Aveo Capital Partners, LLC Portfolio Holdings
Aveo Capital Partners, LLC
- $844 Million
- Q2 2024
Aveo Capital Partners, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $844 Million distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $37.2M, Ishares Core S&P 500 ETF with a value of $36.2M, Proshares Ultra Qqq with a value of $25.5M, Invesco Ex Traded Self Indx Fd with a value of $24.5M, and Ishares Tr Broad Usd High Yiel with a value of $24M.
Examining the 13F form we can see an decrease of $39.2M in the current position value, from $883M to 844M.
Below you can find more details about Aveo Capital Partners, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 317
- Current Value $844 Million
- Prior Value $883 Million
- Filing
- Period Q2 2024
- Filing Date August 02, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 12 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 181 stocks