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
TPHD
Timothy Plan High Divid Stk Et

ETFs
252
+ 4.09%
$35.89 - $39.51 $9.04K - $9.96K
6.41K $233K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
2.7K
+ 8.05%
$4.18 - $4.53 $11.3K - $12.2K
36.2K $152K
BTI
British American Tobacco P.L.C.

Consumer Defensive
93
+ 1.48%
$34.25 - $37.94 $3.19K - $3.53K
6.38K $231K
IWR
Ishares Russell Mid Cap ETF

ETFs
2
+ 0.07%
$87.25 - $95.52 $175 - $191
3.01K $266K
VDE
Vanguard Energy ETF

ETFs
27
+ 1.06%
$116.67 - $136.78 $3.15K - $3.69K
2.58K $313K
TMC
Tmc The Metals CO Inc.

Basic Materials
715
+ 7.05%
$0.72 - $1.2 $515 - $858
10.9K $12K
ORGN
Origin Materials, Inc.

Basic Materials
16.1K
+ 21.7%
$0.96 - $1.48 $15.4K - $23.8K
90K $115K
BLDP
Ballard Power Systems Inc.

Industrials
1.53K
+ 15.22%
$1.27 - $1.78 $1.94K - $2.72K
11.6K $19K
SGOL
Abrdn Gold ETF Trust

ETFs
88
+ 0.53%
$24.46 - $26.62 $2.15K - $2.34K
16.7K $419K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
397
+ 1.75%
$77.86 - $79.27 $30.9K - $31.5K
23.1K $1.8M
AIG
American International Group, Inc.

Financial Services
2
+ 0.05%
$70.0 - $79.22 $140 - $158
4.29K $312K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
490
+ 1.8%
$20.08 - $20.61 $9.84K - $10.1K
27.7K $558K
HYGV
Flexshares Tr High Yield Value

ETFs
64
+ 1.22%
$40.53 - $41.51 $2.59K - $2.66K
5.29K $215K
AMT
American Tower Corp

Real Estate
1.05K
+ 26.32%
$179.4 - $232.01 $187K - $242K
5.02K $920K
BDX
Becton Dickinson & CO

Healthcare
174
+ 5.44%
$220.02 - $243.75 $38.3K - $42.4K
3.37K $763K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
26K
+ 108.36%
$22.63 - $47.53 $588K - $1.24M
50K $1.14M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
56
+ 0.45%
$40.26 - $42.88 $2.25K - $2.4K
12.4K $503K
MAA
Mid America Apartment Communities Inc.

Real Estate
17
+ 0.96%
$149.17 - $165.2 $2.54K - $2.81K
1.78K $274K
GLO
Clough Global Opportunities Fund

Financial Services
23
+ 0.13%
$5.1 - $5.5 $117 - $127
17.4K $89K
HGLB
Highland Global Allocation Fund

N/A
2.83K
+ 11.73%
$6.79 - $8.0 $19.2K - $22.6K
27K $184K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
775
+ 5.47%
$16.42 - $18.07 $12.7K - $14K
14.9K $245K
HGER
Harbor ETF Tr All Weather Infl
83
+ 0.46%
$21.78 - $23.27 $1.81K - $1.93K
18.1K $401K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
171
+ 3.87%
$46.46 - $51.66 $7.94K - $8.83K
4.59K $220K
O
Realty Income Corp

Real Estate
1K
+ 16.08%
$51.76 - $64.71 $51.9K - $64.8K
7.23K $385K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
126
+ 0.74%
$48.33 - $49.08 $6.09K - $6.18K
17.2K $835K
JXN
Jackson Financial Inc.

Financial Services
5
+ 0.18%
$84.91 - $113.74 $425 - $569
2.86K $249K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1
+ 0.02%
$80.93 - $85.66 $80.9 - $85.7
5.11K $414K
RELX
Relx PLC

Communication Services
4
+ 0.08%
$44.45 - $48.63 $178 - $195
5.21K $237K
ENSG
Ensign Group, Inc

Healthcare
229
+ 6.64%
$132.78 - $156.91 $30.4K - $35.9K
3.68K $488K
PSX
Phillips 66

Energy
310
+ 11.31%
$110.35 - $138.93 $34.2K - $43.1K
3.05K $348K
RIET
ETF Ser Solutions Hoya Capital

ETFs
626
+ 3.76%
$9.94 - $11.2 $6.22K - $7.01K
17.3K $174K
VET
Vermilion Energy Inc.

Energy
2.05K
+ 1.93%
$8.65 - $10.84 $17.7K - $22.2K
108K $1.02M
IBB
Ishares Biotechnology ETF

ETFs
80
+ 4.19%
$131.21 - $148.85 $10.5K - $11.9K
1.99K $263K
LHX
L3 Harris Technologies, Inc.

Industrials
169
+ 9.04%
$208.94 - $264.22 $35.3K - $44.7K
2.04K $427K
BAX
Baxter International Inc

Healthcare
1.5K
+ 21.5%
$28.63 - $37.84 $43K - $56.8K
8.48K $247K
LAMR
Lamar Advertising CO

Real Estate
198
+ 5.72%
$121.37 - $138.11 $24K - $27.3K
3.66K $443K
PFFA
Etfis Ser Tr I

ETFs
160
+ 0.69%
$21.82 - $23.21 $3.49K - $3.71K
23.4K $512K
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
779
+ 2.4%
$23.56 - $25.94 $18.4K - $20.2K
33.3K $806K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
102
+ 0.8%
$89.9 - $100.66 $9.17K - $10.3K
12.8K $1.16M
IFF
International Flavors & Fragrances Inc

Basic Materials
500
+ 16.33%
$83.96 - $106.19 $42K - $53.1K
3.56K $301K
XLU
Utilities Sector Spdr

ETFs
739
+ 4.87%
$74.89 - $82.93 $55.3K - $61.3K
15.9K $1.2M
IEMG
Ishares Inc

ETFs
4.43K
+ 8.97%
N/A
53.8K $2.81M
GUG
Guggenheim Active Allocation Fund

ETFs
309
+ 2.03%
$14.87 - $16.49 $4.59K - $5.1K
15.5K $231K
IGRO
Ishares Tr International Divid

ETFs
297
+ 4.44%
$67.76 - $74.48 $20.1K - $22.1K
6.98K $474K
DSTL
ETF Ser Solution Distillate Us

ETFs
128
+ 0.66%
$54.74 - $58.88 $7.01K - $7.54K
19.7K $1.08M
MKC
Mccormick & CO Inc

Consumer Defensive
1
+ 0.02%
$73.97 - $84.09 $74 - $84.1
4.12K $314K
AWK
American Water Works Company, Inc.

Utilities
141
+ 6.83%
$123.83 - $146.07 $17.5K - $20.6K
2.21K $274K
EMN
Eastman Chemical CO

Basic Materials
483
+ 13.44%
$90.03 - $110.64 $43.5K - $53.4K
4.08K $371K
ANDE
Andersons, Inc.

Consumer Defensive
579
+ 9.44%
$39.75 - $50.0 $23K - $29K
6.71K $272K
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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