Aveo Capital Partners, LLC Incresed Positions 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
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
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
53.7K
+ 26.19%
$32.42 - $36.13 $1.74M - $1.94M
259K $8.53M
UGL
Pro Shares Trust Ii

ETFs
2.91K
+ 11.11%
$93.8 - $128.72 $273K - $375K
29.1K $3.75M
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
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
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
185
+ 3.74%
$442.66 - $534.52 $81.9K - $98.9K
5.13K $2.73M
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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
9.59K
+ 10.31%
$89.18 - $104.04 $855K - $997K
103K $9.39M
MA
Mastercard Inc

Financial Services
326
+ 13.18%
$504.67 - $576.31 $165K - $188K
2.8K $1.53M
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
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
CEF
Sprott Physical Gold & Silver Trust

Financial Services
215
+ 1.89%
$24.11 - $28.41 $5.18K - $6.11K
11.6K $329K
ENFR
Alerian Energy Infrastructure

ETFs
1.08K
+ 11.22%
$30.27 - $34.12 $32.7K - $36.8K
10.7K $350K
AVLV
American Centy ETF Tr Avantis
706
+ 8.61%
$63.51 - $70.42 $44.8K - $49.7K
8.9K $580K
ADBE
Adobe Inc.

Technology
254
+ 22.3%
$377.84 - $464.11 $96K - $118K
1.39K $534K
BND
Vanguard Bd Index Fd Inc Total

ETFs
132
+ 2.24%
$71.17 - $73.66 $9.39K - $9.72K
6.03K $443K
GS
Goldman Sachs Group Inc

Financial Services
40
+ 7.55%
$524.81 - $672.19 $21K - $26.9K
570 $311K
DFAU
Dimensional ETF Tr

ETFs
51.5K
+ 5.35%
$37.84 - $42.29 $1.95M - $2.18M
1.01M $38.9M
AVGE
American Centy ETF Tr Avantis
4.59K
+ 21.73%
N/A
25.7K $0
Dimensional ETF Trust
13.6K
+ 6.02%
N/A
239K $0
Pimco ETF Tr
642K
+ 79.91%
N/A
1.45M $0
J P Morgan Exchange Traded F
8.07K
+ 6.64%
N/A
130K $0
Ishares Bitcoin Trust ETF
23.1K
+ 52.56%
N/A
67.1K $0
PCEF
Invesco Cef Income Composite E

ETFs
5
+ 0.03%
$18.8 - $19.89 $94 - $99.5
15.6K $294K
PAVE
Global X Fds Us Infrastructure

ETFs
15
+ 0.26%
$37.31 - $43.82 $560 - $657
5.88K $221K
XLK
Technology Sector Spdr

ETFs
379
+ 9.48%
$206.38 - $242.18 $78.2K - $91.8K
4.38K $904K
NXPI
Nxp Semiconductors N.V.

Technology
97
+ 3.0%
$189.99 - $245.86 $18.4K - $23.8K
3.33K $632K
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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