Aveo Capital Partners, LLC Sells in Q1 2025

Aveo Capital Partners, LLC

  • $528 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-10.3K
- 54.69%
$40.15 - $47.73 $415K - $493K
8.55K $348K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-19.2K
- 71.61%
$25.54 - $27.64 $490K - $530K
7.61K $207K
WMT
Walmart Inc.

Consumer Defensive
-5.15K
- 37.09%
$84.5 - $105.05 $435K - $541K
8.74K $766K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.87K
- 31.11%
$100.32 - $100.76 $489K - $491K
10.8K $1.09M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-11.5K
- 19.0%
$45.56 - $47.23 $523K - $542K
48.9K $2.3M
VBR
Vanguard Small Cap Value ETF

ETFs
-2.2K
- 42.2%
$183.02 - $207.75 $402K - $457K
3.01K $560K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.68K
- 69.18%
$97.38 - $104.52 $455K - $489K
2.08K $212K
RDVY
First Trust Rising Dividend Ac

ETFs
-7.37K
- 45.08%
$57.22 - $63.39 $421K - $467K
8.97K $525K
PEP
Pepsico Inc

Consumer Defensive
-2.65K
- 45.09%
$142.64 - $156.42 $378K - $414K
3.22K $483K
PID
Invesco Exchange Traded Fd Tr

ETFs
-22.5K
- 68.71%
N/A
10.2K $182K
CRM
Salesforce, Inc.

Technology
-850
- 48.21%
$268.36 - $359.95 $228K - $306K
913 $245K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.87K
- 52.03%
$182.82 - $196.21 $341K - $366K
1.72K $323K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.79K
- 35.02%
$96.88 - $111.25 $270K - $310K
5.17K $516K
VCIT
Vanguard Intermediate Term Cor

ETFs
-4.03K
- 57.46%
$79.17 - $82.04 $319K - $331K
2.99K $244K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-576
- 46.79%
$497.6 - $606.74 $287K - $349K
655 $325K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-6.89K
- 3.25%
$22.83 - $23.75 $157K - $164K
205K $4.72M
PG
Procter & Gamble CO

Consumer Defensive
-1.63K
- 35.32%
$158.56 - $176.26 $258K - $287K
2.98K $507K
AMGN
Amgen Inc

Healthcare
-1.16K
- 55.04%
$258.59 - $327.36 $299K - $379K
945 $294K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.66K
- 32.36%
$126.11 - $135.06 $209K - $224K
3.46K $446K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-418
- 31.1%
$360.07 - $417.26 $151K - $174K
926 $334K
XEL
Xcel Energy Inc

Utilities
-3K
- 43.26%
$63.37 - $72.1 $190K - $217K
3.94K $278K
VIG
Vanguard Dividend Appreciation

ETFs
-1.01K
- 42.91%
N/A
1.34K $244K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.04K
- 25.85%
$54.25 - $57.64 $165K - $175K
8.72K $480K
USB
Us Bancorp \De\

Financial Services
-2.84K
- 34.17%
$40.92 - $50.9 $116K - $145K
5.47K $231K
BX
Blackstone Inc.

Financial Services
-126
- 3.46%
$136.53 - $186.74 $17.2K - $23.5K
3.51K $490K
XLV
Select Sector Spdr Fund Health

ETFs
-1.09K
- 38.95%
$137.61 - $149.68 $149K - $163K
1.7K $248K
ACN
Accenture PLC

Technology
-261
- 20.02%
$300.91 - $398.25 $78.5K - $104K
1.04K $325K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-8.37K
- 28.8%
$26.05 - $30.88 $218K - $259K
20.7K $639K
PANW
Palo Alto Networks Inc

Technology
-542
- 33.07%
$167.82 - $208.28 $91K - $113K
1.1K $187K
ET
Energy Transfer LP

Energy
-4.71K
- 21.58%
$17.26 - $21.08 $81.3K - $99.4K
17.1K $318K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-2.83K
- 33.73%
$38.99 - $40.37 $110K - $114K
5.56K $224K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-324
- 4.27%
$62.43 - $84.12 $20.2K - $27.3K
7.27K $473K
AXP
American Express CO

Financial Services
-142
- 8.36%
$255.39 - $325.87 $36.3K - $46.3K
1.56K $418K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-2.42K
- 22.07%
$48.65 - $53.06 $118K - $129K
8.56K $444K
AVEM
American Centy ETF Tr Avantis

ETFs
-1.35K
- 28.83%
$57.11 - $62.4 $77.2K - $84.4K
3.34K $200K
JNJ
Johnson & Johnson

Healthcare
-1.42K
- 17.34%
$142.06 - $167.7 $202K - $239K
6.78K $1.13M
MEAR
Blackrock Short Maturity Munic

ETFs
-1.27K
- 5.88%
$49.97 - $50.36 $63.4K - $63.9K
20.3K $1.02M
PSA
Public Storage

Real Estate
-170
- 15.92%
$288.99 - $313.98 $49.1K - $53.4K
898 $268K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-166
- 3.16%
$58.81 - $68.2 $9.76K - $11.3K
5.09K $304K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-1.94K
- 2.81%
$25.35 - $27.46 $49.3K - $53.4K
67.2K $1.78M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.3%
$4295.4 - $5141.88 $4.3K - $5.14K
76 $350K
LMT
Lockheed Martin Corp

Industrials
-23
- 4.31%
$423.19 - $506.29 $9.73K - $11.6K
511 $228K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-789
- 5.56%
$39.18 - $43.52 $30.9K - $34.3K
13.4K $560K
VDE
Vanguard Energy ETF

ETFs
-568
- 7.28%
$119.14 - $132.76 $67.7K - $75.4K
7.24K $938K
Tidal ETF Tr
-594
- 2.1%
N/A
27.7K $0
NFLX
Netflix Inc

Communication Services
-26
- 4.26%
$828.4 - $1058.6 $21.5K - $27.5K
584 $544K
CVS
Cvs Health Corp

Healthcare
-1.81K
- 32.46%
$44.22 - $68.64 $79.9K - $124K
3.76K $254K
AGNC
Agnc Investment Corp.

Real Estate
-15
- 0.02%
$9.12 - $10.54 $137 - $158
60.5K $579K
DFAI
Dimensional ETF Tr

ETFs
-2.98K
- 4.58%
$28.88 - $32.4 $86.1K - $96.6K
62.1K $1.94M
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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