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
IT
Gartner Inc

Technology
-100
- 1.89%
$481.22 - $551.8 $48.1K - $55.2K
5.19K $2.52M
VGSH
Vanguard

ETFs
-2.28K
- 16.71%
$58.02 - $58.88 $132K - $134K
11.3K $660K
WMT
Walmart Inc.

Consumer Defensive
-9K
- 12.99%
$79.1 - $95.7 $712K - $861K
60.3K $5.45M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-8.85K
- 25.58%
$7.17 - $12.28 $63.5K - $109K
25.8K $191K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-4.85K
- 5.05%
$25.33 - $27.57 $123K - $134K
91.3K $2.37M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-7.56K
- 25.96%
$12.12 - $13.1 $91.7K - $99.1K
21.6K $262K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-620
- 4.0%
N/A
14.9K $1.38M
DVN
Devon Energy Corp

Energy
-1.64K
- 17.05%
$30.52 - $42.96 $50K - $70.3K
7.96K $260K
VOE
Vanguard Mid Cap Value Index F

ETFs
-534
- 11.72%
$160.89 - $176.18 $85.9K - $94.1K
4.02K $650K
NOC
Northrop Grumman Corp

Industrials
-34
- 2.19%
$466.52 - $543.88 $15.9K - $18.5K
1.52K $711K
VTI
Vanguard Total Stock Market Et

ETFs
-826
- 5.13%
$280.04 - $302.45 $231K - $250K
15.3K $4.44M
DDOG
Datadog, Inc.

Technology
-1.55K
- 43.93%
$113.98 - $168.65 $177K - $261K
1.98K $299K
CWS
Advisorshares Tr Advisorshares

ETFs
-1.26K
- 22.35%
$64.77 - $71.56 $81.3K - $89.8K
4.36K $282K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-6.77K
- 21.99%
$11.1 - $12.03 $75.1K - $81.4K
24K $271K
First Tr Exchng Traded Fd Vi
-3.4K
- 9.62%
N/A
32K $1.19M
VMC
Vulcan Materials CO

Basic Materials
-440
- 20.42%
$237.95 - $292.31 $105K - $129K
1.72K $442K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.81K
- 21.08%
$35.71 - $37.1 $100K - $104K
10.5K $386K
AFL
Aflac Inc

Financial Services
-237
- 2.96%
$100.37 - $115.27 $23.8K - $27.3K
7.76K $802K
THC
Tenet Healthcare Corp

Healthcare
-43
- 1.95%
$125.42 - $168.52 $5.39K - $7.25K
2.17K $272K
CAH
Cardinal Health Inc

Healthcare
-933
- 32.36%
$107.89 - $125.33 $101K - $117K
1.95K $230K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-690
- 5.64%
$71.75 - $75.11 $49.5K - $51.8K
11.6K $831K
LVHI
Franklin International Low Vol

ETFs
-2.65K
- 23.47%
$29.98 - $31.57 $79.4K - $83.6K
8.64K $263K
HFRO
Highland Income Fund\Ma

Financial Services
-1.44K
- 1.6%
$5.16 - $6.21 $7.44K - $8.95K
88.7K $472K
UL
Unilever PLC

Consumer Defensive
-689
- 13.2%
$56.7 - $64.64 $39.1K - $44.5K
4.53K $257K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-369
- 4.52%
$115.08 - $119.55 $42.5K - $44.1K
7.8K $901K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.06K
- 5.6%
$26.63 - $30.23 $28.3K - $32.2K
17.9K $478K
TDVG
T Rowe Price Exchange Traded F

Technology
-1.53K
- 12.79%
$39.51 - $41.92 $60.3K - $63.9K
10.4K $411K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-72
- 0.13%
$81.68 - $82.93 $5.88K - $5.97K
56.1K $4.6M
MSTR
Microstrategy Inc

Technology
-4.74K
- 44.14%
$162.69 - $473.83 $771K - $2.25M
6K $1.74M
SPG
Simon Property Group Inc

Real Estate
-476
- 14.29%
$167.23 - $183.84 $79.6K - $87.5K
2.86K $492K
VIG
Vanguard Dividend Appreciation

ETFs
-68
- 0.18%
N/A
37.7K $7.39M
EMQQ
Emqq Emerging Markets Internet

ETFs
-909
- 13.2%
$34.48 - $41.58 $31.3K - $37.8K
5.98K $207K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
-1.92K
- 2.83%
$12.43 - $13.36 $23.8K - $25.6K
65.6K $823K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.71K
- 11.69%
$38.63 - $40.03 $66.2K - $68.6K
12.9K $512K
CXM
Sprinklr, Inc.

Technology
-12.4K
- 19.31%
$6.98 - $9.42 $86.2K - $116K
51.6K $436K
Sila Realty Trust Inc
-1.19K
- 3.47%
N/A
33.1K $805K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
-33.6K
- 50.71%
$1.55 - $2.65 $52K - $88.9K
32.6K $58K
Kenvue Inc
-32
- 0.11%
N/A
29.5K $628K
XLK
Technology Sector Spdr

ETFs
-553
- 6.18%
$220.26 - $241.44 $122K - $134K
8.39K $1.96M
XLP
Consumer Staples Sector Spdr

ETFs
-139
- 1.49%
N/A
9.22K $724K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-70
- 0.86%
$42.32 - $55.35 $2.96K - $3.87K
8.03K $344K
PFG
Principal Financial Group Inc

Financial Services
-137
- 3.09%
$74.91 - $91.26 $10.3K - $12.5K
4.29K $332K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-693
- 20.79%
$127.59 - $153.41 $88.4K - $106K
2.64K $380K
RDVY
First Trust Rising Dividend Ac

ETFs
-821
- 17.73%
$58.65 - $64.37 $48.2K - $52.8K
3.81K $226K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
-1.65K
- 9.75%
$22.42 - $23.68 $37K - $39.1K
15.3K $343K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-366
- 5.65%
$88.59 - $94.57 $32.4K - $34.6K
6.12K $543K
HTAB
Hartford Fds Exchange Traded

ETFs
-1.55K
- 4.49%
$19.26 - $19.88 $29.9K - $30.9K
33.1K $640K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
-820
- 7.07%
$72.62 - $77.83 $59.5K - $63.8K
10.8K $801K
CAPE
Barclays Bank PLC

ETFs
-1.68K
- 14.62%
$29.04 - $32.05 $48.8K - $53.9K
9.82K $294K
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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