Aveo Capital Partners, LLC Reduced Holdings in Q1 2025

Aveo Capital Partners, LLC

  • $528 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-66.8K
- 99.4%
$554.06 - $615.85 $37M - $41.1M
405 $227K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-240K
- 43.43%
$100.34 - $100.68 $24M - $24.1M
312K $31.4M
QLD
Proshares Ultra Qqq

ETFs
-127K
- 88.8%
$88.88 - $119.12 $11.3M - $15.1M
16K $1.42M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-19.2K
- 96.26%
$507.05 - $563.67 $9.74M - $10.8M
747 $383K
IEFA
Ishares Tr

ETFs
-132K
- 97.22%
$69.57 - $78.65 $9.19M - $10.4M
3.78K $286K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-15.4K
- 81.88%
$468.34 - $539.52 $7.2M - $8.3M
3.4K $1.6M
AOR
Ishares Tr Core Growth Allocat

ETFs
-126K
- 96.09%
$56.63 - $59.39 $7.15M - $7.5M
5.13K $295K
SPY
Spdr S&P 500 ETF Trust

ETFs
-10K
- 68.0%
$551.42 - $612.93 $5.52M - $6.14M
4.71K $2.64M
VTV
Vanguard Value ETF

ETFs
-34.2K
- 88.18%
$167.73 - $179.21 $5.73M - $6.12M
4.58K $790K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-95.2K
- 37.19%
$49.69 - $50.76 $4.73M - $4.83M
161K $8.04M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-87.5K
- 92.22%
$49.67 - $51.43 $4.34M - $4.5M
7.38K $376K
NVDA
Nvidia Corp

Technology
-28.4K
- 58.38%
$106.98 - $149.43 $3.04M - $4.24M
20.2K $2.19M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-31.1K
- 89.54%
$128.74 - $138.67 $4M - $4.31M
3.63K $492K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-33.3K
- 92.64%
$113.13 - $127.79 $3.77M - $4.26M
2.65K $299K
AAPL
Apple Inc.

Technology
-13.4K
- 46.42%
$209.68 - $247.1 $2.81M - $3.31M
15.4K $3.43M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-129K
- 21.21%
$28.55 - $29.09 $3.67M - $3.74M
478K $13.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-64.6K
- 69.03%
$49.25 - $50.66 $3.18M - $3.27M
29K $1.44M
OBND
Ssga Active Tr Spdr Loomis Say

ETFs
-117K
- 73.5%
$25.52 - $26.19 $3M - $3.08M
42.3K $1.1M
VUG
Vanguard Growth ETF

ETFs
-4.96K
- 24.28%
$369.1 - $427.61 $1.83M - $2.12M
15.5K $5.73M
MSFT
Microsoft Corp

Technology
-5.39K
- 49.33%
$375.39 - $447.2 $2.02M - $2.41M
5.54K $2.08M
GBIL
Goldman Sachs Access Treasury

ETFs
-25K
- 47.06%
$99.85 - $100.19 $2.49M - $2.5M
28.1K $2.82M
GLD
Spdr Gold Trust

ETFs
-8.89K
- 74.59%
$243.19 - $288.14 $2.16M - $2.56M
3.03K $872K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-45.4K
- 65.05%
$42.5 - $46.71 $1.93M - $2.12M
24.4K $1.1M
EEM
Ishares Msci Emerging Markets

ETFs
-45.3K
- 89.76%
$40.81 - $45.34 $1.85M - $2.05M
5.17K $226K
AMZN
Amazon Com Inc

Consumer Cyclical
-6.68K
- 37.29%
$190.26 - $242.06 $1.27M - $1.62M
11.2K $2.14M
PEXL
Pacer Fds Tr Us Export Leaders

ETFs
-32.5K
- 27.88%
$45.41 - $51.56 $1.48M - $1.68M
84.1K $3.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.3K
- 64.9%
$222.15 - $428.22 $510K - $983K
1.24K $321K
VOE
Vanguard Mid Cap Value Index F

ETFs
-6.67K
- 77.86%
$156.61 - $168.02 $1.04M - $1.12M
1.9K $304K
GOOGL
Alphabet Inc.

Communication Services
-3.72K
- 25.97%
$154.33 - $206.19 $574K - $766K
10.6K $1.64M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12K
- 55.22%
$85.29 - $92.57 $1.02M - $1.11M
9.75K $887K
AVIG
American Centy ETF Tr Avantis

ETFs
-26.7K
- 23.36%
$40.06 - $41.55 $1.07M - $1.11M
87.6K $3.63M
NKE
Nike, Inc.

Consumer Cyclical
-11.2K
- 45.65%
$63.29 - $81.72 $708K - $914K
13.3K $845K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-43.4K
- 17.17%
$25.44 - $27.95 $1.11M - $1.21M
210K $5.67M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.19K
- 2.67%
$84.95 - $100.62 $186K - $220K
79.8K $6.96M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-45.9K
- 9.25%
$24.73 - $25.62 $1.14M - $1.18M
450K $11.5M
COST
Costco Wholesale Corp

Consumer Defensive
-939
- 55.99%
$890.62 - $1076.86 $836K - $1.01M
738 $697K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-12.4K
- 75.05%
$57.21 - $65.8 $710K - $817K
4.13K $240K
AVGO
Broadcom Inc.

Technology
-2.8K
- 57.36%
$167.43 - $244.7 $469K - $685K
2.08K $348K
EFV
Msci Eafe Value ETF

ETFs
-17.2K
- 44.05%
$51.88 - $60.73 $891K - $1.04M
21.8K $1.29M
VTI
Vanguard Total Stock Market Et

ETFs
-2.41K
- 55.62%
$271.18 - $303.12 $652K - $729K
1.92K $527K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-9.58K
- 24.15%
$73.78 - $76.59 $707K - $734K
30.1K $2.31M
HD
Home Depot, Inc.

Consumer Cyclical
-1.58K
- 58.72%
$347.25 - $424.87 $547K - $669K
1.11K $405K
CVX
Chevron Corp

Energy
-5.4K
- 41.43%
$146.71 - $167.97 $793K - $908K
7.64K $1.28M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.54K
- 36.3%
$91.45 - $91.75 $598K - $600K
11.5K $1.05M
AVIV
American Centy ETF Tr Avantis
-17.4K
- 21.08%
$51.51 - $58.54 $894K - $1.02M
65K $3.68M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-14.5K
- 43.18%
$40.79 - $42.32 $591K - $614K
19.1K $802K
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.31K
- 50.09%
$92.45 - $106.69 $491K - $567K
5.29K $491K
UNH
Unitedhealth Group Inc

Healthcare
-1.17K
- 68.28%
$461.52 - $548.18 $540K - $641K
543 $284K
JPM
Jpmorgan Chase & CO

Financial Services
-2.31K
- 32.91%
$225.19 - $279.95 $520K - $646K
4.7K $1.15M
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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