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
PAVE
Global X Fds Us Infrastructure

ETFs
5.87K
New
$40.41 - $45.95 $237K - $270K
5.87K $237K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.7K
+ 24.74%
$160.89 - $176.18 $273K - $299K
8.56K $1.39M
VIG
Vanguard Dividend Appreciation

ETFs
1.17K
+ 100.09%
N/A
2.35K $427K
IP
International Paper CO

Consumer Cyclical
3.89K
New
$46.64 - $59.57 $181K - $232K
3.89K $209K
EPD
Enterprise Products Partners L.P.

Energy
5.76K
+ 52.32%
$28.66 - $34.43 $165K - $198K
16.8K $525K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
8.92K
New
$22.39 - $23.45 $200K - $209K
8.92K $204K
VOT
Vanguard Mid Cap Growth Index

ETFs
478
+ 7.01%
$241.48 - $274.89 $115K - $131K
7.3K $1.85M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.07K
+ 22.82%
$61.68 - $67.87 $190K - $209K
16.5K $1.03M
VRIG
Invesco Actively Managed ETF F

ETFs
7.6K
+ 34.65%
$25.06 - $25.2 $190K - $191K
29.5K $741K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.68K
+ 8.81%
$50.14 - $52.56 $385K - $404K
94.8K $4.77M
SYY
Sysco Corp

Consumer Defensive
1.87K
+ 21.73%
$73.63 - $81.77 $138K - $153K
10.5K $800K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.69K
+ 31.76%
$80.13 - $83.77 $136K - $142K
7.02K $563K
VBK
Vanguard Small Cap Growth ETF

ETFs
204
+ 7.96%
$264.18 - $304.19 $53.9K - $62.1K
2.77K $774K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
2.05K
+ 47.44%
$68.62 - $82.57 $141K - $169K
6.37K $436K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.19K
+ 12.15%
$49.03 - $53.35 $58.1K - $63.2K
10.9K $560K
QUAL
Ishares Msci Usa Quality Facto

ETFs
412
+ 15.56%
$176.42 - $186.91 $72.7K - $77K
3.06K $544K
TMO
Thermo Fisher Scientific Inc.

Healthcare
308
+ 33.37%
$501.29 - $612.85 $154K - $189K
1.23K $640K
IAT
Ishares Tr

ETFs
876
+ 12.46%
$46.07 - $56.9 $40.4K - $49.8K
7.91K $398K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.02K
+ 155.91%
$22.63 - $47.53 $204K - $429K
14.8K $336K
WMB
Williams Companies, Inc.

Energy
46
+ 0.72%
$46.37 - $59.74 $2.13K - $2.75K
6.45K $349K
AVEM
American Centy ETF Tr Avantis

ETFs
1.31K
+ 38.93%
$58.59 - $66.14 $77K - $86.9K
4.69K $275K
COF
Capital One Financial Corp

Financial Services
48
+ 3.02%
$145.19 - $192.01 $6.97K - $9.22K
1.64K $292K
BAC
Bank Of America Corp

Financial Services
283
+ 2.95%
$39.22 - $47.77 $11.1K - $13.5K
9.89K $434K
CSCO
Cisco Systems, Inc.

Technology
407
+ 8.32%
$52.45 - $60.02 $21.3K - $24.4K
5.3K $313K
JNJ
Johnson & Johnson

Healthcare
1.19K
+ 17.03%
$143.34 - $165.86 $171K - $198K
8.21K $1.19M
HYG
Ishares Tr

ETFs
886
+ 6.44%
$78.09 - $80.04 $69.2K - $70.9K
14.7K $1.15M
XEL
Xcel Energy Inc

Utilities
476
+ 7.36%
$62.16 - $72.92 $29.6K - $34.7K
6.94K $468K
PANW
Palo Alto Networks Inc

Technology
891
+ 119.12%
$181.96 - $405.9 $162K - $362K
1.64K $298K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.19%
$486.1 - $608.57 $486 - $609
530 $303K
EFG
Msci Eafe Growth ETF

ETFs
833
+ 21.77%
$96.83 - $106.88 $80.7K - $89K
4.66K $451K
IYW
Ishares Dj Us Tech ETF

ETFs
116
+ 4.86%
$148.14 - $166.23 $17.2K - $19.3K
2.5K $398K
ETR
Entergy Corp

Utilities
1.72K
+ 100.0%
$73.19 - $156.4 $126K - $269K
3.44K $261K
SO
Southern CO

Utilities
635
+ 24.22%
$81.5 - $94.15 $51.8K - $59.8K
3.26K $268K
ENFR
Alerian Energy Infrastructure

ETFs
69
+ 0.72%
$28.52 - $33.11 $1.97K - $2.28K
9.62K $299K
SONY
Sony Group Corp

Technology
12.9K
+ 400.0%
$17.53 - $96.8 $225K - $1.24M
16.1K $339K
MEAR
Blackrock Short Maturity Munic

ETFs
736
+ 3.53%
$49.94 - $50.28 $36.8K - $37K
21.6K $1.08M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
305
+ 10.09%
$93.52 - $95.37 $28.5K - $29.1K
3.33K $311K
BND
Vanguard Bd Index Fd Inc Total

ETFs
552
+ 10.32%
$71.75 - $75.11 $39.6K - $41.5K
5.9K $424K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
789
+ 5.29%
$42.33 - $43.3 $33.4K - $34.2K
15.7K $669K
AOA
Ishares Tr Core Aggressive All

ETFs
2.21K
+ 3.42%
$76.61 - $79.88 $169K - $177K
66.9K $5.13M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
295
+ 1.66%
$91.29 - $91.8 $26.9K - $27.1K
18K $1.65M
XLI
Industrial Sector Spdr

ETFs
281
+ 5.57%
$131.76 - $143.99 $37K - $40.5K
5.32K $701K
SPGI
S&P Global Inc.

Financial Services
55
+ 11.55%
$480.36 - $529.17 $26.4K - $29.1K
531 $264K
ACN
Accenture PLC

Technology
60
+ 4.82%
$343.9 - $376.86 $20.6K - $22.6K
1.3K $458K
AOK
Ishares Tr Core Conservative A

ETFs
1.04K
+ 6.71%
$37.3 - $38.64 $38.6K - $40K
16.5K $614K
VBR
Vanguard Small Cap Value ETF

ETFs
136
+ 2.68%
$197.36 - $217.3 $26.8K - $29.6K
5.21K $1.03M
IEMG
Ishares Inc

ETFs
254
+ 1.09%
N/A
23.5K $1.26M
MBB
Ishares Tr

ETFs
388
+ 7.19%
$91.26 - $95.82 $35.4K - $37.2K
5.79K $530K
RTX
Raytheon Technologies Corp

Industrials
253
+ 8.5%
$114.45 - $127.21 $29K - $32.2K
3.23K $373K
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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