Aveo Capital Partners, LLC Portfolio Holdings
Aveo Capital Partners, LLC
- $910 Million
- Q3 2024
Aveo Capital Partners, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $910 Million distributed in 339 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $39.9M, Ishares Core S&P 500 ETF with a value of $39.3M, Ishares Barclays with a value of $35.7M, Invesco Ex Traded Self Indx Fd with a value of $27.1M, and Ishares Trishares 0 3 Mnth Tre with a value of $24.3M.
Examining the 13F form we can see an increase of $66.2M in the current position value, from $844M to 910M.
Below you can find more details about Aveo Capital Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$910 Million
ETFs: $809 Million
Technology: $24.3 Million
Industrials: $9.59 Million
Healthcare: $9.11 Million
Consumer Cyclical: $8.75 Million
Financial Services: $7.91 Million
Energy: $6.74 Million
Communication Services: $6.4 Million
Other: $11.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 339
- Current Value $910 Million
- Prior Value $844 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 37 stocks
- Additional Purchases 149 stocks
- Sold out of 0 stocks
- Reduced holdings in 136 stocks