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
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
583
+ 5.81%
$33.77 - $44.09 $19.7K - $25.7K
10.6K $361K
IDXX
Idexx Laboratories Inc

Healthcare
17
+ 3.14%
$406.92 - $495.42 $6.92K - $8.42K
558 $231K
MRK
Merck & Co., Inc.

Healthcare
3.98K
+ 13.08%
$96.31 - $114.76 $383K - $456K
34.4K $3.41M
IWD
Ishares Russell 1000 Val ETF

ETFs
388
+ 1.32%
$183.23 - $199.79 $71.1K - $77.5K
29.7K $5.5M
PLD
Prologis, Inc.

Real Estate
600
+ 10.34%
$101.4 - $126.96 $60.8K - $76.2K
6.4K $676K
JOE
St Joe CO

Real Estate
243
+ 5.06%
$43.8 - $59.68 $10.6K - $14.5K
5.05K $226K
UFPT
Ufp Technologies Inc

Healthcare
49
+ 5.39%
$238.73 - $346.29 $11.7K - $17K
958 $233K
NVS
Novartis Ag

Healthcare
87
+ 2.47%
$96.78 - $117.18 $8.42K - $10.2K
3.61K $351K
DGRO
Ishares Core Dividend Growth E

ETFs
549
+ 0.7%
$60.73 - $64.94 $33.3K - $35.7K
79.1K $4.85M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
2.24K
+ 5.14%
$30.93 - $33.94 $69.4K - $76.2K
45.9K $1.43M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.63K
+ 1.59%
$12.74 - $14.23 $59K - $65.9K
295K $3.84M
XLV
Select Sector Spdr Fund Health

ETFs
42
+ 0.85%
$136.28 - $154.74 $5.72K - $6.5K
4.97K $683K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
47
+ 0.39%
$119.34 - $127.78 $5.61K - $6.01K
12.1K $1.45M
EFG
Msci Eafe Growth ETF

ETFs
3.31K
+ 8.51%
$96.83 - $106.88 $321K - $354K
42.2K $4.1M
SLV
I Shares Silver Trust

ETFs
1.17K
+ 2.04%
$26.33 - $31.74 $30.8K - $37.2K
58.7K $1.55M
JNJ
Johnson & Johnson

Healthcare
1.29K
+ 8.23%
$143.34 - $165.86 $185K - $214K
17K $2.44M
ELV
Elevance Health, Inc.

Healthcare
69
+ 9.11%
$365.96 - $514.62 $25.3K - $35.5K
826 $305K
AMAT
Applied Materials Inc

Technology
1.06K
+ 14.84%
$161.44 - $213.89 $172K - $227K
8.23K $1.34M
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
3.8K
+ 0.73%
$12.16 - $13.26 $46.3K - $50.4K
522K $6.59M
SVOL
Simplify ETF Simplify Volatili

ETFs
202
+ 0.23%
$20.4 - $21.93 $4.12K - $4.43K
89.9K $1.87M
CCI
Crown Castle International Corp

Real Estate
385
+ 7.89%
$89.78 - $119.11 $34.6K - $45.9K
5.26K $477K
SO
Southern CO

Utilities
242
+ 1.33%
$81.5 - $94.15 $19.7K - $22.8K
18.5K $1.51M
FCX
Freeport Mcmoran Inc

Basic Materials
117
+ 0.97%
$38.08 - $50.82 $4.46K - $5.95K
12.2K $464K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
248
+ 3.1%
$82.28 - $117.52 $20.4K - $29.1K
8.25K $700K
VNQ
Vanguard Specialized Funds Van

ETFs
262
+ 1.05%
$87.85 - $98.6 $23K - $25.8K
25.1K $2.23M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.21K
+ 5.81%
$34.13 - $37.35 $280K - $307K
150K $5.12M
EFA
Ishares Tr Msci Eafe ETF

ETFs
849
+ 2.64%
$75.1 - $82.99 $63.8K - $70.5K
33K $2.5M
AMD
Advanced Micro Devices Inc

Technology
344
+ 6.11%
$118.88 - $172.8 $40.9K - $59.4K
5.98K $722K
VZ
Verizon Communications Inc

Communication Services
3.16K
+ 4.91%
$39.6 - $45.21 $125K - $143K
67.6K $2.69M
SAIC
Science Applications International Corp

Technology
27
+ 0.35%
$110.11 - $154.1 $2.97K - $4.16K
7.66K $856K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
3.82K
+ 2.06%
$10.44 - $11.67 $39.9K - $44.6K
190K $2.01M
MCD
Mcdonalds Corp

Consumer Cyclical
586
+ 1.7%
$288.47 - $316.54 $169K - $185K
35.1K $10.1M
EFV
Msci Eafe Value ETF

ETFs
18.9K
+ 6.76%
$51.78 - $57.15 $979K - $1.08M
298K $15.7M
IEF
Ishares Barclays

ETFs
977
+ 0.5%
$92.08 - $98.18 $90K - $95.9K
198K $18.3M
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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