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
CVX
Chevron Corp

Energy
4.51K
+ 27.98%
$141.15 - $162.53 $636K - $733K
20.6K $2.99M
CME
Cme Group Inc.

Financial Services
2.46K
+ 83.16%
$221.17 - $246.02 $543K - $604K
5.41K $1.26M
Advisors Inner Circle Fd Ii
24.1K
New
N/A
24.1K $604K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
25.9K
+ 165.24%
$23.29 - $23.93 $603K - $620K
41.6K $976K
CRM
Salesforce, Inc.

Technology
1.06K
+ 25.11%
$270.87 - $367.87 $288K - $391K
5.3K $1.73M
DBE
Invesco Db Energy Fund

ETFs
31.5K
New
$17.97 - $20.59 $566K - $649K
31.5K $585K
ADBE
Adobe Inc.

Technology
1.63K
+ 81.81%
$437.39 - $552.96 $714K - $903K
3.63K $1.62M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
21.1K
New
$26.57 - $28.65 $560K - $603K
21.1K $584K
AXON
Axon Enterprise, Inc.

Industrials
981
New
$399.22 - $689.78 $392K - $677K
981 $583K
KMI
Kinder Morgan, Inc.

Energy
7.62K
+ 11.44%
$22.59 - $28.54 $172K - $217K
74.2K $2.04M
OEF
Ishares S&P 100 ETF

ETFs
1.88K
+ 109.12%
N/A
3.6K $1.04M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
59.2K
+ 12.94%
$14.43 - $15.02 $854K - $888K
516K $7.47M
NOW
Service Now, Inc.

Technology
278
+ 17.88%
$867.18 - $1148.42 $241K - $319K
1.83K $1.94M
BA
Boeing CO

Industrials
2.12K
+ 29.22%
$138.14 - $180.72 $292K - $383K
9.36K $1.66M
Flagstar Financial Inc
14.3K
New
N/A
14.3K $546K
KKR
Kkr & Co. Inc.

Financial Services
2.75K
+ 44.53%
$129.87 - $162.87 $357K - $448K
8.92K $1.32M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
10.4K
New
$47.66 - $51.97 $496K - $541K
10.4K $508K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.12K
+ 2.1%
$69.3 - $74.3 $216K - $232K
152K $10.9M
KO
Coca Cola CO

Consumer Defensive
12.6K
+ 39.95%
$61.74 - $71.71 $780K - $906K
44.2K $2.75M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.56K
+ 18.72%
$50.73 - $51.08 $485K - $488K
60.6K $3.09M
Advisors Inner Circle Fd Ii
18.9K
New
N/A
18.9K $476K
Fidelity Wise Origin Bitcoin
575
+ 3.59%
N/A
16.6K $1.36M
SHW
Sherwin Williams CO

Basic Materials
1.39K
New
$338.75 - $399.71 $472K - $557K
1.39K $473K
ISRG
Intuitive Surgical Inc

Healthcare
838
+ 78.32%
$471.27 - $550.62 $395K - $461K
1.91K $996K
CLOI
Vaneck ETF Tr

ETFs
8.79K
+ 45.86%
$52.7 - $53.15 $463K - $467K
28K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
1.68K
+ 33.61%
$485.52 - $625.25 $816K - $1.05M
6.68K $3.38M
ICVT
Ishares Tr Convertible Bond Et

ETFs
5.28K
New
$83.09 - $89.28 $439K - $471K
5.28K $449K
Blackrock ETF Trust Ii
10.1K
+ 19.83%
N/A
60.9K $3.17M
UNP
Union Pacific Corp

Industrials
2.07K
+ 103.15%
$223.15 - $249.32 $461K - $515K
4.07K $927K
RTX
Raytheon Technologies Corp

Industrials
4K
+ 69.37%
$114.45 - $127.21 $458K - $509K
9.76K $1.13M
VGT
Vanguard Information Technolog

ETFs
620
+ 53.96%
$571.78 - $647.97 $355K - $402K
1.77K $1.1M
PFE
Pfizer Inc

Healthcare
22K
+ 33.99%
$24.8 - $30.19 $546K - $665K
86.8K $2.3M
VV
Vanguard Large Cap ETF

ETFs
1.46K
+ 30.36%
$260.27 - $280.65 $381K - $410K
6.28K $1.69M
Advisors Inner Circle Fd Ii
17K
New
N/A
17K $425K
TJX
Tjx Companies Inc

Consumer Cyclical
3.28K
+ 46.49%
$112.15 - $127.2 $368K - $418K
10.3K $1.25M
Zacks Trust
11.9K
+ 12.37%
N/A
108K $3.59M
Hut 8 Corp
19.7K
New
N/A
19.7K $411K
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.19K
+ 63.84%
$77.25 - $91.3 $324K - $382K
10.8K $919K
ASML
Asml Holding Nv

Technology
586
New
$658.43 - $872.27 $386K - $511K
586 $407K
MA
Mastercard Inc

Financial Services
548
+ 15.6%
$491.3 - $536.15 $269K - $294K
4.06K $2.14M
GS
Goldman Sachs Group Inc

Financial Services
156
+ 3.95%
$486.1 - $608.57 $75.8K - $94.9K
4.1K $2.35M
ITB
Ishares Tr

ETFs
3.85K
New
$103.31 - $129.34 $398K - $498K
3.85K $398K
Elevation Series Trust
12.6K
+ 60.4%
N/A
33.4K $1.03M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
5.56K
New
$70.31 - $77.39 $391K - $431K
5.56K $391K
IWM
Ishares Russell 2000 ETF

ETFs
1.62K
+ 6.48%
$216.13 - $242.4 $350K - $393K
26.6K $5.9M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
15.6K
+ 1.92%
$25.35 - $25.53 $396K - $398K
829K $21.1M
AMGN
Amgen Inc

Healthcare
2.6K
+ 53.78%
$258.78 - $328.31 $672K - $853K
7.43K $1.93M
TGT
Target Corp

Consumer Defensive
2.8K
New
$121.59 - $160.69 $340K - $449K
2.8K $378K
ARCC
Ares Capital Corp

Financial Services
16.1K
+ 60.02%
$20.74 - $22.27 $334K - $359K
43K $940K
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