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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
413
+ 50.49%
$396.64 - $516.74 $164K - $213K
1.23K $496K
JHG
Janus Henderson Group PLC

Financial Services
1.52K
+ 13.64%
$37.65 - $45.66 $57.2K - $69.3K
12.6K $538K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.07K
+ 22.29%
$45.17 - $47.23 $139K - $145K
16.8K $764K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
2.88K
+ 34.6%
$38.17 - $42.95 $110K - $124K
11.2K $438K
MPC
Marathon Petroleum Corp

Energy
1.47K
+ 37.34%
$131.65 - $174.84 $193K - $256K
5.4K $752K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
886
+ 8.29%
$126.68 - $134.74 $112K - $119K
11.6K $1.48M
EMB
Ishares Tr

ETFs
1.36K
+ 48.08%
$88.94 - $93.46 $121K - $127K
4.2K $374K
HSY
Hershey CO

Consumer Defensive
1.12K
+ 31.08%
$168.67 - $193.65 $188K - $216K
4.7K $795K
ORCC
Owl Rock Capital Corp

Financial Services
5.85K
+ 22.67%
N/A
31.7K $479K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
2K
+ 10.44%
$12.71 - $22.33 $25.4K - $44.7K
21.2K $357K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
16.9K
New
$5.83 - $6.64 $98.5K - $112K
16.9K $101K
CW
Curtiss Wright Corp

Industrials
191
+ 16.17%
$335.08 - $389.49 $64K - $74.4K
1.37K $487K
XLF
Financial Sector Spdr

ETFs
1.39K
+ 13.85%
$44.89 - $51.34 $62.3K - $71.2K
11.4K $551K
IRM
Iron Mountain Inc

Real Estate
1.65K
+ 28.75%
$101.62 - $128.14 $168K - $211K
7.39K $776K
FISV
Fiserv Inc

Technology
261
+ 16.11%
N/A
1.88K $387K
CB
Chubb LTD

Financial Services
370
+ 53.01%
$271.57 - $301.89 $100K - $112K
1.07K $295K
ZTS
Zoetis Inc.

Healthcare
786
+ 74.01%
$162.24 - $194.42 $128K - $153K
1.85K $301K
SCHW
Schwab Charles Corp

Financial Services
640
+ 12.93%
$63.31 - $82.85 $40.5K - $53K
5.59K $414K
AJG
Arthur J. Gallagher & Co.

Financial Services
283
+ 6.44%
$278.49 - $315.16 $78.8K - $89.2K
4.68K $1.33M
CODI
Compass Diversified Holdings

Industrials
3.54K
+ 38.78%
$20.56 - $24.27 $72.7K - $85.8K
12.7K $293K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.86K
+ 13.5%
$50.0 - $50.27 $93.1K - $93.6K
15.6K $784K
SBUX
Starbucks Corp

Consumer Cyclical
1.45K
+ 20.54%
$87.44 - $102.5 $127K - $148K
8.49K $775K
PAYX
Paychex Inc

Industrials
580
+ 34.46%
$135.86 - $148.73 $78.8K - $86.3K
2.26K $317K
MET
Metlife Inc

Financial Services
1.12K
+ 8.23%
$78.15 - $88.25 $87.8K - $99.1K
14.8K $1.21M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
275
+ 18.59%
$278.19 - $315.36 $76.5K - $86.7K
1.75K $505K
EW
Edwards Lifesciences Corp

Healthcare
700
+ 20.35%
$64.54 - $75.92 $45.2K - $53.1K
4.14K $307K
VLUE
Ishares Msci Usa Value Factor

ETFs
870
+ 25.68%
$104.01 - $115.38 $90.5K - $100K
4.26K $450K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.93K
+ 37.19%
$55.45 - $61.08 $107K - $118K
7.13K $396K
EPM
Evolution Petroleum Corp

Energy
15.3K
+ 40.5%
$4.88 - $6.11 $74.9K - $93.7K
53.2K $279K
EMR
Emerson Electric CO

Industrials
7
+ 0.14%
$108.13 - $134.33 $757 - $940
4.88K $606K
BST
Black Rock Science & Technology Trust

Financial Services
1.27K
+ 6.54%
$34.86 - $38.04 $44.3K - $48.3K
20.7K $759K
PM
Philip Morris International Inc.

Consumer Defensive
682
+ 7.04%
$118.38 - $133.06 $80.7K - $90.7K
10.4K $1.25M
ADP
Automatic Data Processing Inc

Industrials
5
+ 0.12%
$280.08 - $307.97 $1.4K - $1.54K
4.3K $1.26M
Innovator Etfs Trust
1.06K
+ 4.99%
N/A
22.3K $655K
SAP
Sap Se

Technology
137
+ 6.66%
$218.13 - $255.54 $29.9K - $35K
2.19K $541K
CSX
Csx Corp

Industrials
3.34K
+ 18.37%
$31.58 - $36.88 $105K - $123K
21.5K $695K
Richtech Robotics Inc
25.5K
New
N/A
25.5K $69K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
1.88K
+ 15.86%
$14.29 - $18.76 $26.8K - $35.2K
13.7K $251K
GBIL
Goldman Sachs Access Treasury

ETFs
704
+ 18.64%
$99.85 - $100.22 $70.3K - $70.6K
4.48K $447K
BP
Bp PLC

Energy
2.76K
+ 35.53%
$28.16 - $33.14 $77.6K - $91.4K
10.5K $311K
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
2.98K
+ 9.35%
$16.89 - $17.71 $50.3K - $52.8K
34.8K $607K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.13K
+ 10.62%
$46.48 - $51.32 $52.5K - $58K
11.8K $568K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2.71K
+ 31.7%
$26.55 - $27.32 $72K - $74K
11.3K $301K
MDT
Medtronic PLC

Healthcare
4.23K
+ 15.61%
$79.61 - $92.24 $337K - $390K
31.3K $2.5M
PIPR
Piper Sandler Companies

Financial Services
146
+ 13.22%
$280.53 - $348.81 $41K - $50.9K
1.25K $375K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.89K
+ 13.14%
$22.39 - $23.45 $87.1K - $91.2K
33.5K $759K
LNG
Cheniere Energy, Inc.

Energy
100
+ 8.71%
$181.07 - $225.92 $18.1K - $22.6K
1.25K $268K
KMX
Carmax Inc

Consumer Cyclical
562
+ 16.35%
$71.11 - $87.2 $40K - $49K
4K $327K
ITOT
Ishares Core S&P Total U.S. St

ETFs
338
+ 7.07%
$124.26 - $134.12 $42K - $45.3K
5.12K $660K
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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