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CIK: 0001576584
Total reported value
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$867.0M
337 檔
21.3%
The Q4 2024 SEC filing reveals that Aveo Capital Partners, LLC held a total portfolio value of $867.0M, covering 337 public equity positions.
During Q4 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 337 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.06% | — | +128.51% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.33% | — | -1.38% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.26% | — | -4.37% | |
| 4 | IUS | Invesco Rafi Strategic US Et | ETF-Other | 2.89% | — | -1.16% | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.71% | — | -0.97% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.64% | — | -1.77% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.30% | — | +0.87% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.28% | — | +41.14% | |
| 9 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.00% | — | -2.99% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.90% | — | -14.34% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.70% | — | +3.19% | |
| 12 | QLD | Proshares Ultra Qqq | ETF-Other | 1.70% | — | +5229.25% | |
| 13 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 1.65% | — | +149.21% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.41% | — | -4.28% | |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.36% | — | -9.05% | |
| 16 | DFGP | Dimensional Glbl Core Pl Fix | ETF-Other | 1.31% | — | — | |
| 17 | IAU | Ishares Gold Trust | ETF-Commodities | 1.30% | — | -10.71% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.25% | — | -3.45% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.24% | — | -0.39% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | — | +2.44% | |
| 21 | UJB | Proshares Ultra High Yield | ETF-High Yield | 1.05% | — | +308.56% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | — | +268.49% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.05% | — | -1.36% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.04% | — | -71.80% | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.00% | — | +2.01% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.95% | — | -39.71% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.92% | — | -2.63% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.87% | — | +19.51% | |
| 29 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.82% | — | -6.43% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.79% | — | +6.27% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | — | -10.38% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.78% | — | -0.84% | |
| 33 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.78% | — | -21.86% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.76% | — | -1.06% | |
| 35 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.76% | — | -35.36% | |
| 36 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.73% | — | -8.68% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | — | +12.56% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | — | +9.99% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.70% | — | +6.72% | |
| 40 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.70% | — | -3.60% | |
| 41 | BA | Boeing Co/the | Stock-Industrials | 0.68% | — | +56.09% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.66% | — | +5.76% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | — | -0.47% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.63% | — | -9.49% | |
| 45 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.63% | — | -6.12% | |
| 46 | PEXL | Pacer US Export Leaders ETF | ETF-Other | 0.61% | — | -3.48% | |
| 47 | EQL | Alps Equal Sector Weight ETF | ETF-Other | 0.59% | — | -5.95% | |
| 48 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.59% | — | -73.95% | |
| 49 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.58% | — | -15.93% | |
| 50 | DFIV | Dimensional International Va | ETF-Other | 0.58% | — | +0.81% |
According to official SEC Form 13F filings, Aveo Capital Partners, LLC reported a total U.S. public equity portfolio value of $867.0M across 337 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, IVV, DFAU) accounted for 21.3% of total reported equity market value during Q4 2024.
During Q4 2024, Aveo Capital Partners, LLC's top holdings by market value included SGOV (6.1%)、IVV (4.3%)、DFAU (4.3%). The largest single position, SGOV, represented 6.1% of total portfolio value.
In Q4 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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