Arete Wealth Advisors, LLC Incresed Positions in Q3 2025

Arete Wealth Advisors, LLC

  • $1.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust Ii
561K
+ 1051.5%
N/A
615K $32.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
273K
+ 156.1%
$72.65 - $78.68 $19.9M - $21.5M
448K $35.2M
AAPL
Apple Inc.

Technology
8.54K
+ 5.84%
$202.38 - $256.87 $1.73M - $2.19M
155K $39.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17.6K
+ 581.9%
$459.11 - $506.91 $8.09M - $8.93M
20.6K $10.4M
PULS
Pgim ETF Tr

ETFs
178K
+ 104.81%
$49.58 - $49.83 $8.81M - $8.86M
347K $17.3M
NVDA
Nvidia Corp

Technology
11.1K
+ 4.89%
$153.3 - $186.58 $1.7M - $2.07M
238K $44.5M
GOOGL
Alphabet Inc.

Communication Services
1.86K
+ 3.02%
$174.36 - $254.72 $325K - $475K
63.6K $15.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.76K
+ 12.76%
$617.65 - $666.84 $2.32M - $2.51M
33.2K $22.1M
CLOI
Vaneck ETF Tr

ETFs
70.3K
+ 257.07%
$52.8 - $53.1 $3.71M - $3.73M
97.6K $5.18M
SGOL
Abrdn Gold ETF Trust

ETFs
99.2K
+ 786.26%
$31.18 - $36.81 $3.09M - $3.65M
112K $4.12M
PLTR
Palantir Technologies Inc.

Technology
7.49K
+ 23.53%
$130.68 - $186.97 $979K - $1.4M
39.3K $7.18M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.98K
+ 29.16%
$225.11 - $247.9 $2.02M - $2.23M
39.8K $9.83M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
58K
+ 427.99%
$48.31 - $48.93 $2.8M - $2.84M
71.5K $3.49M
AVGO
Broadcom Inc.

Technology
1.69K
+ 4.39%
$264.74 - $369.57 $447K - $625K
40.2K $13.3M
HD
Home Depot, Inc.

Consumer Cyclical
4.52K
+ 25.58%
$357.4 - $423.42 $1.61M - $1.91M
22.2K $8.98M
Direxion Shs ETF Tr
54K
+ 66.77%
N/A
135K $5.06M
JNJ
Johnson & Johnson

Healthcare
400
+ 0.58%
$155.17 - $185.42 $62.1K - $74.2K
69.7K $12.9M
EFV
Msci Eafe Value ETF

ETFs
13.9K
+ 4.35%
$62.79 - $68.42 $874K - $952K
334K $22.7M
PVAL
Putnam ETF Tr Putnam Focused L
20.7K
+ 3.57%
$39.93 - $42.72 $826K - $884K
600K $25.6M
SLV
I Shares Silver Trust

ETFs
35.9K
+ 43.85%
$32.73 - $42.5 $1.17M - $1.52M
118K $4.99M
VUG
Vanguard Growth ETF

ETFs
1.67K
+ 4.72%
$433.97 - $484.08 $725K - $808K
37K $17.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.1K
+ 1.69%
$181.56 - $190.33 $563K - $591K
187K $35.4M
META
Meta Platforms, Inc.

Communication Services
2.88K
+ 17.26%
$695.21 - $791.73 $2M - $2.28M
19.6K $14.3M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
50.6K
+ 447.04%
$36.71 - $38.11 $1.86M - $1.93M
61.9K $2.36M
VRT
Vertiv Holdings CO

Industrials
12.1K
+ 241.55%
N/A
17.1K $2.58M
IVV
Ishares Core S&P 500 ETF

ETFs
1.71K
+ 11.15%
$620.67 - $670.08 $1.06M - $1.15M
17K $11.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.48K
+ 38.19%
$224.68 - $282.71 $1.01M - $1.27M
16.2K $4.53M
AXP
American Express CO

Financial Services
5.05K
+ 57.85%
$294.27 - $342.31 $1.49M - $1.73M
13.8K $4.58M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
24.5K
+ 260.41%
$59.11 - $67.35 $1.45M - $1.65M
33.9K $2.25M
IESC
Ies Holdings, Inc.

Industrials
3.8K
+ 260.11%
$289.3 - $397.65 $1.1M - $1.51M
5.25K $2.09M
VT
Vanguard Total World Stk Index

ETFs
11.8K
+ 536.9%
$128.41 - $138.03 $1.52M - $1.63M
14.1K $1.94M
JPM
Jpmorgan Chase & CO

Financial Services
2.2K
+ 5.99%
$282.78 - $316.06 $622K - $696K
38.9K $12.3M
APP
App Lovin Corp

Technology
1.16K
+ 56.64%
$335.1 - $718.54 $390K - $836K
3.22K $2.31M
ABBV
Abb Vie Inc.

Healthcare
133
+ 0.44%
$184.85 - $231.54 $24.6K - $30.8K
30.7K $7.1M
SOXX
Ishares Semiconductor ETF

ETFs
3.39K
+ 21.8%
$236.93 - $271.12 $803K - $919K
18.9K $5.14M
Astera Labs Inc
3.57K
+ 57.04%
N/A
9.82K $1.92M
GLDM
World Gold Trust

ETFs
11K
+ 23.88%
$64.73 - $76.45 $712K - $840K
57K $4.37M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
41.7K
+ 3.84%
$25.21 - $25.99 $1.05M - $1.08M
1.13M $29.1M
GS
Goldman Sachs Group Inc

Financial Services
1.14K
+ 24.96%
$696.56 - $806.32 $795K - $921K
5.72K $4.55M
VTV
Vanguard Value ETF

ETFs
5.5K
+ 21.29%
$175.51 - $186.57 $965K - $1.03M
31.3K $5.84M
IEMG
Ishares Inc

ETFs
12.8K
+ 20.18%
N/A
76.2K $5.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.4K
+ 138.11%
$275.84 - $326.36 $938K - $1.11M
5.86K $1.91M
XLK
Technology Sector Spdr

ETFs
3.13K
+ 26.47%
$250.97 - $282.66 $786K - $885K
15K $4.22M
IGM
Ishares Expanded Tech Sector E

ETFs
7.29K
+ 40.12%
$110.96 - $127.67 $809K - $930K
25.5K $3.21M
VTI
Vanguard Total Stock Market Et

ETFs
2.22K
+ 14.0%
$303.93 - $329.86 $676K - $733K
18.1K $5.96M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
16.5K
+ 9.64%
$39.8 - $42.86 $657K - $708K
188K $8.04M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
13.4K
+ 11.82%
$42.67 - $46.91 $573K - $630K
127K $5.96M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.8K
+ 3.18%
$45.26 - $46.63 $807K - $832K
579K $26.8M
AMZN
Amazon Com Inc

Consumer Cyclical
4.79K
+ 5.72%
$211.65 - $238.24 $1.01M - $1.14M
88.6K $19.5M
Activity Summary
Buys All Purchases 460 New Holdings 110 Increased Positions 350 Sells All Sells 253 Reductions 253 Sold out 0 Options Calls 0 Puts 0
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