$665 Thousand is the total value of Aveo Capital Partners, LLC's 329 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PZA | Exit | INVESCO EXCH TRADED FD TR IInatl amt muni | $0 | – | -11,131 | -100.0% | -0.04% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -6,293 | -100.0% | -0.04% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -4,216 | -100.0% | -0.04% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -6,279 | -100.0% | -0.05% | – |
| Exit | PROSHARES TR IIulsht bloomb oil | $0 | – | -8,840 | -100.0% | -0.05% | – | |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -4,116 | -100.0% | -0.05% | – |
| RH | Exit | RH | $0 | – | -1,117 | -100.0% | -0.05% | – |
| Exit | VS TRUST2x long vix fut | $0 | – | -19,343 | -100.0% | -0.05% | – | |
| AAAU | Exit | GOLDMAN SACHS PHYSICAL GOLDunit | $0 | – | -17,539 | -100.0% | -0.05% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -4,378 | -100.0% | -0.05% | – |
| GVI | Exit | ISHARES TRintrm gov cr etf | $0 | – | -4,807 | -100.0% | -0.08% | – |
| NUAG | Exit | NUSHARES ETF TRnuveen enhnc yld | $0 | – | -25,269 | -100.0% | -0.09% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -3,530 | -100.0% | -0.10% | – |
| VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -18,197 | -100.0% | -0.17% | – |
| VTWV | Exit | VANGUARD SCOTTSDALE FDSvng rus2000val | $0 | – | -18,203 | -100.0% | -0.36% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -40,283 | -100.0% | -0.41% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -40,342 | -100.0% | -0.76% | – |
| COM | Exit | DIREXION SHS ETF TRauspce cmd stg | $0 | – | -181,447 | -100.0% | -0.93% | – |
| QLD | Exit | PROSHARES TR | $0 | – | -165,558 | -100.0% | -1.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-03
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.