Arete Wealth Advisors, LLC Purchases in Q2 2025

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
183K
+ 46.4%
$33.6 - $40.23 $6.16M - $7.38M
579K $23.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
37.3K
+ 25.49%
$152.93 - $181.74 $5.7M - $6.78M
184K $33.4M
JNJ
Johnson & Johnson

Healthcare
52.3K
+ 308.24%
$146.36 - $159.82 $7.66M - $8.36M
69.3K $10.6M
RTX
Raytheon Technologies Corp

Industrials
40.8K
+ 400.96%
$113.75 - $148.48 $4.64M - $6.05M
50.9K $7.44M
IBM
International Business Machines Corp

Technology
15.6K
+ 82.98%
$221.03 - $294.78 $3.45M - $4.6M
34.4K $10.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
19.5K
+ 173.34%
$171.4 - $227.1 $3.35M - $4.43M
30.8K $6.99M
SOXX
Ishares Semiconductor ETF

ETFs
15.6K
New
$154.86 - $239.07 $2.41M - $3.72M
15.6K $3.71M
Zacks Trust
137K
New
N/A
137K $3.62M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34.8K
+ 24.81%
$58.41 - $72.69 $2.03M - $2.53M
175K $12.7M
GPS
Gap Inc

Consumer Cyclical
156K
New
N/A
156K $3.41M
CARR
Carrier Global Corp

Industrials
41.5K
New
$55.55 - $75.83 $2.31M - $3.15M
41.5K $3.04M
NVTS
Navitas Semiconductor Corp

Technology
461K
New
$1.61 - $8.09 $742K - $3.73M
461K $3.02M
GLDM
World Gold Trust

ETFs
46K
New
$58.96 - $67.97 $2.71M - $3.13M
46K $3.02M
Ishares Bitcoin Trust ETF
39.6K
+ 128.78%
N/A
70.3K $4.32M
SPYG
Spdr Portfolio

ETFs
2.84K
+ 1.86%
$71.83 - $95.32 $204K - $270K
155K $14.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.06K
+ 3.71%
$496.48 - $617.85 $524K - $652K
29.5K $18.2M
EFV
Msci Eafe Value ETF

ETFs
13.9K
+ 4.54%
$52.4 - $64.65 $729K - $899K
320K $20.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
43.4K
+ 61.62%
$34.72 - $42.74 $1.51M - $1.85M
114K $4.86M
PSI
Invesco Exchange Traded Fd Tr

ETFs
34.7K
New
$39.29 - $60.31 $1.36M - $2.1M
34.7K $2.08M
Ea Series Trust
17.3K
+ 19.72%
N/A
105K $11.9M
IGM
Ishares Expanded Tech Sector E

ETFs
18.2K
New
$79.8 - $112.34 $1.45M - $2.04M
18.2K $2.04M
IAI
Ishares Tr Us Broker Dealers &

ETFs
11.7K
+ 581.85%
$122.04 - $169.14 $1.43M - $1.98M
13.7K $2.32M
OTIS
Otis Worldwide Corp

Industrials
20.5K
New
$90.88 - $104.3 $1.87M - $2.14M
20.5K $2.03M
USO
United States Oil Fund, LP

ETFs
26.4K
New
$62.37 - $83.12 $1.65M - $2.2M
26.4K $1.93M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
75.8K
+ 8.49%
$24.96 - $25.5 $1.89M - $1.93M
969K $24.7M
PULS
Pgim ETF Tr

ETFs
37.3K
+ 28.18%
$49.39 - $49.76 $1.84M - $1.85M
170K $8.44M
Blackrock ETF Trust Ii
59.7K
New
N/A
59.7K $1.85M
EFG
Msci Eafe Growth ETF

ETFs
11.4K
+ 24.83%
$89.8 - $112.0 $1.03M - $1.28M
57.4K $6.43M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
13.1K
+ 204.35%
$101.93 - $128.63 $1.34M - $1.69M
19.6K $2.52M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.07K
+ 5.66%
$60.34 - $74.89 $547K - $679K
169K $12.7M
WMT
Walmart Inc.

Consumer Defensive
10.6K
+ 15.58%
$81.79 - $99.98 $867K - $1.06M
78.6K $7.69M
GOOGL
Alphabet Inc.

Communication Services
2.27K
+ 3.82%
$144.7 - $178.6 $329K - $406K
61.7K $10.9M
IGV
Ishares Expanded Tech Software

ETFs
15K
New
$80.15 - $109.5 $1.2M - $1.64M
15K $1.64M
PSC
Principal ETF U.S. Small Cap M

ETFs
26.7K
+ 82.98%
$43.14 - $53.28 $1.15M - $1.42M
59K $3.14M
AVDV
American Centy ETF Tr Avantis

ETFs
19.4K
New
$61.76 - $79.32 $1.2M - $1.54M
19.4K $1.54M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.2K
+ 7.62%
$91.43 - $91.74 $1.48M - $1.49M
229K $21M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
33.1K
New
$38.18 - $45.52 $1.26M - $1.51M
33.1K $1.45M
IEO
Ishares Tr

ETFs
14.1K
New
$74.87 - $95.92 $1.06M - $1.36M
14.1K $1.25M
VEA
Vanguard Ftse Developed Market

ETFs
5.18K
+ 3.51%
$45.65 - $57.01 $237K - $295K
153K $8.73M
IEFA
Ishares Tr

ETFs
10.7K
+ 28.17%
$67.83 - $84.09 $727K - $902K
48.8K $4.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
5K
+ 15.64%
$166.82 - $194.23 $835K - $972K
37K $7.18M
CROX
Crocs, Inc.

Consumer Cyclical
11.5K
+ 81.29%
$88.67 - $120.26 $1.02M - $1.39M
25.7K $2.62M
VTV
Vanguard Value ETF

ETFs
5.76K
+ 28.7%
$153.67 - $176.74 $885K - $1.02M
25.8K $4.56M
MU
Micron Technology Inc

Technology
7.17K
+ 126.07%
$64.72 - $127.91 $464K - $917K
12.9K $1.58M
HOOD
Robinhood Markets, Inc.

Technology
7.58K
+ 109.04%
$34.17 - $93.63 $259K - $710K
14.5K $1.36M
Neos ETF Trust
18.9K
+ 169.73%
N/A
30.1K $1.56M
SPYI
Shp ETF Tr Neos S&P 500 High I
18.7K
+ 110.37%
N/A
35.7K $1.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.87K
+ 41.93%
$40.51 - $71.03 $319K - $559K
26.6K $1.87M
EOG
Eog Resources Inc

Energy
8.2K
New
$104.61 - $129.97 $857K - $1.07M
8.2K $980K
Activity Summary
Buys All Purchases 372 New Holdings 106 Increased Positions 266 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 0 Puts 0
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