Aveo Capital Partners, LLC Sells in Q4 2024

Aveo Capital Partners, LLC

  • $856 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.99K
- 36.27%
$81.68 - $82.93 $408K - $414K
8.77K $719K
OEF
Ishares S&P 100 ETF

ETFs
-1.5K
- 1.77%
N/A
83.5K $22.2M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
-10.3K
- 6.08%
$25.65 - $26.37 $265K - $273K
160K $4.11M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-5.67K
- 9.11%
$65.67 - $69.79 $372K - $396K
56.6K $3.79M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-12.2K
- 6.12%
$30.18 - $33.87 $368K - $413K
187K $5.75M
UNH
Unitedhealth Group Inc

Healthcare
-356
- 17.21%
$485.52 - $625.25 $173K - $223K
1.71K $866K
XLE
Energy Sector Spdr

ETFs
-517
- 0.39%
$83.32 - $97.27 $43.1K - $50.3K
132K $11.3M
IYE
Ishares Tr

ETFs
-6.78K
- 41.08%
$43.93 - $51.37 $298K - $348K
9.72K $443K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.18K
- 1.57%
$34.13 - $37.35 $40.4K - $44.2K
74.4K $2.54M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-7.3K
- 21.42%
$26.05 - $29.17 $190K - $213K
26.8K $701K
SHW
Sherwin Williams CO

Basic Materials
-334
- 9.41%
$338.75 - $399.71 $113K - $134K
3.22K $1.09M
DFAI
Dimensional ETF Tr

ETFs
-2.85K
- 4.19%
$29.0 - $31.6 $82.5K - $89.9K
65.1K $1.9M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-1.94K
- 7.11%
$114.67 - $126.49 $222K - $245K
25.3K $2.94M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-3.48K
- 51.75%
$63.01 - $68.55 $219K - $239K
3.25K $205K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-1.87K
- 31.41%
$97.11 - $104.1 $182K - $195K
4.09K $400K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.57K
- 9.08%
$100.22 - $100.73 $157K - $158K
15.7K $1.57M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-218
- 0.55%
$74.5 - $78.37 $16.2K - $17.1K
39.7K $2.97M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-4.65K
- 13.72%
$25.26 - $26.59 $118K - $124K
29.3K $742K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-807
- 1.15%
$26.16 - $28.82 $21.1K - $23.3K
69.1K $1.81M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-198
- 18.4%
$396.64 - $516.74 $78.5K - $102K
878 $353K
AMGN
Amgen Inc

Healthcare
-42
- 1.96%
$258.78 - $328.31 $10.9K - $13.8K
2.1K $547K
AMD
Advanced Micro Devices Inc

Technology
-180
- 6.97%
$118.88 - $172.8 $21.4K - $31.1K
2.4K $290K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.65K
- 10.4%
$40.06 - $45.21 $66K - $74.5K
14.2K $577K
CTAS
Cintas Corp

Industrials
-222
- 6.14%
$182.7 - $226.47 $40.6K - $50.3K
3.39K $620K
KO
Coca Cola CO

Consumer Defensive
-681
- 8.54%
$61.74 - $71.71 $42K - $48.8K
7.29K $454K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-70
- 0.03%
$23.42 - $24.25 $1.64K - $1.7K
212K $5M
GVI
Ishares Tr

ETFs
-62
- 0.17%
$103.89 - $107.05 $6.44K - $6.64K
36.1K $3.77M
MRK
Merck & Co., Inc.

Healthcare
-500
- 11.82%
$96.31 - $114.76 $48.2K - $57.4K
3.73K $370K
IWS
Ishares Russell Midcap Value E

ETFs
-673
- 11.61%
$128.08 - $140.32 $86.2K - $94.4K
5.12K $662K
LMT
Lockheed Martin Corp

Industrials
-88
- 14.15%
$479.66 - $614.62 $42.2K - $54.1K
534 $259K
HCA
Hca Healthcare, Inc.

Healthcare
-20
- 2.19%
$297.52 - $415.61 $5.95K - $8.31K
895 $268K
MO
Altria Group, Inc.

Consumer Defensive
-1.96K
- 18.79%
$49.06 - $57.74 $96.1K - $113K
8.47K $442K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-677
- 1.98%
$41.17 - $43.34 $27.9K - $29.3K
33.6K $1.39M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.56K
- 5.04%
$44.33 - $49.55 $69.2K - $77.4K
29.5K $1.32M
ET
Energy Transfer LP

Energy
-9.95K
- 31.3%
$16.05 - $19.86 $160K - $198K
21.8K $427K
CARR
Carrier Global Corp

Industrials
-363
- 7.76%
$66.69 - $82.65 $24.2K - $30K
4.31K $294K
NEE
Nextera Energy Inc

Utilities
-161
- 3.01%
$69.77 - $85.43 $11.2K - $13.8K
5.19K $371K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-306
- 3.89%
$68.25 - $75.42 $20.9K - $23.1K
7.57K $517K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-286
- 17.55%
$370.24 - $418.94 $106K - $120K
1.34K $539K
BNDX
Vanguard Total International B

ETFs
-596
- 1.71%
$48.91 - $50.61 $29.2K - $30.2K
34.4K $1.69M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-126
- 0.58%
$30.93 - $33.94 $3.9K - $4.28K
21.8K $674K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.27K
- 13.16%
$39.3 - $41.34 $50K - $52.6K
8.39K $330K
USB
Us Bancorp \De\

Financial Services
-1.91K
- 18.67%
$43.98 - $53.66 $84K - $102K
8.31K $397K
PSA
Public Storage

Real Estate
-1
- 0.09%
$289.33 - $360.21 $289 - $360
1.07K $319K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-309
- 1.63%
$113.92 - $127.38 $35.2K - $39.4K
18.6K $2.14M
VO
Vanguard Mid Cap ETF

ETFs
-283
- 1.06%
$261.5 - $284.63 $74K - $80.6K
26.3K $6.95M
SPMD
Spdr Portfolio

ETFs
-1.22K
- 6.55%
$54.13 - $59.56 $65.9K - $72.5K
17.4K $951K
VZ
Verizon Communications Inc

Communication Services
-375
- 3.7%
$39.6 - $45.21 $14.9K - $17K
9.76K $390K
ABBV
Abb Vie Inc.

Healthcare
-42
- 1.54%
$164.99 - $203.87 $6.93K - $8.56K
2.68K $476K
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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