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
Advisors Inner Circle Fd Ii
68
+ 0.28%
N/A
24.2K $612K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
2.66K
+ 19.71%
$2.88 - $2.99 $7.67K - $7.97K
16.2K $47K
IDXX
Idexx Laboratories Inc

Healthcare
10
+ 1.79%
$406.29 - $469.04 $4.06K - $4.69K
568 $239K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.62K
+ 9.6%
$5.87 - $6.26 $9.52K - $10.1K
18.5K $109K
GBIL
Goldman Sachs Access Treasury

ETFs
48
+ 1.07%
$99.85 - $100.19 $4.79K - $4.81K
4.53K $454K
DSL
Double Line Income Solutions Fund

Financial Services
372
+ 1.63%
$12.53 - $12.88 $4.66K - $4.79K
23.2K $293K
SAIC
Science Applications International Corp

Technology
17
+ 0.22%
$95.77 - $119.82 $1.63K - $2.04K
7.68K $862K
PL
Planet Labs Pbc

Industrials
26.6K
+ 20.99%
$3.38 - $6.49 $90K - $173K
153K $519K
IWB
Ishares Tr Russell 1000 ETF

ETFs
82
+ 6.46%
$302.31 - $337.54 $24.8K - $27.7K
1.35K $415K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
699
+ 1.78%
$10.68 - $11.3 $7.47K - $7.9K
39.9K $433K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
1.31K
+ 2.8%
$5.75 - $6.1 $7.55K - $8.01K
48.2K $278K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
1.31K
+ 8.78%
$3.71 - $3.96 $4.86K - $5.18K
16.2K $61K
NRO
Neuberger Berman Real Estate Securities Income Fund Inc

Financial Services
2.25K
+ 12.53%
$3.27 - $3.68 $7.36K - $8.28K
20.2K $67K
PEP
Pepsico Inc

Consumer Defensive
213
+ 1.32%
$142.64 - $156.42 $30.4K - $33.3K
16.3K $2.45M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
57
+ 0.26%
$12.03 - $12.69 $686 - $723
21.6K $265K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
980
+ 2.71%
$4.18 - $4.41 $4.1K - $4.32K
37.2K $155K
DY
Dycom Industries Inc

Industrials
195
+ 16.18%
$136.75 - $200.56 $26.7K - $39.1K
1.4K $213K
NEE
Nextera Energy Inc

Utilities
58
+ 1.14%
$66.96 - $76.16 $3.88K - $4.42K
5.14K $365K
EHI
Western Asset Global High Income Fund Inc.

Financial Services
207
+ 1.0%
$6.57 - $6.89 $1.36K - $1.43K
20.9K $138K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
290
+ 2.6%
$32.13 - $33.82 $9.32K - $9.81K
11.4K $371K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
289
+ 12.73%
$203.38 - $274.79 $58.8K - $79.4K
2.56K $526K
IBB
Ishares Biotechnology ETF

ETFs
62
+ 3.12%
$127.9 - $140.56 $7.93K - $8.71K
2.05K $262K
HEPS
D Market Electronic Services & Trading
484
+ 3.84%
$2.8 - $3.75 $1.36K - $1.82K
13.1K $37K
FTSL
First Trust Senior Ln Fund

ETFs
488
+ 1.16%
$45.65 - $46.48 $22.3K - $22.7K
42.4K $1.94M
ITW
Illinois Tool Works Inc

Industrials
11
+ 1.02%
$244.9 - $274.48 $2.69K - $3.02K
1.09K $271K
First Tr Exchng Traded Fd Vi
400
+ 1.25%
N/A
32.4K $1.19M
LAMR
Lamar Advertising CO

Real Estate
206
+ 5.63%
$110.65 - $132.9 $22.8K - $27.4K
3.87K $440K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
23
+ 5.12%
$522.96 - $601.18 $12K - $13.8K
472 $252K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4
+ 0.15%
$72.01 - $79.94 $288 - $320
2.7K $200K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
85
+ 8.1%
$333.37 - $384.99 $28.3K - $32.7K
1.13K $379K
PEG
Public Service Enterprise Group Inc

Utilities
101
+ 1.34%
$78.2 - $90.39 $7.9K - $9.13K
7.62K $627K
IWR
Ishares Russell Mid Cap ETF

ETFs
5
+ 0.17%
$82.81 - $92.93 $414 - $465
3.01K $256K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
699
+ 2.64%
$14.21 - $15.67 $9.93K - $11K
27.2K $388K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
1.14K
+ 9.76%
$5.29 - $10.87 $6.02K - $12.4K
12.8K $68K
ITOT
Ishares Core S&P Total U.S. St

ETFs
195
+ 3.81%
$120.29 - $134.6 $23.5K - $26.2K
5.32K $649K
NTRA
Natera, Inc.

Healthcare
148
+ 7.47%
$132.63 - $177.0 $19.6K - $26.2K
2.13K $301K
CMA
Comerica Inc

Financial Services
1
+ 0.02%
$56.11 - $68.38 $56.1 - $68.4
4.79K $283K
Richtech Robotics Inc
500
+ 1.96%
N/A
26K $51K
AMP
Ameriprise Financial Inc

Financial Services
9
+ 1.94%
$472.29 - $575.13 $4.25K - $5.18K
472 $229K
LOW
Lowes Companies Inc

Consumer Cyclical
130
+ 3.55%
$222.66 - $268.42 $28.9K - $34.9K
3.79K $885K
Innovator Etfs Trust
398
+ 2.07%
N/A
19.6K $702K
TWLO
Twilio Inc

Communication Services
22
+ 0.96%
$94.9 - $148.35 $2.09K - $3.26K
2.32K $227K
SSSS
Suro Capital Corp.

Financial Services
8
+ 0.04%
$4.97 - $6.66 $39.8 - $53.3
22.8K $113K
AVPT
Ave Point, Inc.

Technology
70
+ 0.6%
$13.5 - $19.8 $945 - $1.39K
11.7K $169K
OKE
Oneok Inc

Energy
3
+ 0.02%
$89.57 - $109.85 $269 - $330
19.3K $1.92M
SQ
Block, Inc.

Technology
3.29K
+ 49.13%
$54.04 - $92.95 $178K - $306K
9.99K $543K
Tidal Tr Ii
1.28K
+ 13.25%
N/A
10.9K $222K
NTLA
Intellia Therapeutics, Inc.

Healthcare
2.24K
+ 21.81%
$7.11 - $12.8 $15.9K - $28.7K
12.5K $89K
CSX
Csx Corp

Industrials
1.02K
+ 4.72%
$29.11 - $33.67 $29.6K - $34.2K
22.5K $663K
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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