$580 Million is the total value of Aveo Capital Partners, LLC's 270 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GDX | New | VANECK ETF TRUSTgold miners etf | $3,710,000 | – | 153,817 | +100.0% | 0.64% | – |
| CWB | New | SPDR SER TRbbg conv sec etf | $2,384,000 | – | 37,669 | +100.0% | 0.41% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $767,000 | – | 9,725 | +100.0% | 0.13% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $748,000 | – | 9,942 | +100.0% | 0.13% | – |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $596,000 | – | 29,164 | +100.0% | 0.10% | – | |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $584,000 | – | 10,160 | +100.0% | 0.10% | – |
| BOIL | New | PROSHARES TR IIultra bloomberg | $537,000 | – | 10,000 | +100.0% | 0.09% | – |
| DHR | New | DANAHER CORPORATION | $418,000 | – | 1,618 | +100.0% | 0.07% | – |
| MSVX | New | ETF SER SOLUTIONSlha mkt st alp | $399,000 | – | 16,224 | +100.0% | 0.07% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $396,000 | – | 6,389 | +100.0% | 0.07% | – |
| AFL | New | AFLAC INC | $354,000 | – | 6,293 | +100.0% | 0.06% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $297,000 | – | 3,697 | +100.0% | 0.05% | – |
| SPEU | New | SPDR INDEX SHS FDSportflo eurp etf | $288,000 | – | 10,014 | +100.0% | 0.05% | – |
| TQQQ | New | PROSHARES TRultrapro qqq | $284,000 | – | 14,700 | +100.0% | 0.05% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $276,000 | – | 1,320 | +100.0% | 0.05% | – |
| FTSL | New | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $277,000 | – | 6,292 | +100.0% | 0.05% | – |
| RH | New | RH | $275,000 | – | 1,117 | +100.0% | 0.05% | – |
| TSN | New | TYSON FOODS INCcl a | $271,000 | – | 4,116 | +100.0% | 0.05% | – |
| New | VS TRUST2x long vix fut | $270,000 | – | 19,343 | +100.0% | 0.05% | – | |
| New | PROSHARES TR IIulsht bloomb oil | $268,000 | – | 8,840 | +100.0% | 0.05% | – | |
| LH | New | LABORATORY CORP AMER HLDGS | $267,000 | – | 1,304 | +100.0% | 0.05% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $257,000 | – | 886 | +100.0% | 0.04% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $249,000 | – | 2,816 | +100.0% | 0.04% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $250,000 | – | 363 | +100.0% | 0.04% | – |
| USHY | New | ISHARES TRbroad usd high | $249,000 | – | 7,418 | +100.0% | 0.04% | – |
| KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $244,000 | – | 4,990 | +100.0% | 0.04% | – |
| IUS | New | INVESCO EXCH TRD SLF IDX FDrafi stratgic us | $228,000 | – | 6,876 | +100.0% | 0.04% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $214,000 | – | 3,625 | +100.0% | 0.04% | – |
| NEE | New | NEXTERA ENERGY INC | $206,000 | – | 2,627 | +100.0% | 0.04% | – |
| SBUX | New | STARBUCKS CORP | $208,000 | – | 2,464 | +100.0% | 0.04% | – |
| SNA | New | SNAP ON INC | $203,000 | – | 1,008 | +100.0% | 0.04% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $202,000 | – | 2,337 | +100.0% | 0.04% | – |
| RETL | New | DIREXION SHS ETF TRretail bull 3x | $136,000 | – | 22,120 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.