AC

Aveo Capital Partners, LLC

13F
Aveo Capital Partners, LLC
Last update 2024-11-13 338 Stocks (37 new)
Value $941.00 Mil Turnover 15 %
Countries:
Top Holdings: DFAU(4.24%)IVV(4.17%)IEF(3.80%)IUS(2.88%)SGOV(2.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
Aveo Capital Partners, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU 		Dimensional US Core Equity Market ETF
1,005,499
39908.260
+1.22%
4.240
+0.05%
0.610
+1.25%
-0.82%
7011.931
 
IVV 		iShares Core S&P 500 ETF
68,105
39284.610
+3.03%
4.170
+0.12%
0.010
+1.13%
-0.91%
580036.558
 
IEF 		iShares 7-10 Year Treasury Bond ETF
364,236
35738.840
+198.82%
3.800
+2.53%
0.100
-4.09%
-1.21%
30986.669
 
IUS 		Invesco RAFI Strategic US ETF
538,086
27065.720
+4.28%
2.880
+0.12%
4.480
-1.40%
-0.66%
624.151
 
SGOV 		iShares 0-3 Month Treasury Bond ETF
241,344
24308.130
+10.98%
2.580
+0.26%
0.090
+0.80%
+0.13%
30145.958
 
QQQM 		Invesco NASDAQ 100 ETF
118,830
23866.980
+4.39%
2.540
+0.11%
0.070
+3.15%
-0.76%
38520.294
 
OEF 		iShares S&P 100 ETF
84,990
23521.950
+4.34%
2.500
+0.10%
0.170
+2.91%
-1.08%
14600.474
 
AGG 		iShares Core U.S. Aggregate Bond ETF
214,630
21735.600
+41.50%
2.310
+0.68%
0.020
-2.93%
-0.99%
118817.651
 
ANGL 		VanEck Vectors Fallen Angel High Yield Bond ETF
708,327
20831.910
+7.08%
2.210
+0.15%
0.670
-0.58%
-0.35%
3060.773
 
DFAE 		Dimensional Emerging Core Equity Market ETF
740,579
20299.280
+2.21%
2.160
+0.05%
0.400
-8.73%
-2.13%
4697.842
 

Aveo Capital Partners, LLC's Historical Top Holdings Breakdowns

Aveo Capital Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-09-30Add
+6.36%
●
100.2 ($100.45) 100.67
$100.45
0%
Add 514.69%
573,544
480,238
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-03-31Reduce
-5.12%
●
99.12 ($99.66) 100.22
$100.45
0.79%
Reduce -51.74%
316,907
-339,744
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-12-31Reduce
-3.96%
●
100.05 ($100.42) 100.73
$100.45
0.03%
Reduce -52.12%
274,624
-298,920
USHY 		iShares Broad USD High Yield Corporate Bond ETF2023-12-31Add
+3.07%
●
33.79 ($35.07) 36.59
$36.71
4.68%
Add 8575.77%
709,678
701,498
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-06-30Reduce
-3.01%
●
98.55 ($99.14) 99.77
$100.45
1.32%
Reduce -70.56%
93,306
-223,601
USHY 		iShares Broad USD High Yield Corporate Bond ETF2023-09-30Reduce
-2.86%
●
34.58 ($35.13) 35.56
$36.71
4.50%
Reduce -98.73%
8,180
-638,342
QLD 		ProShares Ultra QQQ 2x Shares2024-09-30Reduce
-2.86%
●
81.06 ($96) 109.83
$106.23
10.66%
Reduce -98.95%
2,687
-252,601
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+2.53%
●
92.67 ($96.67) 99.14
$91.33
-5.52%
Add 198.82%
364,236
242,346
USHY 		iShares Broad USD High Yield Corporate Bond ETF2023-06-30Add
+2.47%
●
34.03 ($34.5) 34.91
$36.71
6.41%
Add 570.19%
646,522
550,053
JNK 		SPDR Bloomberg High Yield Bond ETF2023-12-31Reduce
-2.31%
●
87.96 ($91.3) 95.4
$95.34
4.42%
Reduce -96.31%
7,433
-194,118

Aveo Capital Partners, LLC Total Holding History ($B)

To

Aveo Capital Partners, LLC's Asset Allocation

To

Aveo Capital Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aveo Capital Partners, LLC's Hypothetical Growth since 2024-09-30

Aveo Capital Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Aveo Capital Partners, LLC's Holdings Heat Map

Size field:

Aveo Capital Partners, LLC's Holdings Bubble Chart

Aveo Capital Partners, LLC News

  • 1

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