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
Fidelity Wise Origin Bitcoin
575
+ 3.59%
N/A
16.6K $1.36M
ISRG
Intuitive Surgical Inc

Healthcare
838
+ 78.32%
$471.27 - $550.62 $395K - $461K
1.91K $996K
CLOI
Vaneck ETF Tr

ETFs
8.79K
+ 45.86%
$52.7 - $53.15 $463K - $467K
28K $1.47M
UNH
Unitedhealth Group Inc

Healthcare
1.68K
+ 33.61%
$485.52 - $625.25 $816K - $1.05M
6.68K $3.38M
Blackrock ETF Trust Ii
10.1K
+ 19.83%
N/A
60.9K $3.17M
UNP
Union Pacific Corp

Industrials
2.07K
+ 103.15%
$223.15 - $249.32 $461K - $515K
4.07K $927K
RTX
Raytheon Technologies Corp

Industrials
4K
+ 69.37%
$114.45 - $127.21 $458K - $509K
9.76K $1.13M
VGT
Vanguard Information Technolog

ETFs
620
+ 53.96%
$571.78 - $647.97 $355K - $402K
1.77K $1.1M
PFE
Pfizer Inc

Healthcare
22K
+ 33.99%
$24.8 - $30.19 $546K - $665K
86.8K $2.3M
VV
Vanguard Large Cap ETF

ETFs
1.46K
+ 30.36%
$260.27 - $280.65 $381K - $410K
6.28K $1.69M
Zacks Trust
11.9K
+ 12.37%
N/A
108K $3.59M
PYPL
Pay Pal Holdings, Inc.

Financial Services
4.19K
+ 63.84%
$77.25 - $91.3 $324K - $382K
10.8K $919K
MA
Mastercard Inc

Financial Services
548
+ 15.6%
$491.3 - $536.15 $269K - $294K
4.06K $2.14M
GS
Goldman Sachs Group Inc

Financial Services
156
+ 3.95%
$486.1 - $608.57 $75.8K - $94.9K
4.1K $2.35M
Elevation Series Trust
12.6K
+ 60.4%
N/A
33.4K $1.03M
IWM
Ishares Russell 2000 ETF

ETFs
1.62K
+ 6.48%
$216.13 - $242.4 $350K - $393K
26.6K $5.9M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
15.6K
+ 1.92%
$25.35 - $25.53 $396K - $398K
829K $21.1M
AMGN
Amgen Inc

Healthcare
2.6K
+ 53.78%
$258.78 - $328.31 $672K - $853K
7.43K $1.93M
ARCC
Ares Capital Corp

Financial Services
16.1K
+ 60.02%
$20.74 - $22.27 $334K - $359K
43K $940K
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
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
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
CSCO
Cisco Systems, Inc.

Technology
2.03K
+ 6.33%
$52.45 - $60.02 $106K - $122K
34.1K $2.01M
FTNT
Fortinet, Inc.

Technology
1.78K
+ 22.83%
$76.49 - $99.21 $136K - $176K
9.57K $904K
CRWD
Crowd Strike Holdings, Inc.

Technology
152
+ 3.88%
$275.15 - $388.2 $41.8K - $59K
4.07K $1.4M
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
PL
Planet Labs Pbc

Industrials
27K
+ 26.99%
$2.1 - $4.52 $56.6K - $122K
127K $513K
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
AN
Autonation, Inc.

Consumer Cyclical
1.81K
+ 53.97%
$155.47 - $182.16 $282K - $330K
5.17K $878K
American Healthcare Reit Inc
5.15K
+ 9.85%
N/A
57.4K $1.63M
MBB
Ishares Tr

ETFs
3.45K
+ 32.8%
$91.26 - $95.82 $315K - $331K
14K $1.28M
AFRM
Affirm Holdings, Inc.

Technology
2.51K
+ 42.03%
$38.48 - $72.86 $96.6K - $183K
8.48K $517K
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
IBM
International Business Machines Corp

Technology
1.24K
+ 9.47%
$204.9 - $238.04 $255K - $296K
14.4K $3.16M
BX
Blackstone Inc.

Financial Services
491
+ 5.39%
$148.45 - $199.05 $72.9K - $97.7K
9.6K $1.65M
KMB
Kimberly Clark Corp

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

Energy
3.3K
+ 27.01%
$95.12 - $114.72 $314K - $378K
15.5K $1.54M
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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