Compliance Consultant

0001765380-25-000216.txt : 20250512 0001765380-25-000216.hdr.sgml : 20250512 20250512160836 ACCESSION NUMBER: 0001765380-25-000216 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250512 DATE AS OF CHANGE: 20250512 EFFECTIVENESS DATE: 20250512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Aveo Capital Partners, LLC CENTRAL INDEX KEY: 0001576584 ORGANIZATION NAME: EIN: 274981131 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17588 FILM NUMBER: 25934836 BUSINESS ADDRESS: STREET 1: 9635 MAROON CIRCLE STREET 2: SUITE 440 CITY: ENGLEWOOD STATE: CO ZIP: 80112 BUSINESS PHONE: 303.552.0945 MAIL ADDRESS: STREET 1: 9635 MAROON CIRCLE STREET 2: SUITE 440 CITY: ENGLEWOOD STATE: CO ZIP: 80112 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001576584 XXXXXXXX 03-31-2025 03-31-2025 Aveo Capital Partners, LLC

9635 MAROON CIRCLE SUITE 440 ENGLEWOOD CO 80112

13F HOLDINGS REPORT 028-17588 000157728 801-72359 N Andrew Armstrong Compliance Consultant 5138325385 Andrew Armstrong Cincinnati OH 05-12-2025 0 177 601179411 false INFORMATION TABLE 2 aveo13fq12025.xml ACCENTURE PLC IRELAND SHS CLASS A G1151C101 319209 1043 SH SOLE 0 0 0 1043 ADOBE INC COM 00724F101 536263 1393 SH SOLE 0 0 0 1393 AGNC INVT CORP COM 00123Q104 527572 60501 SH SOLE 0 0 0 60501 ALPHABET INC CAP STK CL C 02079K107 1682356 11010 SH SOLE 0 0 0 11010 ALPHABET INC CAP STK CL A 02079K305 1604082 10596 SH SOLE 0 0 0 10596 ALPS ETF TR ALERIAN ENERGY 00162Q676 334449 10702 SH SOLE 0 0 0 10702 ALPS ETF TR EQUAL SEC ETF 00162Q205 5393143 130301 SH SOLE 0 0 0 130301 ALPS ETF TR ALERIAN MLP 00162Q452 410178 8558 SH SOLE 0 0 0 8558 AMAZON COM INC COM 023135106 2118003 11224 SH SOLE 0 0 0 11224 AMERICAN CENTY ETF TR US SML CP VALU 025072877 6747641 79835 SH SOLE 0 0 0 79835 AMERICAN CENTY ETF TR AVANTIS CORE FI 025072562 3595904 87630 SH SOLE 0 0 0 87630 AMERICAN CENTY ETF TR AVANTIS US SMALL 025072323 7743154 164538 SH SOLE 0 0 0 164538 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 9954474 135730 SH SOLE 0 0 0 135730 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 562742 8904 SH SOLE 0 0 0 8904 AMERICAN CENTY ETF TR AVANTIS ALL EQT 025072232 1840394 25686 SH SOLE 0 0 0 25686 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 206217 3337 SH SOLE 0 0 0 3337 AMERICAN CENTY ETF TR INTERNATIONAL LR 025072364 3836269 64977 SH SOLE 0 0 0 64977 AMERICAN EXPRESS CO COM 025816109 430106 1557 SH SOLE 0 0 0 1557 AMGEN INC COM 031162100 260669 945 SH SOLE 0 0 0 945 APPLE INC COM 037833100 3031088 15445 SH SOLE 0 0 0 15445 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2659505 5132 SH SOLE 0 0 0 5132 BLACKSTONE INC COM 09260D107 478014 3511 SH SOLE 0 0 0 3511 BOOKING HOLDINGS INC COM 09857L108 394914 76 SH SOLE 0 0 0 76 BROADCOM INC COM 11135F101 426287 2081 SH SOLE 0 0 0 2081 CHEVRON CORP NEW COM 166764100 1037286 7639 SH SOLE 0 0 0 7639 CHURCH & DWIGHT CO INC COM 171340102 489847 5325 SH SOLE 0 0 0 5325 COSTCO WHSL CORP NEW COM 22160K105 743488 738 SH SOLE 0 0 0 738 CROWDSTRIKE HLDGS INC CL A 22788C105 273034 646 SH SOLE 0 0 0 646 CVS HEALTH CORP COM 126650100 251093 3760 SH SOLE 0 0 0 3760 D R HORTON INC COM 23331A109 1229731 10017 SH SOLE 0 0 0 10017 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 5385390 198503 SH SOLE 0 0 0 198503 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 301098 5093 SH SOLE 0 0 0 5093 DIMENSIONAL ETF TRUST EMERGING MKTS VA 25434V740 5738227 209577 SH SOLE 0 0 0 209577 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 38972574 1013064 SH SOLE 0 0 0 1013064 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 797897 19084 SH SOLE 0 0 0 19084 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 6641105 164140 SH SOLE 0 0 0 164140 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 1821705 67172 SH SOLE 0 0 0 67172 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 11800403 358457 SH SOLE 0 0 0 358457 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 8481850 258593 SH SOLE 0 0 0 258593 DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 25434V583 12822031 239217 SH SOLE 0 0 0 239217 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 19013542 716141 SH SOLE 0 0 0 716141 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 19080792 653005 SH SOLE 0 0 0 653005 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2033153 62081 SH SOLE 0 0 0 62081 DIREXION SHS ETF TR DAILY REGIONAL 25460G153 3708236 50972 SH SOLE 0 0 0 50972 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 207831 1569 SH SOLE 0 0 0 1569 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 289256 17126 SH SOLE 0 0 0 17126 EXXON MOBIL CORP COM 30231G102 2390378 22850 SH SOLE 0 0 0 22850 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 323030 2648 SH SOLE 0 0 0 2648 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 251678 3693 SH SOLE 0 0 0 3693 FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV 33738R506 522087 8971 SH SOLE 0 0 0 8971 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 484776 13267 SH SOLE 0 0 0 13267 GLOBAL X FDS US INFR DEV ETF 37954Y673 231320 5883 SH SOLE 0 0 0 5883 GOLDMAN SACHS ETF TR ACTIVEBETA US 381430602 453894 7230 SH SOLE 0 0 0 7230 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 2808236 28110 SH SOLE 0 0 0 28110 GOLDMAN SACHS GROUP INC COM 38141G104 314594 570 SH SOLE 0 0 0 570 GOLDMAN SACHS PHYSICAL GOLD UNIT 38150K103 689791 20702 SH SOLE 0 0 0 20702 GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT 389637109 551793 7270 SH SOLE 0 0 0 7270 HOME DEPOT INC COM 437076102 401709 1107 SH SOLE 0 0 0 1107 INTUITIVE SURGICAL INC COM NEW 46120E602 389781 727 SH SOLE 0 0 0 727 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 30430916 152904 SH SOLE 0 0 0 152904 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 334846 8553 SH SOLE 0 0 0 8553 INVESCO EXCH TRADED FD TR II CEF INM COMPSI 46138E404 291326 15637 SH SOLE 0 0 0 15637 INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV 46138G672 3158741 29185 SH SOLE 0 0 0 29185 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 4657114 204888 SH SOLE 0 0 0 204888 INVESCO EXCH TRD SLF IDX FD RAFI STRATGIC US 46138J742 29318245 607884 SH SOLE 0 0 0 607884 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 504600 5174 SH SOLE 0 0 0 5174 INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 46137V548 201843 10241 SH SOLE 0 0 0 10241 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 9672227 102590 SH SOLE 0 0 0 102590 INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 652442 16522 SH SOLE 0 0 0 16522 INVESCO QQQ TR UNIT SER 1 46090E103 1644595 3403 SH SOLE 0 0 0 3403 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 3669629 67111 SH SOLE 0 0 0 67111 ISHARES GOLD TR ISHARES NEW 464285204 14501299 227972 SH SOLE 0 0 0 227972 ISHARES INC MSCI EMRG CHN 46434G764 505412 8717 SH SOLE 0 0 0 8717 ISHARES TR 0-3 MNTH TREASRY 46436E718 31326744 311957 SH SOLE 0 0 0 311957 ISHARES TR MSCI EMG MKT ETF 464287234 230878 5172 SH SOLE 0 0 0 5172 ISHARES TR EAFE VALUE ETF 464288877 1341927 21804 SH SOLE 0 0 0 21804 ISHARES TR 20 YR TR BD ETF 464287432 856603 9745 SH SOLE 0 0 0 9745 ISHARES TR RUS 1000 GRW ETF 464287614 345079 926 SH SOLE 0 0 0 926 ISHARES TR CORE S&P500 ETF 464287200 228121 405 SH SOLE 0 0 0 405 ISHARES TR S&P 500 GRWT ETF 464287309 510827 5293 SH SOLE 0 0 0 5293 ISHARES TR CORE MSCI EAFE 46432F842 301690 3784 SH SOLE 0 0 0 3784 ISHARES TR CORE S&P MCP ETF 464287507 240473 4129 SH SOLE 0 0 0 4129 ISHARES TR USD INV GRDE ETF 464288620 372589 7378 SH SOLE 0 0 0 7378 ISHARES TR CORE 60/40 BALAN 464289867 297386 5130 SH SOLE 0 0 0 5130 ISHARES TR S&P 100 ETF 464287101 31628555 116427 SH SOLE 0 0 0 116427 ISHARES TR NATIONAL MUN ETF 464288414 1931819 18481 SH SOLE 0 0 0 18481 ISHARES TR FALN ANGLS USD 46435G474 754743 28807 SH SOLE 0 0 0 28807 ISHARES TR TIPS BD ETF 464287176 6751957 61735 SH SOLE 0 0 0 61735 ISHARES TR 7-10 YR TRSY BD 464287440 17374836 182855 SH SOLE 0 0 0 182855 ISHARES TR RUS 1000 VAL ETF 464287598 316545 1721 SH SOLE 0 0 0 1721 ISHARES U S ETF TR SHORT MATURITY M 46431W838 1015140 20307 SH SOLE 0 0 0 20307 J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 46641Q647 7966989 160852 SH SOLE 0 0 0 160852 J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF 46654Q716 6875811 129610 SH SOLE 0 0 0 129610 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 2276313 48921 SH SOLE 0 0 0 48921 JOHNSON & JOHNSON COM 478160104 1067123 6784 SH SOLE 0 0 0 6784 JPMORGAN CHASE & CO. COM 46625H100 1172885 4703 SH SOLE 0 0 0 4703 LOCKHEED MARTIN CORP COM 539830109 240641 511 SH SOLE 0 0 0 511 MASTERCARD INCORPORATED CL A 57636Q104 1585158 2799 SH SOLE 0 0 0 2799 MICROSOFT CORP COM 594918104 2399245 5537 SH SOLE 0 0 0 5537 NETFLIX INC COM 64110L106 674759 584 SH SOLE 0 0 0 584 NIKE INC CL B 654106103 780349 13312 SH SOLE 0 0 0 13312 NVIDIA CORPORATION COM 67066G104 2369255 20240 SH SOLE 0 0 0 20240 NXP SEMICONDUCTORS N V COM N6596X109 622277 3330 SH SOLE 0 0 0 3330 ORACLE CORP COM 68389X105 495610 3318 SH SOLE 0 0 0 3318 PACER FDS TR US EXPORT LEAD 69374H402 3875894 84083 SH SOLE 0 0 0 84083 PACER FDS TR US CASH COWS 100 69374H881 6627317 127082 SH SOLE 0 0 0 127082 PALANTIR TECHNOLOGIES INC CL A 69608A108 2305497 20868 SH SOLE 0 0 0 20868 PALO ALTO NETWORKS INC COM 697435105 206429 1097 SH SOLE 0 0 0 1097 PEPSICO INC COM 713448108 425162 3223 SH SOLE 0 0 0 3223 PIMCO ETF TR MULTISECTOR BD 72201R585 37580824 1445972 SH SOLE 0 0 0 1445972 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1080694 10792 SH SOLE 0 0 0 10792 PROCTER AND GAMBLE CO COM 742718109 474684 2980 SH SOLE 0 0 0 2980 PROSHARES TR MSCI EMRG ETF 74347X302 5957850 108493 SH SOLE 0 0 0 108493 PROSHARES TR ULTR 7-10 TREA 74347R180 7520690 174652 SH SOLE 0 0 0 174652 PROSHARES TR S&P 500 DV ARIST 74348A467 204182 2083 SH SOLE 0 0 0 2083 PROSHARES TR PSHS ULTRA QQQ 74347R206 1465565 16031 SH SOLE 0 0 0 16031 PROSHARES TR PSHS ULT S&P 500 74347R107 646180 7952 SH SOLE 0 0 0 7952 PROSHARES TR ULTRAPRO QQQ 74347X831 1472169 25648 SH SOLE 0 0 0 25648 PROSHARES TR II ULTRA GOLD 74347W601 4258787 29102 SH SOLE 0 0 0 29102 PUBLIC STORAGE OPER CO COM 74460D109 269310 898 SH SOLE 0 0 0 898 RH COM 74967X103 1141303 6038 SH SOLE 0 0 0 6038 SALESFORCE INC COM 79466L302 254040 913 SH SOLE 0 0 0 913 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 235327 9132 SH SOLE 0 0 0 9132 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 11585496 308207 SH SOLE 0 0 0 308207 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 500721 21761 SH SOLE 0 0 0 21761 SELECT SECTOR SPDR TR ENERGY 81369Y506 10091048 125277 SH SOLE 0 0 0 125277 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 548148 6586 SH SOLE 0 0 0 6586 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 230318 1702 SH SOLE 0 0 0 1702 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1292233 15860 SH SOLE 0 0 0 15860 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1013170 20489 SH SOLE 0 0 0 20489 SELECT SECTOR SPDR TR INDL 81369Y704 1250318 9320 SH SOLE 0 0 0 9320 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 557133 13405 SH SOLE 0 0 0 13405 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 945049 4379 SH SOLE 0 0 0 4379 SHERWIN WILLIAMS CO COM 824348106 1186004 3373 SH SOLE 0 0 0 3373 SPDR GOLD TR GOLD SHS 78463V107 941262 3029 SH SOLE 0 0 0 3029 SPDR S&P 500 ETF TR TR UNIT 78462F103 2645145 4714 SH SOLE 0 0 0 4714 SPDR SER TR PORTFOLIO AGRGTE 78464A649 11413744 450424 SH SOLE 0 0 0 450424 SPDR SER TR PORTFOLIO LN TSR 78464A664 201181 7606 SH SOLE 0 0 0 7606 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 1050081 11479 SH SOLE 0 0 0 11479 SPDR SER TR S&P DIVID ETF 78464A763 477847 3632 SH SOLE 0 0 0 3632 SPROTT PHYSICAL GOLD & SILVE TR UNIT 85208R101 340540 11583 SH SOLE 0 0 0 11583 SPROTT PHYSICAL GOLD TR UNIT 85207H104 752553 29214 SH SOLE 0 0 0 29214 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 221789 5561 SH SOLE 0 0 0 5561 SSGA ACTIVE TR SPDR LOOMIS SAYL 78470P804 1082483 42342 SH SOLE 0 0 0 42342 STRYKER CORPORATION COM 863667101 466249 1214 SH SOLE 0 0 0 1214 TESLA INC COM 88160R101 342835 1241 SH SOLE 0 0 0 1241 THERMO FISHER SCIENTIFIC INC COM 883556102 267142 655 SH SOLE 0 0 0 655 TIDAL ETF TR FUNDSTRAT GRANNY 886364231 539452 27650 SH SOLE 0 0 0 27650 UNITEDHEALTH GROUP INC COM 91324P102 212346 543 SH SOLE 0 0 0 543 US BANCORP DEL COM NEW 902973304 226035 5473 SH SOLE 0 0 0 5473 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 540498 11921 SH SOLE 0 0 0 11921 VANECK ETF TRUST LONG MUNI ETF 92189F536 261064 15258 SH SOLE 0 0 0 15258 VANECK ETF TRUST GOLD MINERS ETF 92189F106 4143860 83177 SH SOLE 0 0 0 83177 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 13509667 478049 SH SOLE 0 0 0 478049 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 439733 6032 SH SOLE 0 0 0 6032 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2298440 30104 SH SOLE 0 0 0 30104 VANGUARD INDEX FDS TOTAL STK MKT 922908769 529838 1919 SH SOLE 0 0 0 1919 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 298942 1896 SH SOLE 0 0 0 1896 VANGUARD INDEX FDS VALUE ETF 922908744 767221 4577 SH SOLE 0 0 0 4577 VANGUARD INDEX FDS GROWTH ETF 922908736 5944739 15454 SH SOLE 0 0 0 15454 VANGUARD INDEX FDS SM CP VAL ETF 922908611 549897 3010 SH SOLE 0 0 0 3010 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 385377 747 SH SOLE 0 0 0 747 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1122584 24404 SH SOLE 0 0 0 24404 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1422397 28993 SH SOLE 0 0 0 28993 VANGUARD SCOTTSDALE FDS TOTAL WLD BD ETF 92206C565 205480 2981 SH SOLE 0 0 0 2981 VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 92206C730 662698 2598 SH SOLE 0 0 0 2598 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 7500167 101766 SH SOLE 0 0 0 101766 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 242463 2986 SH SOLE 0 0 0 2986 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 257247 1340 SH SOLE 0 0 0 1340 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 433706 3463 SH SOLE 0 0 0 3463 VANGUARD WORLD FD ENERGY ETF 92204A306 814467 7236 SH SOLE 0 0 0 7236 VANGUARD WORLD FD INF TECH ETF 92204A702 450479 798 SH SOLE 0 0 0 798 VERU INC COM 92536C103 10653 21250 SH SOLE 0 0 0 21250 VIRTUS ARTIFICIAL INTELLIGEN COM 92838Y100 284067 13299 SH SOLE 0 0 0 13299 WALMART INC COM 931142103 863280 8735 SH SOLE 0 0 0 8735 WATERS CORP COM 941848103 656374 1900 SH SOLE 0 0 0 1900 XCEL ENERGY INC COM 98389B100 281016 3938 SH SOLE 0 0 0 3938