Arete Wealth Advisors, LLC Purchases in Q1 2025

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Innovator Etfs Trust
670K
New
N/A
670K $16M
Ea Series Trust
71K
+ 421.6%
N/A
87.9K $9.8M
OVV
Ovintiv Inc.

Energy
915K
New
$37.84 - $45.91 $34.6M - $42M
915K $4.79M
SHV
Ishares Tr

ETFs
37.7K
+ 72.64%
$110.11 - $110.51 $4.15M - $4.16M
89.5K $9.89M
IDU
Ishares Tr U S Utils ETF

ETFs
37.5K
New
$95.33 - $102.77 $3.57M - $3.85M
37.5K $3.8M
IAU
Ishares Gold Trust

ETFs
61.8K
+ 526.04%
$49.74 - $58.96 $3.07M - $3.64M
73.5K $4.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
59.1K
+ 72.85%
$64.88 - $72.1 $3.84M - $4.26M
140K $9.23M
OLN
Olin Corp

Basic Materials
78.2K
New
$23.36 - $34.41 $1.83M - $2.69M
78.2K $3.59M
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.9K
+ 26.2%
$85.29 - $92.57 $2.55M - $2.77M
144K $13.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
95.4K
+ 11.02%
$24.73 - $25.62 $2.36M - $2.44M
961K $24.5M
EFV
Msci Eafe Value ETF

ETFs
7.93K
+ 2.66%
$51.88 - $60.73 $411K - $482K
306K $18M
World Gold Tr
37K
New
N/A
37K $2.29M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
45.3K
+ 289.79%
$50.03 - $50.27 $2.27M - $2.28M
61K $3.06M
APLD
Applied Blockchain, Inc.

Financial Services
574K
+ 117.02%
$5.62 - $10.65 $3.23M - $6.12M
1.07M $5.99M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
13.8K
+ 265.6%
$165.25 - $224.62 $2.29M - $3.11M
19K $3.16M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
73.7K
New
$27.64 - $28.58 $2.04M - $2.11M
73.7K $2.11M
UBER
Uber Technologies, Inc

Technology
26.8K
+ 410.75%
$63.17 - $81.49 $1.69M - $2.18M
33.3K $2.43M
Proshares Tr
33.6K
+ 14.92%
N/A
259K $11.5M
IEF
Ishares Barclays

ETFs
14.3K
+ 7.22%
$91.17 - $95.39 $1.3M - $1.36M
212K $20.3M
Managed Portfolio Series
76.5K
+ 229.14%
N/A
110K $2.63M
PFRL
Pgim ETF Tr Fltg Rate Income E

ETFs
704K
New
$49.86 - $50.73 $35.1M - $35.7M
704K $1.77M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
64.5K
+ 7.78%
$25.44 - $25.58 $1.64M - $1.65M
893K $22.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
13K
+ 49.76%
$106.22 - $111.09 $1.38M - $1.44M
39K $4.33M
META
Meta Platforms, Inc.

Communication Services
3K
+ 17.96%
$576.36 - $736.67 $1.73M - $2.21M
19.7K $11.4M
IBM
International Business Machines Corp

Technology
4.44K
+ 30.9%
$217.4 - $264.74 $965K - $1.18M
18.8K $4.68M
PVAL
Putnam ETF Tr Putnam Focused L
28.6K
+ 7.79%
$36.8 - $39.59 $1.05M - $1.13M
395K $15.1M
Innovator Etfs Trust
49.4K
New
N/A
49.4K $1.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.4K
+ 29.33%
$42.5 - $46.71 $1.12M - $1.23M
117K $5.27M
CRM
Salesforce, Inc.

Technology
6.01K
+ 113.37%
$268.36 - $359.95 $1.61M - $2.16M
11.3K $3.01M
SO
Southern CO

Utilities
11.6K
+ 62.93%
$80.96 - $92.96 $940K - $1.08M
30.1K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 12.29%
$47.4 - $52.99 $767K - $858K
148K $7.52M
ABBV
Abb Vie Inc.

Healthcare
586
+ 1.88%
$169.2 - $216.66 $99.2K - $127K
31.8K $6.67M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
20.9K
+ 34.4%
$50.87 - $51.09 $1.06M - $1.07M
81.5K $4.16M
FNDX
Schwab Fundamental U S Large C

ETFs
45.9K
+ 10.75%
$23.03 - $25.01 $1.06M - $1.15M
473K $11.2M
IQLT
Ishares Msci Intl Quality Fact

ETFs
26.2K
New
$36.91 - $41.03 $969K - $1.08M
26.2K $1.04M
JPM
Jpmorgan Chase & CO

Financial Services
32.5K
+ 91.82%
$225.19 - $279.95 $7.32M - $9.1M
67.9K $9.48M
SPIB
Spdr Portfolio Intermediate Te

ETFs
29.6K
+ 114.31%
$32.5 - $33.3 $961K - $985K
55.5K $1.84M
MCK
Mckesson Corp

Healthcare
1.24K
+ 83.55%
$566.21 - $672.99 $704K - $837K
2.73K $1.84M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.2K
+ 11.51%
$33.84 - $37.77 $583K - $650K
167K $6.08M
XOM
Exxon Mobil Corp

Energy
1.38K
+ 2.02%
$105.44 - $118.93 $145K - $164K
69.6K $8.28M
DE
Deere & CO

Industrials
1.69K
+ 70.34%
$408.57 - $509.27 $691K - $861K
4.1K $1.92M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21.6K
+ 44.22%
$37.07 - $40.63 $800K - $876K
70.4K $2.77M
MCD
Mcdonalds Corp

Consumer Cyclical
243
+ 0.69%
$279.74 - $321.29 $68K - $78.1K
35.3K $11M
VONE
Vanguard Russell 1000 ETF

ETFs
4.26K
+ 27.53%
$250.16 - $278.79 $1.07M - $1.19M
19.8K $5.01M
NDAQ
Nasdaq, Inc.

Financial Services
11.4K
New
$72.17 - $83.76 $821K - $953K
11.4K $863K
VTV
Vanguard Value ETF

ETFs
4.33K
+ 27.49%
$167.73 - $179.21 $726K - $775K
20.1K $3.47M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.01K
+ 3.92%
$91.45 - $91.75 $733K - $735K
213K $19.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
29.4K
New
$25.69 - $26.89 $754K - $790K
29.4K $790K
CTVA
Corteva, Inc.

Basic Materials
12.4K
New
$55.94 - $66.15 $696K - $823K
12.4K $783K
Activity Summary
Buys All Purchases 397 New Holdings 76 Increased Positions 321 Sells All Sells 267 Reductions 267 Sold out 0 Options Calls 0 Puts 0
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