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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
AVIGAmerican Centy Etf Tr
Recent Activity
Increased 11.15%
1.15%
$10.765M
253,230 shares@ $42.52 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.17%
1.15%
$10.751M
137,748 shares@ $78.05 avg price
VOOVanguard Index Fds
Recent Activity
Increased 7.11%
1.1%
$10.283M
19,488 shares@ $527.67 avg price
XMHQInvesco Exchange Traded Fd T
Recent Activity
Increased 3.21%
1%
$9.352M
91,170 shares@ $102.59 avg price
USTProshares Tr
Recent Activity
Increased 282.63%
1%
$9.35M
203,562 shares@ $45.94 avg price
AVSCAmerican Centy Etf Tr
Recent Activity
Increased 5.73%
0.96%
$9M
166,604 shares@ $54.02 avg price
AORIshares Tr
Recent Activity
Increased 0.95%
0.89%
$8.316M
140,375 shares@ $59.25 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.26%
0.86%
$8.048M
20,961 shares@ $383.94 avg price
DFEVDimensional Etf Trust
Recent Activity
Increased 2.03%
0.84%
$7.886M
277,074 shares@ $28.46 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 6.83%
0.83%
$7.752M
114,829 shares@ $67.52 avg price