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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.81K
New
$201.32 - $217.44 $364K - $393K
1.81K $374K
ORCL
Oracle Corp

Technology
2.23K
+ 37.81%
$165.41 - $192.43 $369K - $430K
8.14K $1.36M
PEP
Pepsico Inc

Consumer Defensive
3.81K
+ 30.95%
$151.29 - $176.1 $577K - $671K
16.1K $2.45M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
3.8K
New
$92.58 - $93.71 $352K - $356K
3.8K $352K
FICO
Fair Isaac Corp

Technology
172
New
$1911.01 - $2382.4 $329K - $410K
172 $343K
NSC
Norfolk Southern Corp

Industrials
1.44K
New
$230.6 - $277.0 $333K - $400K
1.44K $339K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
8.3K
+ 78.23%
$37.97 - $38.95 $315K - $323K
18.9K $737K
GD
General Dynamics Corp

Industrials
1.8K
+ 44.69%
$260.28 - $314.03 $469K - $565K
5.83K $1.53M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.35K
New
$50.67 - $50.9 $322K - $323K
6.35K $322K
APD
Air Products & Chemicals, Inc.

Basic Materials
1.17K
+ 41.09%
$285.5 - $335.62 $335K - $393K
4.02K $1.17M
CG
Carlyle Group Inc.

Financial Services
4.62K
+ 40.63%
$43.2 - $54.81 $200K - $253K
16K $807K
VB
Vanguard Small Cap ETF

ETFs
1.29K
+ 104.62%
$233.76 - $261.58 $302K - $337K
2.52K $607K
LUV
Southwest Airlines CO

Industrials
6.01K
+ 21.56%
$28.99 - $34.84 $174K - $209K
33.9K $1.14M
NTRA
Natera, Inc.

Healthcare
1.98K
New
$117.67 - $174.0 $233K - $345K
1.98K $312K
APAM
Artisan Partners Asset Management Inc.

Financial Services
7.25K
New
$41.74 - $49.17 $303K - $356K
7.25K $312K
CCJ
Cameco Corp

Energy
6.04K
New
$48.64 - $61.14 $294K - $369K
6.04K $311K
CSCO
Cisco Systems, Inc.

Technology
2.03K
+ 6.33%
$52.45 - $60.02 $106K - $122K
34.1K $2.01M
BSX
Boston Scientific Corp

Healthcare
3.45K
New
$83.62 - $91.5 $288K - $315K
3.45K $308K
CARG
Car Gurus, Inc.

Communication Services
8.33K
New
$29.05 - $38.78 $242K - $323K
8.33K $307K
EPR
Epr Properties

Real Estate
6.99K
New
$43.17 - $49.39 $302K - $345K
6.99K $307K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.72K
New
$176.4 - $231.84 $303K - $398K
1.72K $304K
CF
Cf Industries Holdings, Inc.

Basic Materials
3.56K
New
$81.39 - $94.14 $290K - $335K
3.56K $303K
CRWD
Crowd Strike Holdings, Inc.

Technology
152
+ 3.88%
$275.15 - $388.2 $41.8K - $59K
4.07K $1.4M
FTNT
Fortinet, Inc.

Technology
1.78K
+ 22.83%
$76.49 - $99.21 $136K - $176K
9.57K $904K
YMM
Full Truck Alliance Co. Ltd.

Technology
27.8K
New
$8.25 - $12.28 $229K - $342K
27.8K $300K
CMA
Comerica Inc

Financial Services
4.79K
New
$57.88 - $72.73 $277K - $348K
4.79K $296K
RMBS
Rambus Inc

Technology
5.58K
New
$40.13 - $59.14 $224K - $330K
5.58K $295K
SPMD
Spdr Portfolio

ETFs
5.35K
+ 104.16%
$54.13 - $59.56 $290K - $319K
10.5K $574K
DUK
Duke Energy Corp

Utilities
3.11K
+ 57.38%
$105.76 - $120.76 $328K - $375K
8.52K $917K
IWY
Ishares Tr Russell 200 Growth

ETFs
1.24K
New
$216.72 - $244.71 $270K - $304K
1.24K $293K
PL
Planet Labs Pbc

Industrials
27K
+ 26.99%
$2.1 - $4.52 $56.6K - $122K
127K $513K
AMSWA
American Software Inc

Technology
25.7K
New
$10.24 - $10.96 $263K - $281K
25.7K $286K
TXN
Texas Instruments Inc

Technology
1.82K
+ 57.36%
N/A
5K $938K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.93K
+ 31.4%
$49.03 - $53.35 $241K - $263K
20.6K $1.06M
SJW
Sjw Group

Utilities
5.72K
New
$49.07 - $60.38 $281K - $345K
5.72K $281K
AN
Autonation, Inc.

Consumer Cyclical
1.81K
+ 53.97%
$155.47 - $182.16 $282K - $330K
5.17K $878K
BOH
Bank Of Hawaii Corp

Financial Services
3.89K
New
$61.29 - $80.51 $238K - $313K
3.89K $277K
SPOT
Spotify Technology S.A.

Communication Services
615
New
$362.95 - $502.38 $223K - $309K
615 $277K
American Healthcare Reit Inc
5.15K
+ 9.85%
N/A
57.4K $1.63M
BITO
Proshares Tr Bitcoin Strategy

ETFs
12.1K
New
$16.99 - $27.42 $205K - $331K
12.1K $275K
MBB
Ishares Tr

ETFs
3.45K
+ 32.8%
$91.26 - $95.82 $315K - $331K
14K $1.28M
ITW
Illinois Tool Works Inc

Industrials
1.08K
New
$253.56 - $278.5 $274K - $301K
1.08K $274K
AFRM
Affirm Holdings, Inc.

Technology
2.51K
+ 42.03%
$38.48 - $72.86 $96.6K - $183K
8.48K $517K
HOOD
Robinhood Markets, Inc.

Technology
7.2K
New
$22.33 - $43.2 $161K - $311K
7.2K $272K
TAP
Molson Coors Beverage CO

Consumer Defensive
4.82K
+ 41.17%
$53.97 - $63.88 $260K - $308K
16.5K $945K
VXF
Vanguard Extended Market ETF

ETFs
179
+ 0.71%
$179.17 - $207.15 $32.1K - $37.1K
25.5K $4.85M
BX
Blackstone Inc.

Financial Services
491
+ 5.39%
$148.45 - $199.05 $72.9K - $97.7K
9.6K $1.65M
IBM
International Business Machines Corp

Technology
1.24K
+ 9.47%
$204.9 - $238.04 $255K - $296K
14.4K $3.16M
KMB
Kimberly Clark Corp

Consumer Defensive
2.26K
+ 84.66%
$130.37 - $146.09 $294K - $330K
4.92K $644K
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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