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Seneste beholdninger, ydeevne, AUM (fra 13F, 13D)

Aveo Capital Partners, LLC har afsløret 0 samlede besiddelser i deres seneste SEC-arkivering. Aveo Capital Partners, LLCs største beholdninger er Apple Inc. (US:AAPL) , Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF (US:VCLT) , Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF (US:BIV) , iShares Trust - iShares 20+ Year Treasury Bond ETF (US:TLT) , and The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund (US:XLRE) .

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Top øger dette kvartal

Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
Top falder i dette kvartal

Vi bruger ændringen i porteføljeallokeringen, fordi dette er den mest meningsfulde metrik. Ændringer kan skyldes handler eller ændringer i aktiekurser.

Sikkerhed Aktier
(MM)		 Værdi
(MM$)		 Portefølje % ΔPortefølje %
0,00 0,00 -0,3835
0,00 0,00 -0,1566
0,00 0,00 -0,0715
0,00 0,00 -0,0570
13F og Fondsarkivering

Denne formular blev indsendt den 2025-08-21 for rapporteringsperioden 2025-06-30. Denne investor har ikke oplyst værdipapirer, der tælles i aktier, så de aktierelaterede kolonner i nedenstående tabel er udeladt. Klik på linkikonet for at se den fulde transaktionshistorik.

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2022-07-28: Vigtig note - Vi har ændret behandlingen af kolonnen Δ Portefølje % i denne tabel. Tidligere rapporterede vi det som den procentvise ændring i porteføljeallokeringen. Vi rapporterer det nu som den rå ændring i porteføljeallokeringen (stadig rapporteret som en procent). I formeltermer rapporterede vi det tidligere som 100 * (aktuel allokering - forudgående tildeling) / forudgående tildeling. Vi indberetter det nu som (nuværende tildeling - forudgående tildeling).
Sikkerhed Type Δ Aktier
(%)		 Værdi
($MM)		 Portefølje
(%)		 ΔPortefølje
(%)
AAPL / Apple Inc. 0,00 0,0000
VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF 0,00 0,0000
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0,00 0,0000
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF 0,00 0,0000
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund 0,00 0,0000
IWD / iShares Trust - iShares Russell 1000 Value ETF 0,00 0,0000
DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF 0,00 0,0000
GBTC / Grayscale Bitcoin Trust (BTC) 0,00 0,0000
AAAU / Goldman Sachs Physical Gold ETF 0,00 0,0000
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF 0,00 0,0000
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF 0,00 0,0000
AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF 0,00 0,0000
SHW / The Sherwin-Williams Company 0,00 0,0000
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF 0,00 0,0000
EQL / ALPS ETF Trust - ALPS Equal Sector Weight ETF 0,00 0,0000
AIO / Virtus Artificial Intelligence & Technology Opportunities Fund 0,00 0,0000
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF 0,00 0,0000
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 0,00 0,0000
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund 0,00 0,0000
AVGE / American Century ETF Trust - Avantis All Equity Markets ETF 0,00 0,0000
WAT / Waters Corporation 0,00 0,0000
EET / ProShares Trust - ProShares Ultra MSCI Emerging Markets 0,00 0,0000
PHYS / Sprott Physical Gold Trust 0,00 0,0000
CRWD / CrowdStrike Holdings, Inc. 0,00 0,0000
BX / Blackstone Inc. 0,00 0,0000
SPY / SPDR S&P 500 ETF 0,00 0,0000
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 0,00 0,0000
MLN / VanEck ETF Trust - VanEck Long Muni ETF 0,00 0,0000
ORCL / Oracle Corporation 0,00 0,0000
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF 0,00 0,0000
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 0,00 0,0000
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF 0,00 0,0000
BKNG / Booking Holdings Inc. 0,00 0,0000
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF 0,00 0,0000
AMZN / Amazon.com, Inc. 0,00 0,0000
DFEV / Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 0,00 0,0000
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund 0,00 0,0000
DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF 0,00 0,0000
ET / Energy Transfer LP - Limited Partnership 0,00 0,0000
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF 0,00 0,0000
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 0,00 0,0000
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF 0,00 0,0000
UNH / UnitedHealth Group Incorporated 0,00 0,0000
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0,00 0,0000
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF 0,00 0,0000
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund 0,00 0,0000
IAU / iShares Gold Trust 0,00 0,0000
QLD / ProShares Trust - ProShares Ultra QQQ 0,00 0,0000
AMGN / Amgen Inc. 0,00 0,0000
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF 0,00 0,0000
ACN / Accenture plc 0,00 0,0000
ADBE / Adobe Inc. 0,00 0,0000
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF 0,00 0,0000
UST / ProShares Trust - ProShares Ultra 7-10 Year Treasury 0,00 0,0000
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF 0,00 0,0000
VERU / Veru Inc. 0,00 0,0000
AVGO / Broadcom Inc. 0,00 0,0000
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF 0,00 0,0000
SSO / ProShares Trust - ProShares Ultra S&P500 0,00 0,0000
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0,00 0,0000
GOOG / Alphabet Inc. 0,00 0,0000
GDX / VanEck ETF Trust - VanEck Gold Miners ETF 0,00 0,0000
JNJ / Johnson & Johnson 0,00 0,0000
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF 0,00 0,0000
XOM / Exxon Mobil Corporation 0,00 0,0000
UGL / ProShares Trust II - ProShares Ultra Gold 0,00 0,0000
NKE / NIKE, Inc. 0,00 0,0000
VGRSX / Vanguard REIT Index Fund 0,00 0,0000
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0,00 0,0000
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 0,00 0,0000
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0,00 0,0000
JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 0,00 0,0000
TQQQ / ProShares Trust - ProShares UltraPro QQQ 0,00 0,0000
JBND / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 0,00 0,0000
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 0,00 0,0000
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF 0,00 0,0000
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF 0,00 0,0000
PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund 0,00 0,0000
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF 0,00 0,0000
RH / RH 0,00 0,0000
DPST / Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares 0,00 0,0000
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 0,00 0,0000
COST / Costco Wholesale Corporation 0,00 0,0000
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF 0,00 0,0000
QQQ / Invesco QQQ Trust, Series 1 0,00 0,0000
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF 0,00 0,0000
IBIT / iShares Bitcoin Trust ETF 0,00 0,0000
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF 0,00 0,0000
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF 0,00 0,0000
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF 0,00 0,0000
PEP / PepsiCo, Inc. 0,00 0,0000
WMT / Walmart Inc. 0,00 0,0000
VTV / Vanguard Index Funds - Vanguard Value ETF 0,00 0,0000
GS / The Goldman Sachs Group, Inc. 0,00 0,0000
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0,00 0,0000
VDE / Vanguard World Fund - Vanguard Energy ETF 0,00 0,0000
AVSC / American Century ETF Trust - Avantis U.S. Small Cap Equity ETF 0,00 0,0000
JPM / JPMorgan Chase & Co. 0,00 0,0000
DFIV / Dimensional ETF Trust - Dimensional International Value ETF 0,00 0,0000
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF 0,00 0,0000
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF 0,00 0,0000
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF 0,00 0,0000
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF 0,00 0,0000
IVW / iShares Trust - iShares S&P 500 Growth ETF 0,00 0,0000
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares 0,00 0,0000
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF 0,00 0,0000
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 0,00 0,0000
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 0,00 0,0000
NXPI / NXP Semiconductors N.V. 0,00 0,0000
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 0,00 0,0000
AMLP / ALPS ETF Trust - Alerian MLP ETF 0,00 0,0000
EFV / iShares Trust - iShares MSCI EAFE Value ETF 0,00 0,0000
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF 0,00 0,0000
OBND / SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 0,00 0,0000
CVX / Chevron Corporation 0,00 0,0000
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0,00 0,0000
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF 0,00 0,0000
GOOGL / Alphabet Inc. 0,00 0,0000
AGNC / AGNC Investment Corp. 0,00 0,0000
IUS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF 0,00 0,0000
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 0,00 0,0000
CRM / Salesforce, Inc. 0,00 0,0000
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF 0,00 0,0000
PANW / Palo Alto Networks, Inc. 0,00 0,0000
DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 0,00 0,0000
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF 0,00 0,0000
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF 0,00 0,0000
CHD / Church & Dwight Co., Inc. 0,00 0,0000
RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 0,00 0,0000
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund 0,00 0,0000
OEF / iShares Trust - iShares S&P 100 ETF 0,00 0,0000
RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 0,00 0,0000
DHI / D.R. Horton, Inc. 0,00 0,0000
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF 0,00 0,0000
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0,00 0,0000
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0,00 0,0000
CEF / Sprott Physical Gold and Silver Trust 0,00 0,0000
ISRG / Intuitive Surgical, Inc. 0,00 0,0000
SYK / Stryker Corporation 0,00 0,0000
SDY / SPDR Series Trust - SPDR S&P Dividend ETF 0,00 0,0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0,00 0,0000
MUB / iShares Trust - iShares National Muni Bond ETF 0,00 0,0000
VUG / Vanguard Index Funds - Vanguard Growth ETF 0,00 0,0000
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF 0,00 0,0000
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0,00 0,0000
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF 0,00 0,0000
PG / The Procter & Gamble Company 0,00 0,0000
AVIV / American Century ETF Trust - Avantis International Large Cap Value ETF 0,00 0,0000
MA / Mastercard Incorporated 0,00 0,0000
HD / The Home Depot, Inc. 0,00 0,0000
NFLX / Netflix, Inc. 0,00 0,0000
BRK.B / Berkshire Hathaway Inc. 0,00 0,0000
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0,00 0,0000
USB / U.S. Bancorp 0,00 0,0000
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF 0,00 0,0000
PSA / Public Storage 0,00 0,0000
LMT / Lockheed Martin Corporation 0,00 0,0000
XEL / Xcel Energy Inc. 0,00 0,0000
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0,00 0,0000
IVV / iShares Trust - iShares Core S&P 500 ETF 0,00 0,0000
CVS / CVS Health Corporation 0,00 0,0000
TMO / Thermo Fisher Scientific Inc. 0,00 0,0000
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund 0,00 0,0000
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF 0,00 0,0000
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund 0,00 0,0000
TIP / iShares Trust - iShares TIPS Bond ETF 0,00 0,0000
GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF 0,00 0,0000
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF 0,00 0,0000
MSFT / Microsoft Corporation 0,00 0,0000
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0,00 0,0000
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF 0,00 0,0000
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0,00 0,0000
PEXL / Pacer Funds Trust - Pacer US Export Leaders ETF 0,00 0,0000
GLD / SPDR Gold Trust 0,00 -100,00 -0,1566
PLTR / Palantir Technologies Inc. 0,00 -100,00 -0,3835
TSLA / Tesla, Inc. 0,00 -100,00 -0,0570
None / None (000000000) 0,00 0,0000
AXP / American Express Company 0,00 -100,00 -0,0715