Aveo Capital Partners, LLC Reduced Holdings in Q4 2024

Aveo Capital Partners, LLC

  • $856 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-120
- 6.61%
$288.47 - $316.54 $34.6K - $38K
1.7K $491K
CMCSA
Comcast Corp

Communication Services
-611
- 8.35%
$37.39 - $45.14 $22.8K - $27.6K
6.7K $251K
PG
Procter & Gamble CO

Consumer Defensive
-167
- 3.5%
$161.05 - $179.7 $26.9K - $30K
4.61K $772K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-337
- 1.84%
$77.02 - $78.58 $26K - $26.5K
17.9K $1.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-804
- 13.26%
$63.58 - $71.15 $51.1K - $57.2K
5.26K $342K
DVY
Ishares Tr

ETFs
-281
- 11.38%
$129.55 - $143.41 $36.4K - $40.3K
2.19K $287K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-385
- 2.64%
$45.17 - $47.23 $17.4K - $18.2K
14.2K $642K
KORP
American Centy ETF Tr Diversif

ETFs
-533
- 6.45%
$45.76 - $48.27 $24.4K - $25.7K
7.73K $354K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-892
- 7.76%
$55.86 - $60.21 $49.8K - $53.7K
10.6K $606K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-845
- 4.79%
$11.82 - $13.73 $9.99K - $11.6K
16.8K $202K
MGV
Vanguard Mega Cap Value

ETFs
-54
- 0.74%
$124.06 - $133.48 $6.7K - $7.21K
7.28K $909K
GE
General Electric CO

Industrials
-18
- 1.44%
$159.95 - $194.23 $2.88K - $3.5K
1.23K $204K
TT
Trane Technologies PLC

Industrials
-10
- 0.74%
$369.35 - $419.14 $3.69K - $4.19K
1.34K $494K
CAT
Caterpillar Inc

Industrials
-30
- 4.58%
$360.37 - $416.88 $10.8K - $12.5K
625 $226K
DUK
Duke Energy Corp

Utilities
-45
- 1.37%
$105.76 - $120.76 $4.76K - $5.43K
3.23K $348K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-1.24K
- 5.35%
$51.31 - $55.61 $63.8K - $69.1K
22K $1.17M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-662
- 3.54%
$26.55 - $27.32 $17.6K - $18.1K
18.1K $482K
ABT
Abbott Laboratories

Healthcare
-218
- 6.69%
$111.93 - $119.39 $24.4K - $26K
3.04K $343K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-62
- 4.48%
$209.89 - $233.24 $13K - $14.5K
1.32K $280K
TFLO
Ishares Treasury Floating Rate

ETFs
-525
- 4.72%
$50.37 - $50.63 $26.4K - $26.6K
10.6K $535K
ROP
Roper Technologies Inc

Industrials
-19
- 4.28%
$519.85 - $575.95 $9.88K - $10.9K
425 $220K
ORCL
Oracle Corp

Technology
-106
- 4.49%
$165.41 - $192.43 $17.5K - $20.4K
2.26K $376K
SHEL
Shell PLC

Energy
-116
- 2.28%
$60.63 - $70.23 $7.03K - $8.15K
4.96K $311K
PCEF
Invesco Cef Income Composite E

ETFs
-496
- 3.08%
$19.05 - $19.86 $9.45K - $9.85K
15.6K $299K
VDE
Vanguard Energy ETF

ETFs
-63
- 0.8%
$116.67 - $136.78 $7.35K - $8.62K
7.8K $946K
KKR
Kkr & Co. Inc.

Financial Services
-308
- 18.17%
$129.87 - $162.87 $40K - $50.2K
1.39K $205K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-283
- 2.45%
$50.73 - $51.08 $14.4K - $14.5K
11.2K $572K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-291
- 2.5%
$23.63 - $26.47 $6.88K - $7.7K
11.4K $270K
ITM
Vaneck Intermediate Muni ETF

ETFs
-49
- 0.48%
$45.56 - $46.97 $2.23K - $2.3K
10.1K $465K
IBM
International Business Machines Corp

Technology
-34
- 1.54%
$204.9 - $238.04 $6.97K - $8.09K
2.17K $477K
T
At&T Inc.

Communication Services
-1.16K
- 5.05%
$21.22 - $23.88 $24.5K - $27.6K
21.7K $494K
ISCB
International Speedway Corp

ETFs
-36
- 0.18%
$57.44 - $64.3 $2.07K - $2.31K
19.9K $1.17M
AON
Aon PLC

Financial Services
-54
- 4.42%
$344.14 - $393.31 $18.6K - $21.2K
1.17K $419K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-15
- 0.09%
$19.38 - $19.58 $291 - $294
15.8K $307K
Grayscale Ethereum Trust ETF
-578
- 6.27%
N/A
8.64K $0
J P Morgan Exchange Traded F
-4.54K
- 3.6%
N/A
122K $0
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-24
- 0.16%
$20.6 - $20.71 $494 - $497
14.9K $308K
AVGE
American Centy ETF Tr Avantis
-2.2K
- 9.43%
N/A
21.1K $0
Jacobs Solutions Inc
-193
- 5.1%
N/A
3.59K $0
Prospect Cap Corp
-35K
- 28.69%
N/A
87K $0
FISV
Fiserv Inc

Technology
-4
- 0.18%
N/A
2.18K $273K
AVLV
American Centy ETF Tr Avantis
-98
- 1.18%
$65.51 - $71.22 $6.42K - $6.98K
8.2K $547K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.74K
- 0.84%
$33.92 - $36.6 $58.9K - $63.5K
205K $7.09M
TMUS
T Mobile Us, Inc.

Communication Services
-77
- 4.14%
$206.1 - $246.94 $15.9K - $19K
1.78K $393K
META
Meta Platforms, Inc.

Communication Services
-22
- 1.38%
$554.08 - $632.68 $12.2K - $13.9K
1.57K $924K
VXF
Vanguard Extended Market ETF

ETFs
-171
- 2.72%
$179.17 - $207.15 $30.6K - $35.4K
6.11K $1.16M
PWR
Quanta Services, Inc.

Industrials
-5
- 0.47%
$296.05 - $346.6 $1.48K - $1.73K
1.06K $333K
IVW
Ishares S&P 500 Growth ETF

ETFs
-363
- 3.31%
$94.43 - $105.47 $34.3K - $38.3K
10.6K $1.08M
VTI
Vanguard Total Stock Market Et

ETFs
-1
- 0.02%
$280.04 - $302.45 $280 - $302
4.32K $1.25M
Activity Summary
Buys All Purchases 168 New Holdings 30 Increased Positions 138 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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