Arete Wealth Advisors, LLC Reduced Holdings in Q4 2024

Arete Wealth Advisors, LLC

  • $1.39 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
-120K
- 44.84%
$49.51 - $49.79 $5.94M - $5.98M
148K $7.31M
SHV
Ishares Tr

ETFs
-33.1K
- 38.95%
$109.92 - $110.57 $3.64M - $3.66M
51.9K $5.71M
IAU
Ishares Gold Trust

ETFs
-41.7K
- 78.03%
$48.37 - $52.65 $2.02M - $2.2M
11.7K $582K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-14.1K
- 52.75%
$100.16 - $100.7 $1.42M - $1.42M
12.7K $1.27M
VEA
Vanguard Ftse Developed Market

ETFs
-15K
- 10.23%
$47.57 - $52.44 $714K - $787K
132K $6.3M
GLDM
World Gold Trust

ETFs
-23.5K
- 19.38%
$50.76 - $55.23 $1.19M - $1.3M
97.7K $5.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.85K
- 2.59%
$174.22 - $187.62 $670K - $722K
145K $25.3M
CLF
Cleveland Cliffs Inc.

Basic Materials
-83.7K
- 87.42%
$9.24 - $13.94 $773K - $1.17M
12K $113K
CVS
Cvs Health Corp

Healthcare
-15.9K
- 72.88%
$43.78 - $67.46 $694K - $1.07M
5.9K $264K
PHM
Pultegroup Inc

Consumer Cyclical
-3.36K
- 16.89%
$108.86 - $149.04 $366K - $501K
16.5K $1.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
-7.7K
- 22.82%
$106.33 - $110.69 $819K - $853K
26.1K $2.78M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.7K
- 25.16%
$176.42 - $186.91 $829K - $878K
14K $2.49M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-26.3K
- 26.97%
$29.77 - $30.19 $782K - $793K
71.1K $2.12M
DD
Du Pont De Nemours, Inc.

Basic Materials
-7.57K
- 54.74%
$75.95 - $88.05 $575K - $666K
6.25K $476K
INDA
Ishares Msci India Index Fund

ETFs
-10.7K
- 34.35%
$52.64 - $58.16 $562K - $621K
20.4K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.44K
- 8.56%
$44.04 - $49.49 $372K - $418K
90.1K $3.97M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-18.7K
- 31.2%
$26.05 - $29.17 $488K - $546K
41.3K $1.08M
F
Ford Motor CO

Consumer Cyclical
-59.9K
- 60.39%
$9.69 - $11.4 $580K - $682K
39.3K $388K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-8.18K
- 46.65%
$63.27 - $70.31 $517K - $575K
9.35K $594K
UPS
United Parcel Service Inc

Industrials
-3.56K
- 18.69%
$122.65 - $138.35 $437K - $493K
15.5K $1.95M
XLE
Energy Sector Spdr

ETFs
-6.74K
- 36.05%
$83.32 - $97.27 $562K - $656K
12K $1.03M
PG
Procter & Gamble CO

Consumer Defensive
-2.3K
- 9.59%
$161.05 - $179.7 $370K - $413K
21.6K $3.62M
FNDF
Schwab Fundamental Intl Large

ETFs
-11.4K
- 30.94%
$32.92 - $37.15 $375K - $423K
25.4K $845K
MU
Micron Technology Inc

Technology
-1.18K
- 6.54%
$84.16 - $113.41 $99.2K - $134K
16.8K $1.42M
GLD
Spdr Gold Trust

ETFs
-1.54K
- 2.37%
$236.59 - $257.5 $365K - $398K
63.6K $15.4M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.02K
- 30.53%
$106.56 - $113.11 $321K - $341K
6.86K $733K
DOW
Dow Inc.

Basic Materials
-1.69K
- 7.71%
$39.1 - $55.34 $65.9K - $93.3K
20.2K $812K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-5.77K
- 24.96%
$50.14 - $52.56 $289K - $303K
17.4K $873K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.34K
- 11.77%
$238.25 - $261.28 $320K - $351K
10.1K $2.45M
GNL
Global Net Lease, Inc.

Real Estate
-9.58K
- 3.42%
$7.02 - $8.61 $67.2K - $82.4K
271K $3.18M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-2.97K
- 39.33%
N/A
4.58K $483K
FDL
First Tr Morningstar Dividend

ETFs
-5.71K
- 13.32%
$39.59 - $43.95 $226K - $251K
37.1K $1.49M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-6.63K
- 20.39%
$32.65 - $33.68 $216K - $223K
25.9K $848K
Arm Holdings PLC
-1.5K
- 47.06%
N/A
1.69K $209K
MLPA
Global X Mlp ETF

ETFs
-4.91K
- 51.62%
$47.44 - $52.61 $233K - $258K
4.6K $227K
PLUG
Plug Power Inc

Industrials
-88.5K
- 60.15%
$1.87 - $2.67 $165K - $236K
58.6K $125K
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.46K
- 19.24%
$35.96 - $39.8 $196K - $217K
22.9K $858K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-3.25K
- 7.03%
$59.74 - $60.03 $194K - $195K
43K $2.57M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.59K
- 14.86%
$98.47 - $109.35 $156K - $173K
9.08K $896K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-238
- 1.18%
$89.81 - $104.0 $21.4K - $24.8K
19.9K $1.79M
C
Citigroup Inc

Financial Services
-4.51K
- 28.31%
$61.31 - $72.5 $276K - $327K
11.4K $804K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
-13.3K
- 10.15%
$39.86 - $46.0 $531K - $613K
118K $4.97M
UBER
Uber Technologies, Inc

Technology
-1.11K
- 14.5%
$59.93 - $86.34 $66.3K - $95.5K
6.52K $393K
WPC
W. P. Carey Inc.

Real Estate
-676
- 3.73%
$53.44 - $61.33 $36.1K - $41.5K
17.4K $945K
MUI
Blackrock Municipal Income Fund, Inc.

Financial Services
-12.5K
- 41.64%
$12.11 - $12.77 $151K - $160K
17.5K $211K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-4.8K
- 24.59%
$26.01 - $28.19 $125K - $135K
14.7K $385K
GPC
Genuine Parts CO

Consumer Cyclical
-709
- 22.03%
$113.11 - $143.63 $80.2K - $102K
2.51K $293K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-78
- 0.12%
$47.77 - $51.75 $3.73K - $4.04K
66.9K $3.23M
Ge Healthcare Technologies I
-3
- 0.03%
N/A
9.9K $774K
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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