Fund HoldingsAveo Capital Partners, LLC

Total Portfolio Value
$601.18M
Total Bought
$103.20M
Total Sold
$422.90M
Net Transaction
-$319.70M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PIMCO ETF TR
MULTISECTOR BD
803,6981,445,972+642,27420,83237,5816.25%+16,749
ISHARES TR0182,855+182,855017,3752.89%+17,375
PROSHARES TR
ULTR 7-10 TREA
0174,652+174,65207,5211.25%+7,521
ISHARES TR83,489116,427+32,93824,11631,6295.26%+7,513
ISHARES TR061,735+61,73506,7521.12%+6,752
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
117,674152,904+35,23024,76430,4315.06%+5,666
SCHWAB STRATEGIC TR0308,207+308,207011,5851.93%+11,585
PROSHARES TR
MSCI EMRG ETF
0108,493+108,49305,9580.99%+5,958
AMERICAN CENTY ETF TR0135,730+135,73009,9541.66%+9,954
DIREXION SHS ETF TR
DAILY BANKS ETF
050,972+50,97203,7080.62%+3,708
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
0653,005+653,005019,0813.17%+19,081
INVESCO EXCH TRD SLF IDX FD
RAFI STRATGIC US
0607,884+607,884029,3184.88%+29,318
ISHARES GOLD TR(IAU)0227,972+227,972014,5012.41%+14,501
PALANTIR TECHNOLOGIES INC(PLTR)020,868+20,86802,3050.38%+2,305
PROSHARES TR II(AGQ)029,102+29,10204,2590.71%+4,259
PROSHARES TR
ULTRAPRO QQQ
025,648+25,64801,4720.24%+1,472
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0258,593+258,59308,4821.41%+8,482
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
0164,140+164,14006,6411.10%+6,641
ISHARES BITCOIN TRUST ETF(IBIT)43,99167,111+23,1202,3343,6700.61%+1,336
RH(RH)06,038+6,03801,1410.19%+1,141
ISHARES TR018,481+18,48101,9320.32%+1,932
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
225,644239,217+13,57311,92112,8222.13%+901
PACER FDS TR
US CASH COWS 100
0127,082+127,08206,6271.10%+6,627
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0716,141+716,141019,0143.16%+19,014
AMERICAN CENTY ETF TR0164,538+164,53807,7431.29%+7,743
WATERS CORP(WAT)01,900+1,90006560.11%+656
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
016,522+16,52206520.11%+652
VANECK ETF TRUST
GOLD MINERS ETF
083,177+83,17704,1440.69%+4,144
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
0101,766+101,76607,5001.25%+7,500
SELECT SECTOR SPDR TR
ST STR INDL ETF
09,320+9,32001,2500.21%+1,250
SELECT SECTOR SPDR TR
ST STR MATER ETF
06,586+6,58605480.09%+548
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
0129,610+129,61006,8761.14%+6,876
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
0102,590+102,59009,6721.61%+9,672
SELECT SECTOR SPDR TR
ST STR FINL ETF
10,39920,489+10,0905031,0130.17%+511
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
013,267+13,26704850.08%+485
SELECT SECTOR SPDR TR
ST STR STAPL ETF
10,64215,860+5,2188371,2920.21%+456
GOLDMAN SACHS ETF TR07,230+7,23004540.08%+454
BERKSHIRE HATHAWAY INC DEL4,9475,132+1852,2422,6600.44%+417
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
0358,457+358,457011,8001.96%+11,800
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
02,598+2,59806630.11%+663
AMERICAN CENTY ETF TR025,686+25,68601,8400.31%+1,840
ISHARES TR05,130+5,13002970.05%+297
VIRTUS ARTIFICIAL INTELLIGEN(AIO)013,299+13,29902840.05%+284
MASTERCARD INCORPORATED(MA)2,4732,799+3261,3021,5850.26%+283
CROWDSTRIKE HLDGS INC(CRWD)0646+64602730.05%+273
ISHARES TR
FALN ANGLS USD
028,807+28,80707550.13%+755
VANECK ETF TRUST
LONG MUNI ETF
015,258+15,25802610.04%+261
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
03,693+3,69302520.04%+252
SCHWAB STRATEGIC TR09,132+9,13202350.04%+235
INVESCO EXCH TRADED FD TR II
S&P MDCP 400 REV
029,185+29,18503,1590.53%+3,159
DIREXION SHS ETF TR
DA 500 BU 3X ETF
01,569+1,56902080.03%+208
VANGUARD SCOTTSDALE FDS
TOTAL WLD BD ETF
02,981+2,98102050.03%+205
STRYKER CORPORATION(SYK)8051,214+4092904660.08%+176
D R HORTON INC(DHI)7,56710,017+2,4501,0581,2300.20%+172
SCHWAB STRATEGIC TR14,81221,761+6,9493365010.08%+164
SPROTT PHYSICAL GOLD TR(PHYS)029,214+29,21407530.13%+753
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
062,081+62,08102,0330.34%+2,033
NETFLIX INC(NFLX)610584-265446750.11%+131
ORACLE CORP(ORCL)03,318+3,31804960.08%+496
INTUITIVE SURGICAL INC529727+1982763900.06%+114
SHERWIN WILLIAMS CO(SHW)03,373+3,37301,1860.20%+1,186
CHURCH & DWIGHT CO INC(CHD)3,9345,325+1,3914124900.08%+78
VANECK ETF TRUST
INTRMDT MUNI ETF
011,921+11,92105400.09%+540
SPROTT PHYSICAL GOLD & SILVE(CEF)011,583+11,58303410.06%+341
DIMENSIONAL ETF TRUST
US CORE EQT MKT
01,013,064+1,013,064038,9736.48%+38,973
ALPS ETF TR
ALERIAN ENERGY
010,702+10,70203340.06%+334
ADOBE INC(ADBE)01,393+1,39305360.09%+536
VANGUARD BD INDEX FDS06,032+6,03204400.07%+440
AMERICAN CENTY ETF TR08,904+8,90405630.09%+563
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,0004,379+3799309450.16%+15
BOOKING HOLDINGS INC(BKNG)7776-13833950.07%+12
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
067,172+67,17201,8220.30%+1,822
GOLDMAN SACHS GROUP INC(GS)0570+57003150.05%+315
CVS HEALTH CORP(CVS)5,5673,760-1,8072502510.04%+1
VERU INC021,250+21,2500110.00%+11
GLOBAL X FDS
US INFR DEV ETF
5,8685,883+152372310.04%-6
INVESCO EXCH TRADED FD TR II015,637+15,63702910.05%+291
GRAYSCALE BITCOIN TRUST ETF(GBTC)7,5947,270-3245625520.09%-10
LOCKHEED MARTIN CORP(LMT)0511+51102410.04%+241
SELECT SECTOR SPDR TR
ST STR REAL ETF
013,405+13,40505570.09%+557
TIDAL ETF TR28,24427,650-5945645390.09%-24
ALPS ETF TR
EQUAL SEC ETF
0130,301+130,30105,3930.90%+5,393
GAN LTD000000
AGNC INVT CORP(AGNC)060,501+60,50105280.09%+528
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
05,093+5,09303010.05%+301
VANGUARD WORLD FD
INF TECH ETF
794798+44944500.07%-43
NXP SEMICONDUCTORS N V
COM
3,2333,330+976726220.10%-50
PUBLIC STORAGE OPER CO(PSA)0898+89802690.04%+269
ISHARES U S ETF TR
SHOR MAT MUN ETF
21,57520,307-1,2681,0781,0150.17%-63
GOLDMAN SACHS PHYSICAL GOLD(AAAU)020,702+20,70206900.11%+690
AMERICAN CENTY ETF TR4,6893,337-1,3522762060.03%-69
AMERICAN EXPRESS CO(AXP)1,6991,557-1425044300.07%-74
ALPHABET INC(GOOG)9,27511,010+1,7351,7661,6820.28%-84
PROSPECT CAP CORP(PSEC)000000
PALO ALTO NETWORKS INC(PANW)01,097+1,09702060.03%+206
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
05,561+5,56102220.04%+222
ALPS ETF TR
ALERIAN MLP
08,558+8,55804100.07%+410
JOHNSON & JOHNSON(JNJ)8,2076,784-1,4231,1871,0670.18%-120
VANGUARD WORLD FD
ENERGY ETF
07,236+7,23608140.14%+814
ENERGY TRANSFER L P(ET)017,126+17,12602890.05%+289
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