$49.9 Million is the total value of Aveo Capital Partners, LLC's 60 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $646,000 | – | 21,221 | +100.0% | 1.30% | – |
| SHV | New | ISHARES TRshort treas bd | $591,000 | – | 5,334 | +100.0% | 1.19% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $502,000 | – | 3,932 | +100.0% | 1.01% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $456,000 | – | 8,087 | +100.0% | 0.92% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $454,000 | – | 19,630 | +100.0% | 0.91% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $442,000 | – | 7,849 | +100.0% | 0.89% | – |
| XLC | New | SELECT SECTOR SPDR TR | $433,000 | – | 8,020 | +100.0% | 0.87% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $407,000 | – | 6,944 | +100.0% | 0.82% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $400,000 | – | 11,481 | +100.0% | 0.80% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $262,000 | – | 2,570 | +100.0% | 0.53% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $214,000 | – | 1,498 | +100.0% | 0.43% | – |
| MUNI | New | PIMCO ETF TRinter mun bd act | $212,000 | – | 3,815 | +100.0% | 0.43% | – |
| BAC | New | BK OF AMERICA CORPcall | $20,000 | – | 10,000 | +100.0% | 0.04% | – |
| XOM | New | EXXON MOBIL CORPcall | $16,000 | – | 10,000 | +100.0% | 0.03% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCcall | $14,000 | – | 10,000 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-12
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.