21.18	View chart
Novo-nordisk A S Adr (NVO)	0.0	$205k	NEW	2.0k	103.45	View chart
General Electric Com New (GE)	0.0	$203k	NEW	1.6k	127.63	View chart
Intuit (INTU)	0.0	$203k	NEW	324.00	625.03	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.0	$201k	-68%	6.9k	29.05	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.0	$164k	-70%	13k	12.99	View chart
Neuberger Berman Mlp Income (NML)	0.0	$152k	-21%	22k	6.88	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$121k		122k	0.99	View chart
Quantum Computing (QUBT)	0.0	$24k		27k	0.91	View chart
Female Health (VERU)	0.0	$18k		25k	0.72	View chart
Cidara Therapeutics Inc Common Stock Usd 0.0001 (CDTX)	0.0	$18k	-47%	23k	0.79	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 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
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

View all past filings

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