Aveo Capital Partners, LLC Purchases in Q4 2024

Aveo Capital Partners, LLC

  • $856 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
310K
+ 128.51%
$100.16 - $100.7 $31.1M - $31.2M
551K $55.3M
QLD
Proshares Ultra Qqq

ETFs
141K
+ 5229.25%
$97.85 - $120.25 $13.7M - $16.9M
143K $15.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
246K
+ 149.21%
$36.54 - $37.53 $8.97M - $9.22M
410K $15.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
13.7K
+ 268.49%
$481.22 - $538.17 $6.59M - $7.36M
18.8K $9.6M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
32.7K
+ 1594.88%
$131.66 - $144.0 $4.3M - $4.71M
34.7K $4.59M
BA
Boeing CO

Industrials
18.2K
+ 56.09%
$138.14 - $180.72 $2.51M - $3.29M
50.6K $8.96M
REZ
Ishares Tr Residential And Mul

ETFs
46.8K
New
$79.04 - $89.77 $3.7M - $4.2M
46.8K $3.79M
EXI
Ishares Global Industrials ETF

ETFs
25.7K
New
$141.14 - $152.06 $3.63M - $3.91M
25.7K $3.63M
NANR
Spdr Index Shs Fds S&P North A

ETFs
68.4K
New
$50.02 - $58.31 $3.42M - $3.99M
68.4K $3.49M
EPI
Wisdomtree Tr India Earnings F

ETFs
76K
+ 1085.89%
$45.09 - $50.08 $3.43M - $3.81M
83K $3.76M
AVUV
American Centy ETF Tr Avantis

ETFs
13.4K
+ 19.51%
$94.37 - $106.41 $1.26M - $1.42M
82K $7.92M
IYF
Ishares Tr

ETFs
12K
New
$102.7 - $119.05 $1.23M - $1.43M
12K $1.33M
NVDA
Nvidia Corp

Technology
4.42K
+ 9.99%
$117.0 - $148.88 $517K - $658K
48.6K $6.53M
JNK
Spdr Bloomberg High Yield Bond

ETFs
10.9K
+ 108.02%
$94.77 - $97.36 $1.03M - $1.06M
21K $2M
AAPL
Apple Inc.

Technology
1.7K
+ 6.27%
$221.69 - $259.02 $377K - $441K
28.8K $7.22M
EFV
Msci Eafe Value ETF

ETFs
18.8K
+ 93.24%
$51.78 - $57.15 $974K - $1.07M
39K $2.04M
GOOGL
Alphabet Inc.

Communication Services
2.79K
+ 24.18%
$161.86 - $196.66 $451K - $548K
14.3K $2.71M
SVIX
Vs Tr 1 X Short Vix Futures Et

ETFs
29.5K
New
$21.48 - $30.0 $633K - $884K
29.5K $747K
GOOG
Alphabet Inc.

Communication Services
3.06K
+ 49.26%
$163.08 - $198.16 $499K - $607K
9.28K $1.77M
MA
Mastercard Inc

Financial Services
1.2K
+ 93.81%
$491.3 - $536.15 $588K - $642K
2.47K $1.3M
SPIB
Spdr Portfolio Intermediate Te

ETFs
20.3K
New
$32.65 - $33.68 $662K - $683K
20.3K $664K
BX
Blackstone Inc.

Financial Services
3.64K
New
$148.45 - $199.05 $540K - $724K
3.64K $627K
JPM
Jpmorgan Chase & CO

Financial Services
1.74K
+ 33.02%
$205.18 - $250.29 $357K - $436K
7.01K $1.68M
XLK
Technology Sector Spdr

ETFs
2.35K
+ 141.69%
$220.26 - $241.44 $517K - $566K
4K $930K
VTV
Vanguard Value ETF

ETFs
4.32K
+ 12.56%
$168.32 - $181.87 $728K - $786K
38.7K $6.56M
NKE
Nike, Inc.

Consumer Cyclical
9.69K
+ 65.5%
$73.36 - $89.13 $711K - $864K
24.5K $1.85M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.11K
New
$100.24 - $101.35 $513K - $518K
5.11K $514K
COST
Costco Wholesale Corp

Consumer Defensive
513
+ 44.07%
$873.59 - $994.69 $448K - $510K
1.68K $1.54M
AXP
American Express CO

Financial Services
1.7K
New
$267.35 - $305.57 $454K - $519K
1.7K $504K
XLF
Financial Sector Spdr

ETFs
10.4K
New
$44.89 - $51.34 $467K - $534K
10.4K $502K
VGT
Vanguard Information Technolog

ETFs
794
New
$571.78 - $647.97 $454K - $514K
794 $493K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
475
+ 2.44%
$521.84 - $558.82 $248K - $265K
20K $10.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1K
+ 25.37%
$442.29 - $483.08 $443K - $484K
4.95K $2.24M
CHD
Church & Dwight CO Inc

Consumer Defensive
3.93K
New
$99.11 - $112.25 $390K - $442K
3.93K $411K
VB
Vanguard Small Cap ETF

ETFs
1.36K
+ 5.76%
$233.76 - $261.58 $318K - $356K
25K $6M
BKNG
Booking Holdings Inc.

Consumer Cyclical
77
New
$4100.99 - $5300.34 $316K - $408K
77 $382K
WMT
Walmart Inc.

Consumer Defensive
3.03K
+ 27.86%
$79.1 - $95.7 $239K - $290K
13.9K $1.25M
DHI
Horton D R Inc

Consumer Cyclical
3.99K
+ 111.78%
$137.24 - $194.56 $548K - $777K
7.57K $1.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.59K
New
$201.32 - $217.44 $320K - $346K
1.59K $329K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.5K
+ 95.64%
$126.68 - $134.74 $317K - $337K
5.12K $653K
IDU
Ishares Tr U S Utils ETF

ETFs
3.3K
+ 131.8%
$94.65 - $105.73 $313K - $349K
5.81K $558K
NXPI
Nxp Semiconductors N.V.

Technology
1.69K
+ 109.39%
$207.27 - $255.58 $350K - $432K
3.23K $671K
SYK
Stryker Corp

Healthcare
805
New
$345.14 - $392.15 $278K - $316K
805 $289K
ISRG
Intuitive Surgical Inc

Healthcare
529
New
$471.27 - $550.62 $249K - $291K
529 $276K
XLP
Consumer Staples Sector Spdr

ETFs
3.61K
+ 51.27%
N/A
10.6K $809K
PFF
Ishares Trust Ishares Pfd And

ETFs
8.64K
New
$31.23 - $33.51 $270K - $289K
8.64K $271K
VST
Vistra Corp.

Utilities
1.83K
New
$115.74 - $166.61 $212K - $306K
1.83K $252K
CVS
Cvs Health Corp

Healthcare
5.57K
New
$43.78 - $67.46 $244K - $376K
5.57K $249K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.6K
+ 17.83%
$44.04 - $49.49 $465K - $523K
69.8K $3.08M
Activity Summary
Buys All Purchases 168 New Holdings 30 Increased Positions 138 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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