$351 Million is the total value of Aveo Capital Partners, LLC's 234 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SPY | New | SPDR S&P 500 ETF TRtr unit | $61,544,000 | – | 275,329 | +100.0% | 17.54% | – |
IEF | New | ISHARES TR7-10 y tr bd etf | $37,399,000 | – | 356,794 | +100.0% | 10.66% | – |
VTI | New | VANGUARD INDEX FDStotal stk mkt | $18,018,000 | – | 156,243 | +100.0% | 5.14% | – |
AGG | New | ISHARES TRcore us aggbd et | $15,447,000 | – | 142,945 | +100.0% | 4.40% | – |
HYG | New | ISHARES TRiboxx hi yd etf | $12,074,000 | – | 139,502 | +100.0% | 3.44% | – |
IWM | New | ISHARES TRrussell 2000 etf | $9,530,000 | – | 70,669 | +100.0% | 2.72% | – |
EFA | New | ISHARES TRmsci eafe etf | $9,291,000 | – | 160,940 | +100.0% | 2.65% | – |
QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $9,201,000 | – | 77,662 | +100.0% | 2.62% | – |
IWD | New | ISHARES TRrus 1000 val etf | $8,282,000 | – | 73,924 | +100.0% | 2.36% | – |
ITOT | New | ISHARES TRcore s&p ttl stk | $5,885,000 | – | 114,743 | +100.0% | 1.68% | – |
GLD | New | SPDR GOLD TRUST | $5,550,000 | – | 50,631 | +100.0% | 1.58% | – |
SHY | New | ISHARES TR1-3 yr tr bd etf | $5,267,000 | – | 62,368 | +100.0% | 1.50% | – |
IVV | New | ISHARES TRcore s&p500 etf | $5,192,000 | – | 23,076 | +100.0% | 1.48% | – |
TLT | New | ISHARES TR20 yr tr bd etf | $3,989,000 | – | 33,487 | +100.0% | 1.14% | – |
MINT | New | PIMCO ETF TRenhan shrt ma ac | $3,496,000 | – | 34,498 | +100.0% | 1.00% | – |
MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $3,426,000 | – | 11,355 | +100.0% | 0.98% | – |
MUB | New | ISHARES TRnational mun etf | $3,415,000 | – | 31,570 | +100.0% | 0.97% | – |
IWV | New | ISHARES TRrussell 3000 etf | $2,768,000 | – | 20,812 | +100.0% | 0.79% | – |
IYF | New | ISHARES TRu.s. finls etf | $2,635,000 | – | 25,968 | +100.0% | 0.75% | – |
LQD | New | ISHARES TRiboxx inv cp etf | $2,485,000 | – | 21,210 | +100.0% | 0.71% | – |
SGOL | New | ETFS GOLD TR | $2,452,000 | – | 21,936 | +100.0% | 0.70% | – |
IAU | New | ISHARES GOLD TRUSTishares | $2,248,000 | – | 202,879 | +100.0% | 0.64% | – |
IGIB | New | ISHARES TRinterm cr bd etf | $2,036,000 | – | 18,818 | +100.0% | 0.58% | – |
VO | New | VANGUARD INDEX FDSmid cap etf | $2,015,000 | – | 15,306 | +100.0% | 0.57% | – |
TIP | New | ISHARES TRtips bd etf | $1,840,000 | – | 16,262 | +100.0% | 0.52% | – |
IEI | New | ISHARES TR3-7 yr tr bd etf | $1,809,000 | – | 14,768 | +100.0% | 0.52% | – |
EEM | New | ISHARES TRmsci emg mkt etf | $1,785,000 | – | 50,984 | +100.0% | 0.51% | – |
BPT | New | BP PRUDHOE BAY RTY TRunit ben int | $1,748,000 | – | 73,613 | +100.0% | 0.50% | – |
CVX | New | CHEVRON CORP NEW | $1,722,000 | – | 14,632 | +100.0% | 0.49% | – |
AOR | New | ISHARESgrwt allocat etf | $1,676,000 | – | 41,310 | +100.0% | 0.48% | – |
VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $1,670,000 | – | 37,808 | +100.0% | 0.48% | – |
PG | New | PROCTER AND GAMBLE CO | $1,661,000 | – | 19,758 | +100.0% | 0.47% | – |
VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,608,000 | – | 44,944 | +100.0% | 0.46% | – |
AMLP | New | ALPS ETF TRalerian mlp | $1,595,000 | – | 126,571 | +100.0% | 0.46% | – |
AAPL | New | APPLE INC | $1,583,000 | – | 13,664 | +100.0% | 0.45% | – |
MBB | New | ISHARES TRmbs etf | $1,572,000 | – | 14,781 | +100.0% | 0.45% | – |
VB | New | VANGUARD INDEX FDSsmall cp etf | $1,533,000 | – | 11,887 | +100.0% | 0.44% | – |
SOXX | New | ISHARES TRphlx semicnd etf | $1,524,000 | – | 12,421 | +100.0% | 0.43% | – |
IWS | New | ISHARES TRrus mdcp val etf | $1,469,000 | – | 18,268 | +100.0% | 0.42% | – |
IYR | New | ISHARES TRu.s. real es etf | $1,459,000 | – | 18,958 | +100.0% | 0.42% | – |
IYG | New | ISHARES TRu.s. fin svc etf | $1,451,000 | – | 13,655 | +100.0% | 0.41% | – |
GE | New | GENERAL ELECTRIC CO | $1,429,000 | – | 45,210 | +100.0% | 0.41% | – |
IYC | New | ISHARES TRu.s. cnsm sv etf | $1,414,000 | – | 9,361 | +100.0% | 0.40% | – |
FLTB | New | FIDELITYltd trm bd etf | $1,391,000 | – | 27,837 | +100.0% | 0.40% | – |
PFF | New | ISHARES TRu.s. pfd stk etf | $1,385,000 | – | 37,212 | +100.0% | 0.40% | – |
IJH | New | ISHARES TRcore s&p mcp etf | $1,381,000 | – | 8,351 | +100.0% | 0.39% | – |
VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $1,363,000 | – | 37,301 | +100.0% | 0.39% | – |
IYJ | New | ISHARES TRu.s. inds etf | $1,337,000 | – | 11,091 | +100.0% | 0.38% | – |
IJR | New | ISHARES TRcore s&p scp etf | $1,321,000 | – | 9,602 | +100.0% | 0.38% | – |
IWB | New | ISHARES TRrus 1000 etf | $1,265,000 | – | 10,164 | +100.0% | 0.36% | – |
GDX | New | VANECK VECTORS ETF TRgold miners etf | $1,252,000 | – | 59,841 | +100.0% | 0.36% | – |
UPS | New | UNITED PARCEL SERVICE INCcl b | $1,253,000 | – | 10,932 | +100.0% | 0.36% | – |
VUG | New | VANGUARD INDEX FDSgrowth etf | $1,220,000 | – | 10,948 | +100.0% | 0.35% | – |
XOM | New | EXXON MOBIL CORP | $1,207,000 | – | 13,369 | +100.0% | 0.34% | – |
IYT | New | ISHARES TRtrans avg etf | $1,200,000 | – | 7,371 | +100.0% | 0.34% | – |
VTV | New | VANGUARD INDEX FDSvalue etf | $1,131,000 | – | 12,162 | +100.0% | 0.32% | – |
USMV | New | ISHARES TRmin vol usa etf | $1,119,000 | – | 24,747 | +100.0% | 0.32% | – |
T | New | AT&T INC | $1,113,000 | – | 26,174 | +100.0% | 0.32% | – |
JNJ | New | JOHNSON & JOHNSON | $1,101,000 | – | 9,553 | +100.0% | 0.31% | – |
STPZ | New | PIMCO ETF TR1-5 us tip idx | $1,097,000 | – | 20,900 | +100.0% | 0.31% | – |
ACWI | New | ISHARES TRmsci acwi etf | $1,093,000 | – | 18,473 | +100.0% | 0.31% | – |
EMB | New | ISHARES TRjp mor em mk etf | $1,045,000 | – | 9,479 | +100.0% | 0.30% | – |
IWF | New | ISHARES TRrus 1000 grw etf | $1,019,000 | – | 9,715 | +100.0% | 0.29% | – |
WIP | New | SPDR SERIES TRUSTciti int gvt etf | $1,007,000 | – | 19,360 | +100.0% | 0.29% | – |
JNK | New | SPDR SERIES TRUSTbloomberg brclys | $1,004,000 | – | 27,531 | +100.0% | 0.29% | – |
SHM | New | SPDR SER TRnuveen blmbrg sr | $940,000 | – | 19,612 | +100.0% | 0.27% | – |
VZ | New | VERIZON COMMUNICATIONS INC | $922,000 | – | 17,270 | +100.0% | 0.26% | – |
ISCB | New | ISHARES TRmrgstr sm cp etf | $920,000 | – | 5,889 | +100.0% | 0.26% | – |
MO | New | ALTRIA GROUP INC | $917,000 | – | 13,560 | +100.0% | 0.26% | – |
KR | New | KROGER CO | $882,000 | – | 25,545 | +100.0% | 0.25% | – |
SDOG | New | ALPS ETF TRsectr div dogs | $865,000 | – | 20,557 | +100.0% | 0.25% | – |
DVY | New | ISHARES TRselect divid etf | $811,000 | – | 9,159 | +100.0% | 0.23% | – |
SPLV | New | POWERSHARES ETF TR IIs&p500 low vol | $787,000 | – | 18,930 | +100.0% | 0.22% | – |
BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $728,000 | – | 4,469 | +100.0% | 0.21% | – |
PRF | New | POWERSHARES ETF TRUSTftse rafi 1000 | $721,000 | – | 7,244 | +100.0% | 0.21% | – |
VNQ | New | VANGUARD INDEX FDSreit etf | $711,000 | – | 8,613 | +100.0% | 0.20% | – |
KO | New | COCA COLA CO | $711,000 | – | 17,152 | +100.0% | 0.20% | – |
WLL | New | WHITING PETE CORP NEW | $688,000 | – | 57,221 | +100.0% | 0.20% | – |
IBM | New | INTERNATIONAL BUSINESS MACHS | $687,000 | – | 4,139 | +100.0% | 0.20% | – |
PFE | New | PFIZER INC | $672,000 | – | 20,688 | +100.0% | 0.19% | – |
AOA | New | ISHARESaggres alloc etf | $663,000 | – | 14,037 | +100.0% | 0.19% | – |
ABIO | New | ARCA BIOPHARMA INC | $661,000 | – | 231,775 | +100.0% | 0.19% | – |
ET | New | ENERGY TRANSFER EQUITY L P | $660,000 | – | 34,175 | +100.0% | 0.19% | – |
AOM | New | ISHARESmodert alloc etf | $626,000 | – | 17,761 | +100.0% | 0.18% | – |
DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $618,000 | – | 3,129 | +100.0% | 0.18% | – |
OILNF | New | BARCLAYS BK PLCipsp croil etn | $612,000 | – | 96,668 | +100.0% | 0.17% | – |
MRK | New | MERCK & CO INC | $599,000 | – | 10,175 | +100.0% | 0.17% | – |
GHDX | New | GENOMIC HEALTH INC | $588,000 | – | 20,000 | +100.0% | 0.17% | – |
MSFT | New | MICROSOFT CORP | $585,000 | – | 9,407 | +100.0% | 0.17% | – |
IVW | New | ISHARES TRs&p 500 grwt etf | $578,000 | – | 4,747 | +100.0% | 0.16% | – |
SDY | New | SPDR SERIES TRUSTs&p divid etf | $555,000 | – | 6,484 | +100.0% | 0.16% | – |
PHYS | New | SPROTT PHYSICAL GOLD TRUSTunit | $550,000 | – | 58,605 | +100.0% | 0.16% | – |
AVGO | New | BROADCOM LTD | $546,000 | – | 3,087 | +100.0% | 0.16% | – |
PEP | New | PEPSICO INC | $549,000 | – | 5,247 | +100.0% | 0.16% | – |
SLV | New | ISHARES SILVER TRUSTishares | $541,000 | – | 35,821 | +100.0% | 0.15% | – |
PGF | New | POWERSHARES ETF TRUSTfinl pfd ptfl | $536,000 | – | 29,868 | +100.0% | 0.15% | – |
WFC | New | WELLS FARGO & CO NEW | $526,000 | – | 9,547 | +100.0% | 0.15% | – |
EPD | New | ENTERPRISE PRODS PARTNERS L | $524,000 | – | 19,395 | +100.0% | 0.15% | – |
IWN | New | ISHARES TRrus 2000 val etf | $523,000 | – | 4,399 | +100.0% | 0.15% | – |
JPM | New | JPMORGAN CHASE & CO | $519,000 | – | 6,012 | +100.0% | 0.15% | – |
SSO | New | PROSHARES TR | $520,000 | – | 6,826 | +100.0% | 0.15% | – |
O | New | REALTY INCOME CORP | $515,000 | – | 8,965 | +100.0% | 0.15% | – |
BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $488,000 | – | 2 | +100.0% | 0.14% | – |
FXL | New | FIRST TR EXCHANGE TRADED FDtech alphadex | $475,000 | – | 12,536 | +100.0% | 0.14% | – |
SJNK | New | SPDR SER TRbloomberg srt tr | $453,000 | – | 16,348 | +100.0% | 0.13% | – |
VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $449,000 | – | 5,660 | +100.0% | 0.13% | – |
DLR | New | DIGITAL RLTY TR INC | $440,000 | – | 4,477 | +100.0% | 0.12% | – |
AXP | New | AMERICAN EXPRESS CO | $439,000 | – | 5,926 | +100.0% | 0.12% | – |
OKE | New | ONEOK INC NEW | $440,000 | – | 7,660 | +100.0% | 0.12% | – |
VXUS | New | VANGUARD STAR FDvg tl intl stk f | $434,000 | – | 9,457 | +100.0% | 0.12% | – |
PM | New | PHILIP MORRIS INTL INC | $416,000 | – | 4,548 | +100.0% | 0.12% | – |
WGP | New | WESTERN GAS EQUITY PARTNERS | $419,000 | – | 9,895 | +100.0% | 0.12% | – |
CSCO | New | CISCO SYS INC | $414,000 | – | 13,714 | +100.0% | 0.12% | – |
GOOGL | New | ALPHABET INCcap stk cl a | $410,000 | – | 517 | +100.0% | 0.12% | – |
NYRT | New | NEW YORK REIT INC | $411,000 | – | 40,641 | +100.0% | 0.12% | – |
FLOT | New | ISHARES TRfltg rate bd etf | $407,000 | – | 8,017 | +100.0% | 0.12% | – |
PZA | New | POWERSHARES ETF TR IIinsur natl mun | $392,000 | – | 15,734 | +100.0% | 0.11% | – |
SPAB | New | SPDR SERIES TRUSTblombrg brc agrt | $391,000 | – | 6,864 | +100.0% | 0.11% | – |
BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $388,000 | – | 4,800 | +100.0% | 0.11% | – |
DPS | New | DR PEPPER SNAPPLE GROUP INC | $381,000 | – | 4,198 | +100.0% | 0.11% | – |
INTC | New | INTEL CORP | $381,000 | – | 10,516 | +100.0% | 0.11% | – |
COP | New | CONOCOPHILLIPS | $380,000 | – | 7,569 | +100.0% | 0.11% | – |
GIS | New | GENERAL MLS INC | $377,000 | – | 6,099 | +100.0% | 0.11% | – |
RWO | New | SPDR INDEX SHS FDSdj glb rl es etf | $368,000 | – | 7,851 | +100.0% | 0.10% | – |
VBR | New | VANGUARD INDEX FDSsm cp val etf | $364,000 | – | 3,005 | +100.0% | 0.10% | – |
NEM | New | NEWMONT MINING CORP | $357,000 | – | 10,471 | +100.0% | 0.10% | – |
TYG | New | TORTOISE ENERGY INFRA CORP | $344,000 | – | 11,212 | +100.0% | 0.10% | – |
SYY | New | SYSCO CORP | $344,000 | – | 6,211 | +100.0% | 0.10% | – |
ORCL | New | ORACLE CORP | $343,000 | – | 8,922 | +100.0% | 0.10% | – |
UTX | New | UNITED TECHNOLOGIES CORP | $332,000 | – | 3,026 | +100.0% | 0.10% | – |
AGZ | New | ISHARES TRagency bond etf | $332,000 | – | 2,946 | +100.0% | 0.10% | – |
RTN | New | RAYTHEON CO | $329,000 | – | 2,318 | +100.0% | 0.09% | – |
SE | New | SPECTRA ENERGY CORP | $323,000 | – | 7,861 | +100.0% | 0.09% | – |
BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $321,000 | – | 4,046 | +100.0% | 0.09% | – |
MDT | New | MEDTRONIC PLC | $318,000 | – | 4,464 | +100.0% | 0.09% | – |
LMT | New | LOCKHEED MARTIN CORP | $320,000 | – | 1,279 | +100.0% | 0.09% | – |
FGB | New | FIRST TRUST SPECIALTY FINANC | $318,000 | – | 44,982 | +100.0% | 0.09% | – |
UNH | New | UNITEDHEALTH GROUP INC | $314,000 | – | 1,963 | +100.0% | 0.09% | – |
VOO | New | VANGUARD INDEX FDS | $315,000 | – | 1,534 | +100.0% | 0.09% | – |
USB | New | US BANCORP DEL | $316,000 | – | 6,149 | +100.0% | 0.09% | – |
SO | New | SOUTHERN CO | $311,000 | – | 6,325 | +100.0% | 0.09% | – |
ABBV | New | ABBVIE INC | $313,000 | – | 4,991 | +100.0% | 0.09% | – |
BMO | New | BANK MONTREAL QUE | $307,000 | – | 4,272 | +100.0% | 0.09% | – |
GSG | New | ISHARES S&P GSCI COMMODITY Iunit ben int | $306,000 | – | 19,554 | +100.0% | 0.09% | – |
MCD | New | MCDONALDS CORP | $305,000 | – | 2,506 | +100.0% | 0.09% | – |
HD | New | HOME DEPOT INC | $305,000 | – | 2,276 | +100.0% | 0.09% | – |
BMY | New | BRISTOL MYERS SQUIBB CO | $303,000 | – | 5,181 | +100.0% | 0.09% | – |
MMM | New | 3M CO | $303,000 | – | 1,696 | +100.0% | 0.09% | – |
NKE | New | NIKE INCcl b | $303,000 | – | 5,962 | +100.0% | 0.09% | – |
FDL | New | FIRST TR MORNINGSTAR DIV LEA | $301,000 | – | 10,841 | +100.0% | 0.09% | – |
EWJ | New | ISHARES INCmsci jpn etf new | $300,000 | – | 6,141 | +100.0% | 0.09% | – |
XEL | New | XCEL ENERGY INC | $297,000 | – | 7,289 | +100.0% | 0.08% | – |
LLY | New | LILLY ELI & CO | $298,000 | – | 4,046 | +100.0% | 0.08% | – |
ICF | New | ISHARES TRcohen&steer reit | $293,000 | – | 2,942 | +100.0% | 0.08% | – |
RWR | New | SPDR SERIES TRUSTdj reit etf | $293,000 | – | 3,142 | +100.0% | 0.08% | – |
EPR | New | EPR PPTYS | $294,000 | – | 4,091 | +100.0% | 0.08% | – |
VTR | New | VENTAS INC | $290,000 | – | 4,631 | +100.0% | 0.08% | – |
PWB | New | POWERSHARES ETF TRUSTdynm lrg cp gr | $291,000 | – | 9,107 | +100.0% | 0.08% | – |
DUK | New | DUKE ENERGY CORP NEW | $287,000 | – | 3,692 | +100.0% | 0.08% | – |
QAI | New | INDEXIQ ETF TRhedge mlti etf | $288,000 | – | 10,049 | +100.0% | 0.08% | – |
C | New | CITIGROUP INC | $285,000 | – | 4,794 | +100.0% | 0.08% | – |
MOO | New | VANECK VECTORS ETF TRagribusiness etf | $282,000 | – | 5,487 | +100.0% | 0.08% | – |
TGT | New | TARGET CORP | $280,000 | – | 3,877 | +100.0% | 0.08% | – |
NBL | New | NOBLE ENERGY INC | $277,000 | – | 7,277 | +100.0% | 0.08% | – |
VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $277,000 | – | 3,251 | +100.0% | 0.08% | – |
SPSB | New | SPDR SERIES TRUSTblomberg brc srt | $273,000 | – | 8,927 | +100.0% | 0.08% | – |
UTF | New | COHEN & STEERS INFRASTRUCTUR | $272,000 | – | 14,028 | +100.0% | 0.08% | – |
SYMC | New | SYMANTEC CORP | $270,000 | – | 11,296 | +100.0% | 0.08% | – |
DJP | New | BARCLAYS BK PLCdjubs cmdt etn36 | $269,000 | – | 11,090 | +100.0% | 0.08% | – |
EOG | New | EOG RES INC | $266,000 | – | 2,631 | +100.0% | 0.08% | – |
BAC | New | BANK AMER CORP | $263,000 | – | 11,897 | +100.0% | 0.08% | – |
AOK | New | ISHARESconser alloc etf | $264,000 | – | 8,123 | +100.0% | 0.08% | – |
BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $262,000 | – | 4,819 | +100.0% | 0.08% | – |
MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $256,000 | – | 7,343 | +100.0% | 0.07% | – |
PSA | New | PUBLIC STORAGE | $254,000 | – | 1,138 | +100.0% | 0.07% | – |
FUN | New | CEDAR FAIR L Pdepositry unit | $248,000 | – | 3,865 | +100.0% | 0.07% | – |
AMZN | New | AMAZON COM INC | $248,000 | – | 330 | +100.0% | 0.07% | – |
DIS | New | DISNEY WALT CO | $245,000 | – | 2,350 | +100.0% | 0.07% | – |
CELG | New | CELGENE CORP | $245,000 | – | 2,114 | +100.0% | 0.07% | – |
NRF | New | NORTHSTAR RLTY FIN CORP | $247,000 | – | 16,313 | +100.0% | 0.07% | – |
OMI | New | OWENS & MINOR INC NEW | $241,000 | – | 6,830 | +100.0% | 0.07% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $237,000 | – | 2,867 | +100.0% | 0.07% | – |
BP | New | BP PLCsponsored adr | $240,000 | – | 6,423 | +100.0% | 0.07% | – |
UL | New | UNILEVER PLCspon adr new | $239,000 | – | 5,877 | +100.0% | 0.07% | – |
RWX | New | SPDR INDEX SHS FDSdj intl rl etf | $237,000 | – | 6,576 | +100.0% | 0.07% | – |
GOOG | New | ALPHABET INCcap stk cl c | $236,000 | – | 306 | +100.0% | 0.07% | – |
AHGP | New | ALLIANCE HOLDINGS GP LP | $233,000 | – | 8,300 | +100.0% | 0.07% | – |
DE | New | DEERE & CO | $232,000 | – | 2,255 | +100.0% | 0.07% | – |
ISRG | New | INTUITIVE SURGICAL INC | $232,000 | – | 366 | +100.0% | 0.07% | – |
IXN | New | ISHARES TRglobal tech etf | $231,000 | – | 2,103 | +100.0% | 0.07% | – |
PDP | New | POWERSHARES ETF TRUSTdwa momentum ptf | $228,000 | – | 5,420 | +100.0% | 0.06% | – |
BIV | New | VANGUARD BD INDEX FD INCintermed term | $227,000 | – | 2,735 | +100.0% | 0.06% | – |
HCP | New | HCP INC | $226,000 | – | 7,608 | +100.0% | 0.06% | – |
IXP | New | ISHARES TR | $226,000 | – | 3,855 | +100.0% | 0.06% | – |
TRP | New | TRANSCANADA CORP | $223,000 | – | 4,929 | +100.0% | 0.06% | – |
NS | New | NUSTAR ENERGY LP | $226,000 | – | 4,531 | +100.0% | 0.06% | – |
CSD | New | CLAYMORE EXCHANGE TRD FD TRgugg s&p spinoff | $222,000 | – | 5,121 | +100.0% | 0.06% | – |
AEE | New | AMEREN CORP | $216,000 | – | 4,112 | +100.0% | 0.06% | – |
RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $217,000 | – | 2,499 | +100.0% | 0.06% | – |
ATAX | New | AMERICA FIRST MULTIFAMILY INben unit ctf | $216,000 | – | 39,995 | +100.0% | 0.06% | – |
ARCC | New | ARES CAP CORP | $219,000 | – | 13,278 | +100.0% | 0.06% | – |
FB | New | FACEBOOK INCcl a | $214,000 | – | 1,864 | +100.0% | 0.06% | – |
SPDW | New | SPDR INDEX SHS FDSs&p wrld ex us | $215,000 | – | 8,376 | +100.0% | 0.06% | – |
RCI | New | ROGERS COMMUNICATIONS INCcl b | $215,000 | – | 5,563 | +100.0% | 0.06% | – |
SHYG | New | ISHARES TR0-5yr hi yl cp | $215,000 | – | 4,536 | +100.0% | 0.06% | – |
APC | New | ANADARKO PETE CORP | $209,000 | – | 2,999 | +100.0% | 0.06% | – |
AMGN | New | AMGEN INC | $211,000 | – | 1,446 | +100.0% | 0.06% | – |
IDLV | New | POWERSHARES ETF TR IIintl dev lowvl | $209,000 | – | 7,349 | +100.0% | 0.06% | – |
UUP | New | POWERSHS DB US DOLLAR INDEXdoll indx bull | $212,000 | – | 7,999 | +100.0% | 0.06% | – |
SNH | New | SENIOR HSG PPTYS TRsh ben int | $207,000 | – | 10,934 | +100.0% | 0.06% | – |
IDOG | New | ALPS ETF TRintl sec dv dog | $208,000 | – | 8,810 | +100.0% | 0.06% | – |
BNS | New | BANK N S HALIFAX | $208,000 | – | 3,739 | +100.0% | 0.06% | – |
TD | New | TORONTO DOMINION BK ONT | $208,000 | – | 4,214 | +100.0% | 0.06% | – |
COST | New | COSTCO WHSL CORP NEW | $207,000 | – | 1,295 | +100.0% | 0.06% | – |
IWR | New | ISHARES TRrus mid-cap etf | $208,000 | – | 1,165 | +100.0% | 0.06% | – |
XPO | New | XPO LOGISTICS INC | $207,000 | – | 4,800 | +100.0% | 0.06% | – |
KMI | New | KINDER MORGAN INC DEL | $203,000 | – | 9,806 | +100.0% | 0.06% | – |
IPAC | New | ISHARES TRcore msci pac | $203,000 | – | 4,169 | +100.0% | 0.06% | – |
SLB | New | SCHLUMBERGER LTD | $205,000 | – | 2,448 | +100.0% | 0.06% | – |
HYLD | New | ADVISORSHARES TRperitus hg yld | $204,000 | – | 5,711 | +100.0% | 0.06% | – |
BA | New | BOEING CO | $201,000 | – | 1,291 | +100.0% | 0.06% | – |
SDS | New | PROSHARES TR | $190,000 | – | 12,555 | +100.0% | 0.05% | – |
DBC | New | POWERSHARES DB CMDTY IDX TRAunit ben int | $169,000 | – | 10,643 | +100.0% | 0.05% | – |
PID | New | POWERSHARES ETF TRUSTintl div achv | $146,000 | – | 10,152 | +100.0% | 0.04% | – |
ECA | New | ENCANA CORP | $133,000 | – | 11,306 | +100.0% | 0.04% | – |
RVLT | New | REVOLUTION LIGHTING TECHNOLO | $88,000 | – | 16,000 | +100.0% | 0.02% | – |
PBT | New | PERMIAN BASIN RTY TRunit ben int | $88,000 | – | 11,426 | +100.0% | 0.02% | – |
SJT | New | SAN JUAN BASIN RTY TRunit ben int | $85,000 | – | 12,812 | +100.0% | 0.02% | – |
FTR | New | FRONTIER COMMUNICATIONS CORP | $49,000 | – | 14,470 | +100.0% | 0.01% | – |
KGC | New | KINROSS GOLD CORP | $46,000 | – | 14,893 | +100.0% | 0.01% | – |
VHC | New | VIRNETX HLDG CORP | $40,000 | – | 18,000 | +100.0% | 0.01% | – |
IBIO | New | IBIO INC | $33,000 | – | 84,700 | +100.0% | 0.01% | – |
SLV | New | ISHARES SILVER TRUSTcall | $0 | – | 10,000 | +100.0% | 0.00% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-19
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 28 | Q3 2023 | 12.9% |
ISHARES TR | 28 | Q3 2023 | 4.8% |
ISHARES TR | 28 | Q3 2023 | 10.7% |
SPDR S&P 500 ETF TR | 28 | Q3 2023 | 17.5% |
ISHARES TR | 28 | Q3 2023 | 9.5% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 1.2% |
ISHARES TR | 28 | Q3 2023 | 1.8% |
PIMCO ETF TR | 28 | Q3 2023 | 2.3% |
VANGUARD INDEX FDS | 28 | Q3 2023 | 0.8% |
VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 0.6% |
View Aveo Capital Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-06 |
13F-HR/A | 2024-02-13 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-06 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-13 |
View Aveo Capital Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.