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
MSFTMicrosoft Corp
Recent Activity
Decreased -22.36%
0.64%
$5.942M
13,809 shares@ $430.3 avg price
EQLAlps Etf Tr
Recent Activity
Decreased -6.8%
0.63%
$5.87M
46,009 shares@ $127.58 avg price
VBVanguard Index Fds
Recent Activity
Decreased -0.76%
0.6%
$5.605M
23,629 shares@ $237.21 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.33%
0.58%
$5.37M
44,217 shares@ $121.45 avg price
OBNDSsga Active Tr
Recent Activity
Decreased -25.96%
0.48%
$4.505M
170,135 shares@ $26.48 avg price
KCESpdr Ser Tr
Recent Activity
Decreased -5.75%
0.44%
$4.093M
32,775 shares@ $124.88 avg price
EFAIshares Tr
Recent Activity
Decreased -0.68%
0.41%
$3.845M
45,974 shares@ $83.64 avg price
GDXVaneck Etf Trust
Recent Activity
Decreased -1.58%
0.39%
$3.615M
90,790 shares@ $39.82 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.12%
0.34%
$3.11M
26,529 shares@ $117.23 avg price
HERDPacer Fds Tr
Recent Activity
Decreased -28.96%
0.33%
$3.054M
76,276 shares@ $40.04 avg price