Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Aveo Capital Partners LLC
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $828,976,000
  Total Value Change : $68,481,000
  Securities Held Change : 5
   
All Securities Held : 337
  New Positions : 32
  Closed Positions : 39
  Increased Positions : 181
  Unchanged Positions : 10
  Decreased Positions : 114

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 32     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PZA)1 Year Chart         PZA Invesco National AMT-Free M... 50 New $23.73 $4,941,000 204,334 0.6% 4,941,000 204,334 0.257    Meat Products
   (ICVT)1 Year Chart         ICVT Ishares Convertible Bond Etf 61 New $0.00 $3,994,000 50,826 0.48% 3,994,000 50,826 0.043    N/A
   (IXN)1 Year Chart         IXN iShares Tr S&P Glbl Info Tch 63 New $73.81 $3,861,000 56,634 0.47% 3,861,000 56,634 0.063    Closed - End Fund - E...
   (VRIG)1 Year Chart         VRIG Invesco Variable Rate Inves... 65 New $25.16 $3,855,000 154,254 0.47% 3,855,000 154,254 0.086    N/A
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 83 New $0.00 $2,454,000 47,197 0.3% 2,454,000 47,197 0.005    N/A
   (UST)1 Year Chart         UST UST Inc 91 New $41.52 $1,899,000 41,699 0.23% 1,899,000 41,699 0.046    Cigarettes & Other To...
   (AAAU)1 Year Chart         AAAU Goldman Sachs Physical Gold... 106 New $17.29 $1,385,000 67,797 0.17% 1,385,000 67,797 0.25    N/A
   (YINN)1 Year Chart         YINN Direxion Shares Exchange Tr... 120 New $25.49 $1,132,000 54,068 0.14% 1,132,000 54,068 0.736    N/A
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 122 New $118.59 $1,099,000 9,843 0.13% 1,099,000 9,843 0.003    Closed - End Fund - Debt
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 185 New $0.00 $592,000 11,692 0.07% 592,000 11,692 0.001    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 249 New $181.33 $344,000 1,592 0.04% 344,000 1,592 0    Integrated Telecommun...
   (USDU)1 Year Chart         USDU Wisdomtree Bloomberg Us Dol... 248 New $26.62 $344,000 13,707 0.04% 344,000 13,707 0.025    N/A
   (BITO)1 Year Chart         BITO Proshares Bitcoin Strategy Etf 250 New $0.00 $342,000 16,684 0.04% 342,000 16,684 0.044    N/A
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 264 New $67.84 $314,000 4,879 0.04% 314,000 4,879 0    Closed - End Fund - E...
   (ORCL)1 Year Chart         ORCL Oracle Corp 273 New $117.39 $290,000 2,755 0.03% 290,000 2,755 0    Application Software
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 279 New $0.00 $281,000 1,793 0.03% 281,000 1,793 0    N/A
   (KORP)1 Year Chart         KORP American Century Diversifie... 299 New $0.00 $239,000 5,137 0.03% 239,000 5,137 0.057    N/A
   (CME)1 Year Chart         CME CME Group Inc 307 New $211.84 $226,000 1,074 0.03% 226,000 1,074 0.001    Business Services
   (ZTS)1 Year Chart         ZTS Zoetis Inc. 309 New $164.92 $225,000 1,142 0.03% 225,000 1,142 0    Drugs - Generic
   (MMM)1 Year Chart         MMM 3M Co 311 New $96.35 $219,000 2,002 0.03% 219,000 2,002 0    Conglomerates
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 314 New $179.14 $217,000 1,274 0.03% 217,000 1,274 0.004    Closed - End Fund - Debt
   (BX)1 Year Chart         BX Blackstone Group LP 316 New $120.62 $217,000 1,659 0.03% 217,000 1,659 0    Asset Management
   (HYLB)1 Year Chart         HYLB Xtrackers Usd High Yield Co... 315 New $35.36 $217,000 6,095 0.03% 217,000 6,095 0    N/A
   (SPGI)1 Year Chart         SPGI S&P Global Inc 318 New $429.21 $215,000 489 0.03% 215,000 489 0    Publishing
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 321 New $303.01 $212,000 719 0.03% 212,000 719 0    Networking & Communic...
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 323 New $335.19 $209,000 688 0.03% 209,000 688 0    Closed - End Fund - E...
   (SCHX)1 Year Chart         SCHX Schwab Strategic Trust 324 New $61.28 $209,000 3,710 0.03% 209,000 3,710 0    Closed - End Fund - Debt
   (IDNA)1 Year Chart         IDNA Ishares Genomics Immunology... 325 New $23.47 $207,000 9,000 0.02% 207,000 9,000 0.212    N/A
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 326 New $38.48 $206,000 5,961 0.02% 206,000 5,961 0.012    Domestic Regional Banks
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 328 New $126.69 $205,000 1,985 0.02% 205,000 1,985 0    Drug Manufacturers - ...
   (INTU)1 Year Chart         INTU Intuit Inc 329 New $632.43 $203,000 324 0.02% 203,000 324 0    Application Software
   (GE)1 Year Chart         GE General Electric Co 330 New $168.86 $203,000 1,589 0.02% 203,000 1,589 0    Conglomerates

      32 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results