Aveo Capital Partners, LLC Incresed Positions in Q3 2024

Aveo Capital Partners, LLC

  • $910 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.69K
+ 27.29%
$100.09 - $100.69 $370K - $372K
17.2K $1.73M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
12.9K
+ 61.44%
$25.19 - $26.77 $325K - $346K
33.9K $902K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.92K
+ 3.46%
$49.82 - $52.8 $145K - $154K
87.2K $4.58M
SHW
Sherwin Williams CO

Basic Materials
135
+ 3.95%
$294.65 - $384.0 $39.8K - $51.8K
3.55K $1.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.91K
+ 3.33%
$41.9 - $48.26 $80K - $92.2K
59.3K $2.84M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.35K
+ 25.38%
$44.83 - $47.42 $240K - $254K
26.4K $1.24M
XLRE
Select Sector Spdr Tr Real Est

ETFs
4.85K
+ 44.11%
$38.04 - $45.36 $184K - $220K
15.8K $707K
GBF
Ishares Tr

ETFs
1.08K
+ 3.08%
$101.73 - $107.63 $110K - $117K
36.3K $3.88M
BNDX
Vanguard Total International B

ETFs
3.96K
+ 12.76%
$48.42 - $50.35 $192K - $199K
35K $1.76M
GVI
Ishares Tr

ETFs
1.14K
+ 3.24%
$103.17 - $107.43 $117K - $122K
36.2K $3.88M
VOE
Vanguard Mid Cap Value Index F

ETFs
746
+ 12.19%
$149.02 - $167.67 $111K - $125K
6.86K $1.15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.42K
+ 15.27%
$76.38 - $78.87 $185K - $191K
18.3K $1.44M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.07K
+ 2.76%
$74.26 - $78.84 $79.5K - $84.4K
39.9K $3.13M
UNH
Unitedhealth Group Inc

Healthcare
108
+ 5.51%
$488.01 - $604.18 $52.7K - $65.3K
2.07K $1.21M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
3.61K
+ 18.41%
$46.89 - $52.24 $169K - $189K
23.2K $1.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
91
+ 0.48%
$105.53 - $118.34 $9.6K - $10.8K
18.9K $2.21M
EFV
Msci Eafe Value ETF

ETFs
2.1K
+ 11.59%
$51.72 - $57.96 $108K - $121K
20.2K $1.16M
NKE
Nike, Inc.

Consumer Cyclical
131
+ 0.89%
$71.09 - $89.44 $9.31K - $11.7K
14.8K $1.31M
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
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.41K
+ 21.85%
$69.16 - $76.64 $97.7K - $108K
7.87K $591K
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
NEE
Nextera Energy Inc

Utilities
47
+ 0.89%
$69.9 - $84.97 $3.29K - $3.99K
5.35K $452K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
440
+ 20.21%
$117.9 - $128.2 $51.9K - $56.4K
2.62K $335K
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
SYY
Sysco Corp

Consumer Defensive
95
+ 1.12%
$69.16 - $78.98 $6.57K - $7.5K
8.61K $671K
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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