Aveo Capital Partners, LLC Portfolio Holdings
Aveo Capital Partners, LLC
- $856 Million
- Q4 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 340
- Current Value $856 Million
- Prior Value $910 Million
- Filing
- Period Q4 2024
- Filing Date January 30, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 30 stocks
- Additional Purchases 138 stocks
- Sold out of 0 stocks
- Reduced holdings in 162 stocks