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CIK: 0001576584
Total reported value
—
$862.7M
362 檔
18.6%
The Q1 2024 SEC filing reveals that Aveo Capital Partners, LLC held a total portfolio value of $862.7M, covering 362 public equity positions.
During Q1 2024, Aveo Capital Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.46% | — | +48.56% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.93% | — | +0.32% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.66% | — | +4.14% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.97% | — | +5.84% | |
| 5 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.46% | — | +2.66% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.12% | — | +35.21% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.05% | — | +38.22% | |
| 8 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.02% | — | +3.80% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.01% | — | +15.92% | |
| 10 | UJB | Proshares Ultra High Yield | ETF-High Yield | 1.86% | — | +21.64% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 1.69% | — | +19.07% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 1.65% | — | +2.29% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.60% | — | +66.02% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.43% | — | +69.19% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | — | +84.20% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.38% | — | +33.70% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.35% | — | +2.04% | |
| 18 | IAU | Ishares Gold Trust | ETF-Commodities | 1.23% | — | +0.22% | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.18% | — | -0.28% | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.18% | — | +64.60% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.11% | — | +2.20% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.09% | — | -34.77% | |
| 23 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.02% | — | -15.98% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.94% | — | -28.42% | |
| 25 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.93% | — | -8.86% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.90% | — | +219.79% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | — | -7.91% | |
| 28 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.83% | — | +3.96% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | — | -2.67% | |
| 30 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.81% | — | +0.75% | |
| 31 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.79% | — | +3.05% | |
| 32 | QLD | Proshares Ultra Qqq | ETF-Other | 0.77% | — | +29.52% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | — | -9.66% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.72% | — | +16.94% | |
| 35 | HERD | Pacer Cash Cows Fund Of Fund | ETF-Other | 0.71% | — | — | |
| 36 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.71% | — | -4.98% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.68% | — | +8.29% | |
| 38 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.68% | — | — | |
| 39 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.66% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | — | +5.14% | |
| 41 | UGL | Proshares Ultra Gold | ETF-Commodities | 0.65% | — | +7.86% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | — | +22.08% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | — | -6.51% | |
| 44 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.63% | — | -59.16% | |
| 45 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.63% | — | +4.04% | |
| 46 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-Other | 0.62% | — | -15.70% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.62% | — | +0.33% | |
| 48 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.61% | — | -0.15% | |
| 49 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.60% | — | +40.42% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.60% | — | — |
According to official SEC Form 13F filings, Aveo Capital Partners, LLC reported a total U.S. public equity portfolio value of $862.7M across 362 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, DFAU, IVV) accounted for 18.6% of total reported equity market value during Q1 2024.
During Q1 2024, Aveo Capital Partners, LLC's top holdings by market value included SGOV (4.5%)、DFAU (3.9%)、IVV (3.7%). The largest single position, SGOV, represented 4.5% of total portfolio value.
In Q1 2024, Aveo Capital Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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