Arete Wealth Advisors, LLC Purchases in Q4 2024

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
47.4K
+ 37.76%
$221.69 - $259.02 $10.5M - $12.3M
173K $43.3M
NVDA
Nvidia Corp

Technology
52.5K
+ 26.92%
$117.0 - $148.88 $6.14M - $7.81M
247K $33.3M
Proshares Tr
226K
New
N/A
226K $9.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.26K
+ 31.74%
$567.81 - $607.81 $4.12M - $4.41M
30.1K $17.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.93K
+ 9.33%
$481.22 - $538.17 $2.85M - $3.19M
69.5K $35.5M
AMZN
Amazon Com Inc

Consumer Cyclical
27.4K
+ 34.78%
$180.88 - $232.93 $4.95M - $6.38M
106K $23.3M
GOOGL
Alphabet Inc.

Communication Services
10.3K
+ 19.02%
$161.86 - $196.66 $1.66M - $2.02M
64.3K $12.2M
DIS
Walt Disney CO

Communication Services
1.87K
+ 0.57%
$92.39 - $117.6 $173K - $220K
329K $36.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
130K
+ 29.02%
$44.87 - $46.86 $5.83M - $6.09M
578K $26M
MSFT
Microsoft Corp

Technology
11.8K
+ 30.25%
$406.35 - $454.46 $4.81M - $5.38M
51K $21.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.79K
+ 10.76%
$521.84 - $558.82 $3.54M - $3.8M
69.9K $37.7M
TSLA
Tesla, Inc.

Consumer Cyclical
4.76K
+ 30.33%
$213.65 - $479.86 $1.02M - $2.29M
20.5K $8.31M
VONE
Vanguard Russell 1000 ETF

ETFs
15.5K
New
$257.18 - $277.76 $3.98M - $4.3M
15.5K $4.13M
AVGO
Broadcom Inc.

Technology
9.08K
+ 30.49%
$159.67 - $250.0 $1.45M - $2.27M
38.9K $9.04M
APLD
Applied Blockchain, Inc.

Financial Services
491K
New
$5.97 - $10.68 $2.93M - $5.24M
491K $3.76M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
39.2K
+ 23.68%
$91.29 - $91.8 $3.58M - $3.6M
205K $18.7M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
4.3K
+ 5.61%
$44.2 - $49.46 $190K - $213K
80.9K $3.7M
IVV
Ishares Core S&P 500 ETF

ETFs
5.47K
+ 44.39%
$570.51 - $610.59 $3.12M - $3.34M
17.8K $10.5M
PVAL
Putnam ETF Tr Putnam Focused L
88.4K
+ 31.75%
$36.85 - $39.99 $3.26M - $3.53M
367K $13.6M
JPM
Jpmorgan Chase & CO

Financial Services
8.84K
+ 33.3%
$205.18 - $250.29 $1.81M - $2.21M
35.4K $8.49M
FANG
Diamondback Energy, Inc.

Energy
16K
+ 924.38%
$153.06 - $199.5 $2.45M - $3.2M
17.8K $2.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
29.4K
+ 48.77%
$96.64 - $101.23 $2.84M - $2.97M
89.6K $8.68M
RUM
Rumble Inc.

Technology
195K
New
$5.18 - $16.27 $1.01M - $3.18M
195K $2.54M
META
Meta Platforms, Inc.

Communication Services
3.43K
+ 25.8%
$554.08 - $632.68 $1.9M - $2.17M
16.7K $9.85M
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
477K
+ 77.83%
$5.23 - $5.8 $2.5M - $2.77M
1.09M $5.79M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
30.6K
+ 60.64%
$66.77 - $71.52 $2.05M - $2.19M
81.2K $5.6M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
20.6K
+ 79.98%
$100.22 - $100.73 $2.07M - $2.08M
46.4K $4.66M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.73K
+ 28.8%
$417.69 - $450.94 $1.97M - $2.13M
21.1K $8.99M
PLTR
Palantir Technologies Inc.

Technology
1.81K
+ 3.7%
$36.46 - $82.38 $66.1K - $149K
50.9K $3.86M
XLG
Invesco Exchange Traded Fd Tr

ETFs
38.3K
+ 98.12%
$46.94 - $51.62 $1.8M - $1.98M
77.4K $3.88M
VO
Vanguard Mid Cap ETF

ETFs
7.53K
+ 90.05%
$261.5 - $284.63 $1.97M - $2.14M
15.9K $4.19M
V
Visa Inc.

Financial Services
3.66K
+ 19.5%
$273.87 - $320.91 $1M - $1.17M
22.4K $7.09M
QBTS
D Wave Quantum Inc.

Technology
212K
+ 1300.02%
$0.89 - $9.91 $188K - $2.1M
228K $1.91M
OMFL
Invesco Exchange Traded Self I

ETFs
33K
+ 69.86%
$52.49 - $56.58 $1.73M - $1.87M
80.2K $4.35M
HD
Home Depot, Inc.

Consumer Cyclical
5.33K
+ 32.88%
$385.02 - $431.37 $2.05M - $2.3M
21.6K $8.39M
DBO
Invesco Db Oil Fund

ETFs
125K
New
$13.84 - $15.7 $1.72M - $1.96M
125K $1.78M
ILCB
Ishares Morningstar U.S. Equit

ETFs
21.4K
+ 199.87%
$78.43 - $84.56 $1.68M - $1.81M
32K $2.61M
GOOG
Alphabet Inc.

Communication Services
4.98K
+ 14.47%
$163.08 - $198.16 $812K - $986K
39.4K $7.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.1K
+ 18.39%
$442.29 - $483.08 $1.81M - $1.98M
26.4K $12M
FNDX
Schwab Fundamental U S Large C

ETFs
309K
+ 262.67%
$23.49 - $71.77 $7.26M - $22.2M
427K $10.1M
SHOP
Shopify Inc.

Technology
13.9K
+ 194.48%
$78.14 - $119.49 $1.08M - $1.66M
21K $2.24M
VTV
Vanguard Value ETF

ETFs
9.64K
+ 158.23%
$168.32 - $181.87 $1.62M - $1.75M
15.7K $2.66M
COST
Costco Wholesale Corp

Consumer Defensive
1.6K
+ 38.6%
$873.59 - $994.69 $1.4M - $1.59M
5.74K $5.27M
Tcw ETF Trust
51.9K
New
N/A
51.9K $1.58M
FTCS
First Trust Capital Strength E

ETFs
18.1K
+ 131.21%
$87.62 - $94.03 $1.58M - $1.7M
31.8K $2.79M
VFC
V F Corp

Consumer Cyclical
72K
New
$16.7 - $22.59 $1.2M - $1.63M
72K $1.55M
Advisors Inner Circle Fd Ii
58.5K
New
N/A
58.5K $1.46M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
30.6K
+ 29.74%
$51.09 - $55.27 $1.57M - $1.69M
134K $6.83M
NFLX
Netflix Inc

Communication Services
1.36K
+ 150.61%
$687.65 - $936.56 $933K - $1.27M
2.26K $2.02M
Activity Summary
Buys All Purchases 538 New Holdings 103 Increased Positions 435 Sells All Sells 170 Reductions 170 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email