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
Neos ETF Trust
422
+ 3.94%
N/A
11.1K $529K
DOW
Dow Inc.

Basic Materials
2K
+ 9.93%
$34.36 - $41.92 $68.9K - $84K
22.2K $775K
EMR
Emerson Electric CO

Industrials
269
+ 5.51%
$108.64 - $131.17 $29.2K - $35.3K
5.15K $564K
VBK
Vanguard Small Cap Growth ETF

ETFs
92
+ 3.82%
$247.97 - $296.33 $22.8K - $27.3K
2.5K $629K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
596
+ 4.65%
$80.73 - $94.96 $48.1K - $56.6K
13.4K $1.11M
AVK
Advent Convertible & Income Fund

Financial Services
855
+ 0.27%
$11.44 - $12.34 $9.78K - $10.6K
323K $3.73M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
1.09K
+ 5.42%
$11.76 - $15.2 $12.8K - $16.5K
21.1K $248K
DHR
Danaher Corp

Healthcare
292
+ 6.24%
$201.62 - $250.59 $58.9K - $73.2K
4.97K $1.02M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
2.74K
+ 18.37%
$10.75 - $16.2 $29.4K - $44.3K
17.6K $193K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
893
+ 4.16%
$51.45 - $58.51 $45.9K - $52.2K
22.4K $1.16M
COIN
Coinbase Global, Inc.

Technology
2.42K
+ 38.79%
$172.23 - $301.3 $417K - $730K
8.67K $1.49M
Ark 21 Shares Bitcoin ETF
17
+ 0.28%
N/A
6.16K $507K
Core Scientific Inc New
6.45K
+ 39.14%
N/A
22.9K $166K
DDOG
Datadog, Inc.

Technology
328
+ 16.58%
$98.68 - $151.89 $32.4K - $49.8K
2.31K $229K
JHG
Janus Henderson Group PLC

Financial Services
309
+ 2.44%
$35.98 - $45.94 $11.1K - $14.2K
13K $468K
PRU
Prudential Financial Inc

Financial Services
92
+ 0.74%
$105.04 - $122.33 $9.66K - $11.3K
12.5K $1.39M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.77K
+ 10.42%
$47.25 - $67.02 $83.7K - $119K
18.8K $893K
TGT
Target Corp

Consumer Defensive
72
+ 2.58%
$103.65 - $142.5 $7.46K - $10.3K
2.87K $299K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
318
+ 1.24%
$69.69 - $79.99 $22.2K - $25.4K
26K $1.86M
SVOL
Simplify ETF Simplify Volatili

ETFs
8.31K
+ 9.24%
$17.92 - $21.7 $149K - $180K
98.2K $1.79M
Ge Vernova Inc
86
+ 1.85%
N/A
4.73K $1.45M
VTWO
Vanguard Russell 2000 ETF

ETFs
1.16K
+ 5.37%
$80.08 - $92.93 $92.5K - $107K
22.7K $1.83M
VXF
Vanguard Extended Market ETF

ETFs
2.03K
+ 7.98%
$170.36 - $201.04 $346K - $409K
27.5K $4.74M
Invesco Galaxy Bitcoin ETF
2.06K
+ 7.84%
N/A
28.4K $2.33M
VET
Vermilion Energy Inc.

Energy
611
+ 0.57%
$7.33 - $10.29 $4.48K - $6.29K
109K $880K
Fidelity Wise Origin Bitcoin
290
+ 1.75%
N/A
16.9K $1.21M
Zacks Trust
5.31K
+ 4.91%
N/A
113K $3.44M
USB
Us Bancorp \De\

Financial Services
790
+ 2.28%
$40.92 - $50.9 $32.3K - $40.2K
35.5K $1.5M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
42
+ 0.21%
$81.1 - $94.7 $3.41K - $3.98K
20K $1.62M
ADBE
Adobe Inc.

Technology
111
+ 3.06%
$377.84 - $464.11 $41.9K - $51.5K
3.74K $1.43M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.55K
+ 9.65%
$360.07 - $417.26 $917K - $1.06M
28.9K $10.4M
VRT
Vertiv Holdings CO

Industrials
72
+ 1.34%
N/A
5.46K $395K
SPYG
Spdr Portfolio

ETFs
10.7K
+ 7.59%
$80.05 - $92.39 $860K - $992K
152K $12.2M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
290
+ 2.88%
$211.47 - $267.17 $61.3K - $77.5K
10.3K $2.19M
BX
Blackstone Inc.

Financial Services
278
+ 2.89%
$136.53 - $186.74 $38K - $51.9K
9.88K $1.38M
GS
Goldman Sachs Group Inc

Financial Services
6.31K
+ 153.9%
$524.81 - $672.19 $3.31M - $4.24M
10.4K $2.07M
APO
Apollo Global Management, Inc.

Financial Services
752
+ 5.53%
$126.01 - $172.06 $94.8K - $129K
14.3K $1.97M
IVV
Ishares Core S&P 500 ETF

ETFs
286
+ 1.61%
$554.06 - $615.85 $158K - $176K
18.1K $10.2M
IT
Gartner Inc

Technology
2
+ 0.04%
$418.25 - $548.38 $837 - $1.1K
5.19K $2.18M
VUG
Vanguard Growth ETF

ETFs
2.68K
+ 8.1%
$369.1 - $427.61 $990K - $1.15M
35.8K $13.3M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
913
+ 0.75%
$23.71 - $27.77 $21.6K - $25.4K
122K $2.9M
IWM
Ishares Russell 2000 ETF

ETFs
743
+ 2.79%
$198.1 - $229.79 $147K - $171K
27.4K $5.46M
Invesco Galaxy Ethereum ETF
4.21K
+ 8.11%
N/A
56.2K $1.02M
TSLA
Tesla, Inc.

Consumer Cyclical
5.63K
+ 27.52%
$222.15 - $428.22 $1.25M - $2.41M
26.1K $6.77M
DIS
Walt Disney CO

Communication Services
445
+ 0.14%
$96.87 - $114.0 $43.1K - $50.7K
329K $32.5M
NVDA
Nvidia Corp

Technology
3.88K
+ 1.57%
$106.98 - $149.43 $415K - $580K
251K $27.3M
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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