Aveo Capital Partners, LLC
CIK Number: 0001576584
Main Sectors:
Top Industries:
Filing Date: May 12, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US ... | 44.28 | -0.14% | 1.01M | +5.35% | 38.97M | 28.83 | 6.48% | Share |
| 2 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 1.45M | +79.91% | 37.58M | 25.7 | 6.25% | Share |
| 3 | OEF | iShares S&P 100... | 320.97 | +0.14% | 116.43K | +39.45% | 31.63M | 239.39 | 5.26% | Share |
| 4 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 311.96K | -43.43% | 31.33M | 100.4 | 5.21% | Share |
| 5 | QQQM | Invesco NASDAQ ... | 238.70 | -0.09% | 152.9K | +29.94% | 30.43M | 173.65 | 5.06% | Share |
| 6 | IUS | Invesco RAFI St... | 53.15 | -0.15% | 607.88K | +14.30% | 29.32M | 40.52 | 4.88% | Share |
| 7 | DFIC | Dimensional Int... | 32.11 | -0.17% | 653K | +8.42% | 19.08M | 22.19 | 3.17% | Share |
| 8 | DFAE | Dimensional Eme... | 29.97 | -1.09% | 716.14K | -0.32% | 19.01M | 23.34 | 3.16% | Share |
| 9 | IEF | iShares 7-10 Ye... | 95.42 | -0.32% | 182.85K | +78.02% | 17.37M | 97.32 | 2.89% | Share |
| 10 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 227.97K | -4.72% | 14.5M | 37.21 | 2.41% | Share |
| 11 | ANGL | VanEck Fallen A... | 29.16 | -0.27% | 478.05K | -21.21% | 13.51M | 29.17 | 2.25% | Share |
| 12 | DFGP | Dimensional Glo... | 54.86 | -0.18% | 239.22K | +6.02% | 12.82M | 52.86 | 2.13% | Share |
| 13 | DUHP | Dimensional US ... | 36.86 | -0.22% | 358.46K | +5.91% | 11.8M | 24.29 | 1.96% | Share |
| 14 | FNDF | Schwab Fundamen... | 41.93 | -0.31% | 308.21K | +60.94% | 11.59M | 33.64 | 1.93% | Share |
| 15 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 450.42K | -9.25% | 11.41M | 25.79 | 1.90% | Share |
| 16 | XLE | Energy Select S... | 85.55 | -0.11% | 125.28K | -4.97% | 10.09M | 67.1 | 1.68% | Share |
| 17 | AVDV | Avantis Interna... | 83.92 | -0.31% | 135.73K | +67.67% | 9.95M | 64.45 | 1.66% | Share |
| 18 | XMHQ | Invesco S&P Mid... | 102.82 | -1.25% | 102.59K | +10.31% | 9.67M | 86.21 | 1.61% | Share |
| 19 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 258.59K | +26.19% | 8.48M | 25.94 | 1.41% | Share |
| 20 | JMUB | JPMorgan Munici... | 49.42 | -0.14% | 160.85K | -37.19% | 7.97M | 50.31 | 1.33% | Share |
| 21 | AVSC | Avantis U.S. Sm... | 55.07 | -1.24% | 164.54K | +26.38% | 7.74M | 47.83 | 1.29% | Share |
| 22 | UST | ProShares Ultra... | 43.38 | -0.66% | 174.65K | +100.00% | 7.52M | 43.06 | 1.25% | Share |
| 23 | VCLT | Vanguard Long-T... | 76.00 | -0.43% | 101.77K | +10.01% | 7.5M | 78.75 | 1.25% | Share |
| 24 | JBND | JP Morgan Activ... | 53.53 | -0.26% | 129.61K | +6.64% | 6.88M | 52.08 | 1.14% | Share |
| 25 | TIP | iShares TIPS Bo... | 110.27 | -0.28% | 61.73K | +100.00% | 6.75M | 111.09 | 1.12% | Share |
| 26 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 79.83K | -2.67% | 6.75M | 85.27 | 1.12% | Share |
| 27 | DFIV | Dimensional Int... | 45.24 | -0.02% | 164.14K | +9.91% | 6.64M | 33.75 | 1.10% | Share |
| 28 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 127.08K | +24.14% | 6.63M | 55.91 | 1.10% | Share |
| 29 | EET | ProShares Ultra... | 67.79 | -2.6% | 108.49K | +390.54% | 5.96M | 55.09 | 0.99% | Share |
| 30 | VUG | Vanguard Growth... | 463.54 | +0.15% | 15.45K | -24.28% | 5.94M | 275.31 | 0.99% | Share |
| 31 | DFEV | Dimensional Eme... | 30.83 | -1% | 209.58K | -17.17% | 5.74M | 23.21 | 0.95% | Share |
| 32 | EQL | ALPS Equal Sect... | 44.87 | -0.32% | 130.3K | +201.13% | 5.39M | 41 | 0.90% | Share |
| 33 | DFSV | Dimensional US ... | 31.23 | -0.98% | 198.5K | +6.25% | 5.39M | 24.36 | 0.90% | Share |
| 34 | PZA | Invesco Nationa... | 22.20 | -0.27% | 204.89K | -3.25% | 4.66M | 24.17 | 0.77% | Share |
| 35 | UGL | ProShares Ultra... | 34.89 | -1.36% | 29.1K | +11.11% | 4.26M | 85.87 | 0.71% | Share |
| 36 | GDX | VanEck Gold Min... | 57.70 | -0.63% | 83.18K | -19.9% | 4.14M | 27.43 | 0.69% | Share |
| 37 | PEXL | Pacer US Export... | 54.66 | -1.16% | 84.08K | -27.88% | 3.88M | 45.11 | 0.64% | Share |
| 38 | AVIV | Avantis Interna... | 65.30 | -0.08% | 64.98K | -21.08% | 3.84M | 48.75 | 0.64% | Share |
| 39 | DPST | Direxion Daily ... | 98.22 | -0.23% | 50.97K | +100.00% | 3.71M | 86.58 | 0.62% | Share |
| 40 | IBIT | iShares Bitcoin... | 67.03 | -4.02% | 67.11K | +52.56% | 3.67M | 44.27 | 0.61% | Share |
| 41 | AVIG | Avantis Core Fi... | 41.62 | -0.25% | 87.63K | -23.36% | 3.6M | 39.99 | 0.60% | Share |
| 42 | RWK | Invesco S&P Mid... | 121.66 | -1.24% | 29.18K | +15.31% | 3.16M | 99 | 0.53% | Share |
| 43 | AAPL | Apple Inc. | 232.81 | -0.22% | 15.45K | -46.42% | 3.03M | 144.46 | 0.50% | Share |
| 44 | GBIL | Goldman Sachs A... | 100.00 | +0.01% | 28.11K | -47.06% | 2.81M | 100.05 | 0.47% | Share |
| 45 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 5.13K | +3.74% | 2.66M | 380.27 | 0.44% | Share |
| 46 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 4.71K | -68% | 2.65M | 491.15 | 0.44% | Share |
| 47 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 5.54K | -49.33% | 2.4M | 346.5 | 0.40% | Share |
| 48 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 22.85K | -19.88% | 2.39M | 83.09 | 0.40% | Share |
| 49 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 20.24K | -58.38% | 2.37M | 66.92 | 0.39% | Share |
| 50 | PLTR | Palantir Techno... | 181.00 | -1.83% | 20.87K | +100.00% | 2.31M | 84.4 | 0.38% | Share |
| 51 | BIV | Vanguard Interm... | 77.31 | -0.3% | 30.1K | -24.15% | 2.3M | 75.66 | 0.38% | Share |
| 52 | JCPB | JPMorgan Core P... | 47.01 | -0.23% | 48.92K | -19% | 2.28M | 46.18 | 0.38% | Share |
| 53 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 11.22K | -37.29% | 2.12M | 124.56 | 0.35% | Share |
| 54 | DFAI | Dimensional Int... | 35.58 | -0.15% | 62.08K | -4.58% | 2.03M | 26.89 | 0.34% | Share |
| 55 | MUB | iShares Nationa... | 104.03 | -0.18% | 18.48K | +135.16% | 1.93M | 107.03 | 0.32% | Share |
| 56 | AVGE | Avantis All Equ... | 80.36 | -0.79% | 25.69K | +21.73% | 1.84M | 63.68 | 0.31% | Share |
| 57 | DFEM | Dimensional Eme... | 30.69 | -1.13% | 67.17K | -2.81% | 1.82M | 21.84 | 0.30% | Share |
| 58 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 11.01K | +18.71% | 1.68M | 140.33 | 0.28% | Share |
| 59 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 3.4K | -81.88% | 1.64M | 488.31 | 0.27% | Share |
| 60 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 10.6K | -25.97% | 1.6M | 132.64 | 0.27% | Share |
| 61 | MA | Mastercard Inco... | 583.65 | +0.99% | 2.8K | +13.18% | 1.59M | 475.25 | 0.26% | Share |
| 62 | TQQQ | ProShares Ultra... | 94.59 | -0.28% | 25.65K | +100.00% | 1.47M | 57.3 | 0.24% | Share |
| 63 | QLD | ProShares Ultra... | 128.85 | -0.19% | 16.03K | -88.8% | 1.47M | 107.84 | 0.24% | Share |
| 64 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 28.99K | -69.03% | 1.42M | 50.64 | 0.24% | Share |
| 65 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 21.8K | -44.05% | 1.34M | 51.24 | 0.22% | Share |
| 66 | XLP | Consumer Staple... | 81.89 | -0.9% | 15.86K | +49.03% | 1.29M | 75.03 | 0.21% | Share |
| 67 | XLI | Industrial Sele... | 151.15 | -0.87% | 9.32K | +75.12% | 1.25M | 110.16 | 0.21% | Share |
| 68 | DHI | D.R. Horton, In... | 163.90 | -1% | 10.02K | +32.38% | 1.23M | 144.58 | 0.20% | Share |
| 69 | SHW | The Sherwin-Wil... | 365.43 | -0.92% | 3.37K | +4.85% | 1.19M | 236.01 | 0.20% | Share |
| 70 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 4.7K | -32.91% | 1.17M | 165.35 | 0.20% | Share |
| 71 | RH | Rh | 234.98 | -4.36% | 6.04K | +100.00% | 1.14M | 234.41 | 0.19% | Share |
| 72 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 24.4K | -65.05% | 1.12M | 44.16 | 0.19% | Share |
| 73 | OBND | SPDR Loomis Say... | 26.09 | -0.15% | 42.34K | -73.5% | 1.08M | 25.15 | 0.18% | Share |
| 74 | MINT | PIMCO Enhanced ... | 100.44 | 0.00% | 10.79K | -31.11% | 1.08M | 100.32 | 0.18% | Share |
| 75 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 6.78K | -17.34% | 1.07M | 163.08 | 0.18% | Share |
| 76 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 11.48K | -36.3% | 1.05M | 91.69 | 0.17% | Share |
| 77 | CVX | Chevron Corpora... | 155.20 | -0.43% | 7.64K | -41.43% | 1.04M | 123.16 | 0.17% | Share |
| 78 | MEAR | iShares Short M... | 50.40 | +0.02% | 20.31K | -5.88% | 1.02M | 49.91 | 0.17% | Share |
| 79 | XLF | Financial Selec... | 53.01 | +0.47% | 20.49K | +97.03% | 1.01M | 49.06 | 0.17% | Share |
| 80 | XLK | Technology Sele... | 267.74 | -0.21% | 4.38K | +9.47% | 945.05K | 197.11 | 0.16% | Share |
| 81 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 3.03K | -74.59% | 941.26K | 215.37 | 0.16% | Share |
| 82 | WMT | Walmart Inc. | 100.84 | -0.15% | 8.73K | -37.09% | 863.28K | 56.91 | 0.14% | Share |
| 83 | TLT | iShares 20+ Yea... | 87.01 | -0.75% | 9.74K | -55.22% | 856.6K | 103.45 | 0.14% | Share |
| 84 | VDE | Vanguard Energy... | 120.19 | -0.14% | 7.24K | -7.28% | 814.47K | 83.68 | 0.14% | Share |
| 85 | DFCF | Dimensional Cor... | 42.41 | -0.31% | 19.08K | -43.18% | 797.9K | 41.78 | 0.13% | Share |
| 86 | NKE | NIKE, Inc. | 76.39 | -1.04% | 13.31K | -45.65% | 780.35K | 78.04 | 0.13% | Share |
| 87 | VTV | Vanguard Value ... | 180.44 | -0.2% | 4.58K | -88.18% | 767.22K | 142.53 | 0.13% | Share |
| 88 | FALN | iShares Fallen ... | 27.14 | -0.18% | 28.81K | +59.59% | 754.74K | 25.62 | 0.13% | Share |
| 89 | COST | Costco Wholesal... | 975.42 | -0.35% | 738 | -55.99% | 743.49K | 655.55 | 0.12% | Share |
| 90 | AAAU | Goldman Sachs P... | 32.95 | -0.65% | 20.7K | -28.8% | 689.79K | 20.43 | 0.11% | Share |
| 91 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 584 | -4.26% | 674.76K | 374.97 | 0.11% | Share |
| 92 | VONE | Vanguard Russel... | 292.81 | -0.1% | 2.6K | +98.62% | 662.7K | 213.08 | 0.11% | Share |
| 93 | WAT | Waters Corporat... | 293.44 | -1.14% | 1.9K | +100.00% | 656.37K | 368.57 | 0.11% | Share |
| 94 | PRF | Invesco FTSE RA... | 43.66 | -0.13% | 16.52K | +14.97% | 652.44K | 32.1 | 0.11% | Share |
| 95 | SSO | ProShares Ultra... | 105.57 | -0.01% | 7.95K | -86.34% | 646.18K | 78.45 | 0.11% | Share |
| 96 | NXPI | NXP Semiconduct... | 231.54 | +0.44% | 3.33K | +3.00% | 622.28K | 209.54 | 0.10% | Share |
| 97 | AVLV | Avantis U.S. La... | 70.85 | -0.21% | 8.9K | +8.61% | 562.74K | 54.38 | 0.09% | Share |
| 98 | XLRE | The Real Estate... | 41.05 | -0.71% | 13.4K | -5.56% | 557.13K | 40.61 | 0.09% | Share |
| 99 | GBTC | Grayscale Bitco... | 92.76 | -3.98% | 7.27K | -4.27% | 551.79K | 62.18 | 0.09% | Share |
| 100 | VBR | Vanguard Small ... | 204.30 | -1.15% | 3.01K | -42.2% | 549.9K | 168.99 | 0.09% | Share |
| 101 | XLB | Materials Selec... | 90.03 | -1.04% | 6.59K | +100.00% | 548.15K | 85.98 | 0.09% | Share |
| 102 | ITM | VanEck Intermed... | 45.56 | -0.13% | 11.92K | +17.94% | 540.5K | 45.59 | 0.09% | Share |
| 103 | GRNY | Tidal Trust III... | 23.78 | -0.21% | 27.65K | -2.1% | 539.45K | 19.96 | 0.09% | Share |
| 104 | ADBE | Adobe Inc. | 348.58 | -0.71% | 1.39K | +22.30% | 536.26K | 451.79 | 0.09% | Share |
| 105 | VTI | Vanguard Total ... | 317.25 | -0.13% | 1.92K | -55.62% | 529.84K | 216.8 | 0.09% | Share |
| 106 | AGNC | AGNC Investment... | 9.60 | -0.57% | 60.5K | -0.02% | 527.57K | 10.08 | 0.09% | Share |
| 107 | RDVY | First Trust Ris... | 65.38 | -0.29% | 8.97K | -45.08% | 522.09K | 55.83 | 0.09% | Share |
| 108 | IVW | iShares S&P 500... | 115.82 | +0.14% | 5.29K | -50.09% | 510.83K | 77.96 | 0.09% | Share |
| 109 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 8.72K | -25.85% | 505.41K | 50.89 | 0.08% | Share |
| 110 | SPGP | Invesco S&P 500... | 110.62 | -0.61% | 5.17K | -35.02% | 504.6K | 106.72 | 0.08% | Share |
| 111 | SCHZ | Schwab U.S. Agg... | 23.19 | -0.28% | 21.76K | +46.91% | 500.72K | 22.9 | 0.08% | Share |
| 112 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 3.32K | +47.01% | 495.61K | 125.87 | 0.08% | Share |
| 113 | CHD | Church & Dwight... | 92.61 | -1.15% | 5.33K | +35.36% | 489.85K | 106.12 | 0.08% | Share |
| 114 | EMLP | First Trust Nor... | 38.02 | -0.2% | 13.27K | +100.00% | 484.78K | 37.49 | 0.08% | Share |
| 115 | BX | Blackstone Inc. | 174.53 | -1.17% | 3.51K | -3.46% | 478.01K | 172.42 | 0.08% | Share |
| 116 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 3.63K | -89.54% | 477.85K | 130.98 | 0.08% | Share |
| 117 | PG | The Procter & G... | 153.70 | -1.1% | 2.98K | -35.32% | 474.68K | 159.14 | 0.08% | Share |
| 118 | SYK | Stryker Corpora... | 378.47 | -0.13% | 1.21K | +50.81% | 466.25K | 364.16 | 0.08% | Share |
| 119 | GSSC | Goldman Sachs A... | 71.97 | -1.37% | 7.23K | +100.00% | 453.89K | 63.43 | 0.08% | Share |
| 120 | VGT | Vanguard Inform... | 704.44 | -0.4% | 798 | +0.50% | 450.48K | 621.4 | 0.07% | Share |
| 121 | BND | Vanguard Total ... | 73.54 | -0.28% | 6.03K | +2.24% | 439.73K | 75.05 | 0.07% | Share |
| 122 | VYM | Vanguard High D... | 137.35 | -0.17% | 3.46K | -32.36% | 433.71K | 120.86 | 0.07% | Share |
| 123 | AXP | American Expres... | 307.72 | +0.28% | 1.56K | -8.36% | 430.11K | 296.79 | 0.07% | Share |
| 124 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 2.08K | -57.36% | 426.29K | 94.48 | 0.07% | Share |
| 125 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 3.22K | -45.09% | 425.16K | 149.22 | 0.07% | Share |
| 126 | AMLP | Alerian MLP ETF | 48.23 | -0.41% | 8.56K | -22.07% | 410.18K | 40.29 | 0.07% | Share |
| 127 | HD | The Home Depot,... | 400.32 | -1.68% | 1.11K | -58.72% | 401.71K | 305.55 | 0.07% | Share |
| 128 | BKNG | Booking Holding... | 5485.75 | +0.69% | 76 | -1.3% | 394.91K | 4968.41 | 0.07% | Share |
| 129 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 727 | +37.43% | 389.78K | 514.69 | 0.06% | Share |
| 130 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 747 | -96.26% | 385.38K | 397.99 | 0.06% | Share |
| 131 | USIG | iShares Broad U... | 51.58 | -0.27% | 7.38K | -92.22% | 372.59K | 50.59 | 0.06% | Share |
| 132 | IWF | iShares Russell... | 450.40 | +0.11% | 926 | -31.1% | 345.08K | 322.63 | 0.06% | Share |
| 133 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 1.24K | -64.9% | 342.83K | 181.46 | 0.06% | Share |
| 134 | RWJ | Invesco S&P Sma... | 46.29 | -1.22% | 8.55K | -54.69% | 334.85K | 42.3 | 0.06% | Share |
| 135 | ENFR | Alerian Energy ... | 31.64 | -0.03% | 10.7K | +11.22% | 334.45K | 23.82 | 0.06% | Share |
| 136 | GRID | First Trust NAS... | 143.98 | -0.23% | 2.65K | -92.64% | 323.03K | 115.8 | 0.05% | Share |
| 137 | ACN | Accenture plc | 246.13 | +0.18% | 1.04K | -20.02% | 319.21K | 306.89 | 0.05% | Share |
| 138 | IWD | iShares Russell... | 198.66 | -0.29% | 1.72K | -52.03% | 316.55K | 174.12 | 0.05% | Share |
| 139 | GS | The Goldman Sac... | 746.99 | +0.31% | 570 | +7.55% | 314.59K | 360.41 | 0.05% | Share |
| 140 | IEFA | iShares Core MS... | 85.61 | -0.04% | 3.78K | -97.22% | 301.69K | 70.18 | 0.05% | Share |
| 141 | DFAS | Dimensional U.S... | 66.72 | -1.28% | 5.09K | -3.16% | 301.1K | 51.7 | 0.05% | Share |
| 142 | VOE | Vanguard Mid-Ca... | 170.66 | -0.55% | 1.9K | -77.86% | 298.94K | 147.53 | 0.05% | Share |
| 143 | AOR | iShares Core Gr... | 62.67 | -0.21% | 5.13K | -96.09% | 297.39K | 53.6 | 0.05% | Share |
| 144 | PCEF | Invesco CEF Inc... | 19.92 | -0.15% | 15.64K | +0.03% | 291.33K | 18.27 | 0.05% | Share |
| 145 | ET | Energy Transfer... | 17.38 | -0.66% | 17.13K | -21.58% | 289.26K | 9.35 | 0.05% | Share |
| 146 | XEL | Xcel Energy Inc... | 72.39 | -0.73% | 3.94K | -43.26% | 281.02K | 67.43 | 0.05% | Share |
| 147 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 646 | +100.00% | 273.03K | 352.58 | 0.05% | Share |
| 148 | PSA | Public Storage | 281.07 | -0.75% | 898 | -15.92% | 269.31K | 257.82 | 0.04% | Share |
| 149 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 655 | -46.79% | 267.14K | 532.77 | 0.04% | Share |
| 150 | MLN | VanEck Long Mun... | 16.77 | -0.39% | 15.26K | +100.00% | 261.06K | 17.39 | 0.04% | Share |