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
GTO
Invesco Actively Managed ETF T

ETFs
2.23K
+ 5.61%
$46.33 - $48.41 $103K - $108K
41.9K $1.95M
NRG
Nrg Energy, Inc.

Utilities
375
+ 13.17%
$85.3 - $101.61 $32K - $38.1K
3.22K $291K
KNSL
Kinsale Capital Group, Inc.

Financial Services
63
+ 5.76%
$424.05 - $524.22 $26.7K - $33K
1.16K $537K
WSO
Watsco Inc

Industrials
86
+ 10.59%
$466.57 - $568.78 $40.1K - $48.9K
898 $427K
SYY
Sysco Corp

Consumer Defensive
439
+ 14.78%
$73.63 - $81.77 $32.3K - $35.9K
3.41K $261K
MMM
3 M CO

Industrials
747
+ 7.67%
$124.74 - $137.12 $93.2K - $102K
10.5K $1.36M
FXL
First Tr Exchange Traded Fd Fi

ETFs
21
+ 0.99%
$136.18 - $158.26 $2.86K - $3.32K
2.14K $318K
DHR
Danaher Corp

Healthcare
903
+ 23.9%
$226.16 - $274.52 $204K - $248K
4.68K $1.07M
PEG
Public Service Enterprise Group Inc

Utilities
672
+ 9.82%
$81.87 - $94.51 $55K - $63.5K
7.52K $634K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
+ 0.29%
$340.59 - $380.5 $1.02K - $1.14K
1.05K $385K
DSI
Ishares Msci Kld 400 Social Et

ETFs
166
+ 4.86%
$107.41 - $115.71 $17.8K - $19.2K
3.58K $395K
SPGI
S&P Global Inc.

Financial Services
63
+ 13.67%
$480.36 - $529.17 $30.3K - $33.3K
524 $261K
GAB
Gabelli Equity Trust Inc

Financial Services
4.71K
+ 30.23%
$5.36 - $5.83 $25.2K - $27.4K
20.3K $109K
SWKS
Skyworks Solutions, Inc.

Technology
531
+ 21.76%
$83.18 - $99.15 $44.2K - $52.6K
2.97K $264K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
29
+ 11.84%
$1124.26 - $1344.96 $32.6K - $39K
274 $345K
OPEN
Opendoor Technologies Inc.

Real Estate
14.5K
New
$1.6 - $2.34 $23.2K - $33.9K
14.5K $23K
SHEL
Shell PLC

Energy
561
+ 14.42%
$60.63 - $70.23 $34K - $39.4K
4.45K $279K
RSG
Republic Services, Inc.

Industrials
91
+ 3.37%
$198.0 - $218.75 $18K - $19.9K
2.79K $559K
FTQI
First Trust ETF Vi First Trust

ETFs
543
+ 3.16%
$20.23 - $21.46 $11K - $11.7K
17.7K $369K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
6.67K
+ 59.08%
$3.35 - $4.13 $22.4K - $27.6K
18K $64K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
155
+ 5.23%
$103.6 - $112.52 $16.1K - $17.4K
3.12K $327K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
345
+ 1.32%
$14.38 - $15.35 $4.96K - $5.3K
26.5K $398K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
1.69K
+ 21.05%
$27.67 - $31.93 $46.7K - $53.9K
9.71K $272K
CAT
Caterpillar Inc

Industrials
525
+ 7.93%
$360.37 - $416.88 $189K - $219K
7.15K $2.6M
KHC
Kraft Heinz CO

Consumer Defensive
1.36K
+ 22.61%
$30.1 - $36.02 $40.9K - $49K
7.38K $226K
ZTR
Virtus Total Return Fund Inc.

Financial
4.57K
+ 12.43%
$5.8 - $6.24 $26.5K - $28.5K
41.3K $242K
HEPS
D Market Electronic Services & Trading
2.19K
+ 21.02%
$2.15 - $3.55 $4.7K - $7.77K
12.6K $38K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
26
+ 6.15%
$563.99 - $620.12 $14.7K - $16.1K
449 $256K
IESC
Ies Holdings, Inc.

Industrials
19
+ 1.12%
$196.89 - $309.86 $3.74K - $5.89K
1.72K $349K
HYGW
Ishares Tr High Yield Corporat
1.03K
+ 5.1%
N/A
21.3K $676K
REIT
Alps ETF Tr

ETFs
1.82K
+ 8.01%
$26.7 - $29.77 $48.6K - $54.2K
24.6K $669K
ORI
Old Republic International Corp

Financial Services
103
+ 1.2%
$34.4 - $38.98 $3.54K - $4.01K
8.7K $314K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
486
+ 1.84%
$20.6 - $20.71 $10K - $10.1K
26.9K $556K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
432
+ 3.14%
$23.02 - $23.23 $9.94K - $10K
14.2K $328K
XYLD
Global X Fds S&P 500 Covered C

ETFs
85
+ 0.61%
$40.86 - $43.42 $3.47K - $3.69K
14K $586K
TBBK
Bancorp, Inc.

Financial Services
242
+ 2.59%
$47.01 - $60.36 $11.4K - $14.6K
9.59K $508K
SPYI
Shp ETF Tr Neos S&P 500 High I
244
+ 1.74%
N/A
14.3K $728K
ITA
Ishares Tr

ETFs
163
+ 4.59%
$144.31 - $157.31 $23.5K - $25.6K
3.72K $540K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.52K
+ 3.42%
$57.53 - $60.83 $145K - $153K
76.2K $4.38M
FTHI
First Trust Exchange Traded Fd

ETFs
184
+ 1.78%
$22.89 - $24.02 $4.21K - $4.42K
10.5K $245K
Series Portfolios Tr
298
+ 3.84%
N/A
8.06K $217K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
428
+ 3.14%
$23.25 - $23.56 $9.95K - $10.1K
14.1K $327K
BSJR
Invesco Indx Tr

ETFs
455
+ 3.22%
$22.37 - $22.7 $10.2K - $10.3K
14.6K $327K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
514
+ 1.83%
$19.38 - $19.58 $9.96K - $10.1K
28.6K $556K
DKNG
Draft Kings Inc.

Consumer Cyclical
576
+ 7.42%
$35.32 - $44.84 $20.3K - $25.8K
8.34K $310K
BSJS
Invesco Exc Self Ind Tr Bullet

ETFs
439
+ 3.01%
$21.68 - $22.16 $9.52K - $9.73K
15K $328K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
2.33K
+ 20.78%
$2.85 - $3.09 $6.63K - $7.19K
13.5K $39K
AUSF
Global X Fds Adaptive U S Fact

ETFs
388
+ 1.41%
$41.71 - $45.09 $16.2K - $17.5K
28K $1.18M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
66
+ 1.47%
$47.5 - $47.86 $3.14K - $3.16K
4.54K $216K
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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