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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
DFACDimensional Etf Trust
Recent Activity
Decreased -1.36%
0.76%
$7.087M
206,666 shares@ $34.29 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.79%
0.75%
$7.014M
26,586 shares@ $263.83 avg price
JBNDJ P Morgan Exchange Traded F
Recent Activity
Increased 2.74%
0.74%
$6.89M
126,080 shares@ $54.65 avg price
UGLProshares Tr Ii
Recent Activity
Increased 111.8%
0.73%
$6.84M
71,335 shares@ $95.89 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 4.62%
0.72%
$6.706M
179,447 shares@ $37.37 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 11.08%
0.7%
$6.585M
68,632 shares@ $95.95 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -0.79%
0.7%
$6.541M
113,103 shares@ $57.84 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 4.15%
0.7%
$6.516M
123,389 shares@ $52.82 avg price
EETProshares Tr
Recent Activity
New Position
0.69%
$6.441M
106,026 shares@ $60.76 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 3.08%
0.68%
$6.382M
90,305 shares@ $70.67 avg price