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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
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -37.34%
0.31%
$2.838M
75,570 shares@ $37.56 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -80.13%
0.27%
$2.488M
5,097 shares@ $488.1 avg price
UJBProshares Tr
Recent Activity
Decreased -77.52%
0.26%
$2.419M
32,565 shares@ $74.3 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -0.22%
0.23%
$2.158M
67,908 shares@ $31.78 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Decreased -46.97%
0.23%
$2.106M
20,119 shares@ $104.67 avg price
CVXChevron Corp New
Recent Activity
Decreased -2.5%
0.21%
$1.886M
12,804 shares@ $147.28 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -19.81%
0.2%
$1.816M
3,946 shares@ $460.27 avg price
RWJInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -55.57%
0.19%
$1.708M
37,375 shares@ $45.71 avg price
AAAUGoldman Sachs Physical Gold
Recent Activity
Decreased -1.58%
0.18%
$1.618M
62,186 shares@ $26.03 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.1%
0.16%
$1.487M
23,599 shares@ $63.01 avg price