$557 Million is the total value of Aveo Capital Partners, LLC's 284 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DBO | Exit | INVESCO DB MULTI-SECTOR COMMoil fd | $0 | – | -10,275 | -100.0% | -0.03% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -580 | -100.0% | -0.04% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,159 | -100.0% | -0.04% | – |
| GXC | Exit | SPDR INDEX SHS FDSs&p china etf | $0 | – | -1,911 | -100.0% | -0.04% | – |
| CLTL | Exit | INVESCO EXCH TRADED FD TR IItreas colaterl | $0 | – | -2,103 | -100.0% | -0.05% | – |
| USB | Exit | US BANCORP DEL | $0 | – | -4,181 | -100.0% | -0.05% | – |
| INTC | Exit | INTEL CORP | $0 | – | -4,945 | -100.0% | -0.06% | – |
| EWJ | Exit | ISHARES INCmsci jpn etf new | $0 | – | -7,456 | -100.0% | -0.11% | – |
| XSW | Exit | SPDR SER TR | $0 | – | -3,324 | -100.0% | -0.12% | – |
| SPTS | Exit | SPDR SER TRportfolio sh tsr | $0 | – | -18,840 | -100.0% | -0.12% | – |
| EMQQ | Exit | EXCHANGE TRADED CONCEPTS TRemqq em intern | $0 | – | -15,430 | -100.0% | -0.16% | – |
| EZJ | Exit | PROSHARES TRul msci jp etf | $0 | – | -41,466 | -100.0% | -0.43% | – |
| BIDU | Exit | BAIDU INCspon adr rep a | $0 | – | -21,430 | -100.0% | -0.69% | – |
| UWM | Exit | PROSHARES TR | $0 | – | -264,666 | -100.0% | -2.98% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.