Aveo Capital Partners, LLC Purchases in Q1 2025

Aveo Capital Partners, LLC

  • $528 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
32.9K
+ 39.45%
N/A
116K $31M
IEF
Ishares Barclays

ETFs
80.1K
+ 78.02%
$91.17 - $95.39 $7.31M - $7.64M
183K $17.4M
UST
Proshares Ultra 7 10 Yr Treasu

ETFs
175K
New
$39.49 - $43.52 $6.9M - $7.6M
175K $7.52M
TIP
Ishares Tr Tips Bd ETF

ETFs
61.7K
New
$106.22 - $111.09 $6.56M - $6.86M
61.7K $6.86M
FNDF
Schwab Fundamental Intl Large

ETFs
117K
+ 60.94%
$32.9 - $37.45 $3.84M - $4.37M
308K $11.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
35.2K
+ 29.94%
$192.82 - $222.1 $6.79M - $7.82M
153K $29.5M
EET
Proshares Tr Ultra Msci Emergi

ETFs
86.4K
+ 390.54%
$47.95 - $58.21 $4.14M - $5.03M
108K $5.82M
AVDV
American Centy ETF Tr Avantis

ETFs
54.8K
+ 67.67%
$63.74 - $71.96 $3.49M - $3.94M
136K $9.47M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
76K
+ 14.3%
$48.25 - $52.09 $3.67M - $3.96M
608K $30M
DFIC
Dimensional ETF Tr Dimensional

ETFs
50.7K
+ 8.42%
$25.54 - $28.79 $1.3M - $1.46M
653K $18.1M
TQQQ
Proshares Ultrapro Qqq

ETFs
25.6K
New
$57.3 - $90.39 $1.47M - $2.32M
25.6K $1.47M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53.7K
+ 26.19%
$32.42 - $36.13 $1.74M - $1.94M
259K $8.53M
RH
Rh

Consumer Cyclical
6.04K
New
$216.63 - $454.52 $1.31M - $2.74M
6.04K $1.42M
UGL
Pro Shares Trust Ii

ETFs
2.91K
+ 11.11%
$93.8 - $128.72 $273K - $375K
29.1K $3.75M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.7K
+ 24.14%
$53.6 - $58.97 $1.32M - $1.46M
127K $6.96M
DFIV
Dimensional ETF Tr

ETFs
14.8K
+ 9.91%
$35.33 - $40.77 $523K - $603K
164K $6.46M
MUB
Ishares National Muni Bond ETF

ETFs
10.6K
+ 135.16%
$104.71 - $107.69 $1.11M - $1.14M
18.5K $1.95M
AVSC
American Centy ETF Tr Avantis
34.3K
+ 26.38%
$48.08 - $56.12 $1.65M - $1.93M
165K $7.96M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
9.26K
+ 10.01%
$73.11 - $77.43 $677K - $717K
102K $7.73M
WAT
Waters Corp

Healthcare
1.9K
New
$362.16 - $417.28 $688K - $793K
1.9K $700K
XLB
Select Sector Spdr Fd Material

ETFs
6.59K
New
$83.19 - $90.99 $548K - $599K
6.59K $566K
XLI
Industrial Sector Spdr

ETFs
4K
+ 75.12%
$128.78 - $141.67 $515K - $566K
9.32K $1.22M
XLF
Financial Sector Spdr

ETFs
10.1K
+ 97.03%
$47.32 - $52.19 $477K - $527K
20.5K $1.02M
EMLP
First Tr Exchange Traded Iv

ETFs
13.3K
New
$35.79 - $38.28 $475K - $508K
13.3K $497K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
185
+ 3.74%
$442.66 - $534.52 $81.9K - $98.9K
5.13K $2.73M
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
7.23K
New
$62.28 - $71.92 $450K - $520K
7.23K $458K
DUHP
Dimensional ETF Tr Dimensional

ETFs
20K
+ 5.91%
$32.57 - $35.82 $651K - $716K
358K $11.9M
XLP
Consumer Staples Sector Spdr

ETFs
5.22K
+ 49.03%
N/A
15.9K $1.21M
VONE
Vanguard Russell 1000 ETF

ETFs
1.29K
+ 98.62%
$250.16 - $278.79 $323K - $360K
2.6K $659K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
10.8K
+ 59.59%
$26.64 - $27.14 $287K - $292K
28.8K $771K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
13.3K
New
$20.63 - $25.57 $274K - $340K
13.3K $274K
MLN
Vaneck Long Muni ETF

ETFs
15.3K
New
$17.22 - $18.0 $263K - $275K
15.3K $265K
MA
Mastercard Inc

Financial Services
326
+ 13.18%
$504.67 - $576.31 $165K - $188K
2.8K $1.53M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.69K
New
$62.72 - $71.92 $232K - $266K
3.69K $232K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.59K
+ 10.31%
$89.18 - $104.04 $855K - $997K
103K $9.39M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.13K
New
$24.91 - $29.02 $227K - $265K
9.13K $228K
CRWD
Crowd Strike Holdings, Inc.

Technology
646
New
$308.86 - $455.36 $200K - $294K
646 $227K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.57K
New
$135.34 - $188.66 $212K - $296K
1.57K $220K
DHI
Horton D R Inc

Consumer Cyclical
2.45K
+ 32.38%
$125.29 - $147.65 $307K - $362K
10K $1.27M
RWK
Invesco Exchange Traded Fd Tr

ETFs
3.88K
+ 15.31%
$106.43 - $123.29 $413K - $478K
29.2K $3.15M
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
2.98K
New
$67.41 - $69.37 $201K - $207K
2.98K $205K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.39K
+ 35.36%
$101.42 - $113.2 $141K - $157K
5.33K $586K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
6.95K
+ 46.91%
$22.46 - $23.26 $156K - $162K
21.8K $503K
SYK
Stryker Corp

Healthcare
409
+ 50.81%
$355.18 - $399.9 $145K - $164K
1.21K $451K
PRF
Invesco Exchange Traded Fd Tr

ETFs
2.15K
+ 14.97%
$39.4 - $42.61 $84.7K - $91.7K
16.5K $667K
ORCL
Oracle Corp

Technology
1.06K
+ 47.01%
$139.81 - $186.47 $148K - $198K
3.32K $463K
SHW
Sherwin Williams CO

Basic Materials
156
+ 4.85%
$330.16 - $365.55 $51.5K - $57K
3.37K $1.18M
ISRG
Intuitive Surgical Inc

Healthcare
198
+ 37.43%
$476.63 - $610.45 $94.4K - $121K
727 $360K
ITM
Vaneck Intermediate Muni ETF

ETFs
1.81K
+ 17.94%
$45.21 - $46.67 $82K - $84.6K
11.9K $542K
Activity Summary
Buys All Purchases 71 New Holdings 17 Increased Positions 54 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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