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
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.54K
+ 5.63%
$67.03 - $74.61 $573K - $637K
160K $10.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
126
+ 14.33%
$497.6 - $606.74 $62.7K - $76.4K
1.01K $500K
ECL
Ecolab Inc.

Basic Materials
64
+ 4.93%
$229.72 - $269.82 $14.7K - $17.3K
1.36K $346K
O
Realty Income Corp

Real Estate
110
+ 1.52%
$51.67 - $58.49 $5.68K - $6.43K
7.34K $426K
CAH
Cardinal Health Inc

Healthcare
14
+ 0.72%
$118.02 - $137.77 $1.65K - $1.93K
1.96K $271K
QRMI
Global X Fds Nasdaq 100 Risk M

ETFs
4.03K
+ 11.58%
$16.63 - $17.76 $67.1K - $71.6K
38.9K $647K
HYGV
Flexshares Tr High Yield Value

ETFs
1.02K
+ 19.35%
$40.21 - $41.29 $41.2K - $42.3K
6.32K $255K
XRMI
Global X Fds S&P 500 Risk Mana

ETFs
3.27K
+ 12.56%
$18.37 - $19.62 $60.1K - $64.2K
29.3K $541K
MET
Metlife Inc

Financial Services
1.64K
+ 11.12%
$77.7 - $87.0 $128K - $143K
16.4K $1.25M
LNG
Cheniere Energy, Inc.

Energy
75
+ 6.01%
$209.32 - $253.66 $15.7K - $19K
1.32K $306K
CLOI
Vaneck ETF Tr

ETFs
665
+ 2.38%
$52.68 - $53.16 $35K - $35.4K
28.6K $1.51M
IYW
Ishares Dj Us Tech ETF

ETFs
852
+ 20.32%
$140.44 - $166.79 $120K - $142K
5.05K $708K
HSY
Hershey CO

Consumer Defensive
160
+ 3.4%
$144.74 - $186.36 $23.2K - $29.8K
4.86K $832K
SRLN
Ssga Active Trust

ETFs
1.02K
+ 11.41%
$41.02 - $41.99 $41.7K - $42.7K
9.92K $408K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
703
+ 22.1%
$77.91 - $92.26 $54.8K - $64.9K
3.88K $309K
IVT
Inven Trust Properties Corp.

Real Estate
2.12K
+ 5.09%
$28.36 - $30.77 $60.2K - $65.3K
43.9K $1.29M
Nabors Energy Transition Cor
83.5K
New
N/A
83.5K $33K
WULF
Terawulf Inc.

Financial Services
12.1K
New
$2.73 - $6.82 $33.2K - $82.8K
12.1K $33K
BAC
Bank Of America Corp

Financial Services
10.3K
+ 13.9%
$39.61 - $47.74 $408K - $491K
84.3K $3.29M
CTAS
Cintas Corp

Industrials
31
+ 2.72%
$182.09 - $208.14 $5.64K - $6.45K
1.17K $240K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
12
+ 0.09%
$32.66 - $36.43 $392 - $437
13.7K $480K
JOE
St Joe CO

Real Estate
420
+ 8.32%
$43.61 - $49.45 $18.3K - $20.8K
5.47K $257K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.06K
+ 12.25%
$40.03 - $46.81 $202K - $237K
46.3K $1.89M
ORI
Old Republic International Corp

Financial Services
3
+ 0.03%
$33.46 - $39.22 $100 - $118
8.7K $341K
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
2.22K
+ 0.43%
$14.31 - $14.8 $31.8K - $32.9K
518K $7.49M
MAA
Mid America Apartment Communities Inc.

Real Estate
13
+ 0.73%
$146.9 - $170.92 $1.91K - $2.22K
1.8K $301K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.3K
+ 5.19%
N/A
26.3K $532K
Advisors Inner Circle Fd Ii
219
+ 1.29%
N/A
17.2K $451K
FTHI
First Trust Exchange Traded Fd

ETFs
1.85K
+ 17.57%
$21.62 - $23.74 $40K - $43.9K
12.4K $270K
ANDE
Andersons, Inc.

Consumer Defensive
189
+ 2.82%
$40.06 - $47.81 $7.57K - $9.04K
6.9K $296K
AMD
Advanced Micro Devices Inc

Technology
1.28K
+ 21.49%
$96.63 - $129.55 $124K - $166K
7.26K $746K
TDVG
T Rowe Price Exchange Traded F

Technology
330
+ 3.17%
$39.23 - $42.13 $12.9K - $13.9K
10.7K $434K
MCO
Moodys Corp

Financial Services
142
+ 2.64%
$437.8 - $527.48 $62.2K - $74.9K
5.51K $2.57M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.73K
+ 1.2%
$169.43 - $182.84 $293K - $316K
146K $25.3M
BBDC
Barings Bdc, Inc.

Financial Services
2.38K
+ 6.99%
$9.36 - $10.78 $22.3K - $25.7K
36.5K $348K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
118
+ 2.57%
$45.62 - $51.12 $5.38K - $6.03K
4.71K $240K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
326
+ 10.45%
$96.88 - $111.25 $31.6K - $36.3K
3.45K $344K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
119
+ 6.58%
$196.12 - $229.48 $23.3K - $27.3K
1.93K $390K
INTU
Intuit Inc

Technology
47
+ 5.03%
$555.63 - $630.23 $26.1K - $29.6K
981 $602K
FTQI
First Trust ETF Vi First Trust

ETFs
2.65K
+ 14.99%
$18.72 - $21.32 $49.7K - $56.6K
20.4K $384K
VLUE
Ishares Msci Usa Value Factor

ETFs
100
+ 2.35%
$104.89 - $113.56 $10.5K - $11.4K
4.36K $465K
LSCC
Lattice Semiconductor Corp

Technology
510
+ 13.88%
$52.45 - $68.78 $26.7K - $35.1K
4.19K $220K
DD
Du Pont De Nemours, Inc.

Basic Materials
279
+ 4.46%
$72.7 - $84.32 $20.3K - $23.5K
6.53K $488K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
104
+ 3.03%
$69.87 - $75.62 $7.27K - $7.86K
3.53K $256K
POCT
Innovator U.S. Equity Power Bu

ETFs
500
+ 3.87%
$38.53 - $40.49 $19.3K - $20.2K
13.4K $522K
PJAN
Innovator U.S. Equity Power Bu

ETFs
354
+ 5.67%
$41.09 - $43.24 $14.5K - $15.3K
6.6K $274K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.1K
+ 7.87%
$39.02 - $42.89 $42.9K - $47.2K
15.1K $596K
ECC
Eagle Point Credit CO Inc.

Financial Services
2.5K
+ 15.87%
$7.7 - $9.14 $19.2K - $22.8K
18.2K $150K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
258
+ 2.45%
$19.7 - $20.61 $5.08K - $5.32K
10.8K $218K
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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