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
IJH
Ishares Core S&P Mid Cap ETF

ETFs
21.8K
+ 28.16%
$61.68 - $67.87 $1.34M - $1.48M
99.1K $6.18M
WFC
Wells Fargo & Company

Financial Services
17.7K
+ 271.61%
$54.98 - $77.35 $974K - $1.37M
24.2K $1.67M
NKE
Nike, Inc.

Consumer Cyclical
18.3K
+ 256.08%
$73.36 - $89.13 $1.34M - $1.63M
25.5K $1.93M
Direxion Shs ETF Tr
34.9K
+ 192.21%
N/A
53.1K $1.93M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.8K
+ 161.47%
$100.24 - $101.35 $1.29M - $1.3M
20.8K $2.09M
HON
Honeywell International Inc

Industrials
5.05K
+ 121.85%
$202.84 - $236.0 $1.02M - $1.19M
9.19K $2.13M
BAC
Bank Of America Corp

Financial Services
23.3K
+ 45.81%
$39.22 - $47.77 $912K - $1.11M
74K $3.25M
ZECP
Zacks Tr Earnings Constant Por

ETFs
42.2K
+ 16.3%
$30.35 - $32.25 $1.28M - $1.36M
301K $9.16M
COIN
Coinbase Global, Inc.

Technology
4.35K
+ 228.62%
$163.17 - $343.62 $709K - $1.49M
6.25K $1.56M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.8K
+ 10.58%
$24.94 - $26.14 $2.07M - $2.16M
865K $21.6M
Ea Series Trust
10.4K
+ 161.38%
N/A
16.9K $1.86M
Ge Vernova Inc
3.02K
+ 185.73%
N/A
4.65K $1.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.4K
+ 19.8%
$113.92 - $127.38 $1.19M - $1.33M
63.1K $7.28M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.88K
+ 61.94%
$198.04 - $221.51 $966K - $1.08M
12.8K $2.69M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
27.1K
+ 43.97%
$45.07 - $47.1 $1.22M - $1.28M
88.6K $4.01M
Astera Labs Inc
7.95K
New
N/A
7.95K $1.05M
IWF
Ishares Russell 1000 Gr ETF

ETFs
570
+ 2.21%
$370.24 - $418.94 $211K - $239K
26.4K $10.6M
QTUM
ETF Ser Solutions Defiance Qua
12K
New
N/A
12K $975K
LLY
Eli Lilly & CO

Healthcare
2.02K
+ 37.07%
$727.2 - $932.06 $1.47M - $1.88M
7.45K $5.75M
Invesco Galaxy Bitcoin ETF
2.14K
+ 8.84%
N/A
26.3K $2.47M
APO
Apollo Global Management, Inc.

Financial Services
3.01K
+ 28.42%
$131.36 - $178.61 $395K - $537K
13.6K $2.26M
JCPB
J P Morgan Exchange Traded Fd

ETFs
22.4K
+ 46.25%
$46.07 - $48.17 $1.03M - $1.08M
70.9K $3.27M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.8K
+ 139.38%
$50.62 - $50.97 $902K - $909K
30.6K $1.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.53K
+ 35.31%
$94.43 - $105.47 $711K - $794K
28.9K $2.94M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
16.4K
+ 85.61%
$53.38 - $60.64 $877K - $997K
35.6K $1.95M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.35K
+ 41.87%
$260.53 - $404.79 $352K - $546K
4.57K $1.75M
Managed Portfolio Series
33.4K
New
N/A
33.4K $845K
XOM
Exxon Mobil Corp

Energy
12.7K
+ 22.85%
$105.51 - $125.37 $1.34M - $1.59M
68.2K $7.34M
AXP
American Express CO

Financial Services
1.7K
+ 14.14%
$267.35 - $305.57 $454K - $519K
13.7K $4.03M
REET
Ishares Global Reit ETF

ETFs
43.2K
+ 52.17%
$23.43 - $26.54 $1.01M - $1.15M
126K $3.02M
USB
Us Bancorp \De\

Financial Services
15.9K
+ 84.22%
$43.98 - $53.66 $698K - $851K
34.7K $1.66M
IXG
Ishares Global Fin'L ETF

ETFs
7.87K
+ 26.71%
$93.25 - $101.72 $734K - $801K
37.3K $3.59M
OKE
Oneok Inc

Energy
6.45K
+ 50.13%
$92.28 - $117.05 $596K - $755K
19.3K $1.94M
IEFA
Ishares Tr

ETFs
13.5K
+ 53.59%
$70.06 - $77.43 $949K - $1.05M
38.8K $2.73M
PANW
Palo Alto Networks Inc

Technology
7.19K
+ 198.04%
$181.96 - $405.9 $1.31M - $2.92M
10.8K $1.97M
Invesco Galaxy Ethereum ETF
13K
+ 33.25%
N/A
52K $1.74M
Ishares Bitcoin Trust ETF
9.3K
+ 67.29%
N/A
23.1K $1.23M
Innovator Etfs Trust
28.7K
New
N/A
28.7K $726K
WMB
Williams Companies, Inc.

Energy
11.9K
+ 129.02%
$46.37 - $59.74 $553K - $713K
21.2K $1.15M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.79K
+ 28.07%
$84.34 - $95.14 $657K - $741K
35.5K $3.11M
IXJ
Ishares Global Healthcare ETF

ETFs
11K
+ 56.54%
$85.65 - $98.34 $938K - $1.08M
30.3K $2.61M
Bitwise Bitcoin ETF Tr
9.35K
+ 73.26%
N/A
22.1K $1.13M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 1.0%
$664750.0 - $724132.5 $665K - $724K
101 $1.36M
VIS
Vanguard Industrial ETF

ETFs
2.63K
New
$254.39 - $279.7 $670K - $737K
2.63K $670K
ABT
Abbott Laboratories

Healthcare
5.93K
+ 35.92%
$111.93 - $119.39 $664K - $708K
22.5K $2.54M
ABBV
Abb Vie Inc.

Healthcare
6.45K
+ 26.0%
$164.99 - $203.87 $1.06M - $1.31M
31.2K $5.54M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15.7K
+ 121.48%
$43.02 - $47.32 $676K - $743K
28.6K $1.24M
Advisors Inner Circle Fd Ii
25K
New
N/A
25K $627K
IXN
Ishares Global Information Tec

ETFs
6.41K
+ 18.45%
$80.67 - $87.84 $517K - $563K
41.1K $3.49M
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
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