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
Zacks Trust
16.8K
+ 14.82%
N/A
130K $4.42M
CI
Cigna Corp

Healthcare
2.85K
New
$301.89 - $340.04 $860K - $968K
2.85K $941K
Coreweave Inc
5.51K
New
N/A
5.51K $899K
INDA
Ishares Msci India Index Fund

ETFs
16K
New
$49.13 - $55.86 $788K - $896K
16K $893K
VXF
Vanguard Extended Market ETF

ETFs
1.65K
+ 6.0%
$150.43 - $192.71 $248K - $318K
29.1K $5.62M
INTU
Intuit Inc

Technology
891
+ 90.83%
$544.07 - $787.63 $485K - $702K
1.87K $1.48M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
16.8K
New
$50.09 - $51.09 $842K - $858K
16.8K $858K
Innovator Etfs Trust
3.56K
+ 0.53%
N/A
674K $16.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.27K
+ 2.56%
$32.66 - $40.75 $139K - $174K
171K $6.93M
XLK
Technology Sector Spdr

ETFs
1.27K
+ 12.08%
$179.73 - $253.23 $229K - $323K
11.8K $2.99M
MSTR
Microstrategy Inc

Technology
586
+ 12.87%
$237.95 - $421.61 $139K - $247K
5.14K $2.08M
CCK
Crown Holdings Inc

Consumer Cyclical
7.4K
New
$78.47 - $104.45 $581K - $773K
7.4K $762K
Morgan Stanley ETF Trust
15K
New
N/A
15K $750K
IONQ
Ion Q, Inc.

Technology
17.3K
New
$20.68 - $48.04 $357K - $830K
17.3K $742K
CEG
Constellation Energy Corp

Utilities
1.17K
+ 40.48%
$170.96 - $322.76 $200K - $378K
4.06K $1.31M
EUFN
Ishares Msci Europe Financials

ETFs
22.8K
New
$24.77 - $32.27 $566K - $737K
22.8K $722K
APP
App Lovin Corp

Technology
2.06K
New
$219.37 - $417.89 $451K - $859K
2.06K $720K
AMD
Advanced Micro Devices Inc

Technology
3.05K
+ 42.06%
$78.21 - $143.81 $239K - $439K
10.3K $1.46M
IEMG
Ishares Inc

ETFs
5.49K
+ 9.48%
N/A
63.4K $3.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.77K
+ 3.24%
$39.89 - $49.46 $151K - $187K
120K $5.95M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.2K
+ 33.92%
$49.79 - $50.75 $659K - $671K
52.2K $2.65M
Reddit Inc
4.34K
New
N/A
4.34K $652K
ZS
Zscaler, Inc.

Technology
2.07K
New
$174.67 - $315.32 $361K - $652K
2.07K $647K
BROS
Dutch Bros Inc.

Consumer Cyclical
8.89K
New
$51.37 - $73.72 $456K - $655K
8.89K $608K
VST
Vistra Corp.

Utilities
3.11K
New
$98.07 - $195.04 $305K - $606K
3.11K $602K
IWM
Ishares Russell 2000 ETF

ETFs
704
+ 2.57%
$174.82 - $215.79 $123K - $152K
28.1K $6.06M
Direxion Shs ETF Tr
13K
+ 19.13%
N/A
80.9K $2.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
201
+ 0.62%
$82.96 - $110.1 $16.7K - $22.1K
32.7K $3.6M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
9.4K
New
$50.27 - $62.05 $472K - $583K
9.4K $580K
Labcorp Holdings Inc
2.13K
New
N/A
2.13K $558K
CDNS
Cadence Design Systems Inc

Technology
1.8K
New
$231.64 - $323.08 $417K - $582K
1.8K $555K
BX
Blackstone Inc.

Financial Services
2.96K
+ 29.96%
$120.07 - $151.11 $355K - $447K
12.8K $1.92M
MMM
3 M CO

Industrials
3.12K
+ 32.73%
$126.09 - $154.15 $393K - $481K
12.7K $1.93M
UPST
Upstart Holdings, Inc.

Financial Services
7.98K
New
$34.8 - $64.85 $278K - $518K
7.98K $516K
First Tr Exchng Traded Fd Vi
13K
New
N/A
13K $509K
FISV
Fiserv Inc

Technology
3.41K
+ 190.44%
N/A
5.19K $895K
Blackrock ETF Trust
13.9K
New
N/A
13.9K $494K
SJM
J M Smucker CO

Consumer Defensive
4.99K
New
$94.41 - $118.52 $471K - $592K
4.99K $490K
SLV
I Shares Silver Trust

ETFs
11K
+ 15.57%
$27.08 - $33.74 $298K - $372K
81.8K $2.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.37K
+ 5.18%
$45.11 - $52.34 $287K - $334K
129K $6.77M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
16.3K
+ 84.83%
$27.29 - $29.28 $446K - $478K
35.6K $1.04M
AXON
Axon Enterprise, Inc.

Industrials
264
+ 30.28%
$497.13 - $827.94 $131K - $219K
1.14K $941K
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.2K
+ 50.84%
$57.41 - $74.81 $299K - $389K
15.4K $1.15M
ASTS
Ast Space Mobile, Inc.

Communication Services
10.2K
New
$20.07 - $51.83 $205K - $529K
10.2K $477K
ACN
Accenture PLC

Technology
1.64K
+ 112.25%
$279.23 - $323.21 $458K - $530K
3.1K $927K
MSCI
Msci Inc.

Financial Services
815
New
$506.56 - $576.74 $413K - $470K
815 $470K
SYK
Stryker Corp

Healthcare
1.13K
+ 121.75%
$337.37 - $395.63 $380K - $445K
2.05K $810K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
10.4K
New
$37.78 - $44.9 $392K - $465K
10.4K $465K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
35.6K
New
$12.21 - $13.9 $434K - $495K
35.6K $464K
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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