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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
119
+ 1.34%
$51.54 - $52.55 $6.13K - $6.25K
9.02K $466K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
224
+ 1.36%
$18.28 - $18.87 $4.09K - $4.23K
16.6K $305K
PRF
Invesco Exchange Traded Fd Tr

ETFs
31
+ 0.22%
$40.15 - $42.9 $1.24K - $1.33K
14.4K $579K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
172
+ 1.14%
$20.08 - $20.61 $3.45K - $3.54K
15.2K $306K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
290
+ 1.74%
$45.38 - $46.88 $13.2K - $13.6K
17K $774K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
970
+ 3.67%
$45.07 - $47.1 $43.7K - $45.7K
27.4K $1.24M
BSCU
Invesco Exc Self Ind Tr

ETFs
187
+ 1.02%
$16.32 - $16.99 $3.05K - $3.18K
18.5K $302K
BSCV
Invesco ETF Self Indexed Fd Tr
231
+ 1.24%
$16.02 - $16.72 $3.7K - $3.86K
18.8K $302K
PHYS
Sprott Physical Gold Trust

Financial Services
6
+ 0.02%
$19.66 - $21.66 $118 - $130
30.1K $606K
EMB
Ishares Tr

ETFs
91
+ 2.33%
$88.94 - $93.46 $8.09K - $8.5K
4K $355K
PFE
Pfizer Inc

Healthcare
351
+ 4.11%
$24.8 - $30.19 $8.7K - $10.6K
8.9K $236K
FLV
American Centy ETF Tr Focused

ETFs
5
+ 0.14%
$66.11 - $71.93 $331 - $360
3.47K $231K
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 2.92%
$385.02 - $431.37 $29.3K - $32.8K
2.68K $1.04M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
859
+ 7.88%
$55.45 - $61.08 $47.6K - $52.5K
11.8K $651K
VNQ
Vanguard Specialized Funds Van

ETFs
60
+ 2.61%
$87.85 - $98.6 $5.27K - $5.92K
2.36K $209K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
291
+ 4.94%
$60.27 - $66.27 $17.5K - $19.3K
6.18K $377K
EMHC
Spdr Bloomberg Emerging Market
109
+ 0.63%
$23.7 - $25.01 $2.58K - $2.73K
17.5K $416K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.06K
+ 2.57%
$43.44 - $45.05 $46.1K - $47.8K
42.5K $1.84M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
241
+ 3.7%
$99.2 - $108.47 $23.9K - $26.1K
6.76K $672K
ASML
Asml Holding Nv

Technology
68
+ 13.63%
$658.43 - $872.27 $44.8K - $59.3K
567 $392K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.42K
+ 4.38%
$19.53 - $21.1 $27.8K - $30K
33.9K $661K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
276
+ 4.12%
$53.86 - $60.27 $14.9K - $16.6K
6.97K $376K
PEP
Pepsico Inc

Consumer Defensive
405
+ 7.41%
$151.29 - $176.1 $61.3K - $71.3K
5.87K $892K
XOM
Exxon Mobil Corp

Energy
1.99K
+ 7.5%
$105.51 - $125.37 $210K - $250K
28.5K $3.07M
AMT
American Tower Corp

Real Estate
158
+ 9.59%
$179.4 - $232.01 $28.3K - $36.7K
1.81K $331K
XYL
Xylem Inc.

Industrials
28
+ 0.8%
$116.02 - $137.45 $3.25K - $3.85K
3.51K $407K
IDEV
Ishares Core Msci Intl Develop

ETFs
20
+ 0.18%
$64.18 - $70.42 $1.28K - $1.41K
11K $708K
AGNC
Agnc Investment Corp.

Real Estate
281
+ 0.47%
$9.21 - $10.59 $2.59K - $2.98K
60.5K $557K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
13.1K
+ 14.38%
$33.77 - $44.09 $441K - $576K
104K $3.52M
LLY
Eli Lilly & CO

Healthcare
113
+ 6.99%
$727.2 - $932.06 $82.2K - $105K
1.73K $1.34M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.71K
+ 105.43%
$22.4 - $68.28 $128K - $390K
11.1K $257K
GBF
Ishares Tr

ETFs
261
+ 0.72%
$101.93 - $106.84 $26.6K - $27.9K
36.6K $3.74M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.83K
+ 2.01%
$98.47 - $109.35 $180K - $200K
93K $9.16M
DFIV
Dimensional ETF Tr

ETFs
1.2K
+ 0.81%
$34.86 - $37.97 $41.7K - $45.5K
149K $5.3M
FNDF
Schwab Fundamental Intl Large

ETFs
12.1K
+ 6.72%
$32.92 - $37.15 $397K - $448K
192K $6.36M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.87K
+ 0.87%
$96.64 - $101.23 $181K - $189K
216K $21M
DFIC
Dimensional ETF Tr Dimensional

ETFs
18.6K
+ 3.19%
$25.61 - $28.0 $476K - $521K
602K $15.6M
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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