$278 Million is the total value of Aveo Capital Partners, LLC's 194 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RDSB | Exit | ROYAL DUTCH SHELL PLCcall | $0 | – | -10,000 | -100.0% | -0.03% | – |
| XOM | Exit | EXXON MOBIL CORPcall | $0 | – | -10,000 | -100.0% | -0.03% | – |
| BAC | Exit | BK OF AMERICA CORPcall | $0 | – | -10,000 | -100.0% | -0.04% | – |
| RDSB | Exit | ROYAL DUTCH SHELL PLCspon adr b | $0 | – | -21,221 | -100.0% | -1.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-13
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.