Aveo Capital Partners, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
6400 S. FIDDLERS GREEN CIRCLE GREENWOOD VILLAGE, CO 80111
As of the latest 13F report, the guru’s equity portfolio contained 327 stocks valued at a total of $665.00Mil. The top holdings were SGOV(9.89%), IVV(3.36%), and DFAU(3.29%).
According to GuruFocus data, these were Aveo Capital Partners, LLC’s top five trades of the quarter.
iShares 0-3 Month Treasury Bond ETF
Aveo Capital Partners, LLC reduced their investment in ARCA:SGOV by 337,595 shares. The trade had a 5.83% impact on the equity portfolio. During the quarter, the stock traded for an average price of $99.65000000000001.
On 02/03/2023, iShares 0-3 Month Treasury Bond ETF traded for a price of $100.135 per share and a market cap of $6.41Bil. The stock has returned 1.58% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Invesco RAFI Strategic US ETF
During the quarter, Aveo Capital Partners, LLC bought 378,777 shares of NAS:IUS for a total holding of 385,653. The trade had a 2.08% impact on the equity portfolio. During the quarter, the stock traded for an average price of $36.27.
On 02/03/2023, Invesco RAFI Strategic US ETF traded for a price of $39.04 per share and a market cap of $234.42Mil. The stock has returned 0.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Invesco RAFI Strategic US ETF has a price-earnings ratio of 15.58 and a price-book ratio of 3.01.
Invesco Total Return Bond ETF
Aveo Capital Partners, LLC reduced their investment in ARCA:GTO by 246,661 shares. The trade had a 1.93% impact on the equity portfolio. During the quarter, the stock traded for an average price of $45.54.
On 02/03/2023, Invesco Total Return Bond ETF traded for a price of $48.3 per share and a market cap of $876.65Mil. The stock has returned -8.71% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Invesco Total Return Bond ETF has a price-earnings ratio of 28.11 and a price-book ratio of 3.96.
SPDR Bloomberg High Yield Bond ETF
The guru established a new position worth 136,290 shares in ARCA:JNK, giving the stock a 1.85% weight in the equity portfolio. Shares traded for an average price of $89.37 during the quarter.
On 02/03/2023, SPDR Bloomberg High Yield Bond ETF traded for a price of $93.84 per share and a market cap of $9.95Bil. The stock has returned -5.71% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
JPMorgan Core Plus Bond ETF
The guru established a new position worth 257,161 shares in BATS:JCPB, giving the stock a 1.78% weight in the equity portfolio. Shares traded for an average price of $45.79 during the quarter.
On 02/03/2023, JPMorgan Core Plus Bond ETF traded for a price of $47.595 per share and a market cap of $652.05Mil. The stock has returned -7.88% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, JPMorgan Core Plus Bond ETF has a price-book ratio of 1.98.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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