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CIK: 0001576584
Total reported value
—
$846.0M
317 檔
17.4%
At the close of Q2 2024, Aveo Capital Partners, LLC disclosed equity holdings valued at approximately $846.0M, spread across 317 reported holdings.
During Q2 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 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.22% | — | -1.96% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.10% | — | +1.19% | |
| 3 | QLD | Proshares Ultra Qqq | ETF-Other | 2.89% | — | +200.22% | |
| 4 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.78% | — | +5.05% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 2.72% | — | -11.86% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.54% | — | +4.84% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.48% | — | -46.70% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.44% | — | +5.38% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.13% | — | -0.28% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.12% | — | +2.25% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 1.75% | — | +1.07% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 1.70% | — | +0.03% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.67% | — | -0.43% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.56% | — | +7.55% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.54% | — | +2.79% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.40% | — | -1.82% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.39% | — | +118.92% | |
| 18 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.38% | — | +148.66% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.29% | — | +13.10% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.27% | — | -1.82% | |
| 21 | IAU | Ishares Gold Trust | ETF-Commodities | 1.17% | — | -9.23% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.16% | — | +65.73% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.15% | — | +0.85% | |
| 24 | UJB | Proshares Ultra High Yield | ETF-High Yield | 1.12% | — | -41.85% | |
| 25 | AVIG | Avantis Core Fixed Income | ETF-Other | 1.05% | — | +7.64% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | — | +3.58% | |
| 27 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.97% | — | +7.01% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.96% | — | -9.85% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.91% | — | -4.08% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.90% | — | -43.98% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.90% | — | — | |
| 32 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.89% | — | +7.10% | |
| 33 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.89% | — | +0.26% | |
| 34 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.85% | — | +1.12% | |
| 35 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.80% | — | -35.11% | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | — | -7.25% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.77% | — | -0.31% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | — | +3.30% | |
| 39 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.73% | — | +1.44% | |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.70% | — | -24.46% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.69% | — | -19.92% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.68% | — | +5.49% | |
| 43 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-Other | 0.67% | — | +4.04% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | — | -2.44% | |
| 45 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.66% | — | -2.20% | |
| 46 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.65% | — | +5.00% | |
| 47 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.65% | — | +3.93% | |
| 48 | PEXL | Pacer US Export Leaders ETF | ETF-Other | 0.63% | — | +5.71% | |
| 49 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.63% | — | -0.93% | |
| 50 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.63% | — | +10.43% |
According to official SEC Form 13F filings, Aveo Capital Partners, LLC reported a total U.S. public equity portfolio value of $846.0M across 317 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, IVV, QLD) accounted for 17.4% of total reported equity market value during Q2 2024.
During Q2 2024, Aveo Capital Partners, LLC's top holdings by market value included DFAU (4.2%)、IVV (4.1%)、QLD (2.9%). The largest single position, DFAU, represented 4.2% of total portfolio value.
In Q2 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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