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Aveo Capital Partners, Llc

13F Holdings
Filed: 2025-05-12
Portfolio Value
601.18M arrow_downward -34.16%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001576584
Filing Date
2025-05-12 16:08:36
Address
9635 Maroon Circle
Englewood
CO
Prior Value
913.13M
Top 10 Holdings %
lock
Portfolio Value
Aveo Capital Partners, Llc
(13F - 2025-03-31)
Dimensional Etf Trust
DFAU
2025-05-12
Value
38.97M
Shares
1.01M
Portfolio %
6.48%
Pimco Etf Tr
PYLD
2025-05-12
Value
37.58M
Shares
1.45M
Portfolio %
6.25%
Ishares Tr
OEF
2025-05-12
Value
31.63M
Shares
116.43K
Portfolio %
5.26%
Ishares Tr
SGOV
2025-05-12
Value
31.33M
Shares
311.96K
Portfolio %
5.21%
Invesco Exch Traded Fd Tr Ii
QQQM
2025-05-12
Value
30.43M
Shares
152.90K
Portfolio %
5.06%
Invesco Exch Trd Slf Idx Fd
IUS
2025-05-12
Value
29.32M
Shares
607.88K
Portfolio %
4.88%
Dimensional Etf Trust
DFIC
2025-05-12
Value
19.08M
Shares
653.00K
Portfolio %
3.17%
Dimensional Etf Trust
DFAE
2025-05-12
Value
19.01M
Shares
716.14K
Portfolio %
3.16%
Ishares Tr
IEF
2025-05-12
Value
17.37M
Shares
182.85K
Portfolio %
2.89%
Ishares Gold Tr
IAU
2025-05-12
Value
14.50M
Shares
227.97K
Portfolio %
2.41%
Top Increases | Aveo Capital Partners, Llc
(2024-12-31 → 2025-03-31)
Pimco Etf Tr
PYLD
2025-05-12
Value Change
arrow_upward 16.75M
Shares
arrow_upward 642.27K
Portfolio % Change
arrow_upward 3.97%
Portfolio %
6.25%
Ishares Tr
OEF
2025-05-12
Value Change
arrow_upward 7.51M
Shares
arrow_upward 32.94K
Portfolio % Change
arrow_upward 2.62%
Portfolio %
5.26%
Invesco Exch Traded Fd Tr Ii
QQQM
2025-05-12
Value Change
arrow_upward 5.67M
Shares
arrow_upward 35.23K
Portfolio % Change
arrow_upward 2.35%
Portfolio %
5.06%
Dimensional Etf Trust
DFAU
2025-05-12
Value Change
arrow_upward 37.19K
Shares
arrow_upward 51.46K
Portfolio % Change
arrow_upward 2.22%
Portfolio %
6.48%
Invesco Exch Trd Slf Idx Fd
IUS
2025-05-12
Value Change
arrow_upward 2.90M
Shares
arrow_upward 76.05K
Portfolio % Change
arrow_upward 1.98%
Portfolio %
4.88%
Ishares Tr
IEF
2025-05-12
Value Change
arrow_upward 7.88M
Shares
arrow_upward 80.14K
Portfolio % Change
arrow_upward 1.85%
Portfolio %
2.89%
Dimensional Etf Trust
DFIC
2025-05-12
Value Change
arrow_upward 3.52M
Shares
arrow_upward 50.74K
Portfolio % Change
arrow_upward 1.47%
Portfolio %
3.17%
Schwab Strategic Tr
FNDF
2025-05-12
Value Change
arrow_upward 5.23M
Shares
arrow_upward 116.70K
Portfolio % Change
arrow_upward 1.23%
Portfolio %
1.93%
Dimensional Etf Trust
DFAE
2025-05-12
Value Change
arrow_upward 787.10K
Shares
arrow_upward -2284.00
Portfolio % Change
arrow_upward 1.17%
Portfolio %
3.16%
Ishares Gold Tr
IAU
2025-05-12
Value Change
arrow_upward 2.66M
Shares
arrow_upward -11292.00
Portfolio % Change
arrow_upward 1.11%
Portfolio %
2.41%
Top Decreases | Aveo Capital Partners, Llc
(2024-12-31 → 2025-03-31)
Ishares Tr
EFV
2025-05-12
Value Change
arrow_downward -702934.00
Shares
arrow_downward -17168.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.22%
Ishares Tr
IWF
2025-05-12
Value Change
arrow_downward -194799.00
Shares
arrow_downward -418.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Select Sector Spdr Tr
XLV
2025-05-12
Value Change
arrow_downward -153290.00
Shares
arrow_downward -1086.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.04%
Xcel Energy Inc
XEL
2025-05-12
Value Change
arrow_downward -187640.00
Shares
arrow_downward -3003.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Procter And Gamble Co
PG
2025-05-12
Value Change
arrow_downward -297680.00
Shares
arrow_downward -1627.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.08%
Spdr Ser Tr
BIL
2025-05-12
Value Change
arrow_downward -597377.00
Shares
arrow_downward -6540.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.17%
Us Bancorp Del
USB
2025-05-12
Value Change
arrow_downward -171647.00
Shares
arrow_downward -2841.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.04%
Invesco Exchange Traded Fd T
SPGP
2025-05-12
Value Change
arrow_downward -330550.00
Shares
arrow_downward -2789.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.08%
Vanguard Specialized Funds
VIG
2025-05-12
Value Change
arrow_downward -202293.00
Shares
arrow_downward -1007.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.04%
Amgen Inc
AMGN
2025-05-12
Value Change
arrow_downward -287196.00
Shares
arrow_downward -1157.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.04%
Aveo Capital Partners, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Aveo Capital Partners, Llc
(2024-12-31 → 2025-03-31)
Proshares Tr
UST
2025-05-12
Value
add_circle 7.52M
Shares
174.65K
Portfolio %
1.25%
% Change
1.25%
Ishares Tr
TIP
2025-05-12
Value
add_circle 6.75M
Shares
61.73K
Portfolio %
1.12%
% Change
1.12%
Direxion Shs Etf Tr
DPST
2025-05-12
Value
add_circle 3.71M
Shares
50.97K
Portfolio %
0.62%
% Change
0.62%
Palantir Technologies Inc
PLTR
2025-05-12
Value
add_circle 2.31M
Shares
20.87K
Portfolio %
0.38%
% Change
0.38%
Proshares Tr
TQQQ
2025-05-12
Value
add_circle 1.47M
Shares
25.65K
Portfolio %
0.24%
% Change
0.24%
Rh
RH
2025-05-12
Value
add_circle 1.14M
Shares
6.04K
Portfolio %
0.19%
% Change
0.19%
Waters Corp
WAT
2025-05-12
Value
add_circle 656.37K
Shares
1.90K
Portfolio %
0.11%
% Change
0.11%
Select Sector Spdr Tr
XLB
2025-05-12
Value
add_circle 548.15K
Shares
6.59K
Portfolio %
0.09%
% Change
0.09%
First Tr Exchange-Traded Fd
EMLP
2025-05-12
Value
add_circle 484.78K
Shares
13.27K
Portfolio %
0.08%
% Change
0.08%
Goldman Sachs Etf Tr
GSSC
2025-05-12
Value
add_circle 453.89K
Shares
7.23K
Portfolio %
0.08%
% Change
0.08%
Closed Positions | Aveo Capital Partners, Llc
(2024-12-31 → 2025-03-31)
Proshares Tr Ii
-
2025-01-30
Value
remove_circle 1.71M
Shares
59.80K
Previous %
4.26%
% Change
-4.26%
Gan Ltd
-
2025-01-30
Value
remove_circle 28.62K
Shares
15.72K
Previous %
4.26%
% Change
-4.26%
Prospect Cap Corp
-
2025-01-30
Value
remove_circle 86.35K
Shares
87.00K
Previous %
4.26%
% Change
-4.26%
First Tr Exchange Traded Fd
-
2025-01-30
Value
remove_circle 202.07K
Shares
16.80K
Previous %
4.26%
% Change
-4.26%
Ford Mtr Co
-
2025-01-30
Value
remove_circle 204.32K
Shares
20.64K
Previous %
4.26%
% Change
-4.26%
Blackrock Etf Trust Ii
-
2025-01-30
Value
remove_circle 204.65K
Shares
3.93K
Previous %
4.26%
% Change
-4.26%
Ishares Tr
-
2025-01-30
Value
remove_circle 204.94K
Shares
8.92K
Previous %
4.26%
% Change
-4.26%
Ge Aerospace
-
2025-01-30
Value
remove_circle 204.99K
Shares
1.23K
Previous %
4.26%
% Change
-4.26%
Kkr & Co Inc
-
2025-01-30
Value
remove_circle 205.15K
Shares
1.39K
Previous %
4.26%
% Change
-4.26%
J P Morgan Exchange Traded F
-
2025-01-30
Value
remove_circle 205.62K
Shares
3.25K
Previous %
4.26%
% Change
-4.26%