Aveo Capital Partners, LLC Incresed Positions 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
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
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
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
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
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
COST
Costco Wholesale Corp

Consumer Defensive
513
+ 44.07%
$873.59 - $994.69 $448K - $510K
1.68K $1.54M
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
VB
Vanguard Small Cap ETF

ETFs
1.36K
+ 5.76%
$233.76 - $261.58 $318K - $356K
25K $6M
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
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
XLP
Consumer Staples Sector Spdr

ETFs
3.61K
+ 51.27%
N/A
10.6K $809K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.6K
+ 17.83%
$44.04 - $49.49 $465K - $523K
69.8K $3.08M
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
EPD
Enterprise Products Partners L.P.

Energy
5.76K
+ 52.32%
$28.66 - $34.43 $165K - $198K
16.8K $525K
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
CRM
Salesforce, Inc.

Technology
118
+ 7.17%
$270.87 - $367.87 $32K - $43.4K
1.76K $589K
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
TMO
Thermo Fisher Scientific Inc.

Healthcare
308
+ 33.37%
$501.29 - $612.85 $154K - $189K
1.23K $640K
QUAL
Ishares Msci Usa Quality Facto

ETFs
412
+ 15.56%
$176.42 - $186.91 $72.7K - $77K
3.06K $544K
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
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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