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
MAIN
Main Street Capital Corp

Financial Services
2.32K
+ 16.44%
$49.95 - $58.58 $116K - $136K
16.4K $961K
INTU
Intuit Inc

Technology
394
+ 72.96%
$602.01 - $706.25 $237K - $278K
934 $587K
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
PLW
Invesco 1 30 Laddered Treasury

ETFs
12.3K
+ 26.35%
N/A
58.8K $1.59M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.42K
+ 12.64%
$87.42 - $98.06 $211K - $237K
21.5K $1.93M
WM
Waste Management Inc

Industrials
1.18K
+ 41.72%
$201.79 - $228.46 $238K - $269K
4.01K $808K
AZN
Astrazeneca PLC

Healthcare
4.2K
+ 98.27%
$63.2 - $79.58 $265K - $334K
8.47K $555K
IYW
Ishares Dj Us Tech ETF

ETFs
1.19K
+ 39.81%
$148.14 - $166.23 $177K - $198K
4.19K $670K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.9K
+ 316.86%
$26.93 - $84.95 $617K - $1.94M
30.1K $823K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
432
+ 9.05%
$172.07 - $207.36 $74.3K - $89.6K
5.21K $1.03M
VBR
Vanguard Small Cap Value ETF

ETFs
1.04K
+ 20.7%
$197.36 - $217.3 $205K - $226K
6.05K $1.2M
GILD
Gilead Sciences, Inc.

Healthcare
1.13K
+ 11.5%
$83.95 - $97.9 $94.4K - $110K
10.9K $1.01M
TMUS
T Mobile Us, Inc.

Communication Services
696
+ 28.67%
$206.1 - $246.94 $143K - $172K
3.12K $690K
SJNK
Spdr Bloomberg Short Term High

ETFs
7.59K
+ 78.58%
$25.09 - $25.69 $190K - $195K
17.2K $435K
SQ
Block, Inc.

Technology
942
+ 16.36%
$65.06 - $98.92 $61.3K - $93.2K
6.7K $570K
Ark 21 Shares Bitcoin ETF
32
+ 0.52%
N/A
6.15K $574K
PRU
Prudential Financial Inc

Financial Services
1.75K
+ 16.53%
$114.59 - $129.52 $201K - $227K
12.4K $1.47M
DECK
Deckers Outdoor Corp

Consumer Cyclical
98
+ 2.76%
$152.04 - $211.12 $14.9K - $20.7K
3.65K $747K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.66K
+ 78.55%
$50.37 - $50.6 $184K - $185K
8.32K $419K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
643
+ 11.35%
$47.29 - $84.74 $30.4K - $54.5K
6.31K $468K
URI
United Rentals, Inc.

Industrials
305
+ 99.03%
$704.44 - $880.32 $215K - $268K
613 $432K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.28K
+ 78.0%
$56.06 - $61.35 $184K - $201K
7.49K $423K
Linde PLC
520
+ 80.62%
N/A
1.17K $488K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
297
+ 1.78%
$45.39 - $62.98 $13.5K - $18.7K
17K $971K
Northern Lts Fd Tr Iv
837
+ 85.67%
N/A
1.81K $388K
RKLB
Rocket Lab Usa, Inc.

Industrials
51
+ 0.46%
$9.23 - $28.44 $471 - $1.45K
11.1K $284K
EPD
Enterprise Products Partners L.P.

Energy
3.96K
+ 17.42%
$28.66 - $34.43 $114K - $136K
26.7K $838K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.57K
+ 36.83%
$55.73 - $66.16 $143K - $170K
9.53K $575K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.72K
+ 30.91%
$131.66 - $144.0 $226K - $248K
7.28K $961K
XLY
Select Sector Spdr Consumer Di

ETFs
598
+ 41.36%
$194.8 - $239.43 $116K - $143K
2.04K $460K
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.83K
+ 43.63%
$60.1 - $66.4 $170K - $188K
9.33K $565K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.89K
+ 38.37%
$20.98 - $21.19 $166K - $167K
28.5K $599K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
1.22K
+ 4.96%
$72.18 - $81.41 $87.7K - $98.9K
25.7K $1.94M
MKL
Markel Corp

Financial Services
43
+ 8.25%
$1542.01 - $1785.11 $66.3K - $76.8K
564 $974K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
190
+ 9.13%
$173.13 - $258.09 $32.9K - $49K
2.27K $526K
PH
Parker Hannifin Corp

Industrials
214
+ 11.05%
$621.74 - $709.46 $133K - $152K
2.15K $1.37M
QCOM
Qualcomm Inc

Technology
1.94K
+ 20.22%
$150.4 - $178.04 $292K - $346K
11.5K $1.78M
PFHC
Pro Frac Holding Corp.

Energy
156
+ 0.12%
N/A
131K $1.03M
BMY
Bristol Myers Squibb CO

Healthcare
2.25K
+ 40.86%
$51.92 - $59.94 $117K - $135K
7.75K $438K
PSC
Principal ETF U.S. Small Cap M

ETFs
3.15K
+ 14.15%
$50.76 - $56.6 $160K - $178K
25.4K $1.3M
NEE
Nextera Energy Inc

Utilities
2.58K
+ 102.55%
$69.77 - $85.43 $180K - $220K
5.09K $365K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.07K
+ 19.84%
$119.61 - $136.3 $127K - $145K
6.43K $796K
MPLX
Mplx LP

Energy
2.64K
+ 36.61%
$43.77 - $51.66 $116K - $136K
9.85K $472K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.94K
+ 16.57%
$38.37 - $42.82 $266K - $297K
48.8K $1.87M
Ftai Aviation LTD
813
+ 36.25%
N/A
3.06K $441K
VHT
Vanguard Health Care ETF

ETFs
715
+ 57.48%
$250.81 - $283.3 $179K - $203K
1.96K $497K
MS
Morgan Stanley

Financial Services
268
+ 5.81%
$104.42 - $134.99 $28K - $36.2K
4.88K $613K
DE
Deere & CO

Industrials
261
+ 12.18%
$389.45 - $466.0 $102K - $122K
2.4K $1.02M
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email