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
RELX
Relx PLC

Communication Services
33
+ 0.77%
$45.31 - $55.66 $1.5K - $1.84K
4.33K $236K
KRG
Kite Realty Group Trust

Real Estate
581
+ 4.07%
$19.53 - $23.3 $11.3K - $13.5K
14.9K $336K
FDHY
Fidelity Covington Trust High

ETFs
226
+ 2.96%
$46.01 - $48.93 $10.4K - $11.1K
7.86K $384K
FAST
Fastenal CO

Industrials
2.59K
+ 98.63%
$40.65 - $83.16 $105K - $216K
5.22K $220K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3
+ 0.11%
$65.41 - $79.66 $196 - $239
2.71K $216K
UL
Unilever PLC

Consumer Defensive
120
+ 2.81%
$57.9 - $65.43 $6.95K - $7.85K
4.39K $269K
PLD
Prologis, Inc.

Real Estate
573
+ 8.44%
$89.76 - $112.34 $51.4K - $64.4K
7.36K $774K
JCPB
J P Morgan Exchange Traded Fd

ETFs
283
+ 0.36%
$45.9 - $47.2 $13K - $13.4K
79.2K $3.73M
PFE
Pfizer Inc

Healthcare
5.22K
+ 5.11%
$21.59 - $24.84 $113K - $130K
107K $2.6M
MKC
Mccormick & CO Inc

Consumer Defensive
419
+ 14.48%
$71.11 - $82.25 $29.8K - $34.5K
3.31K $251K
KRE
Spdr S&P Regional Banking ETF

ETFs
47
+ 1.22%
$48.81 - $59.48 $2.29K - $2.8K
3.91K $232K
CCI
Crown Castle International Corp

Real Estate
188
+ 3.8%
$94.83 - $107.06 $17.8K - $20.1K
5.13K $527K
ZTS
Zoetis Inc.

Healthcare
138
+ 10.7%
$144.41 - $170.3 $19.9K - $23.5K
1.43K $223K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
213
+ 2.14%
$25.27 - $27.14 $5.38K - $5.78K
10.2K $276K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
433
+ 0.9%
$22.54 - $23.17 $9.76K - $10K
48.6K $1.12M
WPC
W. P. Carey Inc.

Real Estate
354
+ 1.97%
$56.12 - $64.53 $19.9K - $22.8K
18.3K $1.14M
OPEN
Opendoor Technologies Inc.

Real Estate
14.5K
New
$0.51 - $1.09 $7.39K - $15.8K
14.5K $8K
SCI
Service Corp International

Consumer Cyclical
34
+ 0.83%
$73.58 - $81.65 $2.5K - $2.78K
4.15K $338K
WM
Waste Management Inc

Industrials
79
+ 1.9%
$216.47 - $242.1 $17.1K - $19.1K
4.25K $972K
Classover Hldgs Inc
42.1K
New
N/A
42.1K $6K
ECC
Eagle Point Credit CO Inc.

Financial Services
1.97K
+ 10.81%
$6.94 - $8.31 $13.7K - $16.4K
20.2K $155K
PFG
Principal Financial Group Inc

Financial Services
322
+ 7.78%
$69.56 - $86.19 $22.4K - $27.8K
4.46K $354K
SBUX
Starbucks Corp

Consumer Cyclical
591
+ 7.77%
$79.69 - $99.41 $47.1K - $58.8K
8.2K $751K
CMA
Comerica Inc

Financial Services
13
+ 0.27%
$50.42 - $59.65 $655 - $775
4.8K $286K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
5
+ 0.01%
$59.8 - $60.07 $299 - $300
50K $3M
AINV
Apollo Investment Corp

Financial Services
500
+ 3.24%
N/A
15.9K $201K
SHEL
Shell PLC

Energy
182
+ 4.42%
$59.75 - $73.05 $10.9K - $13.3K
4.3K $302K
PAYX
Paychex Inc

Industrials
192
+ 5.77%
$137.01 - $159.78 $26.3K - $30.7K
3.52K $512K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10
+ 0.04%
$100.04 - $100.54 $1K - $1.01K
23.9K $2.4M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
56
+ 0.88%
$48.13 - $49.85 $2.7K - $2.79K
6.44K $316K
Tidal Tr Ii
36
+ 0.34%
N/A
10.7K $87K
TGT
Target Corp

Consumer Defensive
150
+ 5.23%
$88.76 - $105.77 $13.3K - $15.9K
3.02K $298K
ET
Energy Transfer LP

Energy
855
+ 2.25%
$15.65 - $18.93 $13.4K - $16.2K
38.8K $704K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
334
+ 7.09%
$45.92 - $50.78 $15.3K - $17K
5.05K $236K
DD
Du Pont De Nemours, Inc.

Basic Materials
517
+ 7.91%
$55.13 - $75.25 $28.5K - $38.9K
7.05K $484K
SPG
Simon Property Group Inc

Real Estate
67
+ 2.35%
$140.37 - $171.44 $9.4K - $11.5K
2.92K $469K
UNP
Union Pacific Corp

Industrials
89
+ 2.18%
$208.27 - $238.46 $18.5K - $21.2K
4.17K $960K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
4
+ 0.02%
$10.29 - $11.24 $41.2 - $45
23.6K $258K
MO
Altria Group, Inc.

Consumer Defensive
385
+ 1.8%
$55.56 - $60.91 $21.4K - $23.5K
21.8K $1.28M
AEP
American Electric Power CO Inc

Utilities
240
+ 3.98%
$98.59 - $109.11 $23.7K - $26.2K
6.26K $650K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
1.32K
+ 3.3%
$9.89 - $10.9 $13K - $14.4K
41.2K $425K
MPLX
Mplx LP

Energy
200
+ 2.03%
$46.68 - $53.89 $9.34K - $10.8K
10.1K $518K
TMUS
T Mobile Us, Inc.

Communication Services
377
+ 10.71%
$220.99 - $268.54 $83.3K - $101K
3.9K $929K
BBDC
Barings Bdc, Inc.

Financial Services
237
+ 0.65%
$7.89 - $9.51 $1.87K - $2.25K
36.7K $336K
PLW
Invesco 1 30 Laddered Treasury

ETFs
110
+ 0.24%
N/A
45.9K $1.26M
IYH
Ishares Tr

ETFs
86
+ 1.97%
$53.97 - $60.17 $4.64K - $5.17K
4.45K $251K
Oaktree Specialty Lending CO
46
+ 0.44%
N/A
10.5K $143K
COP
Conocophillips

Energy
2.59K
+ 15.83%
$82.66 - $106.1 $214K - $275K
18.9K $1.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
27
+ 2.77%
$212.1 - $244.27 $5.73K - $6.6K
1K $219K
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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