$242 Million is the total value of Aveo Capital Partners, LLC's 191 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | New | INVESCO QQQ TRunit ser 1 | $3,033,000 | – | 15,157 | +100.0% | 1.25% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $3,015,000 | – | 22,785 | +100.0% | 1.25% | – |
| NUAG | New | NUSHARES ETF TRnuveen enhnc yld | $2,960,000 | – | 119,675 | +100.0% | 1.22% | – |
| ICF | New | ISHARES TRcohen steer reit | $2,851,000 | – | 24,138 | +100.0% | 1.18% | – |
| SPYV | New | SPDR SERIES TRUSTprtflo s&p500 vl | $380,000 | – | 11,340 | +100.0% | 0.16% | – |
| PRF | New | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $373,000 | – | 3,049 | +100.0% | 0.15% | – |
| GL | New | GLOBE LIFE INC | $334,000 | – | 3,408 | +100.0% | 0.14% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $298,000 | – | 1,800 | +100.0% | 0.12% | – |
| SPHD | New | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $288,000 | – | 6,619 | +100.0% | 0.12% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $263,000 | – | 5,385 | +100.0% | 0.11% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $261,000 | – | 4,915 | +100.0% | 0.11% | – |
| VIG | New | VANGUARD GROUPdiv app etf | $248,000 | – | 2,065 | +100.0% | 0.10% | – |
| TGT | New | TARGET CORP | $232,000 | – | 2,137 | +100.0% | 0.10% | – |
| RPV | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $233,000 | – | 3,461 | +100.0% | 0.10% | – |
| PGX | New | INVESCO EXCHNG TRADED FD TRs&p midcp low | $229,000 | – | 4,308 | +100.0% | 0.10% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $224,000 | – | 4,395 | +100.0% | 0.09% | – |
| ABBV | New | ABBVIE INC | $214,000 | – | 2,583 | +100.0% | 0.09% | – |
| USB | New | US BANCORP DEL | $202,000 | – | 3,480 | +100.0% | 0.08% | – |
| XYF | New | X FINANCIALsponsored ads | $19,000 | – | 10,200 | +100.0% | 0.01% | – |
| GDX | New | VANECK VECTORS ETF TRcall | $0 | – | 200 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-07
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.