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
MCS
Marcus Corp

Communication Services
17.5K
New
$15.19 - $18.71 $266K - $327K
17.5K $295K
XLY
Select Sector Spdr Consumer Di

ETFs
966
+ 24.72%
$176.34 - $218.59 $170K - $211K
4.87K $1.06M
KO
Coca Cola CO

Consumer Defensive
4.5K
+ 12.71%
$68.37 - $73.9 $307K - $332K
39.8K $2.82M
FVRR
Fiverr International Ltd.

Communication Services
9.56K
New
$22.2 - $33.78 $212K - $323K
9.56K $280K
MAIN
Main Street Capital Corp

Financial Services
4.04K
+ 24.72%
$49.15 - $59.32 $198K - $239K
20.4K $1.2M
CRSP
Crispr Therapeutics Ag

Healthcare
5.73K
New
$31.27 - $48.64 $179K - $279K
5.73K $279K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
462
+ 97.88%
$468.22 - $566.51 $216K - $262K
934 $529K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
4.85K
+ 7.35%
$29.44 - $33.91 $143K - $164K
70.9K $2.32M
PM
Philip Morris International Inc.

Consumer Defensive
153
+ 1.48%
$149.23 - $184.95 $22.8K - $28.3K
10.5K $1.91M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.69K
+ 13.83%
$102.02 - $103.5 $275K - $279K
22.2K $2.28M
VIS
Vanguard Industrial ETF

ETFs
737
+ 40.94%
$220.04 - $280.07 $162K - $206K
2.54K $711K
CWS
Advisorshares Tr Advisorshares

ETFs
3.72K
New
$59.37 - $70.0 $221K - $260K
3.72K $260K
JETS
ETF Ser Solutions U S Global J

ETFs
11K
New
$17.37 - $23.44 $191K - $258K
11K $253K
FNDF
Schwab Fundamental Intl Large

ETFs
5.12K
+ 43.27%
$32.25 - $40.02 $165K - $205K
16.9K $678K
LVHI
Franklin International Low Vol

ETFs
7.68K
+ 96.05%
$28.91 - $33.28 $222K - $255K
15.7K $510K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.8K
+ 6.83%
$43.53 - $54.46 $78.4K - $98.1K
28.2K $1.54M
XLF
Financial Sector Spdr

ETFs
3.85K
+ 21.23%
$43.92 - $52.37 $169K - $201K
22K $1.15M
ROKU
Roku, Inc

Communication Services
2.79K
New
$55.1 - $87.89 $153K - $245K
2.79K $245K
CNQ
Canadian Natural Resources LTD

Energy
7.78K
New
$25.14 - $34.01 $196K - $264K
7.78K $244K
EME
Emcor Group, Inc.

Industrials
453
New
$342.02 - $534.89 $155K - $242K
453 $243K
REIT
Alps ETF Tr

ETFs
10.2K
+ 34.91%
$24.01 - $27.44 $244K - $279K
39.3K $1.03M
Managed Portfolio Series
3.6K
+ 3.28%
N/A
114K $2.87M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.05K
New
$22.27 - $29.21 $179K - $235K
8.05K $235K
EEM
Ishares Msci Emerging Markets

ETFs
4.88K
New
$38.52 - $48.28 $188K - $235K
4.88K $235K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.08K
New
$82.32 - $112.47 $171K - $234K
2.08K $234K
CBNK
Capital Bancorp Inc

Financial Services
6.95K
New
$26.11 - $33.58 $181K - $233K
6.95K $233K
LMB
Limbach Holdings, Inc.

Industrials
1.65K
New
$69.3 - $142.14 $114K - $234K
1.65K $231K
FCX
Freeport Mcmoran Inc

Basic Materials
5.32K
New
$29.15 - $44.46 $155K - $237K
5.32K $231K
MGIC
Magic Software Enterprises LTD

Technology
11.9K
New
$12.34 - $19.12 $147K - $228K
11.9K $228K
MAR
Marriott International Inc

Consumer Cyclical
809
New
$211.12 - $274.14 $171K - $222K
809 $221K
DY
Dycom Industries Inc

Industrials
377
+ 26.93%
$138.96 - $245.71 $52.4K - $92.6K
1.78K $434K
UFPT
Ufp Technologies Inc

Healthcare
902
New
$186.83 - $253.3 $169K - $228K
902 $220K
SMR
Nuscale Power Corp

Industrials
5.53K
New
$12.6 - $43.24 $69.7K - $239K
5.53K $219K
FNY
First Trust Mid Cap Growth Alp
2.65K
New
N/A
2.65K $218K
DELL
Dell Technologies Inc.

Technology
1.77K
New
$71.63 - $125.98 $127K - $223K
1.77K $217K
American Healthcare Reit Inc
4.26K
+ 46.2%
N/A
13.5K $495K
NGG
National Grid PLC

Utilities
2.89K
New
$62.74 - $74.79 $181K - $216K
2.89K $215K
EQT
Eqt Corp

Energy
3.67K
New
$46.11 - $60.44 $169K - $222K
3.67K $214K
CRS
Carpenter Technology Corp

Industrials
13
+ 0.59%
$151.3 - $276.38 $1.97K - $3.59K
2.22K $614K
PSTG
Pure Storage, Inc.

Technology
3.7K
New
$37.18 - $57.58 $137K - $213K
3.7K $213K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.15K
+ 60.89%
$65.04 - $82.18 $140K - $177K
5.69K $467K
BKNG
Booking Holdings Inc.

Consumer Cyclical
36
New
$4164.15 - $5789.24 $150K - $208K
36 $209K
XAR
Spdr S&P Aerospace & Defense E

ETFs
641
+ 45.95%
$144.94 - $210.94 $92.9K - $135K
2.04K $429K
CL
Colgate Palmolive CO

Consumer Defensive
2.25K
New
$87.57 - $96.0 $197K - $216K
2.25K $204K
UGI
Ugi Corp

Utilities
5.55K
New
$30.18 - $36.59 $168K - $203K
5.55K $203K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.97K
+ 80.44%
$50.36 - $50.68 $200K - $201K
8.91K $452K
EDOW
First Tr Exchange Traded Fd

ETFs
5.23K
New
$32.19 - $38.33 $168K - $201K
5.23K $201K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.84K
+ 23.03%
$62.73 - $78.42 $116K - $144K
9.84K $763K
Advisors Inner Circle Fd Ii
5.34K
+ 18.6%
N/A
34.1K $895K
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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