Aveo Capital Partners, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    englewood, CO
  • CIK
    0001576584
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

177

$601.18 M
DFAU, PYLD, OEF, SGOV
13F-HR
May 12, 2025
000176538025000216

337

$913.13 M
SGOV, IVV, DFAU, IUS
13F-HR
Jan 30, 2025
000176538025000024

339

$941.44 M
DFAU, IVV, IEF, IUS
13F-HR
Nov 12, 2024
000176538024000442

317

$881.81 M
DFAU, IVV, QLD, IUS
13F-HR
Aug 2, 2024
000176538024000259

362

$917.46 M
SGOV, DFAU, IVV, USHY
13F-HR
May 6, 2024
000176538024000185

338

$829.09 M
DFAU, IVV, SGOV, USHY
RESTATEMENT
Feb 13, 2024
000176538024000085

333

$760.61 M
SGOV, DFAU, IVV, KRE
13F-HR
Nov 6, 2023
000176538023000200

336

$788.03 M
DFAU, IVV, USHY, KRE
13F-HR
Aug 8, 2023
000176538023000156

336

$749.31 M
SGOV, IEF, IVV, DFAU
13F-HR
May 3, 2023
000176538023000074

329

$664.98 M
SGOV, IVV, DFAU, DFAE
13F-HR
Feb 3, 2023
000176538023000001

270

$580.27 M
SGOV, IVV, DFAU, VANGUARD MUN BD FDS
13F-HR
Nov 9, 2022
000176538022000147

268

$610.10 M
SGOV, TIP, IVV, VANGUARD MUN BD FDS
13F-HR
Aug 5, 2022
000176538022000107

274

$567.25 M
SGOV, TIP, IVV, SSO
13F-HR
May 13, 2022
000176538022000078

283

$557.14 M
UJB, HYG, IVV, AGG
13F-HR
Feb 11, 2022
000176538022000030

255

$479.45 M
AGG, IVV, HYG, UJB
13F-HR
Nov 12, 2021
000176538021000116

263

$452.77 M
HYG, IVV, AGG, UJB
13F-HR
Aug 13, 2021
000176538021000087

235

$397.03 M
HYG, AGG, UJB, IVV
13F-HR
May 11, 2021
000176538021000058

67

$64.66 M
AGG, SHY, KRE, IGT
13F-HR
Feb 10, 2021
000176538021000027

192

$277.76 M
SHY, AGG, SPY, IEF
13F-HR
Nov 13, 2020
000176538020000096

60

$49.68 M
AGG, KRE, SHY, IGT
13F-HR
Aug 12, 2020
000176538020000073

156

$205.67 M
SHY, SPY, IEF, IVV
13F-HR
May 5, 2020
000176538020000043

189

$252.79 M
SPY, IVV, AGG, EFA
13F-HR
Feb 6, 2020
000176538020000026

183

$241.96 M
SPY, IVV, RSPR, IEF
13F-HR
Nov 7, 2019
000176538019000107

188

$230.16 M
KRE, IVV, IEF, AGG
13F-HR
Aug 6, 2019
000176538019000076

168

$216.45 M
QXGG, QXTR, IVV, IEF
13F-HR
May 7, 2019
000176538019000052

129

$200.29 M
QXGG, QXTR, IVV, IEF
13F-HR
Feb 11, 2019
000176538019000025

140

$223.86 M
QXGG, QXTR, QXMI, IVV
13F-HR
Nov 9, 2018
000157658418000009

140

$226.78 M
QXGG, QXTR, QXMI, IEF
13F-HR
Aug 14, 2018
000157658418000007

142

$239.55 M
QXGG, QXTR, QXMI, IEF
13F-HR
May 11, 2018
000157658418000005

144

$300.69 M
QXTR, QXGG, QXMI, AGG
13F-HR
Feb 5, 2018
000157658418000002

135

$289.75 M
QXTR, QXGG, QXMI, AGG
13F-HR
Nov 14, 2017
000157658417000006

132

$283.82 M
QXTR, QXGG, QXMI, AGG
13F-HR
Aug 1, 2017
000163430117000003

129

$272.83 M
QXTR, QXGG, AGG, QXMI
13F-HR
May 15, 2017
000157658417000004

233

$350.81 M
SPY, IEF, VTI, AGG
13F-HR
Jan 19, 2017
000157658417000003