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 SGOV, DFAU, IVV, USHY, IUS, and represent 17.48% of Aveo Capital Partners's stock portfolio.
Added to shares of these 10 stocks: SGOV (+$13M), HERD (+$6.5M), JBND (+$6.2M), SPGP (+$6.1M), MSFT (+$5.9M), AGG (+$5.8M), COWZ (+$5.7M), BA (+$5.5M), DPST (+$5.4M), JMUB (+$5.4M).
Started 60 new stock positions in JAVA, PFF, DHI, JBND, AMD, IVE, SCHD, SPHB, MMC, GSK.
Reduced shares in these 10 stocks: , EQL (-$8.4M), SSO (-$7.4M), HAP (-$5.4M), IEF (-$5.3M), JCPB, IWM, MUB, , AGZ.
Sold out of its positions in ARKG, CDTX, HYLB, YINN, EQIX, GILD, INTU, TIP, IXN, SOXX.
Aveo Capital Partners was a net buyer of stock by $59M.
Aveo Capital Partners has $918M in assets under management (AUM), dropping by 10.66%.
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 362 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.5	$41M	+48%	408k	100.37	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.9	$36M		1.0M	35.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$34M	+4%	65k	513.84	View chart
Ishares Tr Broad Usd High (USHY)	3.0	$27M	+5%	751k	36.22	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	2.5	$23M	+2%	491k	45.90	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.1	$20M	+35%	109k	179.20	View chart
Ishares Tr S&p 100 Etf (OEF)	2.1	$19M	+38%	77k	243.74	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.0	$19M	+3%	727k	25.54	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	2.0	$19M	+15%	647k	28.54	View chart
Proshares Tr Ultra High Yld (UJB)	1.9	$17M	+21%	249k	68.62	View chart
Select Sector Spdr Tr Energy (XLE)	1.7	$16M	+19%	168k	92.57	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$15M	+2%	571k	26.54	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.6	$15M	+66%	152k	96.19	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.4	$13M	+69%	262k	50.24	View chart
Microsoft Corporation (MSFT)	1.4	$13M	+84%	32k	406.67	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$13M	+33%	499k	25.41	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.4	$12M	+2%	500k	24.82	View chart
Ishares Gold Tr Ishares New (IAU)	1.2	$11M		259k	43.52	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.2	$11M		357k	30.36	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.2	$11M	+64%	143k	75.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$10M	+2%	138k	73.37	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$10M	-34%	108k	92.46	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.0	$9.4M	-15%	94k	99.75	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$8.7M	-28%	83k	104.84	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.9	$8.6M	-8%	212k	40.49	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$8.3M	+219%	151k	54.78	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$8.3M	-7%	18k	469.99	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.8	$7.6M	+3%	139k	54.74	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$7.6M	-2%	22k	338.99	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.8	$7.4M		147k	50.34	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$7.3M	+3%	269k	27.09	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.8	$7.1M	+29%	85k	83.32	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.8	$7.0M	-9%	116k	60.13	View chart
Apple (AAPL)	0.7	$6.6M	+16%	36k	183.38	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.7	$6.5M	NEW	172k	38.02	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.7	$6.5M	-4%	210k	31.01	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$6.3M	+8%	26k	241.12	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.7	$6.2M	NEW	121k	51.53	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.7	$6.1M	NEW	60k	101.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$6.0M	+5%	121k	49.56	View chart
Proshares Tr Ii Ultra Gold (UGL)	0.7	$6.0M	+7%	78k	76.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$6.0M	+22%	28k	212.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$5.8M	-6%	11k	511.27	View chart
Alps Etf Tr Equal Sec Etf (EQL)	0.6	$5.8M	-59%	51k	115.07	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.6	$5.8M	+4%	163k	35.44	View chart
Ssga Active Tr Spdr Loomis Sayl (OBND)	0.6	$5.7M	-15%	221k	25.65	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$5.7M		195k	29.05	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$5.6M		105k	53.75	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.6	$5.5M	+40%	84k	65.69	View chart
Boeing Company (BA)	0.6	$5.5M	NEW	31k	179.79	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$5.4M	+4%	148k	36.78	View chart
Direxion Shs Etf Tr Daily Regional (DPST)	0.6	$5.4M	NEW	73k	74.15	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$5.3M	+11%	34k	157.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.6	$5.3M	NEW	130k	40.68	View chart
Pacer Fds Tr Us Export Lead (PEXL)	0.6	$5.1M	-19%	107k	47.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$5.1M	+52%	12k	435.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$5.1M	+7%	56k	90.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$5.0M	+14%	23k	218.74	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$4.6M	-4%	195k	23.59	View chart
NVIDIA Corporation (NVDA)	0.5	$4.4M	+109%	4.9k	887.92	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.5	$4.4M	-62%	59k	73.46	View chart
Amazon (AMZN)	0.5	$4.3M	+9%	23k	186.21	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.5	$4.2M	+5%	59k	72.19	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.5	$4.1M	+8%	83k	49.87	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.4	$4.0M		52k	77.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$4.0M	+6%	91k	43.63	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$4.0M	NEW	229k	17.26	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.4	$4.0M	NEW	87k	45.56	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.4	$3.9M	NEW	217k	18.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$3.7M	-6%	46k	78.92	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB)	0.4	$3.6M	NEW	43k	82.67	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.4	$3.6M	+4%	35k	102.93	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.4	$3.5M		35k	101.75	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.4	$3.4M	NEW	57k	60.75	View chart
Exxon Mobil Corporation (XOM)	0.4	$3.4M	+44%	30k	116.00	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$3.4M	-6%	13k	253.53	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.3	$3.2M	NEW	59k	54.19	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$3.2M	-8%	95k	33.44	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$3.1M		73k	42.47	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.3	$3.0M	NEW	217k	13.95	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.3	$3.0M	-62%	66k	45.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$2.9M		48k	60.39	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$2.8M	-6%	38k	74.09	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.3	$2.8M	NEW	40k	69.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.7M	+13%	73k	37.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.3	$2.7M	-27%	25k	109.96	View chart
Ishares Tr Global 100 Etf (IOO)	0.3	$2.6M	-34%	29k	89.44	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$2.6M	+8%	5.0k	509.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.6M	+17%	15k	167.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.5M	-43%	50k	50.04	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$2.5M	-13%	70k	35.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$2.4M	-53%	26k	89.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.2M	+112%	5.6k	400.88	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$2.2M		28k	81.30	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$2.1M		132k	15.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.0M		19k	107.13	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$2.0M	-3%	68k	29.85	View chart
Chevron Corporation (CVX)	0.2	$2.0M	+41%	12k	160.25	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.9M		70k	26.46	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$1.8M	+3%	17k	108.79	View chart
Spdr Ser Tr Dj Reit Etf (RWR)	0.2	$1.8M		20k	89.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$1.7M	NEW	18k	97.62	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$1.7M	-67%	42k	41.39	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$1.7M	+3%	40k	42.04	View chart
Enterprise Products Partners (EPD)	0.2	$1.7M	+6%	59k	28.10	View chart
Targa Res Corp (TRGP)	0.2	$1.7M		15k	112.31	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$1.6M	+7%	17k	91.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.6M	+3%	6.7k	234.74	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.5M		7.7k	200.94	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.2	$1.5M		37k	41.73	View chart
Eli Lilly & Co. (LLY)	0.2	$1.5M		2.0k	735.07	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.2	$1.5M	+8%	21k	68.38	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$1.4M	-6%	64k	22.78	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.2	$1.4M	+102%	15k	94.27	View chart
Johnson & Johnson (JNJ)	0.2	$1.4M	+25%	9.4k	149.27	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.4M	+19%	29k	48.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.4M		24k	58.64	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.4M	-75%	13k	106.67	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.3M	+46%	13k	100.24	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.3M	+214%	26k	50.50	View chart
Williams Companies (WMB)	0.1	$1.3M		34k	38.67	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$1.3M	-8%	36k	35.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.3M	+13%	7.5k	168.99	View chart
Proshares Tr Msci Emrg Etf (EET)	0.1	$1.3M		23k	54.38	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.3M	-13%	11k	114.37	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.2M	+3%	23k	53.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.2M	-13%	15k	81.30	View chart
Tesla Motors (TSLA)	0.1	$1.2M	+54%	6.6k	181.19	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$1.1M	-28%	21k	54.56	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$1.1M	NEW	21k	54.45	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.1M	-3%	4.0k	281.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$1.1M	+296%	4.9k	227.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.1M	+14%	5.9k	190.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.1M	+19%	15k	76.22	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	+6%	2.4k	451.97	View chart
Sherwin-Williams Company (SHW)	0.1	$1.1M		3.5k	311.30	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.1	$1.1M		20k	53.81	View chart
Pepsi (PEP)	0.1	$1.1M	+9%	6.0k	176.15	View chart
UnitedHealth (UNH)	0.1	$1.0M		2.1k	492.37	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.1	$1.0M	-6%	20k	49.97	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.0M	-7%	7.9k	129.17	View chart
Home Depot (HD)	0.1	$1.0M	+9%	2.9k	342.87	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$944k	+5%	5.1k	184.24	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$934k	+3%	18k	51.32	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$934k	+8%	20k	47.30	View chart
Costco Wholesale Corporation (COST)	0.1	$933k	+17%	1.3k	743.63	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$910k	+8%	5.4k	168.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$909k	+28%	6.0k	150.62	View chart
Visa Com Cl A (V)	0.1	$906k	+20%	3.4k	268.50	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$899k	+8%	12k	77.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$897k	-22%	7.7k	117.12	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$896k		20k	44.82	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$893k		23k	39.68	View chart
Amgen (AMGN)	0.1	$890k	+4%	2.9k	311.29	View chart
Boston Scientific Corporation (BSX)	0.1	$861k	-7%	12k	72.85	View chart
Etf Ser Solutions Lha Mkt St Alp (MSVX)	0.1	$859k	+11%	37k	23.48	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$857k		7.4k	115.79	View chart
Merck & Co (MRK)	0.1	$855k	+2%	6.7k	127.50	View chart
Wal-Mart Stores (WMT)	0.1	$851k	+228%	14k	59.82	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$839k	NEW	9.3k	90.56	View chart
Ssga Active Tr Spdr Ssga Us Sct (XLSR)	0.1	$811k	+18%	17k	48.34	View chart
Cintas Corporation (CTAS)	0.1	$808k	+4%	1.2k	674.04	View chart
Broadcom (AVGO)	0.1	$804k	+37%	629.00	1278.45	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$788k		6.4k	122.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$784k	+407%	13k	58.53	View chart
Mastercard Incorporated Cl A (MA)	0.1	$783k	+23%	1.8k	443.61	View chart
Digitalocean Hldgs (DOCN)	0.1	$774k		23k	34.24	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$768k	+39%	9.2k	83.37	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$757k	NEW	13k	58.44	View chart
Exchange Traded Concepts Tru Emqq Em Intern (EMQQ)	0.1	$756k		22k	35.03	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$750k	-8%	16k	45.86	View chart
Procter & Gamble Company (PG)	0.1	$728k	+5%	4.4k	164.47	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$717k		11k	66.31	View chart
McDonald's Corporation (MCD)	0.1	$713k	+38%	2.6k	270.34	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$705k	NEW	15k	48.45	View chart
Oneok (OKE)	0.1	$701k	+4%	9.1k	77.23	View chart
Abbvie (ABBV)	0.1	$695k		4.2k	163.80	View chart
Walt Disney Company (DIS)	0.1	$679k	+18%	6.0k	113.66	View chart
Nextera Energy (NEE)	0.1	$672k	+19%	9.6k	70.14	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$669k	+86%	6.1k	110.11	View chart
SYSCO Corporation (SYY)	0.1	$652k		8.7k	75.36	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$646k	-7%	2.6k	248.04	View chart
Sempra Energy (SRE)	0.1	$641k	+4%	8.8k	72.92	View chart
Ishares Bitcoin Tr SHS	0.1	$632k	NEW	18k	35.40	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$631k	-6%	20k	32.14	View chart
Super Micro Computer (SMCI)	0.1	$625k	NEW	799.00	782.70	View chart
Nike CL B (NKE)	0.1	$620k		6.7k	92.15	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$616k	+7%	683.00	901.63	View chart
Coca-Cola Company (KO)	0.1	$615k		9.9k	62.17	View chart
Antero Midstream Corp antero midstream (AM)	0.1	$611k		43k	14.15	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$604k	+10%	14k	42.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$598k	+10%	10k	57.70	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$598k	-27%	7.9k	75.88	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$592k		12k	50.90	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$591k	+3%	22k	26.63	View chart
Spdr Ser Tr Bloomberg Emergi (EBND)	0.1	$585k	+7%	29k	20.20	View chart
Xylem (XYL)	0.1	$583k	+53%	4.2k	137.21	View chart
Ssga Active Tr Spdr Ssga Fxd (FISR)	0.1	$582k	+56%	23k	25.17	View chart
Ishares Tr Conser Alloc Etf (AOK)	0.1	$571k		16k	36.24	View chart
Verizon Communications (VZ)	0.1	$565k		15k	38.89	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$565k	+61%	4.7k	120.70	View chart
Thermo Fisher Scientific (TMO)	0.1	$551k	+17%	962.00	572.38	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$548k	-17%	31k	17.80	View chart
Altria (MO)	0.1	$547k	+15%	13k	43.59	View chart
D.R. Horton (DHI)	0.1	$547k	NEW	3.7k	148.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$540k	+136%	1.6k	331.56	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.1	$536k	-10%	12k	46.00	View chart
Novo-nordisk A S Adr (NVO)	0.1	$534k	+118%	4.3k	123.05	View chart
Clearway Energy CL C (CWEN)	0.1	$534k	+13%	22k	24.43	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$532k	-7%	14k	37.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$532k	+135%	3.0k	176.91	View chart
Greystone Housing Impact Inv Ben Unit Ctf (GHI)	0.1	$530k	+59%	34k	15.60	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.1	$524k	-26%	12k	44.97	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$521k	+2%	10k	50.74	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$519k		8.4k	61.94	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$513k	+25%	12k	44.75	View chart
Advanced Micro Devices (AMD)	0.1	$510k	NEW	3.4k	150.60	View chart
Lockheed Martin Corporation (LMT)	0.1	$505k	+65%	1.1k	462.01	View chart
International Business Machines (IBM)	0.1	$502k	-2%	3.0k	165.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$493k	NEW	6.3k	77.97	View chart
CenterPoint Energy (CNP)	0.1	$489k	+25%	17k	29.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$482k	-29%	1.6k	303.68	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$477k	NEW	14k	34.71	View chart
Trane Technologies SHS (TT)	0.1	$475k	+12%	1.5k	319.29	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$472k	NEW	16k	29.82	View chart
At&t (T)	0.1	$471k		28k	16.85	View chart
salesforce (CRM)	0.1	$470k	+6%	1.7k	273.66	View chart
Kinetik Holdings Com New Cl A (KNTK)	0.1	$470k		12k	38.19	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$460k	+6%	1.1k	401.08	View chart
Cisco Systems (CSCO)	0.1	$459k		9.7k	47.12	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$450k	-87%	11k	39.31	View chart
Adobe Systems Incorporated (ADBE)	0.0	$446k		918.00	486.18	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$445k	+81%	47k	9.40	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$441k		2.2k	202.55	View chart
Shell Spon Ads (SHEL)	0.0	$441k	+13%	6.1k	72.37	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$435k	-20%	17k	26.42	View chart
Netflix (NFLX)	0.0	$431k	+11%	744.00	579.34	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$431k	-33%	16k	27.74	View chart
Nxp Semiconductors N V (NXPI)	0.0	$429k	+10%	1.7k	257.85	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.0	$423k	NEW	7.6k	55.32	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$420k	NEW	17k	24.22	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$417k	+6%	4.9k	84.46	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$415k	NEW	2.4k	173.16	View chart
Hca Holdings (HCA)	0.0	$412k	+8%	1.3k	307.76	View chart
Metropcs Communications (TMUS)	0.0	$410k	+10%	2.5k	164.60	View chart
Abbott Laboratories (ABT)	0.0	$410k	+9%	3.9k	105.89	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.0	$408k	-14%	30k	13.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$407k	-46%	2.6k	159.19	View chart
Xcel Energy (XEL)	0.0	$406k		7.5k	54.25	View chart
Duke Energy Corp Com New (DUK)	0.0	$402k	-3%	4.0k	100.26	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.0	$400k	NEW	9.2k	43.39	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$399k	+10%	4.5k	88.58	View chart
Us Bancorp Del Com New (USB)	0.0	$399k	-13%	9.6k	41.41	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$395k	+36%	5.7k	69.37	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$394k	+34%	6.9k	57.40	View chart
Cheniere Energy Com New (LNG)	0.0	$392k	+2%	2.5k	157.54	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$391k	+38%	11k	37.02	View chart
Comcast Corp Cl A (CMCSA)	0.0	$391k	-22%	10k	38.69	View chart
Ishares Tr Us Regnl Bks Etf (IAT)	0.0	$390k	-78%	9.2k	42.29	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$380k	+6%	9.1k	41.87	View chart
Spdr Ser Tr Bloomberg Emg Mk (EMHC)	0.0	$377k	NEW	16k	23.90	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$376k	-38%	3.5k	106.40	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$375k	-6%	6.0k	62.24	View chart
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)	0.0	$375k	-33%	20k	18.36	View chart
Toyota Motor Corp Ads (TM)	0.0	$369k	NEW	1.6k	232.87	View chart
Quanta Services (PWR)	0.0	$364k	+7%	1.4k	256.33	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.0	$361k		14k	26.49	View chart
Invesco Actively Managed Etf Var Rate Invt (VRIG)	0.0	$360k	-90%	14k	25.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$360k	-19%	6.0k	60.09	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$347k	+4%	5.8k	59.71	View chart
Aon Shs Cl A (AON)	0.0	$344k	NEW	1.2k	279.97	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$342k		3.0k	112.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$341k	-23%	4.8k	71.35	View chart
Fiserv (FI)	0.0	$339k	-2%	2.3k	149.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$331k	NEW	1.8k	180.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$329k	+46%	5.4k	60.63	View chart
Dt Midstream Common Stock (DTM)	0.0	$328k	NEW	5.2k	62.93	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$320k		2.5k	128.58	View chart
EOG Resources (EOG)	0.0	$320k	+12%	2.5k	130.00	View chart
American Centy Etf Tr Diversifid Crp (KORP)	0.0	$318k	+35%	7.0k	45.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$317k	NEW	4.0k	79.26	View chart
American Water Works (AWK)	0.0	$316k	-5%	2.5k	128.75	View chart
Raytheon Technologies Corp (RTX)	0.0	$314k	-3%	3.1k	101.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$314k	+4%	2.2k	140.86	View chart
American Tower Reit (AMT)	0.0	$310k	+7%	1.7k	181.70	View chart
Pfizer (PFE)	0.0	$308k		11k	27.81	View chart
Public Storage (PSA)	0.0	$308k		1.2k	265.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$307k	+9%	2.3k	132.17	View chart
Goldman Sachs (GS)	0.0	$306k		698.00	438.18	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$306k	+21%	12k	26.66	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$304k	-13%	1.3k	232.54	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$301k	+21%	1.2k	256.94	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$298k	NEW	3.5k	84.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$297k	NEW	5.9k	50.28	View chart
Carrier Global Corporation (CARR)	0.0	$296k	-11%	4.8k	62.09	View chart
Oracle Corporation (ORCL)	0.0	$295k	-7%	2.5k	115.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$294k	-46%	3.6k	81.11	View chart
Linde SHS (LIN)	0.0	$293k	+11%	691.00	423.60	View chart
Philip Morris International (PM)	0.0	$289k		3.0k	97.39	View chart
Caterpillar (CAT)	0.0	$289k		857.00	336.75	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$286k	-3%	16k	18.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$285k	-25%	2.4k	121.26	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$285k	-15%	3.1k	92.77	View chart
Emerson Electric (EMR)	0.0	$283k	-8%	2.7k	106.54	View chart
TJX Companies (TJX)	0.0	$281k	-17%	3.0k	95.11	View chart
Antero Res (AR)	0.0	$281k	NEW	8.5k	33.14	View chart
Lowe's Companies (LOW)	0.0	$280k	NEW	1.2k	232.13	View chart
Hartford Financial Services (HIG)	0.0	$273k	-8%	2.8k	97.90	View chart
Ford Motor Company (F)	0.0	$273k	+5%	22k	12.43	View chart
Bank of America Corporation (BAC)	0.0	$272k		7.3k	37.25	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$270k	-12%	3.0k	90.67	View chart
First Tr Exchange Traded Consumr Staple (FXG)	0.0	$260k	-2%	4.0k	65.79	View chart
Jacobs Engineering Group (J)	0.0	$260k	NEW	1.8k	148.10	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$259k		2.6k	101.14	View chart
Ea Series Trust Gadsdn Dyn Mlt (GDMA)	0.0	$257k	NEW	8.4k	30.44	View chart
Parker-Hannifin Corporation (PH)	0.0	$254k	NEW	474.00	536.18	View chart
Novartis Sponsored Adr (NVS)	0.0	$252k	+3%	2.6k	97.27	View chart
Otis Worldwide Corp (OTIS)	0.0	$251k		2.7k	92.12	View chart
Roper Industries (ROP)	0.0	$247k		477.00	517.21	View chart
Marsh & McLennan Companies (MMC)	0.0	$247k	NEW	1.2k	199.27	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$241k	NEW	7.6k	31.54	View chart
Southern Company (SO)	0.0	$241k	-4%	3.2k	75.84	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$240k	NEW	24k	10.14	View chart
Entergy Corporation (ETR)	0.0	$238k	+2%	2.2k	108.08	View chart
American Electric Power Company (AEP)	0.0	$237k		2.7k	88.60	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$236k		11k	21.19	View chart
International Paper Company (IP)	0.0	$232k		6.4k	36.28	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$230k	NEW	1.6k	141.56	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$230k	-4%	2.3k	99.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$229k	-95%	1.1k	201.90	View chart
Cme (CME)	0.0	$228k	+2%	1.1k	207.65	View chart
General Electric Com New (GE)	0.0	$227k	-13%	1.4k	164.11	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.0	$227k	-35%	4.9k	46.66	View chart
Palo Alto Networks (PANW)	0.0	$224k	+5%	757.00	296.21	View chart
First Tr Morningstar Divid L SHS (FDL)	0.0	$224k	-8%	5.9k	37.67	View chart
MetLife (MET)	0.0	$223k	-7%	3.2k	70.52	View chart
Amplify Etf Tr Amplify Bluestar	0.0	$220k	NEW	5.0k	44.22	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$220k	-13%	3.2k	68.93	View chart
Alps Etf Tr Alerian Energy (ENFR)	0.0	$219k	-12%	8.6k	25.41	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$219k	-27%	3.7k	59.54	View chart
Applied Materials (AMAT)	0.0	$218k	NEW	1.1k	204.09	View chart
Kla Corp Com New (KLAC)	0.0	$218k	NEW	313.00	696.59	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.0	$217k	NEW	9.2k	23.62	View chart
S&p Global (SPGI)	0.0	$216k	+3%	508.00	425.18	View chart
General Mills (GIS)	0.0	$216k	-5%	3.1k	69.91	View chart
Ishares Tr Genomics Immun (IDNA)	0.0	$215k		9.0k	23.86	View chart
ConocoPhillips (COP)	0.0	$213k	NEW	1.7k	122.23	View chart
Fifth Third Ban (FITB)	0.0	$211k	-5%	5.6k	37.56	View chart
BP Sponsored Adr (BP)	0.0	$210k	NEW	5.4k	38.70	View chart
GSK Sponsored Adr (GSK)	0.0	$209k	NEW	4.8k	43.50	View chart
Automatic Data Processing (ADP)	0.0	$208k	NEW	860.00	241.89	View chart
Dominion Resources (D)	0.0	$208k	NEW	4.0k	51.40	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.0	$207k	NEW	3.3k	63.57	View chart
Kkr & Co (KKR)	0.0	$207k	NEW	2.2k	95.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$202k	+2%	1.7k	117.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$201k	NEW	5.2k	38.72	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.0	$201k	NEW	4.5k	44.45	View chart
Neuberger Berman Mlp Income (NML)	0.0	$163k		22k	7.37	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.0	$145k	-6%	12k	12.23	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$121k		122k	0.99	View chart
Female Health (VERU)	0.0	$35k	-15%	21k	1.63	View chart
Quantum Computing (QUBT)	0.0	$21k		27k	0.77	View chart

Past Filings by Aveo Capital Partners

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

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
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

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