Arete Wealth Advisors, LLC Incresed Positions in Q4 2024

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
4.35K
+ 228.62%
$163.17 - $343.62 $709K - $1.49M
6.25K $1.56M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.8K
+ 10.58%
$24.94 - $26.14 $2.07M - $2.16M
865K $21.6M
Ea Series Trust
10.4K
+ 161.38%
N/A
16.9K $1.86M
Ge Vernova Inc
3.02K
+ 185.73%
N/A
4.65K $1.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.4K
+ 19.8%
$113.92 - $127.38 $1.19M - $1.33M
63.1K $7.28M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.88K
+ 61.94%
$198.04 - $221.51 $966K - $1.08M
12.8K $2.69M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
27.1K
+ 43.97%
$45.07 - $47.1 $1.22M - $1.28M
88.6K $4.01M
IWF
Ishares Russell 1000 Gr ETF

ETFs
570
+ 2.21%
$370.24 - $418.94 $211K - $239K
26.4K $10.6M
LLY
Eli Lilly & CO

Healthcare
2.02K
+ 37.07%
$727.2 - $932.06 $1.47M - $1.88M
7.45K $5.75M
Invesco Galaxy Bitcoin ETF
2.14K
+ 8.84%
N/A
26.3K $2.47M
JCPB
J P Morgan Exchange Traded Fd

ETFs
22.4K
+ 46.25%
$46.07 - $48.17 $1.03M - $1.08M
70.9K $3.27M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.53K
+ 35.31%
$94.43 - $105.47 $711K - $794K
28.9K $2.94M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.8K
+ 139.38%
$50.62 - $50.97 $902K - $909K
30.6K $1.55M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
16.4K
+ 85.61%
$53.38 - $60.64 $877K - $997K
35.6K $1.95M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.35K
+ 41.87%
$260.53 - $404.79 $352K - $546K
4.57K $1.75M
XOM
Exxon Mobil Corp

Energy
12.7K
+ 22.85%
$105.51 - $125.37 $1.34M - $1.59M
68.2K $7.34M
AXP
American Express CO

Financial Services
1.7K
+ 14.14%
$267.35 - $305.57 $454K - $519K
13.7K $4.03M
REET
Ishares Global Reit ETF

ETFs
43.2K
+ 52.17%
$23.43 - $26.54 $1.01M - $1.15M
126K $3.02M
USB
Us Bancorp \De\

Financial Services
15.9K
+ 84.22%
$43.98 - $53.66 $698K - $851K
34.7K $1.66M
IXG
Ishares Global Fin'L ETF

ETFs
7.87K
+ 26.71%
$93.25 - $101.72 $734K - $801K
37.3K $3.59M
OKE
Oneok Inc

Energy
6.45K
+ 50.13%
$92.28 - $117.05 $596K - $755K
19.3K $1.94M
IEFA
Ishares Tr

ETFs
13.5K
+ 53.59%
$70.06 - $77.43 $949K - $1.05M
38.8K $2.73M
PANW
Palo Alto Networks Inc

Technology
7.19K
+ 198.04%
$181.96 - $405.9 $1.31M - $2.92M
10.8K $1.97M
Invesco Galaxy Ethereum ETF
13K
+ 33.25%
N/A
52K $1.74M
Ishares Bitcoin Trust ETF
9.3K
+ 67.29%
N/A
23.1K $1.23M
WMB
Williams Companies, Inc.

Energy
11.9K
+ 129.02%
$46.37 - $59.74 $553K - $713K
21.2K $1.15M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
7.79K
+ 28.07%
$84.34 - $95.14 $657K - $741K
35.5K $3.11M
IXJ
Ishares Global Healthcare ETF

ETFs
11K
+ 56.54%
$85.65 - $98.34 $938K - $1.08M
30.3K $2.61M
Bitwise Bitcoin ETF Tr
9.35K
+ 73.26%
N/A
22.1K $1.13M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 1.0%
$664750.0 - $724132.5 $665K - $724K
101 $1.36M
ABT
Abbott Laboratories

Healthcare
5.93K
+ 35.92%
$111.93 - $119.39 $664K - $708K
22.5K $2.54M
ABBV
Abb Vie Inc.

Healthcare
6.45K
+ 26.0%
$164.99 - $203.87 $1.06M - $1.31M
31.2K $5.54M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
15.7K
+ 121.48%
$43.02 - $47.32 $676K - $743K
28.6K $1.24M
IXN
Ishares Global Information Tec

ETFs
6.41K
+ 18.45%
$80.67 - $87.84 $517K - $563K
41.1K $3.49M
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
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
ADBE
Adobe Inc.

Technology
1.63K
+ 81.81%
$437.39 - $552.96 $714K - $903K
3.63K $1.62M
KMI
Kinder Morgan, Inc.

Energy
7.62K
+ 11.44%
$22.59 - $28.54 $172K - $217K
74.2K $2.04M
LMT
Lockheed Martin Corp

Industrials
1.8K
+ 57.2%
$479.66 - $614.62 $865K - $1.11M
4.96K $2.41M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
59.2K
+ 12.94%
$14.43 - $15.02 $854K - $888K
516K $7.47M
OEF
Ishares S&P 100 ETF

ETFs
1.88K
+ 109.12%
N/A
3.6K $1.04M
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
KKR
Kkr & Co. Inc.

Financial Services
2.75K
+ 44.53%
$129.87 - $162.87 $357K - $448K
8.92K $1.32M
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
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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