Andrew Armstrong

@Aveo Capital Partners, Llc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$941.442M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
EETProshares Tr Recent Activity New Position	0.69%	$6.441M 106,026 shares@ $60.76 avg price	New Position
UWMProshares Tr Recent Activity New Position	0.57%	$5.3M 123,463 shares@ $42.94 avg price	New Position
TQQQProshares Tr Recent Activity New Position	0.45%	$4.203M 57,976 shares@ $72.5 avg price	New Position
SPHQInvesco Exchange Traded Fd T Recent Activity New Position	0.45%	$4.19M 62,284 shares@ $67.28 avg price	New Position
CWBSpdr Ser Tr Recent Activity New Position	0.42%	$3.932M 51,343 shares@ $76.59 avg price	New Position
TOKIshares Tr Recent Activity New Position	0.42%	$3.911M 33,559 shares@ $116.55 avg price	New Position
UREProshares Tr Recent Activity New Position	0.28%	$2.573M 33,788 shares@ $76.16 avg price	New Position
MSTRMicrostrategy Inc Recent Activity New Position	0.09%	$799,501 4,742 shares@ $168.6 avg price	New Position
7434⤦Proshares Tr Ii Recent Activity New Position	0.07%	$584,060 50,350 shares@ $11.6 avg price	New Position
IGSBIshares Tr Recent Activity New Position	0.05%	$468,832 8,903 shares@ $52.67 avg price	New Position