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
Bitwise Ethereum ETF
11K
New
N/A
11K $198K
IXUS
Ishares Tr

ETFs
1.79K
+ 23.59%
$62.37 - $77.63 $112K - $139K
9.37K $725K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
5.43K
+ 36.09%
$26.82 - $30.48 $146K - $166K
20.5K $624K
CVS
Cvs Health Corp

Healthcare
2.67K
+ 34.5%
$60.04 - $70.18 $160K - $187K
10.4K $718K
IESC
Ies Holdings, Inc.

Industrials
5
+ 0.34%
$160.58 - $296.23 $803 - $1.48K
1.46K $432K
SKYY
First Trust Cloud Computing Et

ETFs
1.14K
+ 46.33%
$89.46 - $121.64 $102K - $138K
3.59K $436K
ITW
Illinois Tool Works Inc

Industrials
737
+ 67.43%
$218.41 - $252.43 $161K - $186K
1.83K $453K
Tidal Tr Ii
10.5K
New
N/A
10.5K $177K
IYW
Ishares Dj Us Tech ETF

ETFs
53
+ 1.05%
$122.57 - $173.27 $6.5K - $9.18K
5.1K $883K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.23K
+ 19.97%
$57.46 - $75.58 $70.4K - $92.7K
7.36K $557K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
7.44K
+ 19.62%
$20.12 - $21.0 $150K - $156K
45.4K $949K
FDL
First Tr Morningstar Dividend

ETFs
5.25K
+ 14.06%
$38.19 - $43.19 $200K - $227K
42.6K $1.78M
Ark 21 Shares Bitcoin ETF
12.5K
+ 203.0%
N/A
18.7K $668K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.96K
+ 22.5%
$77.74 - $78.78 $152K - $154K
10.7K $840K
NDAQ
Nasdaq, Inc.

Financial Services
22
+ 0.19%
$66.4 - $89.42 $1.46K - $1.97K
11.4K $1.02M
PIPR
Piper Sandler Companies

Financial Services
429
+ 35.72%
$210.78 - $281.82 $90.4K - $121K
1.63K $453K
GD
General Dynamics Corp

Industrials
177
+ 3.3%
$247.68 - $291.66 $43.8K - $51.6K
5.53K $1.61M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.83K
+ 14.64%
$49.57 - $50.27 $140K - $142K
22.2K $1.11M
EPD
Enterprise Products Partners L.P.

Energy
6.11K
+ 41.49%
$28.95 - $34.22 $177K - $209K
20.8K $646K
CSX
Csx Corp

Industrials
2.17K
+ 9.64%
$26.69 - $32.91 $58K - $71.5K
24.7K $806K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.61K
+ 5.58%
$40.82 - $43.14 $107K - $113K
49.4K $2.13M
IDU
Ishares Tr U S Utils ETF

ETFs
212
+ 0.57%
$93.98 - $106.11 $19.9K - $22.5K
37.7K $3.94M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
877
+ 0.72%
$35.42 - $43.89 $31.1K - $38.5K
122K $5.35M
VOT
Vanguard Mid Cap Growth Index

ETFs
110
+ 4.25%
$216.28 - $284.39 $23.8K - $31.3K
2.7K $767K
LAMR
Lamar Advertising CO

Real Estate
808
+ 20.9%
$102.35 - $121.67 $82.7K - $98.3K
4.67K $567K
TJX
Tjx Companies Inc

Consumer Cyclical
871
+ 8.63%
$119.13 - $135.03 $104K - $118K
11K $1.36M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
301
+ 6.79%
$104.23 - $134.39 $31.4K - $40.5K
4.73K $636K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
446
+ 3.33%
$72.61 - $88.75 $32.4K - $39.6K
13.8K $1.23M
BNDX
Vanguard Total International B

ETFs
2.21K
+ 21.0%
$48.77 - $49.55 $108K - $109K
12.7K $629K
XLI
Industrial Sector Spdr

ETFs
532
+ 23.78%
$116.42 - $147.52 $61.9K - $78.5K
2.77K $408K
Lam Research Corp
399
+ 13.04%
N/A
3.46K $337K
CTAS
Cintas Corp

Industrials
416
+ 35.56%
$190.11 - $227.66 $79.1K - $94.7K
1.59K $353K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
131
+ 0.26%
$32.77 - $36.44 $4.29K - $4.77K
49.7K $1.81M
HTAB
Hartford Fds Exchange Traded

ETFs
6.24K
+ 31.73%
$18.44 - $19.31 $115K - $121K
25.9K $485K
NMFC
New Mountain Finance Corp

Financial Services
10.1K
New
$9.11 - $11.09 $92K - $112K
10.1K $107K
Pacer Fds Tr
1.81K
+ 18.95%
N/A
11.4K $400K
QBTS
D Wave Quantum Inc.

Technology
190
+ 1.3%
$6.22 - $19.04 $1.18K - $3.62K
14.9K $215K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.29K
+ 36.95%
$100.44 - $129.37 $130K - $167K
4.78K $493K
QCOM
Qualcomm Inc

Technology
206
+ 1.71%
$124.66 - $159.48 $25.7K - $32.9K
12.3K $1.95M
Defi Technologies Inc
34K
New
N/A
34K $98K
RGTI
Rigetti Computing, Inc.

Technology
750
+ 3.49%
$7.5 - $14.29 $5.63K - $10.7K
22.2K $264K
ORI
Old Republic International Corp

Financial Services
2.58K
+ 29.6%
$35.25 - $39.79 $90.8K - $102K
11.3K $434K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
302
+ 2.51%
$114.78 - $133.31 $34.7K - $40.3K
12.3K $1.64M
IVE
Ishares S&P 500 Value ETF

ETFs
317
+ 5.06%
$168.34 - $195.42 $53.4K - $61.9K
6.58K $1.29M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 5.22%
$1794.73 - $2613.63 $10.8K - $15.7K
121 $316K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.2K
+ 11.26%
$65.75 - $71.57 $78.8K - $85.7K
11.8K $845K
FICO
Fair Isaac Corp

Technology
51
+ 32.69%
$1503.62 - $2206.01 $76.7K - $113K
207 $378K
URI
United Rentals, Inc.

Industrials
27
+ 5.33%
$551.94 - $753.4 $14.9K - $20.3K
534 $402K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
920
+ 4.39%
$77.94 - $79.5 $71.7K - $73.1K
21.9K $1.74M
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
Track This Portfolio

Track Arete Wealth Advisors, LLC Portfolio

Follow Arete Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arete Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arete Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email