Arete Wealth Advisors, LLC Incresed Positions in Q1 2025

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
71K
+ 421.6%
N/A
87.9K $9.8M
SHV
Ishares Tr

ETFs
37.7K
+ 72.64%
$110.11 - $110.51 $4.15M - $4.16M
89.5K $9.89M
IAU
Ishares Gold Trust

ETFs
61.8K
+ 526.04%
$49.74 - $58.96 $3.07M - $3.64M
73.5K $4.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
59.1K
+ 72.85%
$64.88 - $72.1 $3.84M - $4.26M
140K $9.23M
TLT
Ishares Barclays 20+ Year Trea

ETFs
29.9K
+ 26.2%
$85.29 - $92.57 $2.55M - $2.77M
144K $13.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
95.4K
+ 11.02%
$24.73 - $25.62 $2.36M - $2.44M
961K $24.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.7K
+ 187.41%
$100.34 - $100.68 $2.38M - $2.39M
36.4K $3.67M
EFV
Msci Eafe Value ETF

ETFs
7.93K
+ 2.66%
$51.88 - $60.73 $411K - $482K
306K $18M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
45.3K
+ 289.79%
$50.03 - $50.27 $2.27M - $2.28M
61K $3.06M
APLD
Applied Blockchain, Inc.

Financial Services
574K
+ 117.02%
$5.62 - $10.65 $3.23M - $6.12M
1.07M $5.99M
UBER
Uber Technologies, Inc

Technology
26.8K
+ 410.75%
$63.17 - $81.49 $1.69M - $2.18M
33.3K $2.43M
Proshares Tr
33.6K
+ 14.92%
N/A
259K $11.5M
IEF
Ishares Barclays

ETFs
14.3K
+ 7.22%
$91.17 - $95.39 $1.3M - $1.36M
212K $20.3M
Managed Portfolio Series
76.5K
+ 229.14%
N/A
110K $2.63M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
64.5K
+ 7.78%
$25.44 - $25.58 $1.64M - $1.65M
893K $22.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
13K
+ 49.76%
$106.22 - $111.09 $1.38M - $1.44M
39K $4.33M
META
Meta Platforms, Inc.

Communication Services
3K
+ 17.96%
$576.36 - $736.67 $1.73M - $2.21M
19.7K $11.4M
IBM
International Business Machines Corp

Technology
4.44K
+ 30.9%
$217.4 - $264.74 $965K - $1.18M
18.8K $4.68M
PVAL
Putnam ETF Tr Putnam Focused L
28.6K
+ 7.79%
$36.8 - $39.59 $1.05M - $1.13M
395K $15.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.4K
+ 29.33%
$42.5 - $46.71 $1.12M - $1.23M
117K $5.27M
CRM
Salesforce, Inc.

Technology
6.01K
+ 113.37%
$268.36 - $359.95 $1.61M - $2.16M
11.3K $3.01M
SO
Southern CO

Utilities
11.6K
+ 62.93%
$80.96 - $92.96 $940K - $1.08M
30.1K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
16.2K
+ 12.29%
$47.4 - $52.99 $767K - $858K
148K $7.52M
ABBV
Abb Vie Inc.

Healthcare
586
+ 1.88%
$169.2 - $216.66 $99.2K - $127K
31.8K $6.67M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
20.9K
+ 34.4%
$50.87 - $51.09 $1.06M - $1.07M
81.5K $4.16M
FNDX
Schwab Fundamental U S Large C

ETFs
45.9K
+ 10.75%
$23.03 - $25.01 $1.06M - $1.15M
473K $11.2M
JPM
Jpmorgan Chase & CO

Financial Services
32.5K
+ 91.82%
$225.19 - $279.95 $7.32M - $9.1M
67.9K $9.48M
SPIB
Spdr Portfolio Intermediate Te

ETFs
29.6K
+ 114.31%
$32.5 - $33.3 $961K - $985K
55.5K $1.84M
MCK
Mckesson Corp

Healthcare
1.24K
+ 83.55%
$566.21 - $672.99 $704K - $837K
2.73K $1.84M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
17.2K
+ 11.51%
$33.84 - $37.77 $583K - $650K
167K $6.08M
XOM
Exxon Mobil Corp

Energy
1.38K
+ 2.02%
$105.44 - $118.93 $145K - $164K
69.6K $8.28M
DE
Deere & CO

Industrials
1.69K
+ 70.34%
$408.57 - $509.27 $691K - $861K
4.1K $1.92M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
21.6K
+ 44.22%
$37.07 - $40.63 $800K - $876K
70.4K $2.77M
MCD
Mcdonalds Corp

Consumer Cyclical
243
+ 0.69%
$279.74 - $321.29 $68K - $78.1K
35.3K $11M
VONE
Vanguard Russell 1000 ETF

ETFs
4.26K
+ 27.53%
$250.16 - $278.79 $1.07M - $1.19M
19.8K $5.01M
VTV
Vanguard Value ETF

ETFs
4.33K
+ 27.49%
$167.73 - $179.21 $726K - $775K
20.1K $3.47M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
8.01K
+ 3.92%
$91.45 - $91.75 $733K - $735K
213K $19.5M
PFFA
Etfis Ser Tr I

ETFs
37K
+ 158.32%
$21.21 - $22.3 $785K - $825K
60.4K $1.28M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11.3K
+ 56.86%
$58.01 - $64.46 $655K - $727K
31.1K $1.93M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.36K
+ 1.1%
$44.41 - $45.98 $282K - $292K
584K $26.7M
JCI
Johnson Controls International PLC

Industrials
8.4K
+ 130.36%
$76.12 - $90.6 $640K - $761K
14.8K $1.19M
SPTL
Spdr Portfolio Long Term Treas

ETFs
23.3K
+ 56.41%
$25.54 - $27.64 $595K - $644K
64.6K $1.76M
Innovator Etfs Trust
26.9K
+ 120.58%
N/A
49.2K $1.33M
SLV
I Shares Silver Trust

ETFs
12.1K
+ 20.65%
$26.93 - $31.32 $326K - $379K
70.8K $2.19M
GNL
Global Net Lease, Inc.

Real Estate
66K
+ 24.37%
$6.91 - $8.26 $456K - $545K
337K $3.82M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.81K
+ 84.75%
$105.1 - $109.61 $611K - $637K
12.7K $1.38M
WFC
Wells Fargo & Company

Financial Services
16.8K
+ 69.4%
$66.78 - $81.42 $1.12M - $1.37M
41.1K $2.31M
AMGN
Amgen Inc

Healthcare
785
+ 10.57%
$258.59 - $327.36 $203K - $257K
8.21K $2.56M
CVX
Chevron Corp

Energy
821
+ 3.98%
$146.71 - $167.97 $120K - $138K
21.4K $3.59M
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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