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
KMI
Kinder Morgan, Inc.

Energy
776
+ 1.09%
$25.21 - $29.4 $19.6K - $22.8K
71.9K $2.11M
NSC
Norfolk Southern Corp

Industrials
216
+ 16.84%
$206.34 - $257.46 $44.6K - $55.6K
1.5K $384K
XLU
Utilities Sector Spdr

ETFs
366
+ 2.13%
$73.09 - $82.77 $26.8K - $30.3K
17.5K $1.43M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
832
+ 1.58%
$82.21 - $83.12 $68.4K - $69.2K
53.4K $4.43M
FITB
Fifth Third Bancorp

Financial Services
1.57K
+ 30.22%
$33.32 - $41.51 $52.2K - $65.1K
6.76K $278K
IGRO
Ishares Tr International Divid

ETFs
378
+ 5.42%
$66.32 - $80.17 $25.1K - $30.3K
7.36K $580K
MBB
Ishares Tr

ETFs
760
+ 5.37%
$91.41 - $94.22 $69.5K - $71.6K
14.9K $1.4M
CMI
Cummins Inc

Industrials
176
+ 15.77%
$267.12 - $336.65 $47K - $59.3K
1.29K $423K
CSQ
Calamos Strategic Total Return Fund

Financial Services
99
+ 0.29%
$13.86 - $18.24 $1.37K - $1.81K
34.4K $627K
MET
Metlife Inc

Financial Services
8
+ 0.05%
$68.42 - $82.49 $547 - $660
16.4K $1.32M
Advisors Inner Circle Fd Ii
717
+ 4.16%
N/A
17.9K $518K
T
At&T Inc.

Communication Services
549
+ 0.91%
$26.33 - $28.94 $14.5K - $15.9K
61.2K $1.77M
NVS
Novartis Ag

Healthcare
268
+ 8.05%
$101.96 - $121.01 $27.3K - $32.4K
3.6K $435K
BTI
British American Tobacco P.L.C.

Consumer Defensive
539
+ 8.6%
$39.43 - $49.34 $21.3K - $26.6K
6.8K $322K
GILD
Gilead Sciences, Inc.

Healthcare
684
+ 6.06%
$96.91 - $113.0 $66.3K - $77.3K
12K $1.33M
ABC
Amerisourcebergen Corp

Healthcare
45
+ 2.09%
N/A
2.2K $660K
PEG
Public Service Enterprise Group Inc

Utilities
485
+ 6.37%
$77.13 - $84.18 $37.4K - $40.8K
8.1K $682K
TBBK
Bancorp, Inc.

Financial Services
314
+ 3.47%
$40.93 - $57.59 $12.9K - $18.1K
9.36K $533K
UMAR
Innovator U.S. Equity Ultra Bu

ETFs
152
+ 0.65%
$33.82 - $37.61 $5.14K - $5.72K
23.4K $880K
NTLA
Intellia Therapeutics, Inc.

Healthcare
2.66K
+ 21.23%
$6.28 - $9.67 $16.7K - $25.7K
15.2K $142K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
624
+ 14.63%
$75.05 - $77.34 $46.8K - $48.3K
4.89K $378K
PRU
Prudential Financial Inc

Financial Services
964
+ 7.74%
$95.12 - $112.71 $91.7K - $109K
13.4K $1.44M
BSX
Boston Scientific Corp

Healthcare
142
+ 2.69%
$89.7 - $107.41 $12.7K - $15.3K
5.43K $583K
VV
Vanguard Large Cap ETF

ETFs
22
+ 1.42%
$228.25 - $285.3 $5.02K - $6.28K
1.57K $448K
ADP
Automatic Data Processing Inc

Industrials
118
+ 2.71%
$276.76 - $326.81 $32.7K - $38.6K
4.47K $1.38M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.36K
+ 1.91%
$29.82 - $30.19 $40.5K - $41K
72.4K $2.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
599
+ 4.82%
$72.02 - $73.82 $43.1K - $44.2K
13K $960K
DSI
Ishares Msci Kld 400 Social Et

ETFs
15
+ 0.46%
$91.62 - $116.16 $1.37K - $1.74K
3.3K $384K
AUSF
Global X Fds Adaptive U S Fact

ETFs
297
+ 0.99%
$39.16 - $44.7 $11.6K - $13.3K
30.3K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.68K
+ 3.16%
$22.68 - $23.28 $38.2K - $39.2K
55K $1.28M
ORGN
Origin Materials, Inc.

Basic Materials
87.5K
New
$0.42 - $0.85 $36.8K - $74.4K
87.5K $42K
O
Realty Income Corp

Real Estate
772
+ 10.51%
$52.27 - $58.52 $40.4K - $45.2K
8.12K $467K
FTSL
First Trust Senior Ln Fund

ETFs
670
+ 1.58%
$44.58 - $46.07 $29.9K - $30.9K
43.1K $1.98M
SO
Southern CO

Utilities
470
+ 1.56%
$84.91 - $92.56 $39.9K - $43.5K
30.5K $2.8M
Tidal Tr Ii
100
+ 0.39%
N/A
25.8K $236K
KAPR
Innovator U.S. Small Cap Power

ETFs
813
+ 10.04%
$28.5 - $32.39 $23.2K - $26.3K
8.91K $289K
VT
Vanguard Total World Stk Index

ETFs
85
+ 4.01%
$103.16 - $128.52 $8.77K - $10.9K
2.21K $284K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
478
+ 4.18%
$30.9 - $34.31 $14.8K - $16.4K
11.9K $409K
JMEE
J P Morgan Exchange Traded Fd

ETFs
151
+ 1.73%
$49.07 - $59.23 $7.41K - $8.94K
8.89K $526K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.13K
+ 5.57%
$24.12 - $25.48 $27.3K - $28.8K
21.4K $546K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
609
+ 12.33%
$47.46 - $55.3 $28.9K - $33.7K
5.55K $306K
AMP
Ameriprise Financial Inc

Financial Services
17
+ 3.6%
$422.19 - $533.73 $7.18K - $9.07K
489 $261K
LSCC
Lattice Semiconductor Corp

Technology
923
+ 22.05%
$37.84 - $56.0 $34.9K - $51.7K
5.11K $250K
SAIC
Science Applications International Corp

Technology
233
+ 3.03%
$100.22 - $123.41 $23.4K - $28.8K
7.91K $891K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
416
+ 6.58%
$33.11 - $37.79 $13.8K - $15.7K
6.73K $254K
PJUL
Innovator U.S. Equity Power Bu

ETFs
170
+ 3.17%
$37.66 - $43.85 $6.4K - $7.45K
5.53K $242K
VHT
Vanguard Health Care ETF

ETFs
204
+ 13.47%
$236.71 - $261.92 $48.3K - $53.4K
1.72K $427K
JOE
St Joe CO

Real Estate
393
+ 7.19%
$40.82 - $49.27 $16K - $19.4K
5.86K $280K
Tidal Tr Ii
32
+ 0.29%
N/A
10.9K $242K
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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