Aveo Capital Partners, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $856 Million distributed in 340 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $55.3M, Ishares Core S&P 500 ETF with a value of $39.5M, Dimensional ETF Tr with a value of $38.9M, Invesco Ex Traded Self Indx Fd with a value of $26.4M, and Invesco Exchange Traded Fd Tr with a value of $24.8M.
Examining the 13F form we can see an decrease of $53.6M in the current position value, from $910M to 856M.
Below you can find more details about Aveo Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$856 Million
ETFs: $750 Million
Technology: $24.5 Million
Industrials: $12.9 Million
Consumer Cyclical: $11 Million
Financial Services: $10.8 Million
Healthcare: $8.47 Million
Communication Services: $7.98 Million
Energy: $6.85 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
