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
ALL
Allstate Corp

Financial Services
4.17K
New
$180.99 - $210.18 $755K - $877K
4.17K $769K
PFFA
Etfis Ser Tr I

ETFs
37K
+ 158.32%
$21.21 - $22.3 $785K - $825K
60.4K $1.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.3K
+ 56.86%
$58.01 - $64.46 $655K - $727K
31.1K $1.93M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.3K
New
$50.82 - $52.7 $727K - $754K
14.3K $751K
WBD
Warner Bros. Discovery, Inc.

Communication Services
69.2K
New
$9.47 - $11.46 $655K - $792K
69.2K $742K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.36K
+ 1.1%
$44.41 - $45.98 $282K - $292K
584K $26.7M
JCI
Johnson Controls International PLC

Industrials
8.4K
+ 130.36%
$76.12 - $90.6 $640K - $761K
14.8K $1.19M
AIZ
Assurant, Inc.

Financial Services
3.24K
New
$198.92 - $218.67 $644K - $708K
3.24K $679K
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.3K
+ 56.41%
$25.54 - $27.64 $595K - $644K
64.6K $1.76M
Innovator Etfs Trust
26.9K
+ 120.58%
N/A
49.2K $1.33M
GNL
Global Net Lease, Inc.

Real Estate
66K
+ 24.37%
$6.91 - $8.26 $456K - $545K
337K $3.82M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.81K
+ 84.75%
$105.1 - $109.61 $611K - $637K
12.7K $1.38M
WFC
Wells Fargo & Company

Financial Services
16.8K
+ 69.4%
$66.78 - $81.42 $1.12M - $1.37M
41.1K $2.31M
SLGN
Silgan Holdings Inc

Consumer Cyclical
12.2K
New
$48.82 - $56.15 $598K - $687K
12.2K $626K
AMGN
Amgen Inc

Healthcare
785
+ 10.57%
$258.59 - $327.36 $203K - $257K
8.21K $2.56M
PAR
Par Technology Corp

Technology
9.9K
New
$58.73 - $76.0 $581K - $752K
9.9K $607K
OC
Owens Corning

Industrials
4.2K
New
$137.83 - $191.19 $579K - $803K
4.2K $600K
CVX
Chevron Corp

Energy
821
+ 3.98%
$146.71 - $167.97 $120K - $138K
21.4K $3.59M
Brookfield Corp
10.8K
New
N/A
10.8K $568K
GM
General Motors CO

Consumer Cyclical
12.6K
+ 281.13%
$45.22 - $54.92 $570K - $692K
17.1K $804K
RKT
Rocket Companies, Inc.

Financial Services
46.7K
New
$10.28 - $15.77 $480K - $737K
46.7K $564K
CSL
Carlisle Companies Inc

Industrials
1.6K
New
$326.43 - $408.24 $523K - $654K
1.6K $546K
WMT
Walmart Inc.

Consumer Defensive
7.73K
+ 12.83%
$84.5 - $105.05 $654K - $812K
68K $5.97M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.28K
+ 7.69%
$182.82 - $196.21 $417K - $448K
32K $6.02M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.96K
New
$97.25 - $104.79 $482K - $519K
4.96K $514K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
21.6K
New
$23.28 - $23.95 $503K - $517K
21.6K $513K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
4.43K
New
$110.75 - $119.78 $491K - $531K
4.43K $512K
OEF
Ishares S&P 100 ETF

ETFs
2.11K
+ 58.59%
N/A
5.71K $1.55M
EFG
Msci Eafe Growth ETF

ETFs
3.76K
+ 8.9%
$96.1 - $106.37 $361K - $400K
46K $4.6M
BALT
Innovator Etfs Tr
15.7K
+ 129.41%
$31.31 - $31.89 $492K - $501K
27.9K $875K
EXP
Eagle Materials Inc

Basic Materials
2.22K
New
$207.49 - $262.13 $460K - $581K
2.22K $492K
ABT
Abbott Laboratories

Healthcare
352
+ 1.57%
$111.1 - $140.22 $39.1K - $49.4K
22.8K $3.03M
Birkenstock Holding PLC
10.2K
New
N/A
10.2K $466K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.97K
+ 11.23%
$45.56 - $47.23 $363K - $376K
78.9K $3.71M
UPS
United Parcel Service Inc

Industrials
6.13K
+ 39.53%
$109.66 - $136.26 $672K - $835K
21.6K $2.38M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.39K
+ 27.41%
$50.48 - $51.04 $424K - $428K
39K $1.98M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.01K
+ 16.29%
$59.78 - $60.03 $419K - $421K
50K $2.99M
Pimco ETF Tr
15.7K
New
N/A
15.7K $421K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
8.09K
+ 11.71%
$49.92 - $50.3 $404K - $407K
77.2K $3.87M
VZ
Verizon Communications Inc

Communication Services
905
+ 1.34%
$37.81 - $46.49 $34.2K - $42.1K
68.5K $3.11M
Rbb Fd Inc
8.08K
New
N/A
8.08K $407K
SPGI
S&P Global Inc.

Financial Services
792
+ 151.15%
$478.26 - $543.77 $379K - $431K
1.32K $668K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.28K
+ 2.54%
$95.85 - $99.25 $218K - $226K
91.8K $9.08M
KGC
Kinross Gold Corp

Basic Materials
31.2K
New
$9.69 - $12.61 $302K - $393K
31.2K $393K
XLC
Select Sector Spdr Tr Communic

ETFs
4.12K
+ 54.05%
$94.84 - $105.31 $390K - $433K
11.7K $1.13M
CAT
Caterpillar Inc

Industrials
1.92K
+ 26.81%
$326.75 - $407.63 $626K - $781K
9.06K $2.99M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
6.14K
New
$62.72 - $71.92 $385K - $441K
6.14K $387K
IVE
Ishares S&P 500 Value ETF

ETFs
2.04K
+ 48.28%
$185.78 - $198.58 $379K - $405K
6.26K $1.19M
VONV
Vanguard Russell 1000 Value Et

ETFs
4.64K
New
$80.21 - $86.14 $372K - $400K
4.64K $383K
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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