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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
NOCNorthrop Grumman Corp
Recent Activity
New Position
0.03%
$219,149
415 shares@ $528.07 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
New Position
0.03%
$217,994
3,375 shares@ $64.6 avg price
KLACKla Corp
Recent Activity
New Position
0.03%
$206,767
267 shares@ $774.41 avg price
PLDPrologis Inc.
Recent Activity
New Position
0.03%
$203,563
1,612 shares@ $126.28 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.03%
$201,870
9,222 shares@ $21.9 avg price
EWJIshares Inc
Recent Activity
New Position
0.03%
$200,598
2,804 shares@ $71.54 avg price
GANGan Ltd
Recent Activity
New Position
0.01%
$27,830
15,723 shares@ $1.78 avg price