Aveo Capital Partners, LLC
Follow13F 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 (acceptance time not in the bulk data set), ingested 13F-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.
Back to all 177 share positions
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| 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 |
| SHPROSHARES TR | 9,326 | $395K | shares |
| TMUST-MOBILE US INC | 1,784 | $394K | shares |
| ASMLASML HLDG NV | 567 | $393K | shares |
| IVEISHARES TR | 2,052 | $392K | shares |
| VZVERIZON COMMUNICATIONS INC | 9,764 | $390K | shares |
| IPACISHARES TR | 6,181 | $378K | shares |
| IEURISHARES TR | 6,973 | $376K | shares |
| RTXRTX CORPORATION | 3,229 | $374K | shares |
| NEENEXTERA ENERGY INC | 5,188 | $372K | shares |
| MRKMERCK & CO INC | 3,729 | $371K | shares |
| BTALAGF INVTS TR | 19,726 | $365K | shares |
| TJXTJX COS INC NEW | 2,982 | $360K | shares |
| EMBISHARES TR | 3,996 | $356K | shares |
| KORPAMERICAN CENTY ETF TR | 7,726 | $355K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 878 | $354K | shares |
| WMBWILLIAMS COS INC | 6,454 | $349K | shares |
| DUKDUKE ENERGY CORP NEW | 3,234 | $348K | shares |
| ABTABBOTT LABORATORIES | 3,040 | $344K | shares |
| SONYSONY GROUP CORP | 16,065 | $340K | shares |
| PWRQUANTA SVCS INC | 1,055 | $333K | shares |
| AMTAMERICAN TOWER CORP | 1,805 | $331K | shares |
| MTUMISHARES TR | 1,590 | $329K | shares |
| USMVISHARES TR | 3,598 | $319K | shares |
| CSCOCISCO SYS INC | 5,296 | $314K | shares |
| BSCXINVESCO EXCH TRD SLF IDX FD | 15,151 | $312K | shares |
| HYSPIMCO ETF TR | 3,327 | $312K | shares |
| SHELSHELL PLC | 4,964 | $311K | shares |
| BSCWINVESCO EXCH TRD SLF IDX FD | 15,407 | $310K | shares |
| BSCYINVESCO EXCH TRD SLF IDX FD | 15,318 | $310K | shares |
| BSCRINVESCO EXCH TRD SLF IDX FD | 15,832 | $308K | shares |
| INVESCOINVESCO | 14,922 | $308K | shares |
| BSCQINVESCO EXCH TRD SLF IDX FD | 15,809 | $307K | shares |
| BSCSINVESCO EXCH TRD SLF IDX FD | 15,202 | $306K | shares |
| BSCTINVESCO EXCH TRD SLF IDX FD | 16,637 | $305K | shares |
| IEIISHARES TR | 2,635 | $304K | shares |
| BSCUINVESCO EXCH TRD SLF IDX FD | 18,466 | $302K | shares |
| BSCVINVESCO EXCH TRD SLF IDX FD | 18,825 | $302K | shares |
| LINLINDE PLC | 709 | $297K | shares |
| CARRCARRIER GLOBAL CORPORATION | 4,313 | $294K | shares |
| COFCAPITAL ONE FINL CORP | 1,639 | $292K | shares |
| AMDADVANCED MICRO DEVICES INC | 2,403 | $290K | shares |
| DVYISHARES TR | 2,189 | $287K | shares |
| EOGEOG RES INC | 2,328 | $285K | shares |
| MRSHMARSH & MCLENNAN COS INC | 1,322 | $281K | shares |
| PHPARKER-HANNIFIN CORP | 436 | $277K | shares |
| PFFISHARES TR | 8,638 | $272K | shares |
| HCAHCA HEALTHCARE INC | 895 | $269K | shares |
| SOSOUTHERN CO | 3,257 | $268K | shares |
| SPTISPDR SERIES TRUST | 9,486 | $264K | shares |
| SPGIS&P GLOBAL INC | 531 | $264K | shares |
| ETRENTERGY CORP NEW | 3,444 | $261K | shares |
| SCHXSCHWAB STRATEGIC TR | 11,130 | $258K | shares |
| FXGFIRST TR EXCHANGE-TRADED FD | 3,958 | $254K | shares |
| VSTVISTRA CORP | 1,834 | $253K | shares |
| CMCSACOMCAST CORP NEW | 6,704 | $252K | shares |
| OTISOTIS WORLDWIDE CORP | 2,619 | $243K | shares |
| ETHEGRAYSCALE ETHEREUM STAKING E | 8,644 | $242K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 20,154 | $236K | shares |
| PFEPFIZER INC | 8,896 | $236K | shares |
| FLVAMERICAN CENTY ETF TR | 3,471 | $232K | shares |
| PMPHILIP MORRIS INTL INC | 1,904 | $229K | shares |
| CATCATERPILLAR INC | 625 | $227K | shares |
| ROPROPER TECHNOLOGIES INC | 425 | $221K | shares |
| STOTSSGA ACTIVE TR | 4,583 | $215K | shares |
| VNQVANGUARD INDEX FDS | 2,357 | $210K | shares |
| IPINTERNATIONAL PAPER CO | 3,889 | $209K | shares |
| IWRISHARES TR | 2,364 | $209K | shares |
| VXUSVANGUARD STAR FDS | 3,544 | $209K | shares |
| JAVAJ P MORGAN EXCHANGE TRADED F | 3,248 | $206K | shares |
| KKRKKR & CO INC | 1,387 | $205K | shares |
| GEGE AEROSPACE | 1,229 | $205K | shares |
| GOVTISHARES TR | 8,918 | $205K | shares |
| BINCBLACKROCK ETF TRUST II | 3,934 | $205K | shares |
| FFORD MTR CO | 20,639 | $204K | shares |
| FTRIFIRST TR EXCHANGE-TRADED FD | 16,803 | $202K | shares |
| PROSPECT CAP CORPPROSPECT CAP CORP | 87,000 | $86.3K | principal |
| GAN LTDGAN LTD | 15,723 | $28.6K | 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 |