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
TMToyota Motor Corp Recent Activity Exited	0%	$241,660 1,179 shares@ $204.98 avg price	Exited
VPUVanguard World Fd Recent Activity Exited	0%	$218,182 1,475 shares@ $147.92 avg price	Exited
METMetlife Inc Recent Activity Exited	0%	$210,991 3,006 shares@ $70.19 avg price	Exited
GDMAEa Series Trust Recent Activity Exited	0%	$209,996 6,714 shares@ $31.28 avg price	Exited
IPInternational Paper Co Recent Activity Exited	0%	$208,144 4,824 shares@ $43.15 avg price	Exited