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
RE
Everest Re Group LTD

Financial Services
345
+ 39.07%
N/A
1.23K $446K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
1.71K
+ 0.9%
$10.35 - $11.79 $17.7K - $20.2K
191K $2.14M
Direxion Shs ETF Tr
14.8K
+ 27.89%
N/A
67.9K $2.05M
AEP
American Electric Power CO Inc

Utilities
176
+ 3.01%
$90.32 - $109.27 $15.9K - $19.2K
6.02K $658K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.17K
+ 51.59%
$49.25 - $50.66 $107K - $110K
6.38K $317K
VTI
Vanguard Total Stock Market Et

ETFs
1.24K
+ 8.11%
$271.18 - $303.12 $336K - $376K
16.5K $4.54M
Blackrock ETF Trust Ii
1.53K
+ 2.52%
N/A
62.4K $3.27M
CSCO
Cisco Systems, Inc.

Technology
156
+ 0.46%
$58.74 - $64.87 $9.16K - $10.1K
34.2K $2.11M
C
Citigroup Inc

Financial Services
2.25K
+ 19.71%
$67.23 - $84.63 $151K - $190K
13.7K $904K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.29K
+ 6.58%
$22.46 - $23.26 $73.8K - $76.5K
53.3K $1.23M
Pacer Fds Tr
3.16K
+ 49.18%
N/A
9.57K $295K
SPYI
Shp ETF Tr Neos S&P 500 High I
2.68K
+ 18.74%
N/A
17K $813K
PLD
Prologis, Inc.

Real Estate
390
+ 6.09%
$103.59 - $124.04 $40.4K - $48.4K
6.79K $759K
VOT
Vanguard Mid Cap Growth Index

ETFs
424
+ 19.61%
$237.72 - $276.98 $101K - $117K
2.59K $633K
BND
Vanguard Bd Index Fd Inc Total

ETFs
883
+ 7.64%
$71.17 - $73.66 $62.8K - $65K
12.4K $913K
SCI
Service Corp International

Consumer Cyclical
993
+ 31.77%
$75.99 - $84.16 $75.5K - $83.6K
4.12K $330K
Series Portfolios Tr
3.05K
+ 37.82%
N/A
11.1K $295K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.7K
+ 37.37%
$47.03 - $47.8 $79.9K - $81.2K
6.24K $294K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.6K
+ 12.48%
$92.45 - $106.69 $333K - $384K
32.5K $3.01M
PFN
Pimco Income Strategy Fund Ii

Financial Services
10K
New
$7.41 - $7.64 $74.4K - $76.7K
10K $76K
QCOM
Qualcomm Inc

Technology
512
+ 4.43%
$151.94 - $175.86 $77.8K - $90K
12.1K $1.85M
SJNK
Spdr Bloomberg Short Term High

ETFs
3.05K
+ 17.7%
$25.08 - $25.64 $76.5K - $78.2K
20.3K $510K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
21
+ 11.86%
$1187.71 - $1432.58 $24.9K - $30.1K
198 $284K
ADP
Automatic Data Processing Inc

Industrials
53
+ 1.23%
$286.85 - $318.64 $15.2K - $16.9K
4.36K $1.33M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
432
+ 3.73%
$126.11 - $135.06 $54.5K - $58.3K
12K $1.55M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.34K
+ 18.81%
$54.25 - $57.64 $72.8K - $77.4K
8.48K $467K
Advisors Inner Circle Fd Ii
3.76K
+ 15.06%
N/A
28.7K $695K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
758
+ 9.53%
$76.94 - $78.28 $58.3K - $59.3K
8.72K $682K
Tidal Tr Ii
15.7K
+ 155.33%
N/A
25.7K $197K
VDE
Vanguard Energy ETF

ETFs
340
+ 13.19%
$119.14 - $132.76 $40.5K - $45.1K
2.92K $378K
FSCO
Fs Cr Opportunities Corp Com
2.3K
+ 1.12%
N/A
207K $1.46M
ASML
Asml Holding Nv

Technology
126
+ 21.5%
$662.63 - $776.99 $83.5K - $97.9K
712 $472K
AON
Aon PLC

Financial Services
10
+ 0.68%
$348.44 - $409.32 $3.48K - $4.09K
1.49K $595K
VICI
Vici Properties Inc.

Real Estate
1.1K
+ 13.45%
$28.21 - $32.68 $30.9K - $35.8K
9.25K $302K
CB
Chubb LTD

Financial Services
114
+ 10.67%
$257.71 - $301.99 $29.4K - $34.4K
1.18K $357K
LHX
L3 Harris Technologies, Inc.

Industrials
289
+ 14.18%
$194.65 - $222.86 $56.3K - $64.4K
2.33K $487K
TUGN
Listed Fds Tr Stf Tactical Gro

ETFs
4.41K
+ 31.01%
$21.56 - $25.08 $95.2K - $111K
18.6K $401K
IWY
Ishares Tr Russell 200 Growth

ETFs
422
+ 33.92%
$210.19 - $243.33 $88.7K - $103K
1.67K $351K
EMB
Ishares Tr

ETFs
560
+ 13.35%
$88.64 - $92.03 $49.6K - $51.5K
4.76K $431K
GWW
W.W. Grainger, Inc.

Industrials
70
+ 36.08%
$953.54 - $1132.42 $66.7K - $79.3K
264 $261K
BDX
Becton Dickinson & CO

Healthcare
203
+ 6.02%
$222.79 - $249.08 $45.2K - $50.6K
3.58K $819K
MS
Morgan Stanley

Financial Services
7.25K
+ 148.55%
$111.68 - $141.08 $809K - $1.02M
12.1K $667K
ETF Opportunities Trust
3.9K
+ 29.38%
N/A
17.2K $715K
HGLB
Highland Global Allocation Fund

N/A
988
+ 3.67%
$7.06 - $8.36 $6.98K - $8.26K
27.9K $233K
Health In Tech Inc
71.4K
New
N/A
71.4K $47K
RIET
ETF Ser Solutions Hoya Capital

ETFs
4.75K
+ 27.5%
$9.79 - $10.5 $46.5K - $49.8K
22K $221K
IJAN
Innovator Etfs Tr Intl Dev Pwr
990
+ 12.62%
N/A
8.84K $282K
Innovator Etfs Trust
1.02K
+ 5.43%
N/A
19.7K $596K
MBB
Ishares Tr

ETFs
162
+ 1.16%
$90.37 - $94.08 $14.6K - $15.2K
14.1K $1.33M
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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