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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
BSCWInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$308,511
14,712 shares@ $20.98 avg price
BSCXInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$308,465
14,294 shares@ $21.59 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.04%
$308,268
14,596 shares@ $21.13 avg price
COFCapital One Finl Corp
Recent Activity
New Position
0.03%
$238,220
1,591 shares@ $149.73 avg price
GEGe Aerospace
Recent Activity
New Position
0.03%
$235,159
1,247 shares@ $188.58 avg price
BITOProshares Tr
Recent Activity
New Position
0.03%
$233,830
12,185 shares@ $19.19 avg price
KBWPInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.03%
$231,216
2,001 shares@ $115.56 avg price
SPXLDirexion Shs Etf Tr
Recent Activity
New Position
0.03%
$222,719
1,358 shares@ $164.01 avg price
KKRKkr & Co Inc
Recent Activity
New Position
0.03%
$221,333
1,695 shares@ $130.58 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
New Position
0.03%
$220,455
1,230 shares@ $179.24 avg price