Aveo Capital Partners, LLC Purchases in Q3 2024

Aveo Capital Partners, LLC

  • $910 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EWJ
Ishares Msci Japan ETF

ETFs
2.8K
New
$63.12 - $72.99 $177K - $205K
2.8K $200K
AGNC
Agnc Investment Corp.

Real Estate
15K
+ 33.02%
$9.48 - $10.66 $142K - $159K
60.2K $630K
MA
Mastercard Inc

Financial Services
273
+ 27.22%
$429.6 - $500.99 $117K - $137K
1.28K $630K
IWS
Ishares Russell Midcap Value E

ETFs
956
+ 19.76%
$119.52 - $132.25 $114K - $126K
5.8K $766K
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.13K
+ 5.42%
$42.66 - $45.18 $90.8K - $96.2K
41.4K $1.87M
VXF
Vanguard Extended Market ETF

ETFs
555
+ 9.7%
$163.98 - $182.92 $91K - $102K
6.28K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.08%
$333.64 - $405.2 $667 - $810
2.61K $1.06M
HYG
Ishares Tr

ETFs
1.46K
+ 11.88%
$76.72 - $80.36 $112K - $117K
13.8K $1.11M
JCPB
J P Morgan Exchange Traded Fd

ETFs
396
+ 0.6%
$45.87 - $48.53 $18.2K - $19.2K
66.6K $3.21M
ORCL
Oracle Corp

Technology
505
+ 27.18%
$125.9 - $170.35 $63.6K - $86K
2.36K $402K
KORP
American Centy ETF Tr Diversif

ETFs
2.57K
+ 45.28%
$45.64 - $48.46 $117K - $125K
8.26K $398K
BAC
Bank Of America Corp

Financial Services
3.33K
+ 52.99%
$36.65 - $44.13 $122K - $147K
9.6K $381K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.87K
+ 14.74%
$44.9 - $47.55 $84K - $88.9K
14.6K $687K
AVGO
Broadcom Inc.

Technology
4.49K
+ 961.24%
$136.27 - $1745.86 $612K - $7.84M
4.96K $855K
MCD
Mcdonalds Corp

Consumer Cyclical
59
+ 3.36%
$245.82 - $304.51 $14.5K - $18K
1.82K $552K
ISCB
International Speedway Corp

ETFs
11
+ 0.06%
$53.31 - $59.12 $586 - $650
19.9K $1.17M
SPMD
Spdr Portfolio

ETFs
643
+ 3.58%
$50.29 - $54.92 $32.3K - $35.3K
18.6K $1.02M
ACN
Accenture PLC

Technology
101
+ 8.84%
$295.44 - $355.81 $29.8K - $35.9K
1.24K $439K
CARR
Carrier Global Corp

Industrials
169
+ 3.75%
$61.9 - $80.88 $10.5K - $13.7K
4.68K $376K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
939
+ 8.9%
$51.29 - $56.57 $48.2K - $53.1K
11.5K $649K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.09K
+ 5.22%
$30.27 - $34.42 $32.9K - $37.4K
21.9K $746K
EBND
Spdr Bloomberg Emerging Market

ETFs
1.78K
+ 5.79%
$19.74 - $21.39 $35.1K - $38K
32.4K $689K
BSX
Boston Scientific Corp

Healthcare
20
+ 0.17%
$72.96 - $84.0 $1.46K - $1.68K
11.5K $961K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
440
+ 20.21%
$117.9 - $128.2 $51.9K - $56.4K
2.62K $335K
NEE
Nextera Energy Inc

Utilities
47
+ 0.89%
$69.9 - $84.97 $3.29K - $3.99K
5.35K $452K
TMO
Thermo Fisher Scientific Inc.

Healthcare
20
+ 2.21%
$531.86 - $624.21 $10.6K - $12.5K
923 $570K
DVY
Ishares Tr

ETFs
302
+ 13.93%
$119.99 - $135.74 $36.2K - $41K
2.47K $333K
CRM
Salesforce, Inc.

Technology
166
+ 11.22%
$238.42 - $276.53 $39.6K - $45.9K
1.65K $450K
IDEV
Ishares Core Msci Intl Develop

ETFs
129
+ 1.19%
$63.46 - $71.43 $8.19K - $9.21K
11K $777K
AON
Aon PLC

Financial Services
3
+ 0.25%
$293.16 - $351.06 $879 - $1.05K
1.22K $422K
RTX
Raytheon Technologies Corp

Industrials
25
+ 0.85%
$99.55 - $123.34 $2.49K - $3.08K
2.98K $360K
SYY
Sysco Corp

Consumer Defensive
95
+ 1.12%
$69.16 - $78.98 $6.57K - $7.5K
8.61K $671K
TMUS
T Mobile Us, Inc.

Communication Services
44
+ 2.42%
$175.14 - $206.36 $7.71K - $9.08K
1.86K $384K
NFLX
Netflix Inc

Communication Services
55
+ 9.43%
$598.55 - $722.26 $32.9K - $39.7K
638 $452K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1K
+ 20.99%
$45.2 - $47.87 $45.4K - $48.1K
5.79K $275K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
29
+ 0.22%
$57.32 - $62.65 $1.66K - $1.82K
13.5K $839K
V
Visa Inc.

Financial Services
65
+ 2.58%
$253.74 - $291.56 $16.5K - $19K
2.59K $711K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.97K
+ 9.26%
$18.35 - $19.01 $36.2K - $37.5K
23.3K $440K
EMHC
Spdr Bloomberg Emerging Market
965
+ 5.87%
$23.61 - $25.14 $22.8K - $24.3K
17.4K $437K
BND
Vanguard Bd Index Fd Inc Total

ETFs
411
+ 8.32%
$71.45 - $75.64 $29.4K - $31.1K
5.35K $401K
IVE
Ishares S&P 500 Value ETF

ETFs
82
+ 4.33%
$181.06 - $197.17 $14.8K - $16.2K
1.98K $389K
EPI
Wisdomtree Tr India Earnings F

ETFs
597
+ 9.32%
$47.41 - $50.82 $28.3K - $30.3K
7K $353K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
393
+ 3.74%
$56.04 - $62.99 $22K - $24.8K
10.9K $665K
IYE
Ishares Tr

ETFs
1.45K
+ 9.66%
$44.44 - $49.18 $64.6K - $71.5K
16.5K $764K
SONY
Sony Group Corp

Technology
52
+ 1.65%
$81.61 - $98.65 $4.24K - $5.13K
3.21K $310K
ENFR
Alerian Energy Infrastructure

ETFs
874
+ 10.07%
$26.22 - $28.65 $22.9K - $25K
9.55K $270K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
111
+ 8.72%
$210.25 - $231.86 $23.3K - $25.7K
1.38K $308K
TJX
Tjx Companies Inc

Consumer Cyclical
156
+ 5.55%
$107.93 - $120.23 $16.8K - $18.8K
2.97K $348K
PRF
Invesco Exchange Traded Fd Tr

ETFs
29
+ 0.2%
$37.33 - $40.63 $1.08K - $1.18K
14.3K $582K
Activity Summary
Buys All Purchases 186 New Holdings 37 Increased Positions 149 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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