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Showing Q1 2025 data
HedgeTrack has imported Q4 2025 data overall, but Aveo Capital Partners, LLC's latest available filing here is Q1 2025.
Aveo Capital Partners, LLC
•CIK: 1576584•Filing: Q1 2025
**Aveo Capital Partners, LLC** manages $601M across a diversified portfolio of 177 positions. The fund exhibits significant allocations to fixed income and dividend-focused strategies, notably holding DFAU at $39.0M and PYLD at $37.6M. Top holdings also include OEF ($31.6M), SGOV ($31.3M), and QQQM ($30.4M), indicating a tactical mix across yield, cash equivalents, and growth exposure. This structure suggests a mandate focused on capital preservation alongside targeted income generation.
Total AUM
$601.2M
QoQ Performance
-34.2%
Positions
94
Top 10 Concentration
44.8%
Latest Filing
Q1 2025
Top Holdings Allocation
DFAU
PYLD
OEF
SGOV
QQQM
DFAU6.5%
PYLD6.3%
OEF5.3%
SGOV5.2%
QQQM5.1%
IUS4.9%
DFIC3.2%
DFAE3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other94.3%
Technology2.3%
Consumer0.9%
Financial0.6%
Energy0.6%
ETF0.5%
Healthcare0.3%
Materials0.2%
🚪 Exited Positionssold since Q4 2024
+171 more exited positions
Changes from Q4 2024
NEW17 new positions
↑54 increased
↓105 decreased
Historical Filings
Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022