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
BSX
Boston Scientific Corp

Healthcare
1.84K
+ 53.25%
$89.38 - $106.18 $164K - $195K
5.28K $533K
XLK
Technology Sector Spdr

ETFs
2.16K
+ 25.71%
$206.38 - $242.18 $445K - $523K
10.6K $2.18M
Virtus ETF Tr Ii
8.38K
New
N/A
8.38K $224K
Amplify ETF Tr
4.2K
New
N/A
4.2K $223K
DLR
Digital Realty Trust, Inc.

Real Estate
7.33K
New
$142.1 - $183.56 $1.04M - $1.35M
7.33K $222K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.66K
New
$56.51 - $62.98 $207K - $230K
3.66K $222K
INTC
Intel Corp

Technology
9.61K
New
$19.1 - $27.39 $184K - $263K
9.61K $218K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
9.2K
New
$23.58 - $24.02 $217K - $221K
9.2K $217K
RTX
Raytheon Technologies Corp

Industrials
401
+ 4.11%
$114.1 - $135.66 $45.8K - $54.4K
10.2K $1.35M
PWR
Quanta Services, Inc.

Industrials
853
New
$236.71 - $358.03 $202K - $305K
853 $217K
RBLX
Roblox Corp

Communication Services
3.69K
New
$53.77 - $75.47 $199K - $279K
3.69K $215K
Ishares Bitcoin Trust ETF
7.61K
+ 32.91%
N/A
30.7K $1.44M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.22K
New
$142.8 - $176.36 $174K - $214K
1.22K $210K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
215
+ 17.47%
$402.49 - $513.76 $86.5K - $110K
1.45K $701K
FAST
Fastenal CO

Industrials
2.63K
New
$71.11 - $79.98 $187K - $210K
2.63K $204K
FITB
Fifth Third Bancorp

Financial Services
5.19K
New
$37.48 - $44.96 $194K - $233K
5.19K $203K
ZECP
Zacks Tr Earnings Constant Por

ETFs
10.4K
+ 3.45%
$29.24 - $32.07 $303K - $333K
311K $9.36M
DTE
Dte Energy CO

Utilities
1.45K
New
$117.6 - $138.27 $171K - $201K
1.45K $201K
ELV
Elevance Health, Inc.

Healthcare
336
+ 40.68%
$365.9 - $436.25 $123K - $147K
1.16K $505K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.67K
New
$117.4 - $131.02 $196K - $219K
1.67K $200K
MO
Altria Group, Inc.

Consumer Defensive
602
+ 2.89%
$50.81 - $60.02 $30.6K - $36.1K
21.4K $1.29M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.12K
+ 89.9%
$28.22 - $30.06 $201K - $214K
15K $430K
PAYX
Paychex Inc

Industrials
1.07K
+ 47.06%
$136.06 - $154.52 $145K - $165K
3.33K $513K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.66K
+ 11.04%
$42.38 - $43.28 $197K - $202K
46.8K $1.99M
WPC
W. P. Carey Inc.

Real Estate
554
+ 3.18%
$53.5 - $65.05 $29.6K - $36K
18K $1.14M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
9.46K
+ 33.22%
$20.7 - $21.15 $196K - $200K
37.9K $785K
SPOT
Spotify Technology S.A.

Communication Services
225
+ 36.59%
$457.79 - $648.32 $103K - $146K
840 $462K
CMCSA
Comcast Corp

Communication Services
5.82K
+ 11.59%
$33.19 - $38.23 $193K - $223K
56K $2.07M
VO
Vanguard Mid Cap ETF

ETFs
1.04K
+ 6.52%
$251.87 - $277.95 $261K - $288K
16.9K $4.38M
COP
Conocophillips

Energy
848
+ 5.47%
$88.6 - $105.85 $75.1K - $89.8K
16.3K $1.72M
UNH
Unitedhealth Group Inc

Healthcare
115
+ 1.72%
$461.52 - $548.18 $53.1K - $63K
6.8K $3.56M
MA
Mastercard Inc

Financial Services
157
+ 3.87%
$504.67 - $576.31 $79.2K - $90.5K
4.22K $2.31M
XLE
Energy Sector Spdr

ETFs
845
+ 7.06%
$85.7 - $93.96 $72.4K - $79.4K
12.8K $1.2M
MKL
Markel Corp

Financial Services
47
+ 8.33%
$1660.14 - $2059.83 $78K - $96.8K
611 $1.14M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
619
+ 0.93%
$47.08 - $50.67 $29.1K - $31.4K
67.5K $3.39M
Oaktree Specialty Lending CO
10.4K
New
N/A
10.4K $160K
WM
Waste Management Inc

Industrials
162
+ 4.04%
$200.54 - $233.78 $32.5K - $37.9K
4.17K $965K
ACHR
Archer Aviation Inc.

Industrials
40.9K
+ 81.37%
$6.8 - $11.51 $278K - $470K
91.1K $648K
WMB
Williams Companies, Inc.

Energy
531
+ 2.51%
$54.02 - $61.09 $28.7K - $32.4K
21.7K $1.3M
XLU
Utilities Sector Spdr

ETFs
1.24K
+ 7.81%
$74.7 - $80.27 $92.9K - $99.8K
17.2K $1.35M
Advisors Inner Circle Fd Ii
6.15K
+ 32.59%
N/A
25K $617K
BMY
Bristol Myers Squibb CO

Healthcare
1.72K
+ 22.22%
$53.9 - $63.11 $92.8K - $109K
9.47K $577K
VRIG
Invesco Actively Managed ETF F

ETFs
5.65K
+ 6.97%
$25.06 - $25.19 $142K - $142K
86.7K $2.17M
AUSF
Global X Fds Adaptive U S Fact

ETFs
2K
+ 7.13%
$41.68 - $43.97 $83.2K - $87.7K
30K $1.31M
FDL
First Tr Morningstar Dividend

ETFs
200
+ 0.54%
$39.69 - $43.83 $7.94K - $8.77K
37.3K $1.62M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.09K
+ 12.12%
$48.43 - $49.9 $101K - $104K
19.3K $965K
SCHW
Schwab Charles Corp

Financial Services
1.34K
+ 23.98%
$71.24 - $83.64 $95.5K - $112K
6.93K $542K
XLV
Select Sector Spdr Fund Health

ETFs
585
+ 11.77%
$137.61 - $149.68 $80.5K - $87.6K
5.56K $811K
REIT
Alps ETF Tr

ETFs
4.55K
+ 18.52%
$26.36 - $28.44 $120K - $129K
29.1K $795K
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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