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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
TIPIshares Tr
Recent Activity
Exited
0%
$7.932M
74,284 shares@ $106.79 avg price
DPSTDirexion Shs Etf Tr
Recent Activity
Exited
0%
$4.472M
63,670 shares@ $70.23 avg price
USDUWisdomtree Tr
Recent Activity
Exited
0%
$4.007M
147,901 shares@ $27.09 avg price
SPHBInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$3.821M
45,240 shares@ $84.45 avg price
SVIXVs Trust
Recent Activity
Exited
0%
$962,219
20,185 shares@ $47.68 avg price
SMCISuper Micro Computer Inc
Recent Activity
Exited
0%
$880,801
1,075 shares@ $819.35 avg price
SHVIshares Tr
Recent Activity
Exited
0%
$686,095
6,209 shares@ $110.51 avg price
HEFAIshares Tr
Recent Activity
Exited
0%
$457,593
12,870 shares@ $35.56 avg price
XOPSpdr Ser Tr
Recent Activity
Exited
0%
$342,764
2,356 shares@ $145.49 avg price
LQDIshares Tr
Recent Activity
Exited
0%
$306,470
2,861 shares@ $107.12 avg price