test

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
SSOProshares Tr
Recent Activity
Increased 51.42%
2.15%
$20.147M
223,438 shares@ $90.18 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 2.14%
1.75%
$16.424M
583,667 shares@ $28.14 avg price
PYLDPimco Etf Tr
Recent Activity
Increased 6.15%
1.62%
$15.175M
569,428 shares@ $26.65 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 11.1%
1.52%
$14.265M
545,722 shares@ $26.14 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 29.58%
1.49%
$14.02M
24,435 shares@ $573.77 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.54%
1.46%
$13.717M
267,539 shares@ $51.28 avg price
IAUIshares Gold Tr
Recent Activity
Increased 14.02%
1.42%
$13.318M
267,971 shares@ $49.7 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 0.17%
1.27%
$11.944M
350,561 shares@ $34.07 avg price
VCLTVanguard Scottsdale Fds
Recent Activity
Increased 53.91%
1.24%
$11.625M
143,112 shares@ $81.24 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -21.88%
1.24%
$11.62M
132,347 shares@ $87.81 avg price