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
BNDX
Vanguard Total International B

ETFs
5.49K
+ 104.28%
$48.91 - $50.61 $268K - $278K
10.7K $527K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
4.84K
+ 59.9%
$41.88 - $50.49 $203K - $244K
12.9K $602K
IXUS
Ishares Tr

ETFs
4.29K
+ 106.32%
$65.95 - $72.56 $283K - $311K
8.33K $551K
IVE
Ishares S&P 500 Value ETF

ETFs
1.42K
+ 50.5%
$189.5 - $206.17 $269K - $292K
4.22K $806K
MAIN
Main Street Capital Corp

Financial Services
2.32K
+ 16.44%
$49.95 - $58.58 $116K - $136K
16.4K $961K
COP
Conocophillips

Energy
3.3K
+ 27.01%
$95.12 - $114.72 $314K - $378K
15.5K $1.54M
Tidal Tr Ii
9.63K
New
N/A
9.63K $253K
DIV
Global X Superdividend Us ETF

ETFs
14.1K
New
N/A
14.1K $253K
INTU
Intuit Inc

Technology
394
+ 72.96%
$602.01 - $706.25 $237K - $278K
934 $587K
SCI
Service Corp International

Consumer Cyclical
3.13K
New
$73.36 - $88.6 $229K - $277K
3.13K $250K
AMP
Ameriprise Financial Inc

Financial Services
463
New
$473.15 - $574.01 $219K - $266K
463 $247K
APH
Amphenol Corp

Technology
3.54K
New
$62.07 - $75.35 $220K - $267K
3.54K $246K
TMO
Thermo Fisher Scientific Inc.

Healthcare
536
+ 156.27%
$501.29 - $612.85 $269K - $328K
879 $457K
FTSL
First Trust Senior Ln Fund

ETFs
5.05K
+ 13.69%
$45.9 - $46.48 $232K - $235K
41.9K $1.94M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
4.88K
New
$49.87 - $52.46 $243K - $256K
4.88K $243K
PAM
Pampa Energy Inc.

Utilities
2.74K
New
$59.98 - $91.79 $165K - $252K
2.74K $240K
PLW
Invesco 1 30 Laddered Treasury

ETFs
12.3K
+ 26.35%
N/A
58.8K $1.59M
VICI
Vici Properties Inc.

Real Estate
8.15K
New
$28.27 - $33.19 $230K - $270K
8.15K $238K
PSTG
Pure Storage, Inc.

Technology
3.82K
New
$48.19 - $66.6 $184K - $254K
3.82K $235K
Core Scientific Inc New
16.5K
New
N/A
16.5K $233K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.87K
New
$54.6 - $68.9 $211K - $266K
3.87K $233K
Bitwise Ethereum ETF
9.74K
New
N/A
9.74K $233K
Lam Research Corp
3.19K
New
N/A
3.19K $230K
COOP
Mr. Cooper Group Inc.

Financial Services
2.33K
New
$87.37 - $101.43 $203K - $236K
2.33K $224K
VTWO
Vanguard Russell 2000 ETF

ETFs
2.42K
+ 12.64%
$87.42 - $98.06 $211K - $237K
21.5K $1.93M
AZN
Astrazeneca PLC

Healthcare
4.2K
+ 98.27%
$63.2 - $79.58 $265K - $334K
8.47K $555K
WM
Waste Management Inc

Industrials
1.18K
+ 41.72%
$201.79 - $228.46 $238K - $269K
4.01K $808K
CDNS
Cadence Design Systems Inc

Technology
738
New
$249.1 - $324.54 $184K - $240K
738 $222K
ENB
Enbridge Inc

Energy
5.2K
New
$40.4 - $43.92 $210K - $228K
5.2K $221K
Cava Group Inc
1.94K
New
N/A
1.94K $220K
VIST
Vista Energy, S.A.B. De C.V.

Energy
4.03K
New
$45.39 - $58.41 $183K - $235K
4.03K $218K
IYW
Ishares Dj Us Tech ETF

ETFs
1.19K
+ 39.81%
$148.14 - $166.23 $177K - $198K
4.19K $670K
HYG
Ishares Tr

ETFs
2.73K
New
$78.09 - $80.04 $213K - $219K
2.73K $215K
KOCT
Innovator Laddered Fund Of U.S
6.98K
New
N/A
6.98K $214K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.9K
+ 316.86%
$26.93 - $84.95 $617K - $1.94M
30.1K $823K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
4.94K
New
$42.7 - $46.33 $211K - $229K
4.94K $212K
FOUR
Shift4 Payments, Inc.

Technology
2.03K
New
$88.26 - $114.95 $179K - $233K
2.03K $212K
DY
Dycom Industries Inc

Industrials
1.21K
New
$168.3 - $202.91 $203K - $245K
1.21K $211K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.21K
New
$49.79 - $51.14 $210K - $215K
4.21K $211K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
177
New
$1146.59 - $1270.6 $203K - $225K
177 $210K
Tidal Tr Ii
8.96K
New
N/A
8.96K $209K
ET
Energy Transfer LP

Energy
4.49K
+ 13.17%
$16.05 - $19.86 $72K - $89.1K
38.5K $755K
BIBL
Northern Lts Fd Tr Iv

ETFs
5.38K
New
$38.73 - $42.41 $208K - $228K
5.38K $209K
CTAS
Cintas Corp

Industrials
1.14K
New
$182.7 - $226.47 $208K - $258K
1.14K $208K
LSCC
Lattice Semiconductor Corp

Technology
3.68K
New
$48.58 - $63.46 $179K - $233K
3.68K $207K
ROKU
Roku, Inc

Communication Services
2.79K
New
$64.08 - $84.12 $178K - $234K
2.79K $206K
MELI
Mercadolibre Inc

Consumer Cyclical
121
New
$1666.0 - $2117.3 $202K - $256K
121 $206K
IWS
Ishares Russell Midcap Value E

ETFs
1.59K
New
$128.08 - $140.32 $204K - $224K
1.59K $206K
Pacer Fds Tr
6.42K
New
N/A
6.42K $206K
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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