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
KMX
Carmax Inc

Consumer Cyclical
562
+ 16.35%
$71.11 - $87.2 $40K - $49K
4K $327K
ETF Opportunities Trust
1.48K
+ 12.51%
N/A
13.3K $662K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.14K
+ 5.33%
$42.33 - $43.3 $90.4K - $92.5K
42.2K $1.8M
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
8.15K
+ 67.63%
$7.03 - $8.43 $57.3K - $68.7K
20.2K $152K
AINV
Apollo Investment Corp

Financial Services
4.32K
+ 30.51%
N/A
18.5K $249K
PAVE
Global X Fds Us Infrastructure

ETFs
1.52K
+ 15.91%
$40.41 - $45.95 $61.6K - $70K
11.1K $450K
MANH
Manhattan Associates Inc

Technology
244
+ 32.93%
$263.36 - $309.78 $64.3K - $75.6K
985 $266K
CEG
Constellation Energy Corp

Utilities
634
+ 25.52%
$224.28 - $285.52 $142K - $181K
3.12K $701K
ARES
Ares Management Corp

Financial Services
34
+ 1.49%
$153.38 - $183.7 $5.21K - $6.25K
2.32K $412K
AEP
American Electric Power CO Inc

Utilities
1.15K
+ 24.4%
$90.91 - $102.21 $104K - $117K
5.85K $538K
WEC
Wec Energy Group, Inc.

Utilities
682
+ 19.06%
$92.94 - $101.82 $63.4K - $69.4K
4.26K $399K
XLC
Select Sector Spdr Tr Communic

ETFs
12
+ 0.16%
$89.66 - $102.16 $1.08K - $1.23K
7.61K $739K
IWB
Ishares Tr Russell 1000 ETF

ETFs
141
+ 12.5%
$311.11 - $335.64 $43.9K - $47.3K
1.27K $409K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.18K
+ 17.26%
$51.54 - $52.55 $60.9K - $62.1K
8.02K $415K
SRLN
Ssga Active Trust

ETFs
1.25K
+ 16.39%
$41.48 - $42.08 $52K - $52.8K
8.9K $372K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.32K
+ 12.63%
$28.6 - $29.27 $66.4K - $68K
20.7K $594K
SSSS
Suro Capital Corp.

Financial Services
1.45K
+ 6.79%
$3.87 - $6.38 $5.61K - $9.24K
22.8K $135K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.76K
+ 354.73%
$25.93 - $105.3 $201K - $817K
9.95K $278K
PEAK
Healthpeak Properties, Inc.

Real Estate
4.99K
+ 24.88%
N/A
25K $506K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
1.38K
+ 2.04%
$49.93 - $50.24 $68.9K - $69.3K
69.1K $3.45M
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
7.09K
+ 22.09%
$10.81 - $11.94 $76.6K - $84.7K
39.2K $427K
LOW
Lowes Companies Inc

Consumer Cyclical
503
+ 15.91%
$244.52 - $284.07 $123K - $143K
3.66K $904K
GENI
Genius Sports LTD

Communication Services
4.3K
+ 29.45%
$6.74 - $10.04 $29K - $43.2K
18.9K $163K
MCO
Moodys Corp

Financial Services
106
+ 2.01%
$454.04 - $500.88 $48.1K - $53.1K
5.37K $2.55M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.19K
+ 19.0%
$31.23 - $33.51 $68.3K - $73.3K
13.7K $431K
VRIG
Invesco Actively Managed ETF F

ETFs
1.76K
+ 2.22%
$25.06 - $25.2 $44K - $44.3K
81K $2.04M
ACN
Accenture PLC

Technology
131
+ 7.48%
$343.9 - $376.86 $45.1K - $49.4K
1.88K $662K
RGP
Resources Connection, Inc.

Industrials
7.5K
+ 41.93%
$7.96 - $9.47 $59.7K - $71K
25.4K $218K
DSL
Double Line Income Solutions Fund

Financial Services
4.2K
+ 22.53%
$12.32 - $13.0 $51.7K - $54.6K
22.8K $287K
T
At&T Inc.

Communication Services
63
+ 0.11%
$21.22 - $23.88 $1.34K - $1.5K
58.9K $1.34M
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
1.96K
+ 8.12%
$18.81 - $19.59 $36.8K - $38.3K
26.1K $502K
HDV
Ishares Core High Dividend ETF

ETFs
612
+ 12.71%
$110.82 - $121.28 $67.8K - $74.2K
5.43K $609K
IOO
Ishares Tr Global 100 ETF

ETFs
296
+ 3.56%
$97.46 - $103.45 $28.8K - $30.6K
8.61K $868K
SYK
Stryker Corp

Healthcare
119
+ 10.97%
$345.14 - $392.15 $41.1K - $46.7K
1.2K $433K
JCI
Johnson Controls International PLC

Industrials
368
+ 6.05%
$74.23 - $86.6 $27.3K - $31.9K
6.45K $510K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
410
+ 8.61%
N/A
5.17K $246K
MUSA
Murphy Usa Inc.

Consumer Cyclical
64
+ 7.17%
$473.11 - $555.48 $30.3K - $35.6K
956 $479K
Neos ETF Trust
470
+ 4.58%
N/A
10.7K $563K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
1.16K
+ 8.9%
$22.96 - $25.34 $26.7K - $29.5K
14.2K $341K
BBDC
Barings Bdc, Inc.

Financial Services
4.61K
+ 15.63%
$9.27 - $10.33 $42.7K - $47.6K
34.1K $328K
NOCT
Innovator Growth 100 Power Buf

ETFs
600
+ 11.56%
$49.49 - $52.11 $29.7K - $31.3K
5.79K $297K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
626
+ 8.54%
$77.02 - $78.58 $48.2K - $49.2K
7.96K $615K
NML
Neuberger Berman Mlp & Energy Income Fund Inc.

Financial Services
2K
+ 6.45%
$8.22 - $9.44 $16.4K - $18.9K
33K $291K
SONY
Sony Group Corp

Technology
22K
+ 385.34%
$17.53 - $96.8 $385K - $2.13M
27.7K $586K
ABC
Amerisourcebergen Corp

Healthcare
153
+ 6.34%
N/A
2.57K $576K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
737
+ 27.37%
$70.63 - $78.23 $52.1K - $57.7K
3.43K $244K
IFRA
Ishares Tr

ETFs
839
+ 9.2%
$45.94 - $51.71 $38.5K - $43.4K
9.96K $461K
NRG
Nrg Energy, Inc.

Utilities
375
+ 13.17%
$85.3 - $101.61 $32K - $38.1K
3.22K $291K
GTO
Invesco Actively Managed ETF T

ETFs
2.23K
+ 5.61%
$46.33 - $48.41 $103K - $108K
41.9K $1.95M
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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