Aveo Capital Partners, LLC Reduced Holdings in Q3 2024

Aveo Capital Partners, LLC

  • $910 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QLD
Proshares Ultra Qqq

ETFs
-253K
- 98.95%
$81.06 - $109.83 $20.5M - $27.7M
2.69K $270K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-498K
- 75.14%
$36.06 - $37.66 $17.9M - $18.7M
165K $6.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-20.6K
- 80.13%
$434.77 - $502.96 $8.94M - $10.3M
5.1K $2.49M
IWD
Ishares Russell 1000 Val ETF

ETFs
-22.7K
- 86.66%
$173.36 - $189.8 $3.93M - $4.3M
3.49K $662K
XLE
Energy Sector Spdr

ETFs
-37.1K
- 21.89%
$84.35 - $93.39 $3.13M - $3.46M
132K $11.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-44.6K
- 95.03%
$79.92 - $88.19 $3.56M - $3.93M
2.33K $205K
GBIL
Goldman Sachs Access Treasury

ETFs
-21.4K
- 25.29%
$99.7 - $100.3 $2.13M - $2.14M
63.2K $6.33M
MSFT
Microsoft Corp

Technology
-3.98K
- 22.37%
$395.15 - $467.56 $1.57M - $1.86M
13.8K $5.94M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-17.8K
- 46.98%
$96.3 - $106.49 $1.72M - $1.9M
20.1K $2.11M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-46.7K
- 55.57%
$39.15 - $46.02 $1.83M - $2.15M
37.4K $1.71M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-45K
- 37.35%
$33.74 - $37.96 $1.52M - $1.71M
75.6K $2.84M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-31.1K
- 28.97%
$36.53 - $40.04 $1.14M - $1.25M
76.3K $3.05M
PID
Invesco Exchange Traded Fd Tr

ETFs
-52K
- 47.29%
$17.85 - $17.85 $928K - $928K
57.9K $1.03M
SYLD
Cambria Shareholder Yld ETF

ETFs
-13K
- 47.6%
$66.68 - $72.81 $867K - $946K
14.3K $1.04M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-15.8K
- 59.01%
$44.66 - $49.15 $704K - $774K
10.9K $515K
IOO
Ishares Tr Global 100 ETF

ETFs
-6.36K
- 39.17%
$89.63 - $100.83 $570K - $642K
9.89K $980K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-5.03K
- 42.38%
$114.73 - $120.23 $577K - $605K
6.84K $817K
RDVY
First Trust Rising Dividend Ac

ETFs
-10.8K
- 30.86%
$53.68 - $59.24 $579K - $638K
24.1K $1.43M
MSVX
ETF Ser Solutions Lha Mkt St A

ETFs
-17.1K
- 45.2%
$22.07 - $24.82 $377K - $424K
20.7K $457K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-5.15K
- 33.79%
$93.65 - $97.81 $482K - $504K
10.1K $986K
MUB
Ishares National Muni Bond ETF

ETFs
-3.39K
- 20.64%
$106.13 - $108.7 $360K - $368K
13K $1.42M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-3.83K
- 37.01%
$95.1 - $106.76 $364K - $409K
6.52K $695K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-6.49K
- 15.93%
$41.34 - $43.55 $268K - $283K
34.3K $1.48M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-975
- 19.81%
$405.19 - $478.57 $395K - $467K
3.95K $1.82M
JNJ
Johnson & Johnson

Healthcare
-2.03K
- 22.44%
$145.48 - $167.38 $295K - $340K
7.01K $1.14M
PG
Procter & Gamble CO

Consumer Defensive
-1.34K
- 21.87%
$160.76 - $177.82 $215K - $238K
4.77K $826K
CVX
Chevron Corp

Energy
-329
- 2.51%
$137.88 - $161.97 $45.4K - $53.3K
12.8K $1.89M
NVDA
Nvidia Corp

Technology
-597
- 1.33%
$98.91 - $134.91 $59K - $80.5K
44.2K $5.37M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-8.22K
- 19.43%
$26.69 - $29.87 $219K - $246K
34.1K $991K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-12.8K
- 41.97%
$12.63 - $13.72 $161K - $175K
17.6K $238K
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-2.68K
- 31.38%
$51.3 - $59.04 $137K - $158K
5.86K $322K
MRK
Merck & Co., Inc.

Healthcare
-637
- 13.09%
$111.15 - $128.97 $70.8K - $82.2K
4.23K $480K
LMT
Lockheed Martin Corp

Industrials
-364
- 36.92%
$460.3 - $584.56 $168K - $213K
622 $363K
ET
Energy Transfer LP

Energy
-5.5K
- 14.75%
$15.43 - $16.44 $84.9K - $90.4K
31.8K $510K
XLI
Industrial Sector Spdr

ETFs
-1.31K
- 20.65%
$120.56 - $135.44 $158K - $178K
5.04K $682K
AWK
American Water Works Company, Inc.

Utilities
-856
- 36.49%
$127.76 - $149.9 $109K - $128K
1.49K $217K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.29K
- 8.56%
$81.31 - $83.29 $105K - $107K
13.8K $1.14M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.61K
- 12.61%
$50.42 - $50.66 $81K - $81.4K
11.1K $563K
NVO
Novo Nordisk A S

Healthcare
-66
- 2.17%
$119.07 - $145.42 $7.86K - $9.6K
2.98K $354K
LLY
Eli Lilly & CO

Healthcare
-50
- 3.0%
$772.14 - $960.02 $38.6K - $48K
1.62K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
-133
- 10.25%
$801.83 - $917.05 $107K - $122K
1.16K $1.03M
HCA
Hca Healthcare, Inc.

Healthcare
-451
- 33.02%
$315.12 - $406.43 $142K - $183K
915 $371K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.66K
- 28.45%
$191.76 - $263.26 $319K - $438K
4.18K $1.09M
F
Ford Motor CO

Consumer Cyclical
-1.95K
- 9.34%
$9.71 - $14.55 $18.9K - $28.3K
18.9K $199K
VDE
Vanguard Energy ETF

ETFs
-132
- 1.65%
$117.44 - $131.06 $15.5K - $17.3K
7.87K $963K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-920
- 13.37%
$90.36 - $98.07 $83.1K - $90.2K
5.96K $584K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-1.44K
- 17.66%
$58.75 - $64.07 $84.8K - $92.5K
6.73K $431K
PWR
Quanta Services, Inc.

Industrials
-350
- 24.82%
$239.58 - $298.23 $83.9K - $104K
1.06K $315K
XLP
Consumer Staples Sector Spdr

ETFs
-487
- 6.47%
$76.04 - $76.04 $37K - $37K
7.04K $534K
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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