News + Filings Holdings
|
Aveo Capital Partners, LLC
|
|
Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
iSHARES TRUST
| IVV | Common | 62,053 | 1,846 | 27,657,798,000 | 2,908,034,000 | 3.51 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| USHY | Common | 646,522 | 550,053 | 22,822,214,000 | 19,392,725,000 | 2.90 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| JNK | Common | 204,694 | -35,694 | 18,838,014,000 | -3,474,800,000 | 2.39 | |
Hist
| 06/30/2023 |
J P MORGAN EXCHANGE TRADED F
| JCPB | Common | 402,892 | 151,298 | 18,766,718,000 | 6,843,656,000 | 2.38 | |
Hist
| 06/30/2023 |
PROSHARES TRUST
| QLD | ULTRA QQQ PSHS | 266,016 | 4,406 | 17,126,110,000 | 4,158,102,000 | 2.17 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| IEF | OPTION | 163,745 | -118,179 | 15,817,801,000 | -12,126,469,000 | 2.01 | |
Hist
| 06/30/2023 |
ALPS ETF Trust
| EQL | Common | 143,875 | 4,731 | 15,014,768,000 | 1,165,935,000 | 1.91 | |
Hist
| 06/30/2023 |
Dimensional ETF Trust
| DFAE | Common | 639,277 | -117,089 | 14,997,439,000 | -2,414,101,000 | 1.90 | |
Hist
| 06/30/2023 |
VanEck ETF Trust
| ANGL | Common | 525,893 | 31,226 | 14,604,051,000 | 743,486,000 | 1.85 | |
Hist
| 06/30/2023 |
Goldman Sachs ETF Trust
| GBIL | Common | 124,238 | 24,345 | 12,432,497,000 | 2,429,224,000 | 1.58 | |
Hist
| 06/30/2023 |
PROSHARES TRUST
| SSO | COMMON STOCK | 182,798 | 90,534 | 10,629,726,000 | 5,998,054,000 | 1.35 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| AGG | LEHMAN AGG BND | 106,278 | 11,106 | 10,409,935,000 | 926,993,000 | 1.32 | |
Hist
| 06/30/2023 |
SELECT SECTOR SPDR TR SBI INT-ENERGY
| XLE | OPTION | 127,182 | -11,266 | 10,323,361,000 | -1,144,255,000 | 1.31 | |
Hist
| 06/30/2023 |
VanEck ETF Trust
| HYD | Common | 195,635 | 39,480 | 10,043,901,000 | 1,964,441,000 | 1.27 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| UAE | Common | 93,306 | -223,601 | 9,389,391,000 | -22,485,076,000 | 1.19 | |
Hist
| 06/30/2023 |
ISHARES GOLD TRUST
| IAU | Common | 250,131 | -27,912 | 9,102,267,000 | -1,288,200,000 | 1.16 | 0.03 |
Hist
| 06/30/2023 |
iSHARES TRUST
| IEFA | Common | 134,662 | 17,542 | 9,089,667,000 | 1,260,195,000 | 1.15 | |
Hist
| 06/30/2023 |
SPDR S&P 500 ETF TRUST
| SPY | Common | 17,983 | 7,078 | 7,971,565,000 | 3,507,301,000 | 1.01 | |
Hist
| 06/30/2023 |
INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 21,018 | 2,085 | 7,764,644,000 | 1,688,380,000 | 0.99 | |
Hist
| 06/30/2023 |
ALPS ETF Trust
| AMLP | Common | 187,863 | 27,402 | 7,366,123,000 | 1,164,319,000 | 0.93 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| ONEK | Common | 140,097 | 11,424 | 7,300,455,000 | 1,104,850,000 | 0.93 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| OEF | STOCK | 34,806 | 34,806 | 7,206,930,000 | 7,206,930,000 | 0.91 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 16,490 | 1,995 | 6,715,996,000 | 1,264,908,000 | 0.85 | |
Hist
| 06/30/2023 |
EQUISHARES CORPORATION
| AOR | Common | 129,970 | 183 | 6,686,970,000 | 193,721,000 | 0.85 | |
Hist
| 06/30/2023 |
Vanguard Growth ETF
| VUG | ETF | 23,074 | 15,594 | 6,528,971,000 | 4,663,244,000 | 0.83 | |
Hist
| 06/30/2023 |
SPDR GOLD TRUST
| GLD | GOLD SHS | 36,235 | 11,205 | 6,459,613,000 | 1,873,616,000 | 0.82 | |
Hist
| 06/30/2023 |
VANGUARD SCOTTSDALE FUNDS
| VCLT | Common | 80,917 | 80,917 | 6,351,170,000 | 6,351,170,000 | 0.81 | |
Hist
| 06/30/2023 |
iSHARES TRUST
| TLT | OPTION | 60,556 | -1,696 | 6,233,671,000 | -388,103,000 | 0.79 | |
Hist
| 06/30/2023 |
VANGUARD MUN BD FD INC
| VTEB | Common | 118,258 | -14,722 | 5,938,898,000 | -797,846,000 | 0.75 | |
Hist
| 06/30/2023 |
Apple Inc.
| AAPL | Common | 30,588 | 1,707 | 5,933,085,000 | 1,170,566,000 | 0.75 | |
Hist
| 06/30/2023 |
SPDR SERIES TRUST
| BNDS | Common | 230,340 | -16,893 | 5,843,714,000 | -532,414,000 | 0.74 | |
Hist
| 06/30/2023 |
J P MORGAN EXCHANGE TRADED F
| JMUB | Common | 115,488 | 9,004 | 5,800,946,000 | 409,650,000 | 0.74 | |
Hist
| 06/30/2023 |
VanEck ETF Trust
| HAP | Common | 118,024 | -3,554 | 5,685,665,000 | -310,830,000 | 0.72 | |
Hist
| 06/30/2023 |
INVESCO EXCHANGE TRADED FD T
| XMHQ | Common | 66,553 | 66,553 | 5,371,508,000 | 5,371,508,000 | 0.68 | |
Hist
| 06/30/2023 |
VANGUARD INDEX FDS MID CAP
| VO | STOCK | 24,208 | 271 | 5,329,580,000 | 280,814,000 | 0.68 | |
Hist
| 06/30/2023 |
<< Prev Next >> |
|
|
|
|