Arete Wealth Advisors, LLC Incresed Positions in Q2 2025

Arete Wealth Advisors, LLC

  • $1.41 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
183K
+ 46.4%
$33.6 - $40.23 $6.16M - $7.38M
579K $23.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
37.3K
+ 25.49%
$152.93 - $181.74 $5.7M - $6.78M
184K $33.4M
JNJ
Johnson & Johnson

Healthcare
52.3K
+ 308.24%
$146.36 - $159.82 $7.66M - $8.36M
69.3K $10.6M
RTX
Raytheon Technologies Corp

Industrials
40.8K
+ 400.96%
$113.75 - $148.48 $4.64M - $6.05M
50.9K $7.44M
IBM
International Business Machines Corp

Technology
15.6K
+ 82.98%
$221.03 - $294.78 $3.45M - $4.6M
34.4K $10.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
19.5K
+ 173.34%
$171.4 - $227.1 $3.35M - $4.43M
30.8K $6.99M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
34.8K
+ 24.81%
$58.41 - $72.69 $2.03M - $2.53M
175K $12.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
125K
+ 12.99%
$24.98 - $25.66 $3.12M - $3.2M
1.09M $27.8M
Ishares Bitcoin Trust ETF
39.6K
+ 128.78%
N/A
70.3K $4.32M
SPYG
Spdr Portfolio

ETFs
2.84K
+ 1.86%
$71.83 - $95.32 $204K - $270K
155K $14.8M
EFV
Msci Eafe Value ETF

ETFs
13.9K
+ 4.54%
$52.4 - $64.65 $729K - $899K
320K $20.3M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
43.4K
+ 61.62%
$34.72 - $42.74 $1.51M - $1.85M
114K $4.86M
Ea Series Trust
17.3K
+ 19.72%
N/A
105K $11.9M
IAI
Ishares Tr Us Broker Dealers &

ETFs
11.7K
+ 581.85%
$122.04 - $169.14 $1.43M - $1.98M
13.7K $2.32M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
75.8K
+ 8.49%
$24.96 - $25.5 $1.89M - $1.93M
969K $24.7M
PULS
Pgim ETF Tr

ETFs
37.3K
+ 28.18%
$49.39 - $49.76 $1.84M - $1.85M
170K $8.44M
EFG
Msci Eafe Growth ETF

ETFs
11.4K
+ 24.83%
$89.8 - $112.0 $1.03M - $1.28M
57.4K $6.43M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
13.1K
+ 204.35%
$101.93 - $128.63 $1.34M - $1.69M
19.6K $2.52M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
9.07K
+ 5.66%
$60.34 - $74.89 $547K - $679K
169K $12.7M
WMT
Walmart Inc.

Consumer Defensive
10.6K
+ 15.58%
$81.79 - $99.98 $867K - $1.06M
78.6K $7.69M
GOOGL
Alphabet Inc.

Communication Services
2.27K
+ 3.82%
$144.7 - $178.6 $329K - $406K
61.7K $10.9M
PSC
Principal ETF U.S. Small Cap M

ETFs
26.7K
+ 82.98%
$43.14 - $53.28 $1.15M - $1.42M
59K $3.14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
16.2K
+ 7.62%
$91.43 - $91.74 $1.48M - $1.49M
229K $21M
VEA
Vanguard Ftse Developed Market

ETFs
5.18K
+ 3.51%
$45.65 - $57.01 $237K - $295K
153K $8.73M
IEFA
Ishares Tr

ETFs
10.7K
+ 28.17%
$67.83 - $84.09 $727K - $902K
48.8K $4.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
5K
+ 15.64%
$166.82 - $194.23 $835K - $972K
37K $7.18M
CROX
Crocs, Inc.

Consumer Cyclical
11.5K
+ 81.29%
$88.67 - $120.26 $1.02M - $1.39M
25.7K $2.62M
VTV
Vanguard Value ETF

ETFs
5.76K
+ 28.7%
$153.67 - $176.74 $885K - $1.02M
25.8K $4.56M
MU
Micron Technology Inc

Technology
7.17K
+ 126.07%
$64.72 - $127.91 $464K - $917K
12.9K $1.58M
HOOD
Robinhood Markets, Inc.

Technology
7.58K
+ 109.04%
$34.17 - $93.63 $259K - $710K
14.5K $1.36M
Neos ETF Trust
18.9K
+ 169.73%
N/A
30.1K $1.56M
SPYI
Shp ETF Tr Neos S&P 500 High I
18.7K
+ 110.37%
N/A
35.7K $1.8M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
7.87K
+ 41.93%
$40.51 - $71.03 $319K - $559K
26.6K $1.87M
Zacks Trust
16.8K
+ 14.82%
N/A
130K $4.42M
VXF
Vanguard Extended Market ETF

ETFs
1.65K
+ 6.0%
$150.43 - $192.71 $248K - $318K
29.1K $5.62M
INTU
Intuit Inc

Technology
891
+ 90.83%
$544.07 - $787.63 $485K - $702K
1.87K $1.48M
Innovator Etfs Trust
3.56K
+ 0.53%
N/A
674K $16.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.27K
+ 2.56%
$32.66 - $40.75 $139K - $174K
171K $6.93M
XLK
Technology Sector Spdr

ETFs
1.27K
+ 12.08%
$179.73 - $253.23 $229K - $323K
11.8K $2.99M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
15.5K
+ 20.11%
$49.82 - $50.25 $774K - $780K
92.8K $4.64M
MSTR
Microstrategy Inc

Technology
586
+ 12.87%
$237.95 - $421.61 $139K - $247K
5.14K $2.08M
CEG
Constellation Energy Corp

Utilities
1.17K
+ 40.48%
$170.96 - $322.76 $200K - $378K
4.06K $1.31M
AMD
Advanced Micro Devices Inc

Technology
3.05K
+ 42.06%
$78.21 - $143.81 $239K - $439K
10.3K $1.46M
IEMG
Ishares Inc

ETFs
5.49K
+ 9.48%
N/A
63.4K $3.81M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.77K
+ 3.24%
$39.89 - $49.46 $151K - $187K
120K $5.95M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.2K
+ 33.92%
$49.79 - $50.75 $659K - $671K
52.2K $2.65M
IWM
Ishares Russell 2000 ETF

ETFs
704
+ 2.57%
$174.82 - $215.79 $123K - $152K
28.1K $6.06M
Direxion Shs ETF Tr
13K
+ 19.13%
N/A
80.9K $2.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
201
+ 0.62%
$82.96 - $110.1 $16.7K - $22.1K
32.7K $3.6M
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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