- New Purchases: VMBS, SPSB, GBF, GVI, XLK, XLI, XLY, USRT, XLV, XLE, FXZ, IYZ, FXO, FXG, 1WG, RWR, WMB, 5711, SHM, CSCO, CHTR, SM, TRGP, STIP, SBUX, HD, SPYG, IEI, GWX, XEL, PG, SCJ, ARLP, IOO, FB, EWL, EWI, WMT, MRK, EWY, CWEN, CVS,
- Added Positions: TLT, XLU, IVV, JKJ, IEF, WLL, IAGG, JNK, SPEM, TIP, SPDW, SPAB, SPY, MBB, AOM, AOR, VB, AMGN, USMV, VEA, TLH, AMZN, AGZ, LQD, EPD, IYR, IEMG, BNDX, VXUS, JPM, MSFT, FUN, VZ, ET, EQM, HYS, AGG, HYG, IEFA, AOA, OKE, LLY, VOO, NEP, CMCSA, VBK, VSS, COP, T, GOOG, JNJ, MGK, MDY, IJR, XOM, AOK, PEP, SRE, MGV,
- Reduced Positions: IAU, IHI, ITOT, EFA, TMK, IYF, SDY, MINT, VTI, IYE, AAPL, SPSM, VUG, FTSM, BND, VNQ, GLD, MUB, VO, FSK, CVX, ABIO, GDX, IJH, EEM, VBR, VEU, AMLP, MO, PFE, ENDP,
- Sold Out: HYLB, SPIB, BIL, QQQ, IGSB, SHV, ABBV, EWZ,
For the details of Aveo Capital Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/aveo+capital+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Aveo Capital Partners, LLC- iShares Core S&P 500 (IVV) - 31,544 shares, 5.53% of the total portfolio. Shares added by 7.11%
- iShares 7-10 Year Treasury Bond ETF (IEF) - 73,797 shares, 4.85% of the total portfolio. Shares added by 5.76%
- SPDR S&P 500 (SPY) - 16,897 shares, 2.94% of the total portfolio. Shares added by 4.15%
- iShares Core U.S. Aggregate Bond (AGG) - 40,624 shares, 2.73% of the total portfolio. Shares added by 1.06%
- iShares Core Growth Allocation (AOR) - 93,099 shares, 2.57% of the total portfolio. Shares added by 4.18%
Aveo Capital Partners, LLC initiated holding in Vanguard Mortgage-Backed Securities ETF. The purchase prices were between $51.44 and $52.39, with an estimated average price of $51.76. The stock is now traded at around $52.18. The impact to a portfolio due to this purchase was 1.83%. The holding were 56,779 shares as of .
New Purchase: SPDR Portfolio Short Term Corporate Bond (SPSB)Aveo Capital Partners, LLC initiated holding in SPDR Portfolio Short Term Corporate Bond. The purchase prices were between $30.12 and $30.57, with an estimated average price of $30.34. The stock is now traded at around $30.49. The impact to a portfolio due to this purchase was 1.77%. The holding were 94,125 shares as of .
New Purchase: iShares Government/Credit Bond (GBF)Aveo Capital Partners, LLC initiated holding in iShares Government/Credit Bond. The purchase prices were between $109.43 and $113.14, with an estimated average price of $110.73. The stock is now traded at around $113.30. The impact to a portfolio due to this purchase was 1.65%. The holding were 23,526 shares as of .
New Purchase: iShares Intermediate Government/Credit Bond (GVI)Aveo Capital Partners, LLC initiated holding in iShares Intermediate Government/Credit Bond. The purchase prices were between $107.19 and $110.01, with an estimated average price of $108.27. The stock is now traded at around $110.09. The impact to a portfolio due to this purchase was 1.63%. The holding were 24,034 shares as of .
New Purchase: SPDR Select Sector Fund - Technology (XLK)Aveo Capital Partners, LLC initiated holding in SPDR Select Sector Fund - Technology. The purchase prices were between $58.89 and $75.09, with an estimated average price of $68.3. The stock is now traded at around $76.64. The impact to a portfolio due to this purchase was 1.16%. The holding were 25,455 shares as of .
New Purchase: SPDR Select Sector Fund - Industrial (XLI)Aveo Capital Partners, LLC initiated holding in SPDR Select Sector Fund - Industrial. The purchase prices were between $62.77 and $76.6, with an estimated average price of $72.27. The stock is now traded at around $76.18. The impact to a portfolio due to this purchase was 1.1%. The holding were 23,769 shares as of .
Added: iShares 20+ Year Treasury Bond ETF (TLT)Aveo Capital Partners, LLC added to a holding in iShares 20+ Year Treasury Bond ETF by 179.01%. The purchase prices were between $118.66 and $126.56, with an estimated average price of $121.58. The stock is now traded at around $124.88. The impact to a portfolio due to this purchase was 1.54%. The holding were 30,794 shares as of .
Added: SPDR Select Sector Fund - Utilities (XLU)Aveo Capital Partners, LLC added to a holding in SPDR Select Sector Fund - Utilities by 430.58%. The purchase prices were between $52 and $58.96, with an estimated average price of $55.53. The stock is now traded at around $57.90. The impact to a portfolio due to this purchase was 0.9%. The holding were 30,954 shares as of .
Added: iShares Morningstar Small-Cap (JKJ)Aveo Capital Partners, LLC added to a holding in iShares Morningstar Small-Cap by 56.53%. The purchase prices were between $146.03 and $173.8, with an estimated average price of $165.42. The stock is now traded at around $174.76. The impact to a portfolio due to this purchase was 0.31%. The holding were 8,340 shares as of .
Added: Whiting Petroleum Corp (WLL)Aveo Capital Partners, LLC added to a holding in Whiting Petroleum Corp by 71.91%. The purchase prices were between $22.54 and $30.07, with an estimated average price of $26.89. The stock is now traded at around $23.17. The impact to a portfolio due to this purchase was 0.2%. The holding were 29,394 shares as of .
Added: SPDR Index Shares Fund Portfolio Emerging Markets (SPEM)Aveo Capital Partners, LLC added to a holding in SPDR Index Shares Fund Portfolio Emerging Markets by 92.79%. The purchase prices were between $32 and $36.28, with an estimated average price of $34.78. The stock is now traded at around $35.33. The impact to a portfolio due to this purchase was 0.17%. The holding were 16,027 shares as of .
Added: SPDR Bloomberg Barclays High Yield Bond (JNK)Aveo Capital Partners, LLC added to a holding in SPDR Bloomberg Barclays High Yield Bond by 57.72%. The purchase prices were between $98.76 and $106.9, with an estimated average price of $104.36. The stock is now traded at around $107.81. The impact to a portfolio due to this purchase was 0.17%. The holding were 21,089 shares as of .
Sold Out: Xtrackers USD High Yield Corporate Bond (HYLB)Aveo Capital Partners, LLC sold out a holding in Xtrackers USD High Yield Corporate Bond. The sale prices were between $46.67 and $49.71, with an estimated average price of $48.85.
Sold Out: SPDR Portfolio Intermediate Term Corporate Bond (SPIB)Aveo Capital Partners, LLC sold out a holding in SPDR Portfolio Intermediate Term Corporate Bond. The sale prices were between $33.04 and $34.2, with an estimated average price of $33.58.
Sold Out: SPDR Bloomberg Barclays 1-3 Month T-Bill (BIL)Aveo Capital Partners, LLC sold out a holding in SPDR Bloomberg Barclays 1-3 Month T-Bill. The sale prices were between $90.75 and $91.25, with an estimated average price of $91.01.
Sold Out: Invesco QQQ Trust Series 1 (QQQ)Aveo Capital Partners, LLC sold out a holding in Invesco QQQ Trust Series 1. The sale prices were between $149.82 and $182.57, with an estimated average price of $169.41.
Sold Out: iShares Short-Term Corporate Bond ETF (IGSB)Aveo Capital Partners, LLC sold out a holding in iShares Short-Term Corporate Bond ETF. The sale prices were between $51.13 and $52.59, with an estimated average price of $51.79.
Sold Out: iShares Short Treasury Bond ETF (SHV)Aveo Capital Partners, LLC sold out a holding in iShares Short Treasury Bond ETF. The sale prices were between $110.3 and $110.57, with an estimated average price of $110.45.
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