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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
DFAUDimensional Etf Trust
Recent Activity
Increased 1.23%
4.24%
$39.908M
1.005M shares@ $39.7 avg price
IVVIshares Tr
Recent Activity
Increased 3.04%
4.18%
$39.285M
68,105 shares@ $576.83 avg price
IEFIshares Tr
Recent Activity
Increased 198.83%
3.8%
$35.739M
364,236 shares@ $98.12 avg price
IUSInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 4.28%
2.88%
$27.066M
538,086 shares@ $50.3 avg price
SGOVIshares Tr
Recent Activity
Increased 10.98%
2.59%
$24.308M
241,344 shares@ $100.72 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 4.4%
2.54%
$23.867M
118,830 shares@ $200.85 avg price
OEFIshares Tr
Recent Activity
Increased 4.34%
2.5%
$23.522M
84,990 shares@ $276.77 avg price
AGGIshares Tr
Recent Activity
Increased 41.5%
2.31%
$21.736M
214,630 shares@ $101.28 avg price
ANGLVaneck Etf Trust
Recent Activity
Increased 7.08%
2.22%
$20.832M
708,327 shares@ $29.42 avg price
DFAEDimensional Etf Trust
Recent Activity
Increased 2.21%
2.16%
$20.299M
740,579 shares@ $27.42 avg price