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
Hut 8 Corp
47.7K
+ 241.55%
N/A
67.4K $784K
JNJ
Johnson & Johnson

Healthcare
17
+ 0.1%
$142.06 - $167.7 $2.42K - $2.85K
17K $2.82M
OKTA
Okta, Inc.

Technology
3.5K
New
$78.83 - $116.72 $276K - $409K
3.5K $368K
FDHY
Fidelity Covington Trust High

ETFs
7.63K
New
$47.92 - $49.1 $366K - $375K
7.63K $367K
T
At&T Inc.

Communication Services
1.71K
+ 2.91%
$21.56 - $28.28 $37K - $48.5K
60.6K $1.7M
XLF
Financial Sector Spdr

ETFs
6.71K
+ 58.85%
$47.32 - $52.19 $318K - $350K
18.1K $902K
CMI
Cummins Inc

Industrials
1.12K
New
$312.92 - $386.07 $349K - $431K
1.12K $350K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
14.7K
+ 43.83%
$22.25 - $23.0 $327K - $338K
48.2K $1.11M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.81K
+ 40.41%
$44.68 - $46.49 $304K - $316K
23.6K $1.1M
ENR
Energizer Holdings, Inc.

Industrials
11K
New
$29.28 - $35.79 $322K - $394K
11K $329K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.31K
+ 40.6%
$34.58 - $45.97 $149K - $198K
14.9K $686K
Pimco ETF Tr
12.1K
New
N/A
12.1K $320K
TXN
Texas Instruments Inc

Technology
1.97K
+ 39.41%
N/A
6.98K $1.25M
IEMG
Ishares Inc

ETFs
4.13K
+ 7.67%
N/A
57.9K $3.13M
Tempus Ai Inc
6.5K
New
N/A
6.5K $314K
XLY
Select Sector Spdr Consumer Di

ETFs
1.86K
+ 91.14%
$192.6 - $233.2 $359K - $434K
3.91K $771K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
25.4K
+ 36.58%
$16.57 - $18.85 $421K - $479K
94.9K $1.58M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.77K
+ 33.25%
$49.67 - $51.43 $287K - $297K
23.1K $1.18M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
10.2K
New
$25.2 - $68.74 $257K - $700K
10.2K $300K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
8.36K
New
$34.14 - $37.91 $285K - $317K
8.36K $298K
Edwards Lifesciences Corp
4.06K
New
N/A
4.06K $294K
XLI
Industrial Sector Spdr

ETFs
2.24K
New
$128.78 - $141.67 $288K - $317K
2.24K $293K
EXR
Extra Space Storage Inc.

Real Estate
1.95K
New
$143.8 - $161.28 $280K - $314K
1.95K $290K
PFE
Pfizer Inc

Healthcare
15.4K
+ 17.74%
$25.01 - $27.13 $385K - $418K
102K $2.59M
SIL
Global X Silver Miners ETF

ETFs
7.34K
New
$31.91 - $40.68 $234K - $298K
7.34K $289K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.45K
+ 7.15%
$56.17 - $59.71 $306K - $325K
81.6K $4.66M
VGSH
Vanguard

ETFs
4.69K
+ 41.32%
$58.07 - $58.69 $272K - $275K
16K $941K
KIE
Spdr S&P Insurance ETF

ETFs
4.6K
New
$54.24 - $60.81 $250K - $280K
4.6K $279K
SCCO
Southern Copper Corp

Basic Materials
2.97K
New
$85.92 - $101.48 $255K - $301K
2.97K $277K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.51K
New
$47.59 - $48.35 $262K - $266K
5.51K $266K
IYH
Ishares Tr

ETFs
4.37K
New
$58.32 - $62.76 $255K - $274K
4.37K $266K
GILD
Gilead Sciences, Inc.

Healthcare
386
+ 3.54%
$89.14 - $117.41 $34.4K - $45.3K
11.3K $1.27M
CVS
Cvs Health Corp

Healthcare
1.84K
+ 31.16%
$44.22 - $68.64 $81.3K - $126K
7.74K $524K
PSC
Principal ETF U.S. Small Cap M

ETFs
6.83K
+ 26.87%
$47.13 - $54.5 $322K - $372K
32.2K $1.56M
Tidal ETF Tr
13.7K
New
N/A
13.7K $258K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
6.73K
+ 14.65%
$30.35 - $33.16 $204K - $223K
52.7K $1.68M
Annaly Capital Management In
11K
New
N/A
11K $252K
SKYY
First Trust Cloud Computing Et

ETFs
2.45K
New
$102.23 - $131.18 $251K - $322K
2.45K $251K
TMUS
T Mobile Us, Inc.

Communication Services
396
+ 12.68%
$211.3 - $272.83 $83.7K - $108K
3.52K $939K
NSA
National Storage Affiliates Trust

Real Estate
7.24K
New
$35.92 - $39.59 $260K - $287K
7.24K $247K
VT
Vanguard Total World Stk Index

ETFs
2.12K
New
$115.08 - $123.97 $244K - $263K
2.12K $246K
TYG
Tortoise Energy Infrastructure Corp

Financial Services
3.03K
+ 2.57%
$40.55 - $48.43 $123K - $147K
121K $5.21M
FTNT
Fortinet, Inc.

Technology
2.3K
+ 24.08%
$92.49 - $114.57 $213K - $264K
11.9K $1.14M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
976
New
$208.48 - $244.03 $203K - $238K
976 $238K
AMAT
Applied Materials Inc

Technology
2.66K
+ 32.34%
$145.06 - $195.51 $386K - $520K
10.9K $1.58M
ETN
Eaton Corp PLC

Industrials
873
New
$271.83 - $371.23 $237K - $324K
873 $237K
PFF
Ishares Trust Ishares Pfd And

ETFs
7.84K
+ 57.24%
$30.73 - $32.26 $241K - $253K
21.5K $662K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.77K
+ 28.01%
$48.06 - $53.73 $277K - $310K
26.4K $1.29M
BK
Bank Of New York Mellon Corp

Financial Services
2.72K
New
$75.42 - $88.95 $205K - $241K
2.72K $228K
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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