Notify me when Aveo Capital Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 08 Jan 2026, 09:42 | |
| Q3 2025 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 14 Nov 2025, 15:07 | |
| Q2 2025 | 0 | $0 | $0 | -$595,786,268 | -$595,786,268 | 13F-HR | 21 Aug 2025, 10:51 | |
| Q1 2025 | 177 | $595,786,268 | +$104,001,689 | -$408,667,205 | -$304,665,516 | DFAU, PYLD, OEF, SGOV, QQQM | 13F-HR | 12 May 2025, 16:08 |
| Q4 2024 | 338 | $912,607,097 | +$141,220,819 | -$152,192,411 | -$10,971,592 | SGOV, IVV, DFAU, IUS, QQQM | 13F-HR | 30 Jan 2025, 13:55 |
| Q3 2024 | 339 | $941,441,742 | +$141,963,445 | -$124,883,345 | +$17,080,100 | DFAU, IVV, IEF, IUS, SGOV | 13F-HR | 12 Nov 2024, 16:00 |
| Q2 2024 | 317 | $881,807,283 | +$90,980,727 | -$142,927,718 | -$51,946,991 | DFAU, IVV, QLD, IUS, USHY | 13F-HR | 02 Aug 2024, 12:32 |
| Q1 2024 | 362 | $916,783,268 | +$178,975,238 | -$120,301,000 | +$58,674,238 | SGOV, DFAU, IVV, USHY, IUS | 13F-HR | 06 May 2024, 10:07 |
| Q4 2023 | 338 | $829,090,212 | +$178,178,994 | -$167,211,739 | +$10,967,255 | DFAU, IVV, SGOV, USHY, IUS | Restatement | 13 Feb 2024, 09:38 |
| Q3 2023 | 333 | $760,605,787 | +$124,626,612 | -$125,295,753 | -$669,141 | SGOV, DFAU, IVV, JNK, QLD | 13F-HR | 06 Nov 2023, 12:09 |
| Q2 2023 | 336 | $788,025,892 | +$165,742,874 | -$146,464,687 | +$19,278,187 | DFAU, IVV, USHY, JNK, JCPB | 13F-HR | 08 Aug 2023, 16:04 |
| Q1 2023 | 336 | $749,312,334 | +$165,425,954 | -$105,948,940 | +$59,477,014 | SGOV, IEF, IVV, DFAU, JNK | 13F-HR | 03 May 2023, 13:22 |
| Q4 2022 | 329 | $664,980,421 | +$218,791,937 | -$162,875,351 | +$55,916,586 | SGOV, IVV, DFAU, DFAE, ANGL | 13F-HR | 03 Feb 2023, 10:01 |
| Q3 2022 | 270 | $580,269,000 | +$104,354,444 | -$100,134,010 | +$4,220,434 | SGOV, IVV, DFAU, VTEB, IEF | 13F-HR | 09 Nov 2022, 10:59 |
| Q2 2022 | 268 | $610,101,000 | +$221,945,633 | -$117,833,787 | +$104,111,846 | SGOV, TIP, IVV, VTEB, DFAU | 13F-HR | 05 Aug 2022, 13:57 |
| Q1 2022 | 273 | $567,025,000 | +$154,369,830 | -$117,791,231 | +$36,578,599 | SGOV, TIP, IVV, SSO, AGG | 13F-HR | 13 May 2022, 10:11 |
| Q4 2021 | 282 | $554,011,000 | +$113,239,317 | -$52,614,647 | +$60,624,670 | UJB, HYG, IVV, AGG, SSO | 13F-HR | 11 Feb 2022, 11:32 |
| Q3 2021 | 255 | $479,447,000 | +$114,767,166 | -$85,020,175 | +$29,746,991 | AGG, IVV, HYG, UJB, SHY | 13F-HR | 12 Nov 2021, 09:02 |
| Q2 2021 | 260 | $452,694,000 | +$118,791,155 | -$80,798,144 | +$37,993,011 | HYG, IVV, AGG, UJB, QLD | 13F-HR | 13 Aug 2021, 11:43 |
| Q1 2021 | 232 | $397,027,000 | +$335,371,334 | -$3,509,618 | +$331,861,716 | HYG, AGG, UJB, IVV, SSO | 13F-HR | 11 May 2021, 09:50 |
| Q4 2020 | 66 | $64,617,000 | +$9,567,393 | -$228,665,911 | -$219,098,518 | AGG, SHY, BIL, IAU, BOND | 13F-HR | 10 Feb 2021, 12:54 |
| Q3 2020 | 191 | $277,757,000 | +$228,023,216 | -$738,844 | +$227,284,372 | SHY, AGG, SPY, IEF, IVV | 13F-HR | 13 Nov 2020, 13:40 |
| Q2 2020 | 57 | $49,632,000 | +$8,838,666 | -$175,098,812 | -$166,260,146 | AGG, BIL, SHY, IAU, STOT | 13F-HR | 12 Aug 2020, 16:11 |
| Q1 2020 | 156 | $205,674,000 | +$67,267,309 | -$83,751,046 | -$16,483,737 | SHY, SPY, IEF, IVV, AGG | 13F-HR | 05 May 2020, 10:48 |
| Q4 2019 | 184 | $252,765,000 | +$53,380,336 | -$46,874,896 | +$6,505,440 | SPY, IVV, AGG, EFA, IEF | 13F-HR | 06 Feb 2020, 11:30 |
| Q3 2019 | 182 | $239,683,000 | +$52,652,315 | -$44,410,723 | +$8,241,592 | SPY, IVV, RSPR, IEF, HYG | 13F-HR | 07 Nov 2019, 11:09 |
| Q2 2019 | 184 | $229,940,000 | +$66,379,375 | -$58,095,494 | +$8,283,881 | SPYG, IVV, IEF, SPTS, AGG | 13F-HR | 06 Aug 2019, 13:48 |
| Q1 2019 | 166 | $216,421,000 | +$57,252,904 | -$54,313,276 | +$2,939,628 | QXGG, QXTR, IVV, IEF, IYLD | 13F-HR | 07 May 2019, 10:51 |
| Q4 2018 | 129 | $200,290,000 | +$35,692,383 | -$49,527,032 | -$13,834,649 | QXGG, QXTR, IVV, IEF, MINT | 13F-HR | 11 Feb 2019, 16:21 |
| Q3 2018 | 140 | $223,179,000 | +$30,406,676 | -$29,511,165 | +$895,511 | QXGG, QXTR, QXMI, IVV, IEF | 13F-HR | 09 Nov 2018, 10:17 |
| Q2 2018 | 140 | $226,779,000 | +$26,855,760 | -$43,171,930 | -$16,316,170 | QXGG, QXTR, QXMI, IEF, IVV | 13F-HR | 14 Aug 2018, 11:29 |
| Q1 2018 | 142 | $239,550,000 | +$28,702,216 | -$86,134,526 | -$57,432,310 | QXGG, QXTR, QXMI, IEF, IVV | 13F-HR | 11 May 2018, 14:20 |
| Q4 2017 | 144 | $300,688,000 | +$21,534,385 | -$18,757,432 | +$2,776,953 | QXTR, QXGG, QXMI, AGG, QXRR | 13F-HR | 05 Feb 2018, 12:21 |
| Q3 2017 | 135 | $289,745,000 | +$16,570,991 | -$17,137,053 | -$566,062 | QXTR, QXGG, QXMI, AGG, QXRR | 13F-HR | 13 Nov 2017, 17:47 |
| Q2 2017 | 132 | $283,820,000 | +$21,664,154 | -$14,838,024 | +$6,826,130 | QXTR, QXGG, QXMI, AGG, QXRR | 13F-HR | 01 Aug 2017, 12:44 |
| Q1 2017 | 129 | $272,835,000 | +$159,164,718 | -$247,597,142 | -$88,432,424 | QXTR, QXGG, AGG, QXMI, QXRR | 13F-HR | 15 May 2017, 16:56 |
| Q4 2016 | 232 | $350,807,000 | $0 | $0 | $0 | SPY, IEF, VTI, AGG, HYG | 13F-HR | 19 Jan 2017, 14:15 |