Aveo Capital Partners, LLC

CIK

1576584

Location

ENGLEWOOD, CO

Portfolio Value

Micro $65,028,707

Diversification

Diversified

Filing Date

Global Rank

#5,992 / 7,982 ▼ 1433 · as of Mar 2025

Top Industry

Software - Infrastructure 10.8%

3Y Alpha vs SPY

-23.0%

Period ended 1 year ago

Filed May 12, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-6.5%

SPY

+76.5%

Annualised alpha

-23.1%

Max drawdown

−39.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

20.7%

+7.2 pts

Top 5

39.2%

−0.6 pts

Top 10

55.8%

−1.0 pts

HHI

630

Diversified+178

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Unclassified	35.1%	$22,801,230	7
Technology	18.9%	$12,258,269	12
Financial Services	12.6%	$8,179,483	10
Consumer Cyclical	9.9%	$6,410,677	7
Energy	6.6%	$4,313,850	3
Healthcare	5.8%	$3,796,791	8
Consumer Defensive	4.7%	$3,042,166	5
Communication Services	2.6%	$1,693,024	2
Basic Materials	1.8%	$1,177,817	1
Real Estate	1.3%	$848,361	2
Utilities	0.4%	$278,771	1
Industrials	0.4%	$228,268	1

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+23,120	67,111	$3,141,465
DHI	Horton D R Inc /De/	+2,450	10,017	$1,273,461
CHD	Church & Dwight Co Inc /De/	+1,391	5,325	$586,229
ORCL	Oracle Corp	+1,061	3,318	$463,889
SYK	Stryker Corp	+409	1,214	$451,911
MA	Mastercard Inc	+326	2,799	$1,534,187
ADBE	Adobe Inc.	+254	1,393	$534,257
CEF	Sprott Physical Gold & Silver Trust	+215	11,583	$329,073
ISRG	Intuitive Surgical Inc	+198	727	$360,061
BRK-B	Berkshire Hathaway Inc	+185	5,132	$2,733,200
SHW	Sherwin Williams Co	+156	3,373	$1,177,817
NXPI	NXP Semiconductors N.V.	+97	3,330	$632,899
GS	Goldman Sachs Group Inc	+40	570	$311,385
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−28,396	20,240	$2,193,611
QQQ	Invesco Qqq Trust, Series 1	−15,379	3,403	$1,595,734
AAPL	Apple Inc.	−13,381	15,445	$3,430,797
IAU	Ishares Gold Trust	−11,292	227,972	$13,441,229
NKE	NIKE, Inc.	−11,182	13,312	$845,045
SPY	Spdr S&P 500 ETF Trust	−10,018	4,714	$2,636,964
GLD	Spdr Gold Trust	−8,890	3,029	$872,776
AAAU	Goldman Sachs Physical Gold ETF	−8,374	20,702	$639,277
AMZN	Amazon Com Inc	−6,675	11,224	$2,135,478
XOM	Exxon Mobil Corp	−5,670	22,850	$2,717,550
CVX	Chevron Corp	−5,404	7,639	$1,277,928
MSFT	Microsoft Corp	−5,390	5,537	$2,078,534
WMT	Walmart Inc.	−5,151	8,735	$766,845
ET	Energy Transfer LP	−4,713	17,126	$318,372
GOOGL	Alphabet Inc.	−3,717	10,596	$1,638,565
XEL	Xcel Energy Inc	−3,003	3,938	$278,771
USB	US Bancorp De	−2,841	5,473	$231,070
AVGO	Broadcom Inc.	−2,799	2,081	$348,421
PEP	Pepsico Inc	−2,647	3,223	$483,256
JPM	Jpmorgan Chase & Co	−2,307	4,703	$1,153,645
TSLA	Tesla, Inc.	−2,295	1,241	$321,617
CVS	CVS HEALTH Corp	−1,807	3,760	$254,740
PG	PROCTER & GAMBLE Co	−1,627	2,980	$507,851
HD	Home Depot, Inc.	−1,575	1,107	$405,704
JNJ	Johnson & Johnson	−1,423	6,784	$1,125,058
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	20,868	$1,761,259
RH	Rh	6,038	$1,415,367
WAT	Waters Corp /De/	1,900	$700,283
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	13,299	$274,358
CRWD	CrowdStrike Holdings, Inc.	646	$56,941
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
UVIX	VS Trust	29,478	$20,045,040
BA	Boeing Co	50,626	$8,960,802
LLY	ELI LILLY & Co	1,730	$1,335,560
BSX	Boston Scientific Corp	11,461	$1,023,696
META	Meta Platforms, Inc.	1,568	$918,079
SYY	Sysco Corp	10,476	$800,994
V	Visa Inc.	2,438	$770,505
CTAS	Cintas Corp	3,394	$620,083
EPD	Enterprise Products Partners L.P.	16,755	$525,436
DIS	Walt Disney Co	4,601	$512,321
TT	Trane Technologies plc	1,339	$494,559
T	At&T Inc.	21,705	$494,222
MCD	Mcdonalds Corp	1,695	$491,363
IBM	International Business Machines Corp	2,173	$477,690
ABBV	AbbVie Inc.	2,679	$476,058
J	Jacobs Solutions Inc.	3,591	$475,078
KO	Coca Cola Co	7,293	$454,062
FISV	Fiserv Inc	2,181	$448,021
MO	Altria Group, Inc.	8,468	$442,791
BAC	Bank Of America Corp /De/	9,886	$434,489
AON	Aon plc	1,167	$419,139
XYL	Xylem Inc.	3,513	$407,578
TMUS	T-Mobile US, Inc.	1,784	$393,782
ASML	Asml Holding NV	567	$392,976
VZ	Verizon Communications Inc	9,764	$390,462
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $65,028,707 total · as of Mar 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Reduced	227,972	-11,292	$13,441,229	+13.5%	20.67%
AAPL	Apple Inc. Technology	Reduced	15,445	-13,381	$3,430,797	−52.5%	5.28%
IBIT	iShares Bitcoin Trust ETF	Added	67,111	+23,120	$3,141,465	+34.6%	4.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,132	+185	$2,733,200	+21.9%	4.20%
XOM	Exxon Mobil Corp Energy	Reduced	22,850	-5,670	$2,717,550	−11.4%	4.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,714	-10,018	$2,636,964	−69.5%	4.06%
NVDA	Nvidia Corp Technology	Reduced	20,240	-28,396	$2,193,611	−66.4%	3.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	11,224	-6,675	$2,135,478	−45.6%	3.28%
MSFT	Microsoft Corp Technology	Reduced	5,537	-5,390	$2,078,534	−54.9%	3.20%
PLTR	Palantir Technologies Inc. Technology	NEW	20,868	NEW	$1,761,259	NEW	2.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,596	-3,717	$1,638,565	−39.5%	2.52%
QQQ	Invesco Qqq Trust, Series 1	Reduced	3,403	-15,379	$1,595,734	−83.4%	2.45%
MA	Mastercard Inc Financial Services	Added	2,799	+326	$1,534,187	+17.8%	2.36%
RH	Rh Consumer Cyclical	NEW	6,038	NEW	$1,415,367	NEW	2.18%
CVX	Chevron Corp Energy	Reduced	7,639	-5,404	$1,277,928	−32.4%	1.97%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	10,017	+2,450	$1,273,461	+20.4%	1.96%
SHW	Sherwin Williams Co Basic Materials	Added	3,373	+156	$1,177,817	+7.7%	1.81%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,703	-2,307	$1,153,645	−31.3%	1.77%
JNJ	Johnson & Johnson Healthcare	Reduced	6,784	-1,423	$1,125,058	−5.2%	1.73%
GLD	Spdr Gold Trust	Reduced	3,029	-8,890	$872,776	−69.8%	1.34%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	13,312	-11,182	$845,045	−54.4%	1.30%
WMT	Walmart Inc. Consumer Defensive	Reduced	8,735	-5,151	$766,845	−38.9%	1.18%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	29,214	-914	$702,888	+15.8%	1.08%
WAT	Waters Corp /De/ Healthcare	NEW	1,900	NEW	$700,283	NEW	1.08%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	738	-939	$697,985	−54.6%	1.07%
AAAU	Goldman Sachs Physical Gold ETF	Reduced	20,702	-8,374	$639,277	−15.2%	0.98%
NXPI	NXP Semiconductors N.V. Technology	Added	3,330	+97	$632,899	−5.8%	0.97%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Added	5,325	+1,391	$586,229	+42.3%	0.90%
AGNC	AGNC Investment Corp. Real Estate	Reduced	60,501	-15	$579,599	+4.0%	0.89%
ADBE	Adobe Inc. Technology	Added	1,393	+254	$534,257	+5.5%	0.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,980	-1,627	$507,851	−34.2%	0.78%
BX	Blackstone Inc. Financial Services	Reduced	3,511	-126	$490,767	−21.7%	0.75%
PEP	Pepsico Inc Consumer Defensive	Reduced	3,223	-2,647	$483,256	−45.9%	0.74%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	7,270	-324	$473,785	−15.7%	0.73%
ORCL	Oracle Corp Technology	Added	3,318	+1,061	$463,889	+23.3%	0.71%
SYK	Stryker Corp Healthcare	Added	1,214	+409	$451,911	+55.9%	0.69%
AXP	American Express Co Financial Services	Reduced	1,557	-142	$418,910	−16.9%	0.64%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,107	-1,575	$405,704	−61.1%	0.62%
ISRG	Intuitive Surgical Inc Healthcare	Added	727	+198	$360,061	+30.4%	0.55%
AVGO	Broadcom Inc. Technology	Reduced	2,081	-2,799	$348,421	−69.2%	0.54%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	11,583	+215	$329,073	+21.8%	0.51%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	655	-576	$325,928	−49.1%	0.50%
ACN	Accenture plc Technology	Reduced	1,043	-261	$325,457	−29.1%	0.50%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,241	-2,295	$321,617	−77.5%	0.49%
ET	Energy Transfer LP Energy	Reduced	17,126	-4,713	$318,372	−25.6%	0.49%
GS	Goldman Sachs Group Inc Financial Services	Added	570	+40	$311,385	+2.6%	0.48%
AMGN	Amgen Inc Healthcare	Reduced	945	-1,157	$294,414	−46.3%	0.45%
UNH	Unitedhealth Group Inc Healthcare	Reduced	543	-1,169	$284,396	−67.2%	0.44%
XEL	Xcel Energy Inc Utilities	Reduced	3,938	-3,003	$278,771	−40.5%	0.43%
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund Financial Services	NEW	13,299	NEW	$274,358	NEW	0.42%