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Andrew Armstrong

@Aveo Capital Partners, Llc

Latest period2024 - Q3ReportedManaged Assets$941.442MTotal holdings339
Assets growth rate6.77%Assets growth rate (2-Q avg)1.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aveo Capital Partners, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 339 positions.

Assets under management

The assets under management (AUM) of Aveo Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 941.442M in assets, with a quarterly growth rate of 6.77% and a 2-quarter average growth rate of 1.44%. The portfolio is managed by Andrew Armstrong, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JMUBJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.54%
1.46%
$13.717M
267,539 shares@ $51.28 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -21.88%
1.24%
$11.62M
132,347 shares@ $87.81 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.17%
1.15%
$10.751M
137,748 shares@ $78.05 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.26%
0.86%
$8.048M
20,961 shares@ $383.94 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.36%
0.76%
$7.087M
206,666 shares@ $34.29 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.79%
0.75%
$7.014M
26,586 shares@ $263.83 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -0.79%
0.7%
$6.541M
113,103 shares@ $57.84 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -25.28%
0.68%
$6.334M
63,153 shares@ $100.29 avg price
AAPLApple Inc
Recent Activity
Decreased -5.53%
0.68%
$6.32M
27,125 shares@ $233.01 avg price
USHYIshares Tr
Recent Activity
Decreased -75.14%
0.66%
$6.196M
164,566 shares@ $37.66 avg price