$290 Million is the total value of Aveo Capital Partners, LLC's 136 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,318 | -100.0% | -0.07% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -3,737 | -100.0% | -0.07% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -218 | -100.0% | -0.07% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -1,453 | -100.0% | -0.08% | – |
| RWR | Exit | SPDR SERIES TRUSTdj reit etf | $0 | – | -2,567 | -100.0% | -0.08% | – |
| MMM | Exit | 3M CO | $0 | – | -1,155 | -100.0% | -0.08% | – |
| WLL | Exit | WHITING PETE CORP NEW | $0 | – | -51,784 | -100.0% | -0.10% | – |
| PZA | Exit | POWERSHARES ETF TR IIinsur natl mun | $0 | – | -12,372 | -100.0% | -0.11% | – |
| IYC | Exit | ISHARES TRu.s. cnsm sv etf | $0 | – | -10,306 | -100.0% | -0.60% | – |
| CWB | Exit | SPDR SERIES TRUSTblmbrg brc cnvrt | $0 | – | -34,825 | -100.0% | -0.61% | – |
| USIG | Exit | ISHARES TRus credit bd etf | $0 | – | -15,648 | -100.0% | -0.62% | – |
| ITA | Exit | ISHARES TRu.s. aer&def etf | $0 | – | -11,241 | -100.0% | -0.62% | – |
| EWT | Exit | ISHARES INCmsci taiwan etf | $0 | – | -49,883 | -100.0% | -0.63% | – |
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 2017-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 31 | Q2 2024 | 12.9% |
| ISHARES TR | 31 | Q2 2024 | 4.8% |
| ISHARES TR | 31 | Q2 2024 | 10.7% |
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 17.5% |
| ISHARES TR | 31 | Q2 2024 | 9.5% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 1.2% |
| ISHARES TR | 31 | Q2 2024 | 1.8% |
| PIMCO ETF TR | 31 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 31 | Q2 2024 | 0.8% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q2 2024 | 0.6% |
View Aveo Capital Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-14 |
| 13F-HR | 2024-08-02 |
| 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 |
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.