Aveo Capital Partners, LLC

13F filer, CIK 1576584, ENGLEWOOD, CO

Aveo Capital Partners, LLC reported $601,179,411 across 177 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 44.78% of the portfolio.

Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001765380-25-000216

Period: 2025-03-31
Reported value: $601M
Holdings: 177
Top 10 weight: 44.78%
New: 17
Sold out: 177

Largest buys vs the previous quarter

Security	Shares change	Approx. value
PYLDadded	+642,274	$16.7M
OEFadded	+32,938	$8.95M
IEFadded	+80,138	$7.61M
USTnew	+174,652	$7.52M
QQQMadded	+35,230	$7.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IVVreduced	-66,757	-$37.6M
SGOVreduced	-239,533	-$24.1M
AGGexited	-216,499	-$21M
USHYexited	-410,116	-$15.1M
QLDreduced	-127,166	-$11.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001765380-25-000216, largest first. % of portfolio is the value over $601,179,411, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFAUDIMENSIONAL ETF TRUST	1,013,064	$39M	6.48%	+51,459	Timeline
PYLDPIMCO ETF TR	1,445,972	$37.6M	6.25%	+642,274	Timeline
OEFISHARES TR	116,427	$31.6M	5.26%	+32,938	Timeline
SGOVISHARES TR	311,957	$31.3M	5.21%	-239,533	Timeline
QQQMINVESCO EXCH TRADED FD TR II	152,904	$30.4M	5.06%	+35,230	Timeline
IUSINVESCO EXCH TRD SLF IDX FD	607,884	$29.3M	4.88%	+76,046	Timeline
DFICDIMENSIONAL ETF TRUST	653,005	$19.1M	3.17%	+50,736	Timeline
DFAEDIMENSIONAL ETF TRUST	716,141	$19M	3.16%	-2,284	Timeline
IEFISHARES TR	182,855	$17.4M	2.89%	+80,138	Timeline
IAUISHARES GOLD TR	227,972	$14.5M	2.41%	-11,292	Timeline
ANGLVANECK ETF TRUST	478,049	$13.5M	2.25%	-128,680	Timeline
DFGPDIMENSIONAL ETF TRUST	239,217	$12.8M	2.13%	+13,573	Timeline
DUHPDIMENSIONAL ETF TRUST	358,457	$11.8M	1.96%	+19,997	Timeline
FNDFSCHWAB STRATEGIC TR	308,207	$11.6M	1.93%	+116,705	Timeline
SPABSPDR SERIES TRUST	450,424	$11.4M	1.9%	-45,920	Timeline
XLESELECT SECTOR SPDR TR	125,277	$10.1M	1.68%	-6,553	Timeline
AVDVAMERICAN CENTY ETF TR	135,730	$9.95M	1.66%	+54,780	Timeline
XMHQINVESCO EXCHANGE TRADED FD T	102,590	$9.67M	1.61%	+9,587	Timeline
DFACDIMENSIONAL ETF TRUST	258,593	$8.48M	1.41%	+53,662	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	160,852	$7.97M	1.33%	-95,226	Timeline
AVSCAMERICAN CENTY ETF TR	164,538	$7.74M	1.29%	+34,347	Timeline
USTPROSHARES TR	174,652	$7.52M	1.25%	new	Timeline
VCLTVANGUARD SCOTTSDALE FDS	101,766	$7.5M	1.25%	+9,260	Timeline
JBNDJ P MORGAN EXCHANGE TRADED F	129,610	$6.88M	1.14%	+8,066	Timeline
TIPISHARES TR	61,735	$6.75M	1.12%	new	Timeline
AVUVAMERICAN CENTY ETF TR	79,835	$6.75M	1.12%	-2,188	Timeline
DFIVDIMENSIONAL ETF TRUST	164,140	$6.64M	1.1%	+14,798	Timeline
COWZPACER FDS TR	127,082	$6.63M	1.1%	+24,709	Timeline
EETPROSHARES TR	108,493	$5.96M	0.99%	+86,376	Timeline
VUGVANGUARD INDEX FDS	15,454	$5.94M	0.99%	-4,956	Timeline
DFEVDIMENSIONAL ETF TRUST	209,577	$5.74M	0.95%	-43,448	Timeline
EQLALPS ETF TR	130,301	$5.39M	0.9%	+87,031	Timeline
DFSVDIMENSIONAL ETF TRUST	198,503	$5.39M	0.9%	+11,684	Timeline
PZAINVESCO EXCH TRADED FD TR II	204,888	$4.66M	0.77%	-6,887	Timeline
UGLPROSHARES TR II	29,102	$4.26M	0.71%	+2,911	Timeline
GDXVANECK ETF TRUST	83,177	$4.14M	0.69%	-20,667	Timeline
PEXLPACER FDS TR	84,083	$3.88M	0.64%	-32,501	Timeline
AVIVAMERICAN CENTY ETF TR	64,977	$3.84M	0.64%	-17,360	Timeline
DPSTDIREXION SHARES ETF TRUST	50,972	$3.71M	0.62%	new	Timeline
IBITISHARES BITCOIN TRUST ETF	67,111	$3.67M	0.61%	+23,120	Timeline
AVIGAMERICAN CENTY ETF TR	87,630	$3.6M	0.6%	-26,717	Timeline
RWKINVESCO EXCH TRADED FD TR II	29,185	$3.16M	0.53%	+3,876	Timeline
AAPLAPPLE INC	15,445	$3.03M	0.5%	-13,381	Timeline
GBILGOLDMAN SACHS ETF TR	28,110	$2.81M	0.47%	-24,983	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	5,132	$2.66M	0.44%	+185	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,714	$2.65M	0.44%	-10,018	Timeline
MSFTMICROSOFT CORP	5,537	$2.4M	0.4%	-5,390	Timeline
XOMEXXON MOBIL CORP	22,850	$2.39M	0.4%	-5,670	Timeline
NVDANVIDIA CORPORATION	20,240	$2.37M	0.39%	-28,396	Timeline
PLTRPALANTIR TECHNOLOGIES INC	20,868	$2.31M	0.38%	new	Timeline
BIVVANGUARD BD INDEX FDS	30,104	$2.3M	0.38%	-9,584	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	48,921	$2.28M	0.38%	-11,475	Timeline
AMZNAMAZON COM INC	11,224	$2.12M	0.35%	-6,675	Timeline
DFAIDIMENSIONAL ETF TRUST	62,081	$2.03M	0.34%	-2,982	Timeline
MUBISHARES TR	18,481	$1.93M	0.32%	+10,622	Timeline
AVGEAMERICAN CENTY ETF TR	25,686	$1.84M	0.31%	+4,586	Timeline
DFEMDIMENSIONAL ETF TRUST	67,172	$1.82M	0.3%	-1,944	Timeline
GOOGALPHABET INC	11,010	$1.68M	0.28%	+1,735	Timeline
QQQINVESCO QQQ TR	3,403	$1.64M	0.27%	-15,379	Timeline
GOOGLALPHABET INC	10,596	$1.6M	0.27%	-3,717	Timeline
MAMASTERCARD INCORPORATED	2,799	$1.59M	0.26%	+326	Timeline
TQQQPROSHARES TR	25,648	$1.47M	0.24%	new	Timeline
QLDPROSHARES TR	16,031	$1.47M	0.24%	-127,166	Timeline
VTEBVANGUARD MUN BD FDS	28,993	$1.42M	0.24%	-64,620	Timeline
EFVISHARES TR	21,804	$1.34M	0.22%	-17,168	Timeline
XLPSELECT SECTOR SPDR TR	15,860	$1.29M	0.21%	+5,218	Timeline
XLISELECT SECTOR SPDR TR	9,320	$1.25M	0.21%	+3,998	Timeline
DHID R HORTON INC	10,017	$1.23M	0.2%	+2,450	Timeline
SHWSHERWIN WILLIAMS CO	3,373	$1.19M	0.2%	+156	Timeline
JPMJPMORGAN CHASE & CO	4,703	$1.17M	0.2%	-2,307	Timeline
RHRH	6,038	$1.14M	0.19%	new	Timeline
VWOVANGUARD INTL EQUITY INDEX F	24,404	$1.12M	0.19%	-45,421	Timeline
OBNDSSGA ACTIVE TR	42,342	$1.08M	0.18%	-117,455	Timeline
MINTPIMCO ETF TR	10,792	$1.08M	0.18%	-4,873	Timeline
JNJJOHNSON & JOHNSON	6,784	$1.07M	0.18%	-1,423	Timeline
BILSPDR SERIES TRUST	11,479	$1.05M	0.17%	-6,540	Timeline
CVXCHEVRON CORPORATION	7,639	$1.04M	0.17%	-5,404	Timeline
MEARISHARES U S ETF TR	20,307	$1.02M	0.17%	-1,268	Timeline
XLFSELECT SECTOR SPDR TR	20,489	$1.01M	0.17%	+10,090	Timeline
XLKSELECT SECTOR SPDR TR	4,379	$945K	0.16%	+379	Timeline
GLDSPDR GOLD TR	3,029	$941K	0.16%	-8,890	Timeline
WMTWALMART INC	8,735	$863K	0.14%	-5,151	Timeline
TLTISHARES TR	9,745	$857K	0.14%	-12,015	Timeline
VDEVANGUARD WORLD FD	7,236	$814K	0.14%	-568	Timeline
DFCFDIMENSIONAL ETF TRUST	19,084	$798K	0.13%	-14,501	Timeline
NKENIKE INC	13,312	$780K	0.13%	-11,182	Timeline
VTVVANGUARD INDEX FDS	4,577	$767K	0.13%	-34,158	Timeline
FALNISHARES TR	28,807	$755K	0.13%	+10,756	Timeline
PHYSSPROTT ASSET MANAGEMENT LP	29,214	$753K	0.13%	-914	Timeline
COSTCOSTCO WHOLESALE CORPORATION	738	$743K	0.12%	-939	Timeline
AAAUGOLDMAN SACHS PHYSICAL GOLD	20,702	$690K	0.11%	-8,374	Timeline
NFLXNETFLIX INC.	584	$675K	0.11%	-26	Timeline
VONEVANGUARD SCOTTSDALE FDS	2,598	$663K	0.11%	+1,290	Timeline
WATWATERS CORP	1,900	$656K	0.11%	new	Timeline
PRFINVESCO EXCHANGE TRADED FD T	16,522	$652K	0.11%	+2,151	Timeline
SSOPROSHARES TR	7,952	$646K	0.11%	-50,262	Timeline
NXPINXP SEMICONDUCTORS N V	3,330	$622K	0.1%	+97	Timeline
AVLVAMERICAN CENTY ETF TR	8,904	$563K	0.09%	+706	Timeline
XLRESELECT SECTOR SPDR TR	13,405	$557K	0.09%	-789	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	7,270	$552K	0.09%	-324	Timeline
VBRVANGUARD INDEX FDS	3,010	$550K	0.09%	-2,198	Timeline
XLBSELECT SECTOR SPDR TR	6,586	$548K	0.09%	new	Timeline
ITMVANECK ETF TRUST	11,921	$540K	0.09%	+1,813	Timeline
GRNYTIDAL TRUST I	27,650	$539K	0.09%	-594	Timeline
ADBEADOBE INC	1,393	$536K	0.09%	+254	Timeline
VTIVANGUARD INDEX FDS	1,919	$530K	0.09%	-2,405	Timeline
AGNCAGNC INVT CORP	60,501	$528K	0.09%	-15	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	8,971	$522K	0.09%	-7,365	Timeline
IVWISHARES TR	5,293	$511K	0.08%	-5,312	Timeline
EMXCISHARES INC	8,717	$505K	0.08%	-3,039	Timeline
SPGPINVESCO EXCHANGE TRADED FD T	5,174	$505K	0.08%	-2,789	Timeline
SCHZSCHWAB STRATEGIC TR	21,761	$501K	0.08%	+6,949	Timeline
ORCLORACLE CORP	3,318	$496K	0.08%	+1,061	Timeline
CHDCHURCH & DWIGHT CO INC	5,325	$490K	0.08%	+1,391	Timeline
EMLPFIRST TR EXCHANGE-TRADED FD	13,267	$485K	0.08%	new	Timeline
BXBLACKSTONE INC	3,511	$478K	0.08%	-126	Timeline
SDYSPDR SERIES TRUST	3,632	$478K	0.08%	-31,096	Timeline
PGPROCTER & GAMBLE CO	2,980	$475K	0.08%	-1,627	Timeline
SYKSTRYKER CORPORATION	1,214	$466K	0.08%	+409	Timeline
GSSCGOLDMAN SACHS ETF TR	7,230	$454K	0.08%	new	Timeline
VGTVANGUARD WORLD FD	798	$450K	0.07%	+4	Timeline
BNDVANGUARD BD INDEX FDS	6,032	$440K	0.07%	+132	Timeline
VYMVANGUARD WHITEHALL FDS	3,463	$434K	0.07%	-1,657	Timeline
AXPAMERICAN EXPRESS CO	1,557	$430K	0.07%	-142	Timeline
AVGOBROADCOM INC	2,081	$426K	0.07%	-2,799	Timeline
PEPPEPSICO INC	3,223	$425K	0.07%	-2,647	Timeline
AMLPALPS ETF TR	8,558	$410K	0.07%	-2,423	Timeline
HDHOME DEPOT INC	1,107	$402K	0.07%	-1,575	Timeline
BKNGBOOKING HOLDINGS INC	76	$395K	0.07%	-1	Timeline
ISRGINTUITIVE SURGICAL INC	727	$390K	0.06%	+198	Timeline
VOOVANGUARD INDEX FDS	747	$385K	0.06%	-19,216	Timeline
USIGISHARES TR	7,378	$373K	0.06%	-87,471	Timeline
IWFISHARES TR	926	$345K	0.06%	-418	Timeline
TSLATESLA INC	1,241	$343K	0.06%	-2,295	Timeline
CEFSPROTT ASSET MANAGEMENT LP	11,583	$341K	0.06%	+215	Timeline
RWJINVESCO EXCH TRADED FD TR II	8,553	$335K	0.06%	-10,325	Timeline
ENFRALPS ETF TR	10,702	$334K	0.06%	+1,080	Timeline
GRIDFIRST TR EXCHANGE-TRADED FD	2,648	$323K	0.05%	-33,331	Timeline
ACNACCENTURE PLC IRELAND	1,043	$319K	0.05%	-261	Timeline
IWDISHARES TR	1,721	$317K	0.05%	-1,867	Timeline
GSGOLDMAN SACHS GROUP INC	570	$315K	0.05%	+40	Timeline
IEFAISHARES TR	3,784	$302K	0.05%	-132,089	Timeline
DFASDIMENSIONAL ETF TRUST	5,093	$301K	0.05%	-166	Timeline
VOEVANGUARD INDEX FDS	1,896	$299K	0.05%	-6,666	Timeline
AORISHARES TR	5,130	$297K	0.05%	-126,221	Timeline
PCEFINVESCO EXCH TRADED FD TR II	15,637	$291K	0.05%	+5	Timeline
ETENERGY TRANSFER L P	17,126	$289K	0.05%	-4,713	Timeline
AIOVIRTUS ARTIFICIAL INTELLIGEN	13,299	$284K	0.05%	new	Timeline
XELXCEL ENERGY INC	3,938	$281K	0.05%	-3,003	Timeline
CRWDCROWDSTRIKE HLDGS INC	646	$273K	0.05%	new	Timeline
PSAPUBLIC STORAGE	898	$269K	0.04%	-170	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	655	$267K	0.04%	-576	Timeline
MLNVANECK ETF TRUST	15,258	$261K	0.04%	new	Timeline
AMGNAMGEN INC	945	$261K	0.04%	-1,157	Timeline
VIGVANGUARD SPECIALIZED FUNDS	1,340	$257K	0.04%	-1,007	Timeline
CRMSALESFORCE INC	913	$254K	0.04%	-850	Timeline
CIBRFIRST TR EXCHANGE-TRADED FD	3,693	$252K	0.04%	new	Timeline
CVSCVS HEALTH CORP	3,760	$251K	0.04%	-1,807	Timeline
VCITVANGUARD SCOTTSDALE FDS	2,986	$242K	0.04%	-4,034	Timeline
LMTLOCKHEED MARTIN CORP	511	$241K	0.04%	-23	Timeline
IJHISHARES TR	4,129	$240K	0.04%	-12,417	Timeline
SCHGSCHWAB STRATEGIC TR	9,132	$235K	0.04%	new	Timeline
PAVEGLOBAL X FDS	5,883	$231K	0.04%	+15	Timeline
EEMISHARES TR	5,172	$231K	0.04%	-45,318	Timeline
XLVSELECT SECTOR SPDR TR	1,702	$230K	0.04%	-1,086	Timeline
IVVISHARES TR	405	$228K	0.04%	-66,757	Timeline
USBUS BANCORP	5,473	$226K	0.04%	-2,841	Timeline
TOTLSSGA ACTIVE ETF TR	5,561	$222K	0.04%	-2,830	Timeline
UNHUNITEDHEALTH GROUP INC	543	$212K	0.04%	-1,169	Timeline
SPXLDIREXION SHARES ETF TRUST	1,569	$208K	0.03%	new	Timeline
PANWPALO ALTO NETWORKS INC	1,097	$206K	0.03%	-542	Timeline
AVEMAMERICAN CENTY ETF TR	3,337	$206K	0.03%	-1,352	Timeline
BNDWVANGUARD SCOTTSDALE FDS	2,981	$205K	0.03%	new	Timeline
NOBLPROSHARES TR	2,083	$204K	0.03%	-4,676	Timeline
PIDINVESCO EXCHANGE TRADED FD T	10,241	$202K	0.03%	-22,491	Timeline
SPTLSPDR SERIES TRUST	7,606	$201K	0.03%	-19,184	Timeline
Veru IncVeru Inc	21,250	$10.7K	<0.01%	0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 177. All 177

Security	Shares before	Value before	Type
AGGISHARES TR	216,499	$21M	shares
USHYISHARES TR	410,116	$15.1M	shares
UJBPROSHARES TR	133,047	$9.62M	shares
SPYMSPDR SERIES TRUST	102,907	$7.09M	shares
VOVANGUARD INDEX FDS	26,303	$6.95M	shares
BABOEING CO	50,626	$6.21M	shares
VBVANGUARD INDEX FDS	24,990	$6M	shares
VEAVANGUARD TAX-MANAGED FDS	122,807	$5.87M	shares
AOAISHARES TR	66,915	$5.13M	shares
SPHQINVESCO EXCHANGE TRADED FD T	56,613	$3.79M	shares
REZISHARES TR	46,793	$3.79M	shares
GVIISHARES TR	36,144	$3.77M	shares
EPIWISDOMTREE TR	83,036	$3.76M	shares
AGGMISHARES TR	36,589	$3.74M	shares
EXIISHARES TR	25,710	$3.63M	shares
NANRSPDR INDEX SHS FDS	68,354	$3.49M	shares
EFAISHARES TR	42,590	$3.22M	shares
SPEMSPDR INDEX SHS FDS	79,288	$3.04M	shares
SPDWSPDR INDEX SHS FDS	74,387	$2.54M	shares
IJRISHARES TR	18,600	$2.14M	shares
JNKSPDR SERIES TRUST	20,993	$2M	shares
TMFDIREXION SHARES ETF TRUST	47,800	$1.91M	shares
VOTVANGUARD INDEX FDS	7,300	$1.85M	shares
AOMISHARES TR	42,455	$1.84M	shares
KOLDPROSHARES TR II	59,800	$1.71M	shares
BNDXVANGUARD CHARLOTTE FDS	34,354	$1.69M	shares
BSVVANGUARD BD INDEX FDS	17,941	$1.39M	shares
LLYELI LILLY & CO	1,730	$1.34M	shares
IYFISHARES TR	12,023	$1.33M	shares
SPSMSPDR SERIES TRUST	29,452	$1.32M	shares
MGKVANGUARD WORLD FD	3,783	$1.3M	shares
UWMPROSHARES TR	29,802	$1.25M	shares
IUSBISHARES TR	27,377	$1.24M	shares
IEMGISHARES INC	23,464	$1.23M	shares
VEUVANGUARD INTL EQUITY INDEX F	21,320	$1.22M	shares
XLSRSSGA ACTIVE TR	21,975	$1.17M	shares
MSMLISHARES TR	19,902	$1.17M	shares
VXFVANGUARD INDEX FDS	6,108	$1.16M	shares
HYGISHARES TR	14,650	$1.15M	shares
UREPROSHARES TR	18,034	$1.13M	shares
HERDPACER FDS TR	27,315	$1.04M	shares
BSXBOSTON SCIENTIFIC CORP	11,461	$1.02M	shares
SPMDSPDR SERIES TRUST	17,391	$951K	shares
METAMETA PLATFORMS INC	1,568	$918K	shares
MGVVANGUARD WORLD FD	7,279	$909K	shares
IYRISHARES TR	9,154	$852K	shares
SYYSYSCO CORP	10,476	$801K	shares
IWMISHARES TR	3,540	$782K	shares
VBKVANGUARD INDEX FDS	2,767	$775K	shares
TFISPDR SERIES TRUST	16,978	$775K	shares
VVISA INC	2,438	$771K	shares
SVIXVS TRUST	29,478	$748K	shares
FISRSSGA ACTIVE TR	29,278	$743K	shares
VRIGINVESCO ACTIVELY MANAGED EXC	29,525	$742K	shares
SHYISHARES TR	8,773	$719K	shares
IDEVISHARES TR	10,990	$709K	shares
GWXSPDR INDEX SHS FDS	21,757	$674K	shares
SHYGISHARES TR	15,716	$670K	shares
SPIBSPDR SERIES TRUST	20,282	$664K	shares
IWSISHARES TR	5,122	$662K	shares
EBNDSPDR SERIES TRUST	33,861	$661K	shares
VMBSVANGUARD SCOTTSDALE FDS	14,172	$643K	shares
CTASCINTAS CORP	3,394	$620K	shares
AOKISHARES TR	16,471	$614K	shares
JQUAJ P MORGAN EXCHANGE TRADED F	10,596	$607K	shares
FLOTISHARES TR	11,247	$572K	shares
DYNFBLACKROCK ETF TRUST	10,942	$561K	shares
IDUISHARES TR	5,809	$559K	shares
QUALISHARES TR	3,060	$545K	shares
TFLOISHARES TR	10,603	$535K	shares
MBBISHARES TR	5,786	$530K	shares
EPDENTERPRISE PRODS PARTNERS L	16,755	$525K	shares
BLVVANGUARD BD INDEX FDS	7,568	$518K	shares
STIPISHARES TR	5,114	$514K	shares
DISDISNEY WALT CO	4,601	$512K	shares
CERYSPDR SERIES TRUST	19,511	$505K	shares
SYLDCAMBRIA ETF TR	7,286	$499K	shares
TTTRANE TECHNOLOGIES PLC	1,339	$495K	shares
TAT&T INC	21,705	$494K	shares
MCDMCDONALDS CORP	1,695	$491K	shares
JJACOBS SOLUTIONS INC	3,591	$480K	shares
IBMINTERNATIONAL BUSINESS MACHS	2,173	$478K	shares
ABBVABBVIE INC	2,679	$476K	shares
IGSBISHARES TR	9,022	$466K	shares
KOCOCA COLA CO	7,293	$454K	shares
EFGISHARES TR	4,659	$451K	shares
FISVFISERV INC	2,181	$448K	shares
TIPXSPDR SERIES TRUST	24,229	$448K	shares
SRLNSSGA ACTIVE ETF TR	10,634	$444K	shares
IYEISHARES TR	9,724	$443K	shares
MOALTRIA GROUP INC	8,468	$443K	shares
ZROZPIMCO ETF TR	6,365	$437K	shares
BACBANK OF AMER CORP	9,886	$434K	shares
AONAON PLC	1,167	$419K	shares
EMHCSPDR SERIES TRUST	17,517	$417K	shares
IOOISHARES TR	4,087	$412K	shares
XYLXYLEM INC	3,513	$408K	shares
RWLINVESCO EXCH TRADED FD TR II	4,087	$400K	shares
IYWISHARES TR	2,501	$399K	shares
IATISHARES TR	7,908	$398K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001765380-25-000216	base		2025-05-12	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC